logo
episode-header-image
Jan 2025
1h 12m

20VC: Shervin Pishevar on The Epic Uber ...

Harry Stebbings
About this episode
tail spinning
Up next
Yesterday
20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman
Monday has been hit harder than almost any other public SaaS company. With $1.3BN in ARR, the company is valued at just $3.8BN; a more than 60% fall since IPO. Today, Eran Zinman, Monday's CEO joins Harry Stebbings in the hotseat to walkthrough six of the biggest threats to Monda ... Show More
1h 9m
Feb 28
20VC: Why Cursor is Dead | An AI Tsunami is Coming & You Need to Prepare | Systems of Record Become Valueless Databases with Agents | Is This The End of Tech Private Equity with Jerry Murdock, Co-Founder of Insight Partners
Jerry Murdock is the Co-Founder of Insight Partners, one of the most formidable growth investors of the last three decades, with over $90 billion in AUM and a portfolio that has shaped the modern software economy. Jerry never does podcasts, and so this is his first-ever long-form ... Show More
1h 1m
Feb 26
20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
AGENDA: 03:55 Anthropic Security Product Wipes Billions Off Public Markets 11:17 Do Agents Turn SaaS Incumbents into Valueless Databases 22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires 23:20 Citrini Research Piece: Everything You Need To Know 26:04 Will DoorDash Be ... Show More
1h 20m
Recommended Episodes
Jul 2025
Why Uber Is a Top Stock Pick for the Future
<p><span>In this clip from Market Mondays, Troy Millings dives deep into why Uber is such a standout opportunity from both a fundamental and strategic perspective. If you’ve been eyeing Uber or wondering what makes it different from the competition, this breakdown is for you!</sp ... Show More
10m 6s
Sep 2025
Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
<p>(0:00) Introducing Uber CEO Dara Khosrowshahi</p> <p>(0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution</p> <p>(8:14) How self-driving impacts Uber's business model over time</p> <p>(13:30) Other forms of transportati ... Show More
25m 38s
Jan 2025
The inside tip on how Tesla CEO Elon Musk is able to deliver on his big ambitions
The venture capital industry has no shortage of ideas right now in the AI space. Companies specializing in everything from mobility to software to chip design are trying to cash in on the AI boom, and VCs are aiming to be there to grow entrepreneurs and drive returns for their in ... Show More
26m 16s
Jun 2024
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Midas’ website: https://midas.app/ Follow Midas on Twitter https://x.com/midasrwa Fabrice Grinda’s website: https://fabricegrinda.com/ Fabrice Grind ... Show More
1h 30m
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Jan 2025
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ... Show More
1h 10m
Jul 2025
VC React Podcast (E42): Saudi’s New Unicorn, Startups Turn Corporations, Global Games, AI Talent War
tail spinning
1h 4m
Sep 2025
Grab’s rise from rideshare to superapp in Asia, with Anthony Tan
<p>Grab is a rideshare service-turned superapp, not available in the US but rapidly growing in Southeast Asia. It’s even outmaneuvered global players like Uber to reach a valuation north of $20 billion. Grab’s co-founder and CEO Anthony Tan joins Rapid Response to share how the p ... Show More
28m 35s
Sep 2024
Tesla’s EVs stall in China
<p>Enthusiasm about artificial intelligence masks a recession in the technology sector, and a new exchange traded fund looks specifically for ‘reject’ stocks. Plus, Google heads back to court over fresh antitrust allegations, and Chinese car buyers ditch Tesla for local alternati ... Show More
10m 25s
Jul 2023
Lyft (Ticker: LYFT) Not So Deep Dive
<p>Lyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we ... Show More
51m 5s