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 week Alex was back with Grace and our new producer Theresa Loconsolo to kick off the week. This Monday morning we recorded right before Garry Tan announced that he was heading back to Y Combinator as its President. Dang.

But we still had a good sheaf of things to talk about!

Equity is back Wednesday Thursday for a live show! Chat soon!

Equity drops every Monday at 7 a.m. PDT and Wednesday and Friday at 6 a.m. PDT, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.

Up next
Jul 23
AI’s talent arms race is starting to look like pro sports
AI is entering a new phase where access to top talent is becoming as important as, if not more important than, compute or data. The market for AI researchers is so overheated, it’s starting to look a lot like pro sports — complete with outsized contracts and unprecedented infrast ... Show More
27m 57s
Jul 19
OpenAI, Thinking Machines Lab, and the built-in chaos of a $2B seed round
OpenAI’s former chief technology officer, Mira Murati, just raised one of the largest seed rounds in history. Murati secured $2 billion in that seed round for Thinking Machines Lab — a startup so early, it hasn’t even revealed what it’s working on yet. The move is raising eyebrow ... Show More
30m 30s
Jul 16
Hugging Face’s co-founder on bringing open-source AI to life with cute robots
Hugging Face’s new AI robot, the Reachy Mini, has already racked up $1 million in sales just five days after launch. But the company isn’t trying to build a chore-doing humanoid just yet. Instead, Hugging Face sees the Reachy Mini as a hackable, desk-friendly device that's part e ... Show More
27m 58s
Recommended Episodes
May 2023
MM113: Nvidia's blowout earnings & is the bear market rally about to end?
Welcome back to the Friday podcast where I'm joined by AmplifyME co-founder Piers Curran to talk all things global markets. Three hot topics up for discussion this week: 1) Nvidia's earnings, which resulted in their shares skyrocketing 25% to become the fourth largest company in ... Show More
38m 47s
Apr 2024
T+0 is Sebi's Quick Commerce Moment
Indian stock market is testing for same-day trade settlement (T+0), which will make it among the fastest stock markets in the world: faster than Wall Street which takes 2 days to settle trades. While still optional and limited to a few stocks, it’s an aggressive move. The layers ... Show More
18m 44s
Jun 2024
The Five-Minute Investor from Money Clinic: What’s an IPO?
With a string of companies preparing to launch stock market listings on both sides of the Atlantic, investors may be tempted to invest in an IPO. But when companies stage an initial public offering, what are the factors to consider? In our new miniseries, The Five-Minute Investor ... Show More
7m 16s
Jan 2024
20VC: Predictions for 2024: What Happens to Early Stage VC Funding, Do a Load of Venture Funds Die, What do LPs Do in 2024, Does Figma Kill the M&A Market, Will IPOs Comeback & What Does a Trump Admin
Joining Harry in the hot seat today is Jason Lemkin, Founder @ SaaStr and one of the OG SaaS investors of the last decade. The discussion today is broken into two segments: 2023: A Year in Review: Breakout company Best early-stage fund Best late-stage fund Most surprising event F ... Show More
1h 11m
Apr 2024
Tech News: Tesla and Meta Investors are Not the Same
Several tech companies held Q1 earnings calls this week, with wildly different reactions from investors. Tesla profits are down, but investor hopes are high. Meta keeps spending money on the metaverse and investors are not happy about it. Plus an update on the Voyager 1 and much ... Show More
20m 50s
Apr 2024
Snap Breaks Earnings Curse & US Soft Landing in Trouble?
Episode 310: Neal and Toby recap the standout performances from the Meta, Microsoft, Alphabet, and Snap earnings this week. Then, the latest report on the US economy may show signs that the “soft landing” everyone was hoping for is looking more and more unlikely. Next, Chipotle i ... Show More
29m 32s
Jun 2024
How Nvidia Became the World’s Most Valuable Company
Nvidia has dethroned Microsoft to become the world’s most valuable company! Tune into The Morning Brief podcast to explore its meteoric rise, its dominance in the AI sector, and the strategic brilliance of CEO Jensen Huang. With a $3.335 trillion market cap and GPUs in high deman ... Show More
31m 21s
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
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 VentureSouq. Our insightful conversation with Sonia revealed her unique per ... Show More
41m 16s
Jun 2024
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the ... Show More
58m 56s
Jul 2024
Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]
My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many differ ... Show More
56m 17s