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HOME/TOPICS/CAPITAL EFFICIENCY
// TOPIC

Capital Efficiency

ITEMS 313ACROSS PODCASTS · NEWSLETTERS · PAPERS
// TAGGED
313 ITEMS
01
NEWSCOATUEAUG 3, 2026
Chart of the Day
COATUE MANAGEMENT
02
NEWSSOURCERY NEWSLETTERAUG 3, 2026
BREAKING: Base Power Hits $13B on $1B Series D
MOLLY O'SHEA
03
NEWSSOURCERY NEWSLETTERAUG 2, 2026
ICYMI: Leopold, Space Lasers, Devin
MOLLY O'SHEA
04
NEWSTHE AI CORNERAUG 2, 2026
The $10K Etsy niche nobody is running with Claude yet
THE AI CORNER
05
NEWSPAVEL PRATAAUG 1, 2026
Edition #15: H1 2026 State of Fundraising, GPs Backing GPs Map, Our Private Villa Event in SF
PAVEL PRATA
06
PODMY FIRST MILLIONJUL 31, 2026
The surprising product that built Italy's richest family
SAM PARR, SHAAN PURI
07
NEWSNEWCOMER NEWSLETTERJUL 31, 2026
The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.
ERIC NEWCOMER
08
NEWSOUR WORLD IN DATAJUL 31, 2026
The OWID Brief: Economic inequality, AI energy use, Hannah Ritchie’s book, and more
OUR WORLD IN DATA
09
NEWSPITCHBOOK NEWSJUL 31, 2026
Secondary market’s heirs apparent
PITCHBOOK NEWS
10
NEWSSTRICTLYVCJUL 31, 2026
Anthropic's AI Models Are Also Behaving Badly
CONNIE LOIZOS
11
NEWSTHE AI CORNERJUL 31, 2026
Someone just ran a 2.78-trillion-parameter model on a laptop. The memory wall is breaking
THE AI CORNER
12
NEWSTHE AI CORNERJUL 30, 2026
The Seven Deadly Sins of AI Spend
THE AI CORNER
13
POD晚点聊 LATETALKJUL 30, 2026
175: 对话Liblib陈冕:关于活下来,以及所有接近死亡的时刻
MANCHI, 晚点团队
14
NEWSAXIOS PRO RATAJUL 29, 2026
Axios Pro Rata: World Cup cash
DAN PRIMACK
15
NEWSDATA DRIVEN VCJUL 29, 2026
💥How Top 5% VCs Keep Winning, Time Between Rounds, Reserve Strategies, State of SPVs & More
ANDRE RETTERATH
16
NEWSPAVEL PRATAJUL 29, 2026
New VC Funds Raised: Q2 2026 Recap
PAVEL PRATA
17
PODSOURCERYJUL 29, 2026
The Stock That Went Up 1000% | Lumentum CEO
MICHAEL HURLSTON, MOLLY O'SHEA
18
NEWSSOURCERY NEWSLETTERJUL 29, 2026
BREAKING: Lumentum CEO on How Lasers Are Transforming AI Data Centers
MOLLY O'SHEA
19
PODINVEST LIKE THE BESTJUL 28, 2026
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]
PATRICK O'SHAUGHNESSY, SAM ALTMAN
20
NEWSPITCHBOOK NEWSJUL 28, 2026
Bain vs. Carlyle: $7B wealth fight
PITCHBOOK NEWS
21
NEWSSOURCERY NEWSLETTERJUL 28, 2026
BREAKING: “Devin Writes 95% of Our Code” Scott Wu, CEO of Cognition
MOLLY O'SHEA
22
NEWSSTRICTLYVCJUL 28, 2026
Nvidia in Talks to Back OpenAI to the Tune of $500+ Billion
CONNIE LOIZOS
23
NEWSTHE VC CORNERJUL 28, 2026
These Are The Mistakes That Cost Founders Their First Deal
THE VC CORNER
24
NEWSTHE AI CORNERJUL 26, 2026
38,000 companies are hiding in plain sight. Here is the AI system to find them
THE AI CORNER
25
NEWSTHE AI CORNERJUL 25, 2026
AI Made Bug Bounties a Six-Figure Skill Overnight
THE AI CORNER
26
NEWSPITCHBOOK NEWSJUL 24, 2026
Bean counting for AI
PITCHBOOK NEWS
27
PODSOURCERYJUL 24, 2026
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
MOLLY O'SHEA, TONY KIM
28
NEWSSOURCERY NEWSLETTERJUL 24, 2026
BREAKING: BlackRock's Tony Kim on Tech's $10T Systemic Rebuild
MOLLY O'SHEA
29
NEWSTHE AI CORNERJUL 24, 2026
Anthropic just cut the price of frontier intelligence in half
THE AI CORNER
30
NEWSTHE VC CORNERJUL 24, 2026
The Investor Outreach System: List, Prompts, Sequence, Replies
THE VC CORNER
31
PODMY FIRST MILLIONJUL 23, 2026
The $150B dollar business hiding in plain sight
GUEST 02, SAM PARR, SHAAN PURI
32
NEWSPITCHBOOK NEWSJUL 23, 2026
Opportunities in AI hacking
PITCHBOOK NEWS
33
PODSOURCERYJUL 22, 2026
David Friedberg on the Economic Crisis Nobody Wants to Fix
DAVID FRIEDBERG, MOLLY O'SHEA
34
NEWSSOURCERY NEWSLETTERJUL 22, 2026
BREAKING: David Friedberg on America vs Socialism
MOLLY O'SHEA
35
NEWSTHE AI CORNERJUL 22, 2026
Google just made agents 3x cheaper to run. Here is the playbook
THE AI CORNER
36
PODDIALECTICJUL 21, 2026
52: Jack Conte - Draw the Next Page
JACK CONTE, JACKSON DAHL
37
PODMY FIRST MILLIONJUL 21, 2026
I spent 24hrs with a blue collar millionaire
MARK O'BRIEN, SAM PARR
38
NEWSOUR WORLD IN DATAJUL 21, 2026
Data Insight: Rich countries have ten times as many doctors per person as poor ones
OUR WORLD IN DATA
39
NEWSPITCHBOOK NEWSJUL 21, 2026
AI's true cost
PITCHBOOK NEWS
40
NEWSTHE AI CORNERJUL 21, 2026
Most AI Startups Are Pricing Themselves to Death
THE AI CORNER
41
NEWSLUCINDA SHENJUL 20, 2026
Axios Pro Rata: 🦣 Colossal scoop
LUCINDA SHEN
42
NEWSPITCHBOOK NEWSJUL 20, 2026
When $188B is quaint
PITCHBOOK NEWS
43
NEWSSTRATECHERYJUL 20, 2026
Who’s Afraid of Chinese Models? (Stratechery Article 7-20-2026)
BEN THOMPSON
44
PAPRARXIV PHYSICAL AIJUL 20, 2026
Patch Policy: Efficient Embodied Control via Dense Visual Representations
GAOYUE ZHOU, LERREL PINTO, ET AL. (ARXIV PHYSICAL AI)
45
NEWSPARSERS VCJUL 19, 2026
Zymofix Success Story. 10 OOTB questions to co-founder Emile Redant
PARSERS VC
46
NEWSTHE VC CORNERJUL 19, 2026
AI’s Biggest Winners📉, Stop Playing The Markup Game🎯, The Self Driving Company🚗
THE VC CORNER
47
POD20VCJUL 18, 2026
20VC: $5BN in Revenue, 7 to 7,000 Employees in 9 Months, 206,000 Tests in a Single Day: The Craziest Story in Startups: Curative with Fred Turner
FRED TURNER, HARRY STEBBINGS
48
NEWSSTRICTLYVCJUL 18, 2026
Report: Meta in Talks to Sell AI Computing Power to Anthropic
CONNIE LOIZOS
49
NEWS99DJUL 17, 2026
Back in the saddle
YONI RECHTMAN
50
NEWSNEWCOMER NEWSLETTERJUL 17, 2026
IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?
