Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) ...
9 Okt 202527min
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube...
8 Okt 202528min
Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China...
8 Okt 202527min
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI ...
3 Okt 20251h 29min
Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America
(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech...
2 Okt 202554min
Multicoin Capital's Kyle Samani on Internet Capital Markets
(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital mark...
1 Okt 202513min
Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix
(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA ...
30 Sep 202522min
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War
(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) ...
30 Sep 202525min
