필터 결과
21개정렬
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Year진행자 Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like software진행자 Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
1:17:01ENDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global Payroll게스트 Alex Bouaziz · 진행자 Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
51:06ENScott Wu on Cognition's Windsurf Deal and the Future of AI Coding게스트 Scott Wu · 진행자 Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giant진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
26:08ENFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.진행자 Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apart진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
1:20:50ENJason Lemkin on SaaS Valuations, Private Equity and the Liquidity Problem게스트 Jason Lemkin · 진행자 Harry StebbingsThe SaaStr founder discusses slowing software growth, AI budgets, venture returns and why the next exit may be harder to find.
54:32ENNikesh Arora on Competition, Acquisitions and Leading Through Change게스트 Nikesh Arora · 진행자 Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
59:00ENMark Suster on Venture Fundraising, Liquidity and Exit Prices게스트 Mark Suster · 진행자 Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
1:08:30ENBastian Lehmann on Selling Postmates, Starting Again and the Future of AI게스트 Bastian Lehmann · 진행자 Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
1:30:20ENDana White Built the UFC From What He Loved — and Hated — About Boxing게스트 Dana White · 진행자 Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
1:02:30ENLuca Ferrari on Bending Spoons, Acquisitions and Learning From Risk게스트 Luca Ferrari · 진행자 Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
1:08:17ENFrank Quattrone on Technology M&A, IPOs and the Amazon Pricing Debate게스트 Frank Quattrone · 진행자 Harry StebbingsThe Qatalyst founder recounts deals involving Qualtrics, LinkedIn and Amazon, and explains how markets, financing and regulation shape transactions.
43:07ENThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.진행자 Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
1:13:41ENTJ Parker on Building PillPack and Selling to Amazon게스트 TJ Parker · 진행자 Harry StebbingsThe pharmacist and founder recounts the early customer-acquisition challenge, network disputes, leadership decisions and acquisition process.
2:44:38ENPosting a photo of this moment was not a product category yet게스트 Kevin Systrom · 진행자 Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
1:42:04ENPaid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team Design게스트 Timothy Davis · 진행자 Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:00:51ENInflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting Acquired게스트 Julia Schottenstein · 진행자 Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:34:36ENFounder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and Hiring게스트 Jonathan Lowenhar · 진행자 Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:34:27ENMatt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really Open게스트 Matt Mullenweg · 진행자 Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.