ERIC NEWCOMER
51
PODSOURCERYJUL 17, 2026
SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"
MOLLY O'SHEA, RODRIGO LIANG
52
NEWSSOURCERY NEWSLETTERJUL 17, 2026
BREAKING: SambaNova Hits $11B Valuation
MOLLY O'SHEA
53
NEWSTHE AI CORNERJUL 17, 2026
The AI trade just lost $1 trillion. Here is where the value went
THE AI CORNER
54
NEWSNEWCOMER NEWSLETTERJUL 16, 2026
SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic
ERIC NEWCOMER
55
NEWSPARSERS VCJUL 16, 2026
Weekly TOP Startup / VC news of July 16, 2026
PARSERS VC
56
PODALL INJUL 15, 2026
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
ANTON OSIKA, JASON CALACANIS, JENSEN (DIALOGUE REFERENCE), PAT GELSINGER
57
NEWSPITCHBOOK NEWSJUL 15, 2026
NY's data center freeze
PITCHBOOK NEWS
58
NEWSSOURCERY NEWSLETTERJUL 15, 2026
BREAKING: Senra Raises $65M Series B by Lowercarbon & Interlagos
MOLLY O'SHEA
59
PODTHE A16Z SHOWJUL 15, 2026
Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure
DYLAN PATEL, ERIK TORENBERG, ERIN PRICE-WRIGHT, GUIDO APPENZELLER
60
NEWSPITCHBOOK NEWSJUL 14, 2026
OpenAI's trillion-dollar wait
PITCHBOOK NEWS
61
NEWSTHE AI CORNERJUL 14, 2026
Jonathan Ross Turned a 3-Week Phone Call Into a $20 Billion NVIDIA Deal. Here Is How He Did It.
THE AI CORNER
62
NEWSAXIOS AI+JUL 13, 2026
🐻 Goldilocks GPT
AXIOS AI+
63
PODSOURCERYJUL 13, 2026
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
ANDREW FELDMAN, MOLLY O'SHEA
64
NEWSTHE VC CORNERJUL 11, 2026
Venture Capital Isn’t What It Used to Be, and It's at a Crossroads
THE VC CORNER
65
NEWSTHE GENERALISTJUL 10, 2026
RAM Fever
THE GENERALIST
66
NEWSTHE VC CORNERJUL 10, 2026
The Most Improbable Venture Fund Ever Built
THE VC CORNER
67
PODTHE A16Z SHOWJUL 10, 2026
How Bitcoin Rewired a Classic Computer Science Problem
ITAI ABRAHAM, TIM RUFFGARTEN
68
PODNO PRIORSJUL 9, 2026
Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
ELAD GIL, GLENN FOGEL
69
NEWSPITCHBOOK NEWSJUL 9, 2026
Record VC exits don't help all
PITCHBOOK NEWS
70
NEWSTHE AI CORNERJUL 9, 2026
You are overpaying for intelligence. Grok 4.5 just proved it
THE AI CORNER
71
NEWSPITCHBOOK NEWSJUL 8, 2026
Signs of a data center peak
PITCHBOOK NEWS
72
NEWSTHE AI CORNERJUL 8, 2026
Claude Fable 5 is free for 4 more days. Here is the full guide
THE AI CORNER
73
NEWSAXIOS PRO RATAJUL 7, 2026
Axios Pro Rata: M❌A
DAN PRIMACK
74
NEWSAXIOS PRO RATAJUL 7, 2026
Axios Pro Rata: M❌A
DAN PRIMACK
75
NEWSDATA DRIVEN VCJUL 7, 2026
💥Guide to Fable 5, Power Law Everywhere, VC Media Machines, AI in PE & More
ANDRE RETTERATH
76
PODINVEST LIKE THE BESTJUL 7, 2026
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]
JEREMY GIFFEN, PATRICK O'SHAUGHNESSY
77
NEWSPARSERS VCJUL 7, 2026
Weekly Funding rounds / Statistics / Insights of July 7, 2026
PARSERS VC
78
NEWSSTRATECHERYJUL 7, 2026
A Script for Mark Zuckerberg (Stratechery Article 7-7-2026)
BEN THOMPSON
79
NEWSTHE AI CORNERJUL 7, 2026
Stop prompting. Start writing loops
THE AI CORNER
80
NEWSAXIOS AI+JUL 6, 2026
⛽ Trading compute
AXIOS AI+
81
NEWSTHE VC CORNERJUL 6, 2026
The Spreadsheet That Killed My Runway Anxiety
THE VC CORNER
82
NEWSTHE AI CORNERJUL 3, 2026
Set a metric. Walk away. Let the agent optimize overnight.
