Howdy, Partner
Grant's Promotion to Partner, the State of Seed Investing, and Quantum vs Classical RisksToday’s episode is a day late but for good reason — Grant was recently promoted to Partner(!), so Hammad wanted...
3 Touko 20251h 6min
Q&A Mailbag #1
Today’s episode is the long-awaited Q&A. Thank you to all our listeners who submitted questions to us, we did our best to cover as many as possible. We plan on making more of these in the future so pl...
25 Huhti 202551min
Past Performance Does Not Equal Future Results
Entropy, record revenue growth, and persistenceToday’s episode covers the Second Law of Thermodynamics — entropy, and how it extends to the world of (AI) companies. We’ve seen a number of companies sh...
18 Huhti 202544min
Time for Tariffs
What reindustrialization actually means, and how we do itThe market is digesting the impact of the latest round of tariffs, and given that reshoring is a core talking point, we wanted to use this as a...
11 Huhti 202536min
Chicken Sexing
The art of founder pickingToday we’re covering a topic near and dear to our hearts: chicken sexing!While you might think it’s an odd comparison, there’s actually a lot of similarities between chicken ...
4 Huhti 202548min
The Hedonic Treadmill
11x, an AI sales development representatives (SDR) co is in the news for some potentially troubling action. We are not going to comment on the individual company, but instead we wanted to use this as ...
28 Maalis 202541min
M&A is Back on the Menu
Google is acquiring Wiz, so we decided it’s time to talk about M&A. There’s a lot of analysis on this particular acquisition and less about how it fits into the broader tech ecosystem, so that’s where...
21 Maalis 202544min
Not Dead, Can't Quit
Given the recent market sell off Grant and Hammad thought it would be a good opportunity to discuss their thoughts on the current venture landscape and how macro conditions impact the GP and LP ecosys...
13 Maalis 202536min
