Yesterday
Ben Horowitz On What Makes a Great Founder
On the show Long Strange Trip, Sequoia Capital partner Brian Halligan speaks with a16z’s Ben Horowitz about what separates great founder CEOs from everyone else. Ben explains why first-time founders lose confidence, defer too much to senior hires, and let decision debt paralyze t ... Show More
50m 57s
Mar 2
Chris Dixon: From Quant Trading to Building a16z Crypto
In this feed drop from the Internet History Podcast, host Brian McCullough speaks with Chris Dixon, general partner at a16z, about his path from 1980s hobbyist programmer to one of the most prominent venture capitalists in tech. Chris traces his career from quantitative finance t ... Show More
59m 33s
Feb 27
a16z's New Media Playbook
Erik Torenberg, Ben Horowitz, and Marc Andreessen discuss how the media landscape has fundamentally changed and what a16z is doing about it. They cover why offense beats defense, why individuals now matter more than corporate brands, why speed wins in the new media landscape, and ... Show More
48m 28s
Sep 2023
Equity Tuesday: Arm's IPO won't resurrect private-market liquidity
Here's what Alex got into this morning:
Earnings Season Never Ends: Gitlab, Asana, UiPath, Docusign, Rent the Runway and others will report this week.
Crypto Down Bad: Prices for major cryptoassets are flat this morning, while the crypto venture picture is looking up to some ... Show More
9m 55s
Jul 2023
The Deal Room: The IPO market starts to thaw & CVC Capital Partners raises €26bn for the largest buyout fund in history
<p>Stephen Barnett, our Director of Corporate Finance goes solo this week to cover three major topics in focus:</p><br><p><strong>Oddity IPO</strong> - The Israeli company ('where beauty meets Israeli technology') debuted on the Nasdaq. Lead book-running managers Morgan Stanley, ... Show More
23m 29s
Aug 2023
Equity Monday: IPOs are back and the Equity crew is feasting
As a small heads up, we had a bonus show over the weekend that is well worth your time! Alright, here’s what’s on the show this morning:
Stocks are up around the world: A good note to start the week on, of course. In the meantime, the crypto market is still dragging. We’re back ... Show More
8m 48s
Sep 2023
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ... Show More
1h 42m
Jan 2024
The IPO Bazaar: Should You Shop or Drop?
<p>Get ready for a 2024 IPO rush! Unicorns like Ola Electric & Firstcry lead the charge, with Oyo, Mobikwik, and more set to join the party. Kotak predicts 15-20 unicorns going public, but are they just chasing hype? Shaky finances and inflated valuations raise red flags. Wil ... Show More
30m 23s
Mar 2024
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's "Shadow Acqu ... Show More
1h 19m
Mar 2024
Prof G Markets: Reddit Reignites the IPO Market, Microsoft’s AI All-Stars, and Private Equity Perks
Scott breaks down why he bought shares in Reddit’s IPO and what he thinks its first day pop means for the IPO market. He then takes a look at Mustafa Suleyman’s controversial move from Inflection AI to Microsoft. Finally, he explains why Calpers is increasing its investments in p ... Show More
1h 2m
In 2022 and 2023, US IPOs hit decade lows after the record high of 2021. Now, in 2024, will the IPO window reopen?
In this episode, we revisit a conversation with Jeff Jordan, former CEO of OpenTable, and J.D. Moriarty, the former Head Managing Director and Head of Equity Capital Markets at Bank of America Merrill Lynch.
Joined by Sonal Choksi, the pair ta ... Show More
<p><!-- wp:paragraph --></p> <p>Joining Harry in the hot seat today is <a href= "https://www.thetwentyminutevc.com/venture-broken/">Jason Lemkin</a>, Founder @ <a href= "https://coda.io/@jasonmlemkin/saastrfund/">SaaStr</a> and one of the OG SaaS investors of the last decade. The ... Show More
<p>(0:00) Bestie intros: Chamath flies public + Poker recap</p> <p>(8:12) FED pauses hikes momentarily, IPO window status, state of the market</p> <p>(25:10) Film, cold plunge, and sauna talk</p> <p>(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$ ... Show More