THE AI CORNER
83
NEWSTHE VC CORNERJUL 3, 2026
Why Most VCs Misunderstand Their Own Fund Economics
THE VC CORNER
84
NEWSPARSERS VCJUL 2, 2026
Weekly TOP Startup / VC news of July 2, 2026
PARSERS VC
85
NEWSPITCHBOOK NEWSJUL 2, 2026
Software wins for the taking
PITCHBOOK NEWS
86
NEWSPOSTROUNDJUL 2, 2026
Series B activity: June 2026
POSTROUND
87
NEWSSTRICTLYVCJUL 2, 2026
Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout
CONNIE LOIZOS
88
NEWSTHE VC CORNERJUL 2, 2026
This Is the New SaaS Playbook
THE VC CORNER
89
PODTHE A16Z SHOWJUL 2, 2026
Outsmarting Uber: Why Bolt Wins in Europe
GABRIEL VASQUEZ, HOST/NARRATOR, MARKUS WILLIG
90
NEWSAXIOS PRO RATAJUL 1, 2026
Axios Pro Rata: AOL IPO
DAN PRIMACK
91
NEWSDATA DRIVEN VCJUL 1, 2026
💥Agents vs Headcount, VC Content Blueprint, AI GTM Teams, Talent vs. Talent Engineering & More
ANDRE RETTERATH
92
NEWSPAVEL PRATAJUL 1, 2026
Edition #14: 37 New Funds, 1000 Fund Managers Mapped, DPI Benchmark
PAVEL PRATA
93
NEWSAXIOS PRO RATAJUN 30, 2026
Axios Pro Rata: Steely promises
DAN PRIMACK
94
NEWSSOURCERY NEWSLETTERJUN 30, 2026
BREAKING: Benchmark's AI Playbook
MOLLY O'SHEA
95
NEWSTHE AI CORNERJUN 30, 2026
The Real Reason AI Costs Keep Rising
THE AI CORNER
96
POD20VCJUN 29, 2026
20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar
HARRY STEBBINGS, KR SRIDHAR
97
NEWSPOSTROUNDJUN 29, 2026
Series A activity: Week of June 21, 2026
POSTROUND
98
PODSOURCERYJUN 29, 2026
Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..
EVERETT RANDLE, MOLLY O'SHEA
99
NEWSTHE AI CORNERJUN 28, 2026
Cerebras bet against the GPU. It just IPO'd at $56B.
THE AI CORNER
100
NEWSTHE VC CORNERJUN 27, 2026
Accretion, Dilution, and the Cold Hard Truth of M&A Math
THE VC CORNER
101
NEWSDATA DRIVEN VCJUN 26, 2026
Token Budgets for Investment Firms: What's the ROI? And Where's the Limit?
ANDRE RETTERATH
102
NEWSPITCHBOOK NEWSJUN 26, 2026
Quantum leap
PITCHBOOK NEWS
103
PODSOURCERYJUN 26, 2026
Brian Armstrong: “Capitalism Lifts Everyone Up”
BRIAN ARMSTRONG, MOLLY O'SHEA
104
NEWSANIMESH FROM PRAXIS CURRENTSJUN 25, 2026
Moneyball for Physical AI
ANIMESH FROM PRAXIS CURRENTS
105
NEWSSTRICTLYVCJUN 25, 2026
Kalshi Looks to Almost Double Its Valuation in Just a Month
CONNIE LOIZOS
106
NEWSAXIOS AI+JUN 24, 2026
🤖 Jalapeño chips
AXIOS AI+
107
NEWSPITCHBOOK NEWSJUN 24, 2026
Why AI isn't killing finance software
PITCHBOOK NEWS
108
PODTRAINING DATAJUN 24, 2026
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
DAN BIDERMAN, JESSY LIN, SHAUN MAGUIRE, SONYA HUANG
109
NEWSDATA DRIVEN VCJUN 23, 2026
💥Workflows Are King, Guide to Cold Emails, Seed Is Dying, VC Tourists Are Leaving, WTF Is a Loop? & More
ANDRE RETTERATH
110
PODINVEST LIKE THE BESTJUN 23, 2026
Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]
PATRICK O'SHAUGHNESSY, VLAD BARBALAT
111
NEWSLUCINDA SHENJUN 23, 2026
Axios Pro Rata: K-shaped shift
LUCINDA SHEN
112
NEWSPARSERS VCJUN 23, 2026
Weekly Funding rounds / Statistics / Insights of June 23, 2026
PARSERS VC
113
NEWSSOURCERY NEWSLETTERJUN 23, 2026
BREAKING: Mark Pincus on How to Build Billion-Dollar Products
MOLLY O'SHEA
114
NEWSPITCHBOOK NEWSJUN 22, 2026
Same round, different price tag
PITCHBOOK NEWS
115
NEWSSOURCERY NEWSLETTERJUN 21, 2026
BREAKING: Private Jets 101
MOLLY O'SHEA
116
PODSOURCERYJUN 20, 2026
What a $75 Million Airplane Actually Costs to Own
CAPTAIN RAZ MATUS, CAPTAIN ROZ MATUS, ISRAEL SLOTOWICZ, IZRAEL SLODOWITZ
117
NEWSPITCHBOOK NEWSJUN 19, 2026
Solar surge
PITCHBOOK NEWS
118
NEWSTHE AI CORNERJUN 19, 2026
No, You Don’t Need an AI Agent
THE AI CORNER
119
NEWSPARSERS VCJUN 18, 2026
Weekly TOP Startup / VC news of June 18, 2026
PARSERS VC
120
PODSOURCERYJUN 18, 2026
Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI
GABE PEREYRA, MOLLY O'SHEA, NIKO GRUPEN
121
NEWSAXIOS PRO RATAJUN 17, 2026
Axios Pro Rata: PE's pizza past
DAN PRIMACK
122
NEWSSOURCERY NEWSLETTERJUN 17, 2026
BREAKING: Inside Coinbase's System Update
MOLLY O'SHEA
123
NEWSTHE VC CORNERJUN 17, 2026
The Growth Playbook Behind One of AI's Fastest ARR Climbs
THE VC CORNER
124
NEWSOUR WORLD IN DATAJUN 16, 2026
Data Insight: NVIDIA’s revenue from data centers and AI has grown 1,300-fold in the last 12 years
OUR WORLD IN DATA
125
NEWSPARSERS VCJUN 16, 2026
Weekly Funding rounds / Statistics / Insights of June 16, 2026
PARSERS VC
126
NEWSSOURCERY NEWSLETTERJUN 16, 2026
BREAKING: $11B Harvey Hits $300M ARR & 13 Trillion Tokens
MOLLY O'SHEA
127
NEWSTHE AI CORNERJUN 16, 2026
Inference engineering is the 80% cost cut most teams miss
THE AI CORNER
128
NEWSTHE AI CORNERJUN 15, 2026
Jensen Huang handed you the AI roadmap. Here are the 10 moves that matter.
