About this episode
Yesterday
20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO
Erik Bernhardsson is the Co-Founder and CEO of Modal, the AI infrastructure platform for training models, running inference and powering AI agents. Modal has raised over $1.2 billion, including a recent $750 million Series D led by Accel at a $15.75BN valuation. The company has s ... Show More
1h 2m
Oct 31
20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?
David Tisch is the Founder of Box Group, one of the best seed funds of the last decade with early investments in Cursor, Baseten and Clay to name a few. Today the fund invests from two funds, a $275M seed fund and a $275M opportunity fund. AGENDA: 10:40 Why we have less dilution ... Show More
1h 16m
Oct 29
20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree
AGENDA: 04:00 Anthropic Files S-1 Ahead of $2TRN IPO 14:50 Microsoft Offers Buyouts to 60,000 Employees 20:45 Zuckerberg Taps Equity Markets for $95 Billion AI Spending Spree 23:00 DeepSeek Raises $15 Billion as Chinese AI Faces US Backlash 34:45 OpenAI and Wiz Uncover Decade-Old ... Show More
1 h
Sep 2022
Albert Wenger on Global Venture Capital Firms
Bloomberg Radio host Barry Ritholtz speaks with Albert Wenger, who is a managing partner at Union Square Ventures. Before joining USV, Wenger was the president of del.icio.us as well as an angel investor; he also founded or co-founded several companies. He holds a Ph.D. in inform ... Show More
55m 54s
Jul 2025
VC React Podcast (E42): Saudi’s New Unicorn, Startups Turn Corporations, Global Games, AI Talent War
1h 4m
Feb 2025
VC React Podcast (E24): Lendo's $690M Facility Led by J.P. Morgan, & qeen.ai’s $10M Seed round
<p>VC React Podcast:</p><p>Every week, we bring you insights and reactions from top VCs, reacting to the latest news on MENA startups, VCs, and investment rounds. Stay tuned for: expert analysis, independent opinions, and maybe some heated conversations! Hosts:</p><p>Ahmad Takatk ... Show More
44m 37s
Jul 2025
VC React Podcast (E44): Arabic AI Stack, Morocco’s SuperApp, Embedded Insurance, Wild AI Acquihires
58m 34s
Dec 2023
Alex Lieberman — On Voice, Unicorns & Intrinsic Motivation (EP.192)
1h 30m
Jul 2016
SaaStr 042: Why Now Is The Time For Aggressive Growth & Monetisation Models Are The Most Exciting Element Of The Consumerisation Of SaaS with David Yuan, General Partner @ TCV
25m 37s
Jun 2025
VC React Podcast (E41): Amazon Buys Into ValU, Careem Exits Pakistan, & OpenAI Takes On Microsoft.
52m 46s
Sep 2023
27. Venture Capital 101
Send us Fan Mail In today's episode we sit down with Camilo Acosta, founder & general partner of Perceptive Ventures, an early stage venture firm, and walk through everything you want to know about Venture Capital (“VC”). We cover differences between Angel Investing vs. VC, what ... Show More
1h 3m
Aug 2025
VC React Podcast (E46): Meta’s $1B Offers, AI In FoodTech, Arabic AI Voice, & Open Banking In UAE
1h 2m
Mar 2021
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
View the State of VC deck here: https://rb.gy/wfan6j Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music ... Show More
1h 17m
Albert Wenger is a partner at Union Square Ventures, one of the world's leading VC firms with investments in Twitter, Twilio, Zynga, Soundcloud, Tumblr, Lending Club and many more. Before joining USV, Albert was the president of del.icio.us through the company's sale to Yahoo and an angel investor (Etsy, Tumblr). He previously founded or co-founded several companies, including a management consulting firm and an early hosted data analytics company. Albert also writes a fantastic blog at Continuations.com and did a brilliant Ted X Talk here!
In Today's Episode You Will Learn:
1.) How Albert made his way into the wonderful world of VC?
2.) Albert breaks down the differences between the instalment and the deployment phases of technology? At what stage USV choose to invest and why?
3.) How much of a role does valuation play in Albert's investment decision making process? At what level does speculation become irrational exuberance?
4.) Why does Albert want to limit network effects that are provided to winning companies? What does Albert think makes a contestable market? What are the characteristics?
5.) Why is Albert such a protagonist for the basic income guarantee? What are the challenges? How will this affect human's relationship to automation? What will mankind do with this increased abundance of time?
6.) Why does Albert believe that every individual has the right to be presented by a personal bot? What are the prominent use cases? How does it invert the power relationships between networks and their participants?
Items Mentioned In Today's Show:
Albert's Fave Book: Beginning of Infinity
Albert's Fave Blog or Newsletter: Azeem Azhar: The Exponential View
Albert's Most Recent Investment: Clue: Period and Ovulation Tracker
This episode was brought to you by
DesignCrowd, the online marketplace for custom graphic, logo and web design that helps startups, entrepreneurs, web developers and agencies outsource design projects to designers from around the world.
How Does It Work?
Once you have launched your brief, designers will begin submitting quality designs for you to review. With some constructive feedback, you can quickly generate a large gallery of designs that really do fit your needs. You can have exactly what you need within just three days. Once you have selected your favourite design, you will be sent all the files you require to update your branding. If you don't like any of the submitted designs, then DesignCrowd offers a money back guarantee. So checkout
designcrowd.com/VC and enter the promo code VC100 to get an astonishing $100 off your next project.
VC React Podcast:Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on MENA startups, VCs, and investment rounds. ---Hosts: Ahmad Takatkah, VCpreneur. Sign up to VCpreneur Newsletter on ... Show More
VC React Podcast:Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on MENA startups, VCs, and investment rounds. ---Hosts: Ahmad Takatkah, VCpreneur. Sign up to VCpreneur Newsletter on ... Show More
<div dir="auto"><span class="il">Alex</span> <span class= "il">Lieberman</span> is the co-founder and Executive Chairman of Morning Brew, the cofounder of Storyarb and the host of 60 Second Startup & Founder's Journal.<br /> <br /> <span class="il">Alex</span> joins the show to d ... Show More
<p><a href="https://twitter.com/davelyuan"><span style= "font-weight: 400;">David Yuan</span></a> <span style= "font-weight: 400;">is a General Partner at</span> <a href= "http://www.tcv.com/"><span style="font-weight: 400;">Technology Crossover Ventures</span></a><span style="fo ... Show More
VC React Podcast:Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on MENA startups, VCs, and investment rounds. ---Hosts: Ahmad Takatkah, VCpreneur. Sign up to VCpreneur Newsletter on ... Show More
VC React Podcast:Every week, we bring you insights and reactions from top VCs, LPs, & Angel Investors, reacting to the latest news on MENA startups, VCs, and investment rounds. ---Hosts: Ahmad Takatkah, VCpreneur. Sign up to VCpreneur Newsletter on ... Show More