logo
episode-header-image
May 2022
49m 14s

20VC: Scaling to $2BN AUM in 3 years, Fu...

Harry Stebbings
About this episode
tail spinning
Up next
Today
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?
AGENDA: 00:00:00 — Private Markets Are "F***ing Done" & The Shift to Heavy CapEx 00:00:46 — Anthropic Files to Go Public 00:04:59 — Will the Anthropic IPO Break the Startup Ecosystem? 00:06:22 — The "Billion-Dollar Position" Era: VCs Reset Their Expectations 00:18:11 — The Trilli ... Show More
1h 35m
Jun 1
20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation of $10BN. AGENDA: True or False: Mercor lost Meta and OpenAI ... Show More
1h 15m
May 30
20VC: Corgi Insurance: The Most Intense Workplace Culture in America: 7 Days Per Week, Founder Sleeps in Office, Corgi Cafe Open 24 Hours a Day, 60% of First 30 Employees Have Corgi Tattoos | The Journey from $0 to $2.6BN Valuation in Just 2 Years
Nico Laqua is the Co-Founder and CEO of Corgi Insurance, an AI-native insurance carrier built for startups. Corgi is the most intense workplace culture in America. The team works 7 days per week. The founder sleeps in the office. ⅔ of the first 30 team members have a Corgi tattoo ... Show More
53m 18s
Recommended Episodes
Sep 2019
Harley and the Biker Wars - Live to Ride | 6
<p>By the early 1980s, Harley-Davidson is fighting to survive. Japan has glutted the American market with bikes, creating a war Harley can’t fight alone. The company turns to the U.S. government. It’s something they tried in the ‘50s with no success, but now there’s a man in the ... Show More
25m 7s
Aug 2019
Harley and the Biker Wars - The Freedom Machine | 5
<p>It’s 1969, and the iconic film <em>Easy Rider</em> stars Peter Fonda, Jack Nicholson and—most prominently—Harley choppers. It boosts the brand’s cool cred even higher with the American counterculture, much to the chagrin of the aging, conservative company owners in Milwaukee. ... Show More
25m 8s
Aug 2019
Harley and the Biker Wars - The British Invaders | 1
<p>By the late 1940s, Harley-Davidson has become America’s leading motorcycle manufacturer. The family-owned Milwaukee brand has battled hundreds of companies since its first bike rolled out of a backyard shack in 1903. Now they’re facing the birth of the outlaw bikers, disenfran ... Show More
24m 38s
Mar 2023
What's Your Investing Thesis?
It's always a good idea to know why you're about to invest in a business. (0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock (10:17) Dei ... Show More
22m 14s
Sep 2022
Morgan Housel on Inflation, Incentives, and Investing through Bear Markets
“No one's success is proven until they've survived a calamity.” You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separate in the financial world and making that distinction can take a few decades. Ch ... Show More
25m 28s
Sep 2021
Fall 2021: Investing Preview
The S&P 500, Nasdaq, and Dow Jones Industrial Average have each risen more than 15% so far this year. How should investors feel about the rest of 2021? Which stocks should be on a short leash? What capital allocation strategies should Berkshire-Hathaway and Chipotle be considerin ... Show More
39m 10s
Sep 2019
Electric Bikes | 7
<p>Harley Davidson built its brand on big, loud and heavy bikes. So why is the company staking its future on an electric motorcycle? It turns out Harley's main demographic, baby boomers, are aging out of the motorcycle scene and the company is looking for its next target market. ... Show More
27m 33s
Jun 2023
Double Trouble: How the Dot-Com and Tech Bubbles Compare
<p>In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.</p><ul><li>Why did you decide to analyze these two investing periods?</li><li>Examples of the market ... Show More
16m 24s
Apr 2017
Index Investing | How to buy VTSAX
What if everything you thought you knew about building wealth was holding you back from taking the simplest, most effective action? Jonathan and Brad dissect Jim Collins' stock series—the blueprint that reshaped how the FI community approaches index investing. Fresh off the birth ... Show More
52m 8s
Jan 2023
Lessons from Buffett’s Investing Framework
Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John R ... Show More
25m 28s