Agenda:
00:00 – The Worst IPO Mis-Pricing Ever: What Really Happened at Figma
02:30 – Fidelity vs Founders: How Important is Fidelity When Going Public
07:00 – Why Founders Secretly Want a Pop, Even If It Makes Them Look Stupid
10:15 – The Truth Behind the $3B Figma "Left on the Table"
14:00 – Direct Listings vs IPOs: Should Figma Have Gone Direct
23:00 – CEO Compensation is Broken, Brian Halligan Doesn't Hold Back
29:00 – The New Normal: Growth Rounds with Elon-Style Moonshot Packages
33:00 – Is Canva Next? Why Founders Should "Run, Forrest, Run" to the NASDAQ
36:00 – The Case for Going Public: VCs Are a Bigger Pain Than Public Markets
44:00 – Can AI Even Work for SMBs? Why No One's Cracked the Code (Yet)
51:00 – Meta's Monster Quarter: Growth, Cash Burn, and the Real AI Strategy
56:00 – CEO of the Year? Why Jensen Huang Leaves Zuck & Satya in the Dust
1:00:00 – Cognition's $15B Deal & Mass Layoffs: The Most Savage M&A Move of 2025
1:07:00 – Ramp's $22B Raise: Genius Move or Suicide Round?
1:09:00 – CRV Shrinks, Benchmark's Bet, and the Future of Venture Strategy