Apr 2020
Shawn Carolan, Managing Partner at Menlo Ventures shares insights on his early investments in Uber, Roku, Siri & JUMP Bikes, adjusting his approach in response to hundreds of new venture funds with bi
0:01 Jason thanks the sponsors, guests, listeners & the team for Angel Season 4! 4:38 Jason intros Menlo Ventures' Shawn Carolan 7:26 Thoughts on the market's reaction to COVID-19, when will it get back to normal? 11:51 What advice is Shawn giving to his portfolio founders? 19:07 ... Show More
1h 35m
Feb 2023
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calcu ... Show More
1h 31m
Oct 2024
Y Combinator CEO Shares How They Pick Winners, Advice For Founders + Lessons From Paul Graham | Garry Tan Interview
Episode 642: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Garry Tan ( https://x.com/garrytan ), CEO of Y Combinator, about the sauce that makes YC outperform the rest of Silicon Valley plus lessons from Paul Graham, Peter Thiel and Garry’ ... Show More
1h 11m
Oct 2023
Garry Tan (Y Combinator) - Unconventional Advice for Founders
<p>Garry Tan is president and CEO of Y Combinator, which funds hundreds of companies per year through a web-based application. Tan is also the co-founder, board partner and advisor of Initialized Capital, an early stage venture capital fund, and co-founded Posterous, a blog platf ... Show More
48m 15s
Jul 2024
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 1 ... Show More
1h 17m
Aug 2023
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go pu ... Show More
1h 36m
Dec 2021
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year outlook? (44:57) Anticipating a "Great Resignation" of su ... Show More
1h 18m
1:03 Jason intros Garry Tan and checks in on how his quarantine has been going 4:39 How does Garry look at Initialized's portfolio companies? What are his 3 groups of companies dealing with COVID? 8:04 How will VCs react to the crisis? Why does Initialized specifically focus on Seed-stage companies? 11:13 How does Initialized contact downstream investors abo ... 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
