February 2, 2026
Sequoia's Shaun Maguire on AI's role in physics, the lasting impact of KGB psyops, the plausibility of UAPs, and backing genius founders.
January 26, 2026
Armada CEO Dan Wright discusses deploying modular AI factories to the world's most extreme environments, from deserts to aircraft carriers.
January 23, 2026
Snowflake CEO Sridhar Ramaswamy discusses navigating the AI data war, emphasizing compounded growth, adaptation, and leadership in a volatile market.
January 21, 2026
Zipline CEO Keller Rinaudo Cliffton on raising $625M+ for autonomous delivery, saving 17k lives/year, and scaling a vertically integrated future.
January 17, 2026
Archer's CEO on building air taxis: navigating politics, securing the LA Olympics '28, leveraging retail investors & scaling a trillion-dollar market.
January 10, 2026
Robinhood CEO Vlad Tenev on their record year: 11 business lines, global expansion plans, and innovations like AI assistant Cortex & tokenization.
December 31, 2025
David Senra shares his podcasting evolution, from solo history shows to deep conversations with legendary founders, prioritizing durability over exit.
December 29, 2025
Wunderco's Jeffrey Katzenberg & Chen Li discuss their hybrid VC model, the essential role of storytelling in tech, and navigating the AI hype.
December 27, 2025
Lightspeed's Michael Mignano on AI investing: prioritize people & sticky behaviors. Sora may end the traditional creator, making creativity the ultimate moat.
December 22, 2025
Anduril's Palmer Luckey on building AI fighters, redesigning defense manufacturing, and why testing failures are key to outpacing rivals.
December 18, 2025
Anduril's Trey Stevens on building a software-first defense prime, the necessity of US reindustrialization, and lessons from Palantir.
December 17, 2025
Inside Anduril's R&D hub: A look at their rapid prototyping, 'scrappy startup' culture, and the operational guts driving defense tech.
December 16, 2025
Anduril CEO Brian Schimpf discusses hyper-growth, leveraging autonomous systems for modern warfare, and capitalizing on global instability.
December 15, 2025
Anduril is revolutionizing defense by focusing on rapid, scalable production of autonomous systems to counter global instability and legacy inefficiencies.
December 13, 2025
The US is in a '1938 moment,' racing to modernize its defense industrial base with AI, drones, and six critical tech areas to ensure peace.
December 11, 2025
Paid founder Manny Medina discusses the death of the SaaS seat model and the rise of AI agents, sharing insights on monetization, growth, and building in London.
December 5, 2025
GC's Mark Bargava on their $1.5B Creation fund, building AI-enabled roll-ups to transform services into high-margin, public companies.
November 29, 2025
Bradley Tusk on the AI infra bubble, his "equity for services" model, and lessons from Travis Kalanick. A deep dive into VC & regulation.
November 24, 2025
Thrive Capital’s Philip discusses their high-conviction strategy, backing generational firms like OpenAI & Wiz, and the renaissance of hardware.
November 21, 2025
A deep dive into American Dynamism, focusing on how companies like Anduril attract top talent and capital to lead in defense and manufacturing.
November 18, 2025
a16z's David Ulevitch discusses the American Dynamism thesis: leveraging private capital to fund defense and industrial tech for national security.
November 11, 2025
Palantir CEO Alex Karp on their 'freak show' culture, artistic approach, American superiority, and delivering venture returns to retail investors.
November 3, 2025
Ryan Serhant on building a media-first empire that sells real estate, leveraging AI to empower agents, and raising a $45M seed round.
October 30, 2025
Sequoia's Alfred Lin on founder resilience in crises, navigating the AI frenzy with velocity, and building enduring, category-defining companies.
October 27, 2025
Sequoia's Alfred Lin on backing outlier founders, prioritizing quality revenue over speed, and acting as a shock absorber in bad times.
October 23, 2025
Coatue's Michael Gilroy on how AI is reshaping public markets, the rise of retail investors, and why AI-native companies are winning.
October 20, 2025
Elad Gil on AI for enterprise, market structures, building moats, and why winning is the ultimate driver of company culture.
October 17, 2025
Investor Elad Gil on the AI boom vs. dot-com bubble, his multi-stage investing strategy from seed to pre-IPO, and building modern monuments.
October 10, 2025
Turing CEO Jonathan explains how the firm became AI's strategic research accelerator, powering labs like OpenAI and unlocking a $30T opportunity.
October 8, 2025
Base raises a $1B Series C to become the SpaceX of energy, tackling AI's gigawatt demand with rapid battery deployment and a blue-collar culture.
October 5, 2025
Experts from Epirus and Galvanic detail the fight to secure America's industrial base against drone swarms and critical infrastructure cyberattacks.
October 4, 2025
VCs discuss the AI supercycle, covering hyper-growth from Seed to A, key trends like AI agents, and the evolving landscape of valuations.
October 1, 2025
AI is a 100x opportunity reshaping venture capital. Success hinges on people-first investing, adopting new growth metrics, and building durable models.
September 30, 2025
Leaders from Joby, Dirac, & Allen Control Systems discuss re-industrializing America with eVTOLs, automated work instructions, & AI defense.
September 25, 2025
Factory founder Matan discusses their $50M Series B and vision for "agent-native" dev, where engineers delegate tasks to autonomous droids.
September 19, 2025
Keith Rabois on finding outliers, building cult-like cultures, and leveraging your unique comparative advantage to become 'the only' in your field.
