絞り込み結果
15 件並び順
1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI Marketsゲスト Julien Bek · ホスト 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 Consensusゲスト Oren Zeev · ホスト 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 Liquidityゲスト Miles Dieffenbach · ホスト 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 Secondariesゲスト Larry Aschebrook · ホスト 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 Ambitionsゲスト Taavet Hinrikus · ホスト 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 Marketsゲスト Ernest Garcia · ホスト 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 Liquidityゲスト Peter Singlehurst · ホスト 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 Sellゲスト Jake Saper · ホスト 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 Affirmゲスト Max Levchin · ホスト 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 AIゲスト Nabeel Hyatt · ホスト 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 Foundersゲスト Cem Sertoglu · ホスト 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 Partnershipsゲスト Mark Goldberg · ホスト 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 Indexゲスト Shardul Shah · ホスト 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 Marketsゲスト Nicholas Chirls · ホスト 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 Investmentゲスト Imran Khan · ホスト Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.







