Agenda:
00:00 – Why "Fund Returners" Are a Myth in Late-Stage VC
05:02 – Builder.ai Implodes: $500M Gone & Fraud Allegations Begin
11:40 – The Dirty Truth About Late-Stage Venture Math
15:57 – The Hinge IPO: Who Won, Who Lost, and Why It's a Game Changer
23:03 – The Chime Bombshell: Late-Stage VCs Forced to Crystallize Huge Losses
27:14 – Why YC Is Both Chanel and Walmart—and Has Officially Won
33:41 – Seed Is Easy. Series A Is Brutal. Here's Why
39:50 – The Silent Killer: How Dilution Is Screwing VCs Without Them Realizing
46:04 – OpenAI's $6B Jony Ive Deal: Genius or Delusion?
50:47 – Does OpenAI Win the Hardware War
1:02:09 – Duolingo, Klarna, and the Truth About AI Layoffs
1:13:10 – Only 20% of Unicorns Are Real. The Other 80%? Zombies
1:15:44 – Why 2021 Had an IPO Every Day — And Why That Won't Return Soon
1:18:00 – Quickfire: AGI Dates, Half-Trillionaires, and Trump Tax Moves