Episodes
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David Luan is the CEO and Co-Founder at Adept, a company building AI agents for knowledge workers. To date, David has raised over $400M for the company from Greylock, Andrej Karpathy, Scott Belsky, Nvidia, ServiceNow and WorkDay. Previously, he was VP of Engineering at OpenAI, overseeing research on language, supercomputing, RL, safety, and policy and where his teams shipped GPT, CLIP, and DALL-E. He led Google's giant model efforts as a co-lead of Google Brain.
In Today's Episode with David Luan We Discuss:1. The Biggest Lessons from OpenAI and Google Brain:
What did OpenAI realise that no one else did that allowed them to steal the show with ChatGPT? Why did it take 6 years post the introduction of transformers for ChatGPT to be released? What are 1-2 of David's biggest lessons from his time leading teams at OpenAI and Google Brain?2. Foundation Models: The Hard Truths:
Why does David strongly disagree that the performance of foundation models is at a stage of diminishing returns? Why does David believe there will only be 5-7 foundation model providers? What will separate those who win vs those who do not? Does David believe we are seeing the commoditization of foundation models? How and when will we solve core problems of both reasoning and memory for foundation models?3. Bunding vs Unbundling: Why Chips Are Coming for Models:
Why does David believe that Jensen and Nvidia have to move into the model layer to sustain their competitive advantage? Why does David believe that the largest model providers have to make their own chips to make their business model sustainable? What does David believe is the future of the chip and infrastructure layer?4. The Application Layer: Why Everyone Will Have an Agent:
What is the difference between traditional RPA vs agents? Why is agents a 1,000x larger business than RPA? In a world where everyone has an agent, what does the future of work look like? Why does David disagree with the notion of "selling the work" and not the tool? What is the business model for the next generation of application layer AI companies? -
Val Scholz is the former Head of Growth @ Revolut, where he led the company to their first 10M users. Post Revolut, Val played a crucial role in scaling several high-growth companies including VEED, Simple & Busuu (exited for $400M). Today, Val is the Head of Growth at Kittl, an intuitive design platform empowering graphic designers.
In Today’s Episode with Val Scholz We Discuss:
Lessons from Scaling Revolut to 10M Users
What were Val’s biggest takeaways during his time at Revolut?
What does Val consider the secret sauce behind Revolut’s success?
What did Val think Revolut understood about customers that no other bank did?
The Secrets to Revolut’s Growth Playbook
What was Val’s best growth decision? What was his worst?
Why does Val think most companies don’t do referrals well?
What made Revolut’s signup strategy so successful?
What are Val’s two ways to master content marketing?
Does Val think it’s good to diversify growth channels? When should founders diversify?
What are Val’s strategies to make Youtube influencers successful?
Product Marketing 101:
Why does Val think traditional marketing methods are outdated?
If traditional marketing methods are outdated, what should startups do instead?
What does Val think is the most dangerous myth around product-led growth?
What does Val believe are the most common mistakes founders make on optimizing products?
Growth Hires: Who, What, When & How
When does Val think is the best time to hire a head of growth?
What is the profile Val looks for in a growth hire? What traits does he look for?
What are the most common reasons founders fail at hiring?
What does Val think are the biggest red flags to look out for in a CV?
How does Val define good culture? Did Revolut have a good culture?
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Episodes manquant?
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Michael Eisenberg is a Co-Founder and General Partner @ Aleph, one of Israel's leading venture firms with a portfolio including the likes of Wix, Lemonade, Empathy, Honeybook and more. Before leading Aleph, Michael was a General Partner @ Benchmark.
In Today's Show with Michael Eisenberg We Discuss:1. The State of AI Investing:
Why does Michael believe that "foundation models are the fastest depreciating asset in history"? Are we in an AI bubble today? As an investor, what is the right way to approach this market? Who will be the biggest losers in this AI investing phase? Where will the biggest value accrual be? What lessons does Michael have from the dot com for this?2. Where Is the Liquidity Coming From?