THE AI CORNER
129
NEWSDATA DRIVEN VCJUN 14, 2026
🔥Building a Single Source of Truth for Investment Firms
ANDRE RETTERATH
130
PODSOURCERYJUN 14, 2026
SpaceX IPO: Inside the Firm That Owns 1%
JUSTIN FISHNER-WOLFSON, MOLLY O'SHEA
131
NEWSTHE AI CORNERJUN 14, 2026
Your AI bill is mostly wasted tokens
THE AI CORNER
132
POD20VCJUN 13, 2026
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory
HARRY STEBBINGS, MATAN GRINBERG
133
PODALL INJUN 12, 2026
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
AARON COWEN, CHAMATH PALIHAPITIYA, DAN DREYFUS, DAVID FRIEDBERG, DAVID SACKS, GAVIN BAKER, JASON CALACANIS, KYLE SIMANI, OLEG NODELMAN
134
NEWSAXIOS PRO RATAJUN 12, 2026
Axios Pro Rata: Musk's moonshot
DAN PRIMACK
135
PODMY FIRST MILLIONJUN 12, 2026
The most simplified breakdown of the SpaceX IPO on the internet
SAM PARR, SHAAN PURI
136
NEWSPITCHBOOK NEWSJUN 12, 2026
It's launch day
PITCHBOOK NEWS
137
NEWSSOURCERY NEWSLETTERJUN 12, 2026
BREAKING: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"
MOLLY O'SHEA
138
NEWSSTRATECHERYJUN 12, 2026
Hey Siri, Tell Me a Fable (This Week in Stratechery)
BEN THOMPSON
139
NEWSSTRICTLYVCJUN 12, 2026
SpaceX's IPO Is a Done Deal
CONNIE LOIZOS
140
POD张小珺JÙN|商业访谈录JUN 12, 2026
145. 口述SpaceX开发史:和前高管洪力德聊,马斯克用人观、最大IPO、太空与AI、人类文明扩张前奏?
ZHANG XIAOJUN, 张小珺
141
POD20VCJUN 11, 2026
20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
HARRY STEBBINGS, JASON LEMKIN, RORY O'DRISCOLL
142
PODBG2JUN 11, 2026
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
ANDREW FOX, BRAD GERSTNER, CLARK TANG, GAVIN BAKER
143
NEWSPITCHBOOK NEWSJUN 11, 2026
SpaceX watch party
PITCHBOOK NEWS
144
PODALL INJUN 10, 2026
Dan Dreyfus: America's Critical Minerals Crisis is Here
CHAMATH PALIHAPITIYA, DAN DREYFUS, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
145
NEWSAXIOS AI+JUN 10, 2026
💰 Mythos-maxxing
AXIOS AI+
146
NEWSPITCHBOOK NEWSJUN 10, 2026
Anthropic's metric to watch
PITCHBOOK NEWS
147
NEWSTHE AI CORNERJUN 10, 2026
The Most Honest AI Analysis of the Year (and What Everyone Needs to Know)
THE AI CORNER
148
NEWSTHE VC CORNERJUN 10, 2026
The Venture Capital Liquidity Crisis That Nobody Is Talking About
THE VC CORNER
149
PODTRAINING DATAJUN 10, 2026
LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age
JENSEN HUANG, KONSTANTINE BUHLER
150
PODALL INJUN 9, 2026
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
BILL MARIS, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, SACKS
151
NEWSSTRICTLYVCJUN 9, 2026
OpenAI Files (Not So) Confidentially to Go Public
CONNIE LOIZOS
152
PODALL INJUN 7, 2026
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
BRAD GERSTNER, CHAMATH PALIHAPITIYA, DAVID SACKS, GAVIN BAKER, JASON CALACANIS, KELLY RODRIQUES
153
NEWSDATA DRIVEN VCJUN 5, 2026
🛠️Why Every Firm Should Create a Skill Library
ANDRE RETTERATH
154
NEWSNEWCOMER NEWSLETTERJUN 5, 2026
AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic i…
ERIC NEWCOMER
155
POD20VCJUN 4, 2026
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?
