logo
episode-header-image
About this episode
Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines. This is our Wednesday show, where we niche down to a single topic, think about a question and unpack the rest. This week, Natasha and Alex asked: Despite all the dollars and deals out there, does a drop in activation energy ... Show More
Up next
Jan 14
The multibillion-dollar AI security problem enterprises can't ignore
AI agents are supposed to make work easier. Instead, they're creating a whole new category of security nightmares. As companies deploy AI-powered chatbots, agents, and copilots across their operations, they're facing a new risk: how do you let employees and AI agents use powerful ... Show More
31m 15s
Jan 9
CES 2026 was all about “physical AI” and robots, robots, robots
After years of chatbots and image generators, AI is finally leaving the screen. At CES 2026, that shift became impossible to ignore. The annual tech showcase in Las Vegas was dominated by "physical AI" and robotics, from Boston Dynamic's newly redesigned Atlas humanoid robot to A ... Show More
33m 38s
Jan 7
Investing in the consumer AI products OpenAI ‘won’t want to kill’
Vanessa Larco, partner at Premise and former partner at NEA, thinks 2026 will finally be the year of consumer AI. Larco, who's been investing in consumer and prosumer for years, thinks we're about to see a shift in how consumers spend time online, with AI powering “concierge-like ... Show More
31m 30s
Recommended Episodes
May 2024
#78 - Decoding Billion-Dollar Success: Timeless principles.
Welcome to another episode of the Natural Born Leader Podcast! Last night, I stumbled upon an eye-opening podcast featuring a seasoned entrepreneur who's seen it all, from PayPal to Palantir. What struck me the most? Despite his brilliance, building billion-dollar companies ... Show More
3m 8s
Jan 2024
#335 How To Make A Few Billion Dollars: Brad Jacobs
What I learned from reading How To Make A Few Billion Dollars by Brad Jacobs.  ---- Get access to the World’s Most Valuable Notebook for Founders by investing in a subscription to Founders Notes ---- Come and build in-person relationships at the Founders Only conference ---- (0:0 ... Show More
1h 12m
Jun 2024
Don’t Fundraise Unless You Have to, But if You do, Look for this in your Investors - with Sonia W. at VentureSouq | The Perfect Pitch Podcast Ep5
<p>We were thrilled to speak with Sonia Weymuller, one of Dubai’s most active investors who started her VC career by launching the largest angel investor syndicate before professionalizing the firm to become <a href='https://lucidityinsights.com/investors/venturesouq-63'>VentureS ... Show More
41m 16s
Dec 2023
Doug Leone - Lessons from a Titan - [Invest Like the Best, REPLAY]
This week we are replaying our episode with Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansi ... Show More
1h 10m
Feb 2024
What The Supreme Court Might Do to Social Media & Pillow Talk Insider Trading
Episode 266: Neal and Toby discuss the landmark US Supreme Court case that will debate the first amendment vs controlling what you see on social media. Next up, a breakdown of Warren Buffett's annual letter to investors and how one man overheard his wife's conversations while wor ... Show More
26m 5s
Feb 2024
Ultra-Niche Positioning: How to Find Success By Going SUPER Narrow
tail spinning
58m 5s
Nov 2023
Sports Podcasting On A National Level
“Think of our NFL network, it’s 38 podcasts. To source 38 podcasts, you don’t want eight different publishers and 38 different onboarding calls and invoices - it can be a nightmare. So for us, we like to just make it as easy for an advertiser as possible to activate with those mi ... Show More
44m 24s
Feb 2024
Want Big Money Changes? Change Your Behaviors with Val Agostino
You know, we all are like emotional monkeys that live in the moment regarding money. Have you ever found yourself in the habit of shopping on Amazon late at night only to realize that you don’t really need what you just bought? You are so not alone. The good news, according to Va ... Show More
43m 16s