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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.








