This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet.
Sorry that the show is so delayed today, it's utterly my fault. Regular service retu ... Show More
Yesterday
Every defense startup wants to be the next Anduril. Here's what one of its earliest backers is looking for now.
Defense tech is red hot right now, with a proposed 40% increase to the federal defense budget, Anduril doubling its valuation to $61 billion, and a wave of startups chasing government contracts. But according to Ross Fubini, the venture investor who wrote Anduril's first check, m ... Show More
38m 48s
May 29
Does your CEO have AI psychosis? Aaron Levie thinks most of them do.
The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of "AI psychosis.” Indeed, ClickUp recently cut 22% of its workforcefor AI agents, t ... Show More
38m 2s
Sep 2021
Tech turns lower, countdown to Christmas and China’s crackdown continues
Stocks are higher today, but the Nasdaq is in the red over the past week as tech struggles to stack gains.
We’ll speak with a portfolio manager who says Amazon, Google and Facebook are actually undervalued right now.
Plus, there are only 100 shopping days left until Christmas. Fo ... Show More
43m 57s