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1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsInvitado: Julien Bek · Presenta: Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusInvitado: Oren Zeev · Presenta: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityInvitado: Miles Dieffenbach · Presenta: Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
1:47:28ENLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture SecondariesInvitado: Larry Aschebrook · Presenta: Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsInvitado: Taavet Hinrikus · Presenta: Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
1:10:19ENCarvana CEO Ernie Garcia on Conviction, Debt and Building Through Difficult MarketsInvitado: Ernest Garcia · Presenta: Harry StebbingsThe co-founder reflects on fundraising, operations, public markets and the personal trade-offs of leading a company.
1:12:05ENPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityInvitado: Peter Singlehurst · Presenta: Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
1:33:55ENJake Saper on Zoom, AI and the Hard Decision of When to SellInvitado: Jake Saper · Presenta: Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmInvitado: Max Levchin · Presenta: Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
1:15:18ENNabeel Hyatt on Venture Investing and the Uncertainty of AIInvitado: Nabeel Hyatt · Presenta: Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.
1:04:51ENCem Sertoglu on UiPath, Venture Risk and Backing FoundersInvitado: Cem Sertoglu · Presenta: Harry StebbingsThe investor recounts the decisions behind UiPath’s returns and explains how he thinks about founder relationships, reserves, valuation and liquidity.
56:18ENMark Goldberg on Building Chemistry and Rethinking Venture PartnershipsInvitado: Mark Goldberg · Presenta: Harry StebbingsThe former Index partner discusses his new fund’s decision-making, reserves and founder relationships, while debating valuations and the pressures on large venture firms.
49:33ENShardul Shah on Venture Conviction, Outliers and Decisions at IndexInvitado: Shardul Shah · Presenta: Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.
1:09:27ENNick Chirls on Venture Incentives, Founder Trust and Overlooked MarketsInvitado: Nicholas Chirls · Presenta: Harry StebbingsThe Asylum Ventures founder debates fees, investor protections and the trade-offs of early-stage investing with Harry Stebbings.
1:11:17ENImran Khan on IPO Pricing, Public Markets and AI InvestmentInvitado: Imran Khan · Presenta: Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
1:09:44ENKevin Hartz on Airbnb, Holding Winners and the Tradeoffs of Venture InvestingInvitado: Kevin Hartz · Presenta: Harry StebbingsThe A* co-founder discusses an exploding term sheet, fund liquidity, founder selection and why he prefers to hold exceptional companies.
1:12:12ENPat Grady on Sequoia’s Investment Process, Founders and Holding WinnersInvitado: Pat Grady · Presenta: Harry StebbingsThe Sequoia partner explains how he tests an investment thesis, judges founders and balances patience with the need to return capital.
1:24:03ENDanny Rimer on Missed Deals, Investment Discipline and Building Index VenturesInvitado: Danny Rimer · Presenta: Harry StebbingsThe Index partner reflects on Spotify, Snap, Airbnb and Facebook, explains how the firm makes decisions, and weighs patience against the need to realize returns.
1:15:53ENMike Schroepfer on Leadership, Climate Technology and Clean EnergyInvitado: Mike Schroepfer · Presenta: Harry StebbingsThe former Meta CTO explains how leaders align teams and how his climate investment firm evaluates technology, financing and market risk.
1:02:30ENLuca Ferrari on Bending Spoons, Acquisitions and Learning From RiskInvitado: Luca Ferrari · Presenta: Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
1:22:56ENChandra Narayanan on Growth Metrics, Analytics and Building TeamsInvitado: Chandra Narayanan · Presenta: Harry StebbingsThe former Facebook analytics leader explains how to turn data into decisions, choose growth goals and hire for the company’s needs.
1:03:31ENPeter Wagner on Venture Cycles, Founders and Price DisciplineInvitado: Peter Wagner · Presenta: Harry StebbingsThe Wing founding partner reflects on decades of investing, the Snowflake round he did not lead and the risks of capital-intensive businesses.
46:13ENNicolai Tangen on Long-Term Investing and Leading Norway’s Sovereign FundInvitado: Nicolai Tangen · Presenta: Harry StebbingsThe fund chief discusses market uncertainty, transparency, climate risk and the difference between patient investing and fast decisions.
1:21:27ENRoger Ehrenberg on Venture Returns, Liquidity and Life After SuccessInvitado: Roger Ehrenberg · Presenta: Harry StebbingsThe IA Ventures founder examines a changing LP base, continuation funds and the trade-offs behind selling winners, then reflects on wealth and family.
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