Why does Michael believe that it is BS that private equity will come in and buy a load of software companies and be the primary exit destination? Why does Michael believe that IPO windows are always open? Should founders go out now? What is good enough revenue numbers to go out into the public markets? Why does Michael believe that Lina Kahn is a threat to capitalism? How does Michael predict the next 12-24 months for the M&A market?3. AI as a Weapon: Who Wins: China or the US:
Does Michael agree with the notion that China is 2 years behind the US in AI development? Does Michael agree that AI could be a more dangerous weapon in wars than nuclear weapons? Why does Michael suggest that for all founders in Europe, they should leave? US, China, Israel, Europe, how do they rank for innovating around data regulation for AI?4. Venture 101: Reserves, Selling Positions and Fund Dying:
Why does Michael only want to do reserves into his middle-performing companies? What framework does Michael use to determine whether he should sell a position? Which funds will be the first to die in this next wave of venture? Why does Michael not do sourcing anymore? Where is he weakest in venture? Why does Michael believe that no board meeting needs to be over 45 mins? -
Danny Rimer is a Partner @ Index Ventures and one of the most prominent VCs of the last two decades. Danny has led Index to be one of the top global firms on both sides of the Atlantic. Among Danny's incredible portfolio, he has led or been involved with Figma, Discord, Dream Games, Etsy, Glossier and Patreon.
In Today's Discussion with Danny Rimer We Cover:1. The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook:
How did Danny miss investing in Brian Chesky and Airbnb when Brian says "Index is the best investor that Airbnb never had"? What was Danny's biggest takeaway from turning down Daniel Ek and Spotify multiple times? Why did Danny turn down the chance to invest in Facebook at $10BN? What did he learn from this? Why did Index not lead Snapchat's Series B? How did that decision change Danny's mindset towards the concentration of positions in a fund?2. The Biggest BS Rules in Venture: Market Sizing, Valuations and Signalling
Why does Danny believe that "valuation is a mental trap"? Why does Danny believe that TAM is "noise" and should not be used to assess an investment? Why does Danny believe that stage, sector and geo-specific funds are BS? Why does Danny believe there are no IPO windows? Are IPO markets always open to the best? Why does Danny believe that signalling is BS and does not exist today?3. Lessons from the Biggest Wins and Losses:
What are Danny's biggest lessons from Index's $BN win in King (Candy Crush)? How did the Discord deal come to be? What are Danny's biggest takeaways from it? What are Danny's biggest reflections from losing 10s of millions on Nasty Gal? What is Danny's biggest advice to a new investor today?4. Lessons from Two Decades Building Index into a Premier Firm:
What specifically has Index done to enable them to do what no one else has done and win on both sides of the Atlantic? How did the Benchmark partnership shape much of how Danny has constructed Index today? Who does Danny view as Index's biggest competition? How has it changed with time? Why is Danny more bullish than ever on the UK despite Brexit? -
Janie Lee is the Head of Product and the owner of the Self-Serve business at Loom. Janie previously worked at Rippling, leading the Identity Management and Hardware teams. Prior to that, she worked at Opendoor launching markets and developing pricing algorithms. During this time, Opendoor scaled from 2 to 20+ markets, $5B+ revenue, and 1500+ employees.
In Today's Episode with Janie Lee We Discuss:1. Inside the Product Building Machine of Rippling and Opendoor:
What are Janie's single biggest product lessons from Rippling? How do they build so much product so fast? Can you have breadth and high quality? What are Janie's biggest lessons from Opendoor on talent and pricing? What does Janie know now that she wishes she had known when she started her product career?2. What Makes a Truly Great PM:
What core skills do the best PMs have? What is the difference between good vs great? Writing: What are Janie's biggest pieces of advice to PMs who want to write better? Communicate: How do the best PMs and product leaders communicate with their teams? Question Asking: How do the best PMs ask questions of their team and other orgs?3. How to Find and Pick the Best PMs:
How does Janie structure the interview process when hiring new PMs? What questions should one ask in every interview with a PM? Does Janie do a case study? What is she looking to achieve from it? How do the best do? What are Janie's biggest mistakes in hiring PMs? How did she change from it?4. Onboarding PMs and Crushing Product Reviews:
What do the first 30 days look like for new PMs? What are the biggest signs that a new PM is not going to work out? How does the product review process work at Loom? How does Janie prioritise when there is so much volume and data? How has AI changed the way Loom builds products today? -
Alex Wang is the Founder and CEO @ Scale.ai, the company that allows you to make the best models with the best data. To date, Alex has raised $1.6BN for the company with a last reported valuation of $14BN earlier this year. Scale tripled their ARR in 2023 and is expected to hit $1.4BN in ARR by the end of 2024. Their investors include Accel, Index, Thrive, Founders Fund, Meta and Nvidia to name a few.