HARRY STEBBINGS, JASON LEMKIN, RORY O'DRISCOLL
156
PODALL INJUN 4, 2026
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
CHAMATH, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
157
NEWSPITCHBOOK NEWSJUN 4, 2026
First to build the missile wins
PITCHBOOK NEWS
158
NEWSSOURCERY NEWSLETTERJUN 4, 2026
BREAKING: Inside Impulse Space w/ Tom Mueller (FULL TOUR)
MOLLY O'SHEA
159
NEWSAXIOS PRO RATAJUN 3, 2026
Axios Pro Rata: Closing comments
DAN PRIMACK
160
PODINVEST LIKE THE BESTJUN 3, 2026
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
DARA KHOSROWSHAHI, PATRICK O'SHAUGHNESSY
161
NEWSPITCHBOOK NEWSJUN 3, 2026
OpenAI goes public as AI's worst value
PITCHBOOK NEWS
162
PODALL INJUN 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, SARAH FRIAR
163
NEWSDATA DRIVEN VCJUN 2, 2026
💥 Mega-Funds Take Over Seed, Emerging Managers Rebound, Fee vs Carry, Hermes Agent Masterclass & More
ANDRE RETTERATH
164
NEWSPITCHBOOK NEWSJUN 2, 2026
The AI budget trap
PITCHBOOK NEWS
165
NEWSSTRATECHERYJUN 2, 2026
The Google Capital Company (Stratechery Article 6-2-2026)
BEN THOMPSON
166
NEWSTHE VC CORNERJUN 2, 2026
The SaaS Metrics Dashboard Every Top Company Uses (Excel Sheet Included)
THE VC CORNER
167
NEWSPAVEL PRATAJUN 1, 2026
Edition #13: 25 New Funds, Most Active Seed Mega Platforms, Top 100 US VC Firms
PAVEL PRATA
168
NEWSAXIOS PRO RATAMAY 29, 2026
Axios Pro Rata: Anthropic ascends
DAN PRIMACK
169
NEWSCRUCIBLE CAPITALMAY 29, 2026
Reshaping a Broken Industrial Robot Market (Physical AI + RaaS)
ADITYA JHA, NEIL NIE, KELLY GREER, HONOUR MASTERS (CRUCIBLE CAPITAL)
170
NEWSNEWCOMER NEWSLETTERMAY 29, 2026
Booming AI Revenues Boost Inference Startups to Decacorn Status
ERIC NEWCOMER
171
NEWSTHE VC CORNERMAY 29, 2026
Stop Asking What Your Startup Is Worth
THE VC CORNER
172
POD20VCMAY 28, 2026
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
HARRY STEBBINGS, JASON LEMKIN, RORY O'DRISCOLL
173
NEWSAXIOS AI+MAY 28, 2026
🔥 Budget burners
AXIOS AI+
174
NEWSNEWCOMER NEWSLETTERMAY 28, 2026
‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs
ERIC NEWCOMER
175
NEWSOUR WORLD IN DATAMAY 28, 2026
Data Insight: Most collected waste in many low- and middle-income countries is stored in open dumps or is burned
OUR WORLD IN DATA
176
NEWSTHE VC CORNERMAY 28, 2026
Anthropic Just Dropped Claude Opus 4.8.
THE VC CORNER
177
PODLIGHTCONEMAY 27, 2026
How To Build Superintelligence Inside Your Company
GARRY TAN, PETE KOOMEN
178
NEWSPAVEL PRATAMAY 27, 2026
VC Fund of Funds: The Market
PAVEL PRATA
179
NEWSPITCHBOOK NEWSMAY 27, 2026
SpaceX builds a lockup ladder
PITCHBOOK NEWS
180
NEWSSOURCERY NEWSLETTERMAY 27, 2026
ICYMI: Stord Raises $250M at $3B Valuation
MOLLY O'SHEA
181
NEWSSTRICTLYVCMAY 27, 2026
SpaceX Spars with the Pentagon
CONNIE LOIZOS
182
PODTHE A16Z SHOWMAY 27, 2026
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation
DAVID HABER, MARC ROWAN
183
POD张小珺JÙN|商业访谈录MAY 27, 2026
142. 雨森的创投观察第2集:Harness、下一个字节、2026大机会和Stanley Druckenmiller
ZHANG XIAOJUN, 张小珺
184
NEWSDATA DRIVEN VCMAY 26, 2026
💥The Right Fund Size, Should VCs Do Marketing?, State of GTM, Employee Onboarding With Claude & More
ANDRE RETTERATH
185
PODINVEST LIKE THE BESTMAY 26, 2026
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
DARREN FARBER, PATRICK O'SHAUGHNESSY
186
NEWSTHE AI CORNERMAY 25, 2026
Claude Dispatch: The AI That Keeps Working When You Don't
THE AI CORNER
187
NEWSAXIOS AI+MAY 21, 2026
🧾 Anthropic's SpaceX bill
AXIOS AI+
188
NEWSTHE VC CORNERMAY 21, 2026
SpaceX Just Filed the Biggest IPO in History. Here Is What the Numbers Actually Say
THE VC CORNER
189
NEWSDATA DRIVEN VCMAY 20, 2026
💥 What Matters at Seed, Are Systems of Record Dead?, Growing AI Task Horizons & More
ANDRE RETTERATH
190
PODAI + A16ZMAY 19, 2026
Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software
ALEX RAMPELL, BEN HOROWITZ
191
PODSOURCERYMAY 19, 2026
Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley
MOLLY O'SHEA, TANAY TANDON
192
NEWSSOURCERY NEWSLETTERMAY 19, 2026
BREAKING: Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley
MOLLY O'SHEA
193
NEWSTHE AI CORNERMAY 19, 2026
Zero Ads. Zero VC. $230M ARR. The Story of Magnific
THE AI CORNER
194
PODTHE A16Z SHOWMAY 19, 2026
Rebuilding The American Shipyard
DINO MAVROOKAS, ERIN PRICE-WRIGHT, MICHAEL DUFFEY, MODERATOR
195
POD20VCMAY 18, 2026
20VC: Turning Peter Thiel's $100K into $10M Angel Portfolio | The One Man Accelerator at The Four Seasons | Why VCs Can Be Sharks and What Founders Need to Know | Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder
HARRY STEBBINGS, JOSH BROWDER
196
PODACQUIREDMAY 18, 2026
Vanguard
BEN GILBERT, DAVID ROSENTHAL
197
NEWSPITCHBOOK NEWSMAY 18, 2026
Charted: Anthropic vs. OpenAI
PITCHBOOK NEWS
198
POD张小珺JÙN|商业访谈录MAY 18, 2026
141. Freda的投资札记第2集:Tokenmaxxing、把电机塞进蒸汽机、接力赛变篮球赛、孤独、人的连接
FREDA DUAN, XIAO JUN ZHANG
199
