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1:38:44ENDavid Tisch and Terrence Rohan on Seed Investing, Conviction and Founder RelationshipsGuest David Tisch, Terrence Rohan · Host Harry StebbingsTwo seed investors discuss price, group decisions, follow-on capital and the limits of investor influence—and disagree on signaling.
1:13:49ENMarcelo Claure and Shu Nyatta on Building Bicycle Capital in Latin AmericaGuest Marcelo Claure, Shu Nyatta · Host Harry StebbingsThe former SoftBank partners discuss a proposed growth fund, regional liquidity and lessons from missed opportunities and investment mistakes.
52:43ENJackie Reses and Kris Dickson on the SVB Failure and Depositor ConfidenceGuest Jackie Reses, Kris Dickson · Host Harry StebbingsDuring the March 2023 crisis, two Lead Bank executives explain the bank run, resolution possibilities and the questions facing depositors.
1:22:05ENHunter Walk and Satya Patel on Homebrew’s Partnership and Personal-Capital StrategyGuest Hunter Walk, Satya Patel · Host Harry StebbingsThe Homebrew partners explain why they shifted from raising new institutional funds to investing their own money, and how that changes their decisions.