In Today's Show with Alex Wang We Discuss:1. Foundation Models: Diminishing Returns:
What are the three core pillars that can meaningfully improve foundation models performance? Why is data the single largest bottleneck to the performance of models today? What data do we need to capture that we do not currently, that will have the biggest impact on model performance moving forward? Will we see the largest companies in the world revert back to on-prem with the increasing security challenges of migrating all customer data to foundation models?2. AI: A Military Asset in Global Conflict: China + Russia
Why does Alex believe that AI has the potential to be an even more powerful military asset than nuclear weapons? If this is the case, should we have open systems? Do we not have to have closed systems? Why does Alex believe that the CCP's approach to industrial policy is better than anyone else's? How does Alex evaluate the rise of Chinese EV car manufacturers in the last few years? Does Alex really believe that China is two years behind the US in the AI race?3. "I Get Fairer Treatment in Congress than in the Press":
Why does Alex believe that the best PR is no PR? Why does Alex believe that he got fairer treatment in congress than he does in the media? Why does Alex believe that all founders should look to own their own distribution channels today?4. Alex Wang: AMA:
What are some of Alex's biggest lessons from Patrick Collison on the impact that a hot company brand has on the ability for that company to hire the best? Does Alex think Trump is going to win? What would be the impact if he were to? Why does Alex believe that enterprise software will be changed forever in the next few years? What question is Alex never asked that he thinks he should be asked? -
Reid Hoffman has been one of the most impactful people in technology over the last two decades. He is the Co-Founder of Linkedin (acq by Microsoft for $26BN) and Co-Founder of Inflection.ai. As an investor, Reid has backed the likes of Facebook, Airbnb, Zynga and more. Reid is also a Board Member @ Microsoft and was on the board of OpenAI.
In Today's Show with Reid Hoffman We Discuss:1. Foundation Models: Commoditisation, Business Models, Incumbents:
Does Reid believe we are seeing the commoditization of foundation models? Is it too late for new foundation models to be born today? Are they VC backable? How will foundation models eventually make money? What will be the sustainable business model? Does Reid believe that foundation models will be acquired by large cloud providers? Who goes first?2. Inflection & Microsoft: What Went Down:
How did the Microsoft and Inflection deal go down? Did Satya call up one day and make it happen? With the decay rate of models, Microsoft did not do it for the models, so why did they do it? Was Inflection a sustainable business in it's own right? Does this not prove that to win at this game, you have to be an incumbent with incumbent cash?3. OpenAI: Board, Lessons and Management:
What are 1-2 of Reid's biggest lessons from being on the OpenAI board with Sam? Why did Sam ask Reid in front of the whole company if Reid would fire him if he did not perform? Scarlett Johannsen, super alignment team quitting, NDAs tied to equity, this is a lot in a short amount of time, how does Reid analyse this?4. Trump is the Biggest Threat to Democracy: What Lies Ahead?
Why does Reid believe that Trump is a threat to democracy and evil? What were Reid's biggest takeaways from a two hour lunch with Joe Biden? How does a Trump administration change the world of AI, technology and startups?5. The Future of TikTok:
Is TikTok a threat to US democracy? Should it be banned? What will be the outcome of the current judicial process? Will they sell to a US entity? How could Trump impact the future of TikTok in the US?6. Reid Hoffman: AMA:
What are Peter Thiel's biggest strengths and weaknesses? I believe Mark Zuckerberg is one of the most unappreciated public market CEOs, what are the core components that Reid believes makes Mark so special? How did Reid miss out on investing in SpaceX's first round? What did he not see that he should have seen? What do we think is crazy today but will be a no brainer and very normal in 10 years? -
Ashley Kelly is the VP of Global Sales Development at Rippling, the all-in-one platform for HR, IT, and finance. Before Rippling, Ashley played a crucial role in scaling Brex’s outbound sales from $2M to over $300M in ARR, and has hired over 800 SDRs during her time in some of the best tech companies in Silicon Valley, including Lever and Zenefits.
In Today’s Episode with Ashley Kelly We Discuss:
From NASCAR to Silicon Valley SDR
How did Ashley make her way into the world of sales?
Why does Ashley think the best AEs and leaders start off as SDRs?
What is Ashley’s advice to new SDRs starting their jobs today?
Age of AI: Is SDR Outbound Dead?
Does Ashley agree that outbound is dead today? Is SDR dead?
How will AI change SDR? Why is Ashley hesitant to adopt AI?
Why does Ashley think founders should always build the first sales playbook?
What did Ashley mean by SDR is the 3rd pillar between sales and marketing?
What does Ashley think most companies get wrong about outbound?
SDR Hiring: Who, What, When & How
When does Ashley think founders should hire their first SDR?