NEWSTHE VC CORNERMAY 15, 2026
What Makes a Business Unbreakable When Software Costs Nothing to Build
THE VC CORNER
200
PODNO PRIORSMAY 14, 2026
Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg
ADANO PRIORS, JACOB HELBERG, SARAH GUO
201
PODCORE MEMORYMAY 13, 2026
Alexandr Wang on Meta's Muse Spark & Assured Robot Intelligence
ALEXANDR WANG (META CHIEF AI OFFICER), ASHLEE VANCE, BRAD ROBISON
202
PODINVEST LIKE THE BESTMAY 13, 2026
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]
KRISHNA RAO, PATRICK O'SHAUGHNESSY
203
PODFELICISMAY 5, 2026
Adarsh Hiremath (Mercor CTO) — Felicis Fireside
ADARSH HIREMATH (MERCOR CO-FOUNDER/CTO), FELICIS HOST
204
NEWSSTRICTLYVCMAY 5, 2026
GameStop's CEO Struggles to Explain His eBay Offer
CONNIE LOIZOS
205
NEWSPITCHBOOK NEWSMAY 4, 2026
Robots need insurance, too
PITCHBOOK NEWS
206
NEWSTHE VC CORNERMAY 4, 2026
The Only Growth Model That Actually Explains Why You’re Growing (or Not)
THE VC CORNER
207
NEWSTHE AI CORNERMAY 3, 2026
The Claude Code system that replaces a 5-person team
THE AI CORNER
208
NEWSTHE VC CORNERMAY 3, 2026
Startup Growth Guide🔁, YC RFS💡, The Year of Churn💀
THE VC CORNER
209
PODALL INMAY 1, 2026
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACHS, JASON CALACANIS
210
NEWSMANUFACTURING DIVEMAY 1, 2026
Jai Malik (Amca) — $300M Series B for AI Aerospace and Defense Manufacturing
MANUFACTURING DIVE
211
PODNO PRIORSMAY 1, 2026
Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud
ELAD GIL, SARAH GUO, TUHIN SRIVASTAVA
212
NEWSPAVEL PRATAMAY 1, 2026
Edition #12: 23 New Funds, Consensus Capital Age, Best Seed Picking VCs
PAVEL PRATA
213
NEWSAXIOS PRO RATAAPR 30, 2026
Axios Pro Rata: AV's analog bottleneck
DAN PRIMACK
214
POD晚点聊 LATETALKAPR 30, 2026
163: 详解DeepSeekV4:Infra巨鲸、百万上下文走进现实、极致效率优化
MANCHI, 晚点团队
215
PODDWARKESHAPR 29, 2026
Reiner Pope – The math behind how LLMs are trained and served
AXEL (JANE STREET ENGINEER), CLARK (JANE STREET ENGINEER), DWARKESH PATEL, REINER POPE, UNIDENTIFIED PARTICIPANT
216
PODSAASTRAPR 29, 2026
SaaStr 852: The Agents #003, Our Agent Now Runs Campaigns on Weekends, Plus Why We Pay More for Salesforce Than Ever Before
AMELIA LERUTTE, JASON LEMKIN
217
PODUNCAPPED WITH JACK ALTMANAPR 29, 2026
Uncapped #48 | Tarek Mansour from Kalshi
JACK ALTMAN, TAREK MANSOUR
218
NEWSTHE VC CORNERAPR 27, 2026
The Only Startup Growth Guide You’ll Need in 2026
THE VC CORNER
219
PODALL INAPR 24, 2026
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, UNIDENTIFIED (APPEARS BRIEFLY), UNIDENTIFIED (BRIEF)
220
PODMY FIRST MILLIONAPR 24, 2026
This guy built a $1B+ brand in 3 years. The product? You'd never guess
CHAD JANIS, SAM PARR, SHAAN PURI
221
PODCHEEKY PINTAPR 21, 2026
The economics and trends of the restaurant industry, with Tony Xu of DoorDash
JOHN, TONY XU
222
NEWSSTRATECHERYAPR 21, 2026
Tim Cook’s Impeccable Timing (Stratechery Article 4-21-2026)
BEN THOMPSON
223
NEWSTHE GENERALISTAPR 21, 2026
The Future Of Drug Discovery Is 4 Billion Years Old (Viswa Colluru, Founder & CEO at Enveda)
THE GENERALIST
224
NEWSLUCINDA SHENAPR 20, 2026
Axios Pro Rata: 🤖 AI-PO
LUCINDA SHEN
225
NEWSOUR WORLD IN DATAAPR 18, 2026
Data Insight: Death rates for cervical cancer in the United Kingdom have fallen by 80% since 1950
OUR WORLD IN DATA
226
NEWS99DAPR 17, 2026
I Only Care About Terminal Value
YONI RECHTMAN
227
NEWSSTRATECHERYAPR 17, 2026
Servers, Satellites, and Stars (This Week in Stratechery)
BEN THOMPSON
228
NEWSAXIOS PRO RATAAPR 16, 2026
Axios Pro Rata: Trust bust
DAN PRIMACK
229
NEWSPITCHBOOK NEWSAPR 16, 2026
A race for the wealthy
PITCHBOOK NEWS
230
NEWSSOURCERY NEWSLETTERAPR 16, 2026
NEW: Giant Magnifying Glass + Hot Rocks Powering AI Data Centers
MOLLY O'SHEA
231
NEWSSTRICTLYVCAPR 16, 2026
Anthropic Is Playing Hard to Get with Investors
CONNIE LOIZOS
232
PODSOURCERYAPR 15, 2026
Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt
HANNAN HAPPI, MOLLY O'SHEA
233
NEWSTHE AI CORNERAPR 15, 2026
Why ChatGPT and Claude keep disappointing you
THE AI CORNER
234
PODINVEST LIKE THE BESTAPR 14, 2026
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
PATRICK O'SHAUGHNESSY, SCOTT NOLAN
235
NEWSTHE VC CORNERAPR 12, 2026
SaaS Multiples Reset🚨, How to Get Better Outputs from ChatGPT💡, What Is Your Startup Actually Worth?🎯
THE VC CORNER
236
NEWSOUR WORLD IN DATAAPR 10, 2026
The OWID Brief: Falling battery prices, new country profiles on population, and more
OUR WORLD IN DATA
237
PODINVEST LIKE THE BESTAPR 8, 2026
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
ALAN WAXMAN, ANNOUNCER, PATRICK O'SHAUGHNESSY
238
PODSAASTRAPR 8, 2026
SaaStr 849: How We Built Our AI VP of Customer Success with SaaStr's CEO and CAIO
AMELIA LERUTTE, JASON LEMKIN
239
NEWSAXIOS PRO RATAAPR 7, 2026
Axios Pro Rata: D1 dollars
DAN PRIMACK
240
PODMY FIRST MILLIONAPR 7, 2026
We asked a $15B Investor how to survive the AI bubble
