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1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsInvité : Julien Bek · Anime : 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 ConsensusInvité : Oren Zeev · Anime : 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 LiquidityInvité : Miles Dieffenbach · Anime : 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 SecondariesInvité : Larry Aschebrook · Anime : 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 AmbitionsInvité : Taavet Hinrikus · Anime : 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 MarketsInvité : Ernest Garcia · Anime : 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 LiquidityInvité : Peter Singlehurst · Anime : 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 SellInvité : Jake Saper · Anime : Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.