How does Ashley structure the hiring process? What questions does she ask?
What profile does Ashley look for when hiring for an SDR?
How does Ashley structure the finance package? How is it different for each team?
Why did Ashley avoid hiring SDRs with SDR experience? Why has she changed her mind?
What was Ashley’s biggest hiring mistake? What were her takeaways?
Onboarding New SDR Hires
How does Ashley onboard new SDR hires? What is her onboarding timeline?
How does Ashley set targets for new hires? When should they be fully productive?
When does Ashley know if a new hire isn’t working?
What are common traits among Ashley’s most successful hires?
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Aravind Srinivas is the Co-Founder & CEO of Perplexity, the conversational "answer engine" that provides precise, user-focused answers to queries. Aravind co-founded the company in 2022 after working as a research scientist at OpenAI, Google, and DeepMind. To date, Perplexity has raised over $100 million from investors including Jeff Bezos, Nat Friedman, Elad Gil, and Susan Wojciki.
In Today’s Episode with Aravind Srinivas We Discuss:
Biggest Lessons from DeepMind & OpenAI
What was the best career advice Sam Altman @ OpenAI gave Aravind?
What were Aravind’s biggest takeaways at DeepMind?
How did DeepMind shape how Aravind built Perplexity?
What did Aravind mean by “competition is for losers?” What did he learn about talent assembly at DeepMind?
The Next AI Breakthrough: Reasoning
Does Aravind think we are experiencing diminishing returns on compute & model performance?
Does Aravind agree reasoning will be the next big breakthrough for models?
What are the reasons Aravind thinks models suck at reasoning today?
What is the timeline for reasoning improvement according to Aravind?
What does Aravind think are the biggest misconceptions about AI today?
Will Foundation Models Commoditise?
Does Aravind think foundation models will commoditise? What will the end state of foundation models look like?
Why does Aravind think the second tier models will get commoditised?
Why does Aravind think the subscription model will not work for AI models with true reasoning?
Why does Aravind think the application layer companies will benefit from foundation models commoditising?
Why does Aravind think foundation models will not verticalize?
When does Aravind think is the right time to go enterprise? What is his strategy to differentiate Perplexity from its competitors?
AI Arms Race: Who Will Win?
Who does Aravind think will be the winners of foundation models?
What do AI companies need to do to win the model arms race?
How does Aravind think startups can compete against incumbents' infinite cash flow?
What are the reasons Aravind thinks Perplexity’s browsing is better than ChatGPT?
What is Aravind’s biggest challenge at Perplexity today?
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Jason Lemkin is one of the OG SaaS investors with all of his first five investments turning into unicorns with Pipedrive, Algolia, Talkdesk, Salesloft and RevenueCat all in his portfolio. SaaStr is the largest global community in SaaS and he has taught a generation the fundamentals of SaaS on saastr.com.
In Our First Ever Episode of This Week in SaaS1. PluralSight Goes to Zero:
WTF happened to PluralSight? How did it go from $3.5BN to $0? Will this have a wider impact on the willingness of PE to buy tech companies? Who are the next contenders to go from hero to zero? Zendesk? Anaplan? Will this generation of PE funds be let off by their LPs for a poor vintage?2. Salesforce's Worst Stock Market Drop Since 2004 + Mongo Takes a 23% Hit:
Why did Salesforce lose $50BN of market cap in a single day? Is the same true for MongoDB taking a 23% hit in one day? What does it mean when the new normal is these once hyper-growth companies now growing only 6% per annum?3. The Settlers into Slow Growth:
Why does Jason believe that Dropbox and Box have both settled into a world of slow growth? What happens to Twilio from here in a world post Jeff Lawson? What happens to Retool from this point on? Would Jason be a buyer of Notion at $10BN?4. Venture Capital is Broken:
Why does Jason believe that we need to see a relation of public multiples for the math in venture capital to work again? Why does Jason believe that the way we mark portfolios with TVPI leads to corrupt and bad behaviour? How does Jason think we will solve the problem of liquidity with IPOs being shut, M&A being out of the window and now PE being a doubt as the source of buyers? -
Matt Lerner is one of the OGs of growth having spent 11 years leading growth teams at PayPal. Post PayPal, Matt led the growth marketing program at 500 Startups. He is also the bestselling author of Growth Levers and How to Find Them. Today, Matt is the Co-Founder and CEO of SYSTM, an accelerator program helping startups find their growth drivers.
In Today’s Episode with Matt Lerner We Discuss:
From Philosophy Student to PayPal Growth Leader:
How did Matt make his way into the world of growth?