GRAHAM WEAVER, SAM PARR, SHAAN PURI
241
NEWSOUR WORLD IN DATAAPR 7, 2026
Data Insight: Brazil, India, Vietnam, and Russia hold large reserves of rare earth, but mine very little of them
OUR WORLD IN DATA
242
NEWSTHE AI CORNERAPR 7, 2026
Anthropic Just Passed OpenAI in Revenue. Spending 4x Less
THE AI CORNER
243
NEWSAXIOS AI+APR 6, 2026
🦞 OpenClaw clampdown
AXIOS AI+
244
NEWSJACK CLARK FROM IMPORT AIAPR 6, 2026
Import AI 452: Scaling laws for cyberwar; rising tides of AI automation; and a puzzle over gDP forecasting
JACK CLARK FROM IMPORT AI
245
PODLIGHTCONEAPR 6, 2026
This Startup Wants To Catch Cancer Before It Spreads
DAVID TSAO, JARED FRIEDMAN, OGUZHAN ATAY
246
PODSOURCERYAPR 6, 2026
Applied Intuition: The $15B Physical AI Company Out of Stealth
MOLLY O'SHEA, PETER LUDWIG, QASAR YOUNIS
247
NEWSSOURCERY NEWSLETTERAPR 6, 2026
BREAKING: Applied Intuition - $15B Physical AI Co. Out Of Stealth
MOLLY O'SHEA
248
NEWSTHE VC CORNERAPR 6, 2026
Claude Skills: The Feature That Saves You 200 Hours
THE VC CORNER
249
NEWSDATA DRIVEN VCAPR 3, 2026
Full Guide to Set Up OpenClaw and Automate VC Workflows
ANDRE RETTERATH
250
NEWSAXIOS AI+APR 2, 2026
⏱️ Ticking token clock
AXIOS AI+
251
PODMY FIRST MILLIONAPR 1, 2026
The Side Hustle King: "Make $20K+/month without money, luck, or experience"
ANNOUNCER (HUBSPOT PODCAST NETWORK), CHRIS KOERNER, SHAAN PURI, UNIDENTIFIED VOICE
252
NEWSSERAPHAPR 1, 2026
Miles Arnone (Re:Build Manufacturing) — Made in America
SERAPH
253
NEWSTHE AI CORNERAPR 1, 2026
Wall Street Spends $20 Billion a Year on AI Trading Tech. Here’s How to Get 80% of It for $50/Month.
THE AI CORNER
254
NEWSAXIOS AI+MAR 31, 2026
🎭 The ensemble play
AXIOS AI+
255
NEWSSTRATECHERYMAR 31, 2026
Apple’s 50 Years of Integration (Stratechery Article 3-31-2026)
BEN THOMPSON
256
NEWSNEWCOMER NEWSLETTERMAR 30, 2026
Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030
ERIC NEWCOMER
257
NEWSPITCHBOOK NEWSMAR 30, 2026
Wealth advisers in the hot seat
PITCHBOOK NEWS
258
PODSOURCERYMAR 30, 2026
How VCX Put Anthropic & OpenAI Into Public Markets
BEN MILLER, MOLLY O'SHEA
259
NEWSSOURCERY NEWSLETTERMAR 28, 2026
BREAKING: Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office
MOLLY O'SHEA
260
NEWSNEWCOMER NEWSLETTERMAR 27, 2026
Silicon Valley Learns to Love the Government — at Least When it’s Friendly
ERIC NEWCOMER
261
PODTHE A16Z SHOWMAR 27, 2026
The SpaceX and Tesla Playbook for Hard Tech Startups
CHANDLER LUJICA, ERIN PRICE-WRIGHT, TURNER CALDWELL, UNLABELED PARTICIPANT, A16Z ANNOUNCER
262
PODLONG STRANGE TRIP W BRIAN HALLIGANMAR 26, 2026
Oura’s Tom Hale: What People Don’t Tell You About Being CEO
BRIAN HALLIGAN
263
NEWSAXIOS AI+MAR 25, 2026
👋 Sora sunsets
AXIOS AI+
264
NEWSNEWCOMER NEWSLETTERMAR 25, 2026
VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test
ERIC NEWCOMER
265
NEWSPITCHBOOK NEWSMAR 25, 2026
How to deploy $100B
PITCHBOOK NEWS
266
NEWSPITCHBOOK NEWSMAR 24, 2026
RIP debt's golden era
PITCHBOOK NEWS
267
NEWSTHE VC CORNERMAR 21, 2026
How to Build a Real Operating Plan: Inside a Fully Linked Startup FP&A Model
THE VC CORNER
268
NEWSAXIOS PRO RATAMAR 20, 2026
Axios Pro Rata: Bezos bucks
DAN PRIMACK
269
NEWSSTRATECHERYMAR 20, 2026
Please Listen to My Podcast (This Week in Stratechery)
BEN THOMPSON
270
NEWSAXIOS AI+MAR 19, 2026
⚡️ Nvidia vs. physics
AXIOS AI+
271
NEWSSTRICTLYVCMAR 19, 2026
Microsoft to Amazon and OpenAI: "J'Accuse!"
CONNIE LOIZOS
272
PODINVEST LIKE THE BESTMAR 17, 2026
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
ANNOUNCER, PATRICK O'SHAUGHNESSY, WILLIAM HOCKEY
273
PODMY FIRST MILLIONMAR 17, 2026
DHH: $100M+ Advice That'll Piss Off Every Business Guru
DAVID HEINEMEIER HANSSON, HUBSPOT ANNOUNCER, INTRO/OUTRO MUSIC, SAM PARR, SHAAN PURI
274
NEWSPITCHBOOK NEWSMAR 17, 2026
A winner-takes-most reality
PITCHBOOK NEWS
275
PODSOURCERYMAR 17, 2026
Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook
ALEX BOUAZIZ, MOLLY O'SHEA, SOURCERY (SHOW CREDIT)
276
NEWSSTRICTLYVCMAR 17, 2026
Nvidia Lines Up Over $1 Trillion in Orders for Its New Chips
CONNIE LOIZOS
277
PODTRAINING DATAMAR 17, 2026
Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space
PAT GRADY, PHILIP JOHNSTON, SONYA HUANG
278
PODBG2MAR 15, 2026
ChatGPT – The Super Assistant Era | BG2 Guest Interview
APOORV AGRAWAL, BILL GURLEY, DAN SHEVCHUK, NICK TURLEY
279
PODALL INMAR 13, 2026
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
BRAD GERSTNER, CHAMATH PALIHAPITIYA, DAVID SACKS, JASON CALACANIS
280
PODDWARKESHMAR 13, 2026
Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
DWARKESH PATEL, DYLAN PATEL, PRODUCER
281
PODINVEST LIKE THE BESTDEC 16, 2025
The Hidden Pattern Behind Every Great Stock | Henry Ellenbogen Interview
PATRICK O'SHAUGHNESSY, HENRY ELLENBOGEN
282
POD20VCDEC 15, 2025
a16z's David George on How $BN Funds Can 5× & Do Margins and Revenue Matter in AI?
