Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)

Playlist

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Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)

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Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)

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497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)

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Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)

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Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)

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Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)

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496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

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Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)

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Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)

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Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)

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495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)

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Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)

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Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)

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Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)

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494. The Techstars Refresh, Why Bigger Isn't Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift (David Cohen)

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Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)

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Investor Stories 433. The Art of Sensing Greatness, From Analytical to Intuitive Investing, and the Case for Industry Outsiders (Hsieh, Hilaly, Maples)

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Investor Stories 432. The Pain of Passing: Missed Bets on Uber, DoorDash, and Great Founders Who Proved Them Wrong (Shapiro, York, Dash)

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493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)

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Investor Stories 431. Level Heads Build Enduring Companies, The Power of Persistence, and Why Conviction is Everything (Saxena, Delk, Rizik)

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Investor Stories 430. Focus and Execution at Nubank, How Storytelling Wins Customers, and How Creative Partnerships Unlock Growth (Binatti, Madera, Okike)

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Investor Stories 429. Focus and Discipline in Growth, The Dangers of Rules of Thumb, and Fighting Cynicism in Venture (Stevens, Patel, Shapiro)

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492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam)

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Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen)

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Investor Stories 427. Balancing Growth with Profitability, Why the Customer's Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke)

Playlist

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Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly)

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491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)

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Investor Stories 425. Don't Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang)

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Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York)

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Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti)

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490. Why Foundry Isn't Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld)

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Investor Stories 422: Best LP Question (Stevens, Patel, Shapiro)

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Investor Stories 421: Rewriting the Playbook (Walsh, Schroepfer, Saxena)

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Investor Stories 420: Why I Passed (Abel, Ruscio, Niehenke)

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489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)

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Investor Stories 419: Key Advice (Patel, Schuler, Walsh)

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Investor Stories 418: Visionary Founders (Shen, Shapiro, Jiang)

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Investor Stories 417: Best LP Question (Delk, Hilaly, Dash)

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488. Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts (Charles Hudson)

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Investor Stories 416: Lessons Learned (Niehenke, York, Hsieh)

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Investor Stories 415: Why I Passed (Walsh, Binatti, Schroepfer)

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Investor Stories 414: Key Advice (Seides, Patil, Stevens)

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487. A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator's Dilemma, and Future-Proofing for Generative AI (Dave Link)

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Investor Stories 413: Visionary Founders (Schilling, Abel, Patel)

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Investor Stories 412: Best LP Question (Garcia, Tusk, Seides)

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Investor Stories 411: Lessons Learned (Patil, Schilling, Abel)

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486. From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm (Nnamdi Okike)

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Investor Stories 410: Why I Passed (Stevens, Patel, Shen)

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Investor Stories 409: Key Advice (Terbell and Clark, Schilling, Abel)

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Investor Stories 408: Visionary Founders (Seides, Ralston, Stevens)

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485. From Touring with Lady Gaga, Blink‑182, and Pharrell Williams to investing in Spotify, SpaceX, and Ripple… How an Artist Went from Tastemaker to Transformative Healthcare VC (D.A. Wallach)

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Investor Stories 407: Best LP Question (Chau, Terbell and Clark, Schilling)

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Investor Stories 406: Lessons Learned (Garcia, Tusk, Seides)

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Investor Stories 405: Why I Passed (Terbell and Clark, Patil, Schilling)

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484. Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age (Jeff Bussgang)

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Investor Stories 404: Disruptive Forces (Abel, Patel, Shen)

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Investor Stories 403: Key Advice (Chau, Whitmire, Garcia)

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Investor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)

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483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)

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Investor Stories 401: Best LP Question (Chase, Boduch, Whitmire)

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482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)

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Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)

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481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)

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Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk)

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480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples)

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Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)

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479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture's Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik)

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Investor Stories 397: Key Advice (Ho, Yunger, Tusk)

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478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh Dash)

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Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)

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477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)

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Investor Stories 395: Best LP Question (Upham, Ho, Yunger)

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476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)

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Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)

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475. Non-Dilutive Capital That's More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh)

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Investor Stories 393: Why I Passed (Ho, Yunger, Chau)

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474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)

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Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)

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473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)

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Investor Stories 391: Key Advice (Upham, Patil, Chase)

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472. DeepSeek's Impact on Other LLMs, AI's Effect on Software Engineering, Nvidia's Future, and the Next Wave of Developer-First Companies (Joseph Ruscio)

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Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)

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471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)

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Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)

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470. The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change (Mike Schroepfer)

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Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)

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469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)

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Investor Stories 387: Why I Passed (Patil, Chase, Boduch)

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468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)

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Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)

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467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)

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Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)

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466. Investing in xAI, Wiz, and Flexport; Masayoshi Son's Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)

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Investor Stories 384: Visionary Founders (Upham, Patil, Chase)

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465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)

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Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)

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Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)

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Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)

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Replay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)

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Podcast Details

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Listen Show PodCast

Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)

Playlist

Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)

Playlist

Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)

Playlist

497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)

Playlist

Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)

Playlist

Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)

Playlist

Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)

Playlist

496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

Playlist

Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)

Playlist

Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)

Playlist

Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)

Playlist

495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)

Playlist

Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)

Playlist

Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)

Playlist

Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)

Playlist

494. The Techstars Refresh, Why Bigger Isn't Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift (David Cohen)

Playlist

Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)

Playlist

Investor Stories 433. The Art of Sensing Greatness, From Analytical to Intuitive Investing, and the Case for Industry Outsiders (Hsieh, Hilaly, Maples)

Playlist

Investor Stories 432. The Pain of Passing: Missed Bets on Uber, DoorDash, and Great Founders Who Proved Them Wrong (Shapiro, York, Dash)

Playlist

493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)

Playlist

Investor Stories 431. Level Heads Build Enduring Companies, The Power of Persistence, and Why Conviction is Everything (Saxena, Delk, Rizik)

Playlist

Investor Stories 430. Focus and Execution at Nubank, How Storytelling Wins Customers, and How Creative Partnerships Unlock Growth (Binatti, Madera, Okike)

Playlist

Investor Stories 429. Focus and Discipline in Growth, The Dangers of Rules of Thumb, and Fighting Cynicism in Venture (Stevens, Patel, Shapiro)

Playlist

492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam)

Playlist

Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen)

Playlist

Investor Stories 427. Balancing Growth with Profitability, Why the Customer's Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke)

Playlist

Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly)

Playlist

491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)

Playlist

Investor Stories 425. Don't Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang)

Playlist

Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York)

Playlist

Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti)

Playlist

490. Why Foundry Isn't Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld)

Playlist

Investor Stories 422: Best LP Question (Stevens, Patel, Shapiro)

Playlist

Investor Stories 421: Rewriting the Playbook (Walsh, Schroepfer, Saxena)

Playlist

Investor Stories 420: Why I Passed (Abel, Ruscio, Niehenke)

Playlist

489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)

Playlist

Investor Stories 419: Key Advice (Patel, Schuler, Walsh)

Playlist

Investor Stories 418: Visionary Founders (Shen, Shapiro, Jiang)

Playlist

Investor Stories 417: Best LP Question (Delk, Hilaly, Dash)