DAVID GEORGE, HARRY STEBBINGS
283
PODA16Z PODCASTDEC 15, 2025
The “Factory Thinking” Mindset Transforming Companies | a16z 2026 Big Ideas
UNKNOWN HOST
284
PODSOURCERYDEC 15, 2025
Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens
MOLLY O'SHEA, BRIAN SCHIMPF, TRAE STEPHENS, PALMER LUCKEY
285
POD张小珺JÙN|商业访谈录 (ZHANG XIAOJUN BUSINESS INTERVIEWS)DEC 13, 2025
124. Year-End Review [Standing Outside 2025] Chatting with Dai Yusheng about 2026 Expectations, The Year of R, Callbacks, How We Place Our Bets
DAI YUSHENG, ZHANG XIAOJUN
286
PODA16Z PODCASTDEC 10, 2025
Everyone Needs an Assistant. Here’s Why.
287
PODTRAINING DATADEC 10, 2025
fal team on Why Generative Video Will Transform Everything from Education to Entertainment
UNKNOWN GUEST, UNKNOWN GUEST, GEORGE ROBSON, UNKNOWN GUEST
288
PODLENNY'SDEC 7, 2025
How this secret data company is powering the AI revolution | Edwin Chen
LENNY RACHITSKY, EDWIN CHEN
289
PODMORE OR LESSDEC 5, 2025
Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)
JESSICA LESSIN, SAM LESSIN, BRIT MORIN, DAVE MORIN
290
POD20VCDEC 4, 2025
Thrive & OpenAI Partnership, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan
JASON CALACANIS, HARRY STEBBINGS, UNKNOWN GUEST
291
PODCHEEKY PINTNOV 25, 2025
Julia DeWahl of Antares on building nuclear reactors for the US military
UNKNOWN HOST, JULIA DEWAHL
292
PODSTANFORD AI SPEAKER SERIESNOV 23, 2025
Stanford AI Club: Jeff Dean on Important AI Trends
JEFF DEAN
293
PODALL INNOV 22, 2025
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
JASON CALACANIS, DAVID SACKS, CHAMATH PALIHAPITIYA, UNIDENTIFIED/UNKNOWN
294
PODONE-OFF EPISODESNOV 21, 2025
Founders Who Understand This AI Shift Will Own the Next Decade...
UNKNOWN HOST, AARON LEVY, UNKNOWN HOST
295
PODALL INNOV 14, 2025
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
GOOGLE AI INFRASTRUCTURE REPRESENTATIVE, GOOGLE AI INFRASTRUCTURE REPRESENTATIVE, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, JASON CALACANIS
296
PODLENNY'SNOV 13, 2025
“Dumbest idea I’ve heard” to $100M ARR: Inside the rise of Gamma | Grant Lee (co-founder)
GRANT LEE, LENNY RACHITSKY
297
PODDWARKESHNOV 12, 2025
Satya Nadella – How Microsoft is preparing for AGI
SCOTT GUTHRIE, DWARKESH PATEL, SATYA NADELLA, DWARKESH PATEL
298
PODCHEEKY PINTNOV 11, 2025
Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
DAVE RICKS
299
PODTRAINING DATANOV 11, 2025
How Google’s Nano Banana Achieved Breakthrough Character Consistency
NICOLE BRITOVA, HANSA SRINIVASAN
300
POD20VCNOV 10, 2025
Benchmark's GP, Everett Randle: Why Margins Matter Less in AI & OpenAI vs Anthropic: Who Wins Coding
EVERETT RANDLE, HARRY STEBBINGS
301
PODMORE OR LESSNOV 8, 2025
Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins
DAVE, SAM, JESS
302
PODMY FIRST MILLIONNOV 8, 2025
I Own 38 Businesses. Here's What Actually Makes Money.
ANDREW WILKINSON
303
PODALL INNOV 7, 2025
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
304
PODZHANG XIAOYUN'SNOV 5, 2025
Podcast Summary: Algorithm Innovation in AI - Conversation with Yang Songlin
UNKNOWN
305
PODINVEST LIKE THE BESTNOV 4, 2025
The Playbook on Buying and Running Companies Forever
306
PODTRAINING DATAOCT 29, 2025
Nvidia CTO Michael Kagan: Scaling Beyond Moore's Law to Million-GPU Clusters
UNKNOWN HOST, UNKNOWN HOST, MICHAEL KAGAN
307
PODSAASTROCT 27, 2025
The State of AI + Software: Where It’s Going - Fast
HARRY STEBBINGS
308
PODSOURCERYOCT 27, 2025
Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund
THE NEXT GENERATION OF OUTLIER FOUNDERS AT THE START OF THEIR JOURNEY., STORIES FROM OPENAI, DOORDASH, KALSHI, COMMURE, ZIPLINE, MORE., FOUNDERS FOUR ST, ARD DEVIATIONS ABOVE THE MEAN, WHY EFFICIENCY MATTERS MORE THAN CAPITAL, THE ROLE OF PIVOTS IN SCALING, HOW TO DISTINGUISH QUALITY REVENUE FROM EXPERIMENTAL REVENUE IN TODAY’S AI-DRIVEN MARKET., INTEGRATED EXPENSE MANAGEMENT, BANKING, BILL PAY, TRAVEL., CONFIDENCE.
309
PODONE-OFF EPISODESOCT 22, 2025
Lindon Gao - Dyna
LINDON GAO
310
PODUNCAPPEDOCT 15, 2025
Sequoia’s Roelof Botha on Decision Making, AI, and the Next Trillion Dollar Market | Ep. 28
311
PODONE-OFF EPISODESAUG 12, 2025
Kelly Partners Group Holdings | FY2025 Full Year Results Presentation
BRETT KELLY
312
PODONE-OFF EPISODESAUG 3, 2025
Deep Dive: Inside Kelly Partners Group's High-Margin Accounting Acquisitions (KPG)
313
PODONE-OFF EPISODESAPR 19, 2024
Kelly Partners Group Stock Explained w/ Brett Kelly
CLAY (HOST), BRETT KELLY