What were Matt’s biggest lessons from 11 years at PayPal?
What did Matt know now that he wished he’d known when he entered the world of growth?
How to Master Growth in a World of AI:
What is growth to Matt? What is it not?
Why does Matt think growth is more science than art?
Does Matt Agee with Adam Gross @ Vimeo that paid acquisition below $100M ARR isn’t PLG?
How does Matt think AI will change the world of growth today?
What does Matt think are the most common growth mistakes founders make?
Optimizing Growth Channels: Dos & Don’ts
Why does Matt believe there are only six types of growth channels?
What is the “locksmith moment" & how do startups find channels that work for them?
How does Matt pick a Northstar metric?
What are the most common mistakes founders make when picking North Star metrics? When is the right time to change them?
How does Matt approach horizontal product messaging? What works? What doesn’t work?
How to Hire & Manage Growth Teams
What does Matt look for in the first head of growth hire?
What questions does Matt ask when interviewing?
What were Matt’s biggest hiring mistakes? What did he learn?
Why does Matt think the best growth hires have no marketing experience?
What are Matt’s two steps to master onboarding?
What are the 3 most common patterns in leaders according to Matt?
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Mike Schroepfer (Schrep) is the Founder & Partner @ Gigascale Capital, a new kind of climate-focused investment firm. Prior to Gigascale, Mike was the CTO @ Meta where he scaled products to billions of users, shipped millions of units of consumer hardware, constructed tens of millions of sq ft of data centres, built teams of up to 35,000, and made breakthroughs in AI. Before Meta, Mike led engineering at Mozilla and founded a company acquired by Sun Microsystems.
In Today's Show with Mike Schroepfer We Discuss:1. Lessons from Mark Zuckerberg and Meta:
What are Schrep's biggest lessons from Zuck on truly effective leaders? Why does Schrep believe the best leaders are like music conductors? What does Schrep mean when he says, "building a company is a game of inches"? Why does Schrep believe "inertia is one of the most underappreciated forces in company building?"2. The Future of Energy:
Why does Schrep believe that the "availability of cheap, clean energy is the biggest rate limiter to human progress?" Does Schrep agree with Sam Altman that energy will be the currency of the next decade? Or does he believe Mustafa Suleyman is right and it will soon be free and abundant? How does Schrep predict the next five years for both fusion and nuclear? Why does Schrep believe the next few years will be "messy but with huge opportunity"?3. Investing in Climate: It has to be Profitable:
Why does Schrep believe that markets and not governments or philanthropy will solve the climate challenges we face? What leads Schrep to suggest that the climate change transition is a $10TRN opportunity for investors? What is the single hardest element of investing in climate change solutions today? Why do climate change solutions need to reshape how they market to consumers? How much capital does it take to build a defensible moat in climate?4. Schrep: The Man Behind Whatsapp and Instagram: AMA:
How does Schrep reflect on his own relationship to money? How has it changed? How does Schrep think about what it takes to be a great father? How did Schrep manage the physical stress and pressure of managing engineering for products that serve billions of people in WhatsApp and Instagram? -
Jason Lemkin is one of the OG SaaS investors with all of his first five investments turning into unicorns with Pipedrive, Algolia, Talkdesk, Salesloft and RevenueCat all in his portfolio. SaaStr is the largest global community in SaaS and he has taught a generation the fundamentals of SaaS on saastr.com.
In Today's Episode with Jason Lemkin We Discuss:1. Growth Rates and Churn Rates: Average/Good/Great:
What is a growth rate that would excite Jason in a SaaS company? What is average? What levels of churn would worry Jason to see? What would excite him to see? What does Jason never tolerate when it comes to either growth rate or retention?2. What Founder Combination Always Wins:
Why does Jason believe you cannot lose money on a CEO salesperson and a technical CTO founding partnership? Why does Jason always meet the CTO for a second meeting in the diligence process? What questions does he ask? What do the best CTOs do or say? Why does Jason always want to sell his shares when the founders want to sell? Why does Jason believe that a company is never the same when the founders leave?3. WTF is Happening in the World of VC:
Why does Jason believe that pricing is worse than it has ever been in venture? Why does Jason believe that traditional seed VC is systemically broken? Why are companies getting stuffed with more cash than ever before? What does Jason know now about dilution that he wishes he had known when he started? Why does Jason believe that you should always recycle everything?4. WTF is Happening in PE and Later Stage Markets:
What happens to all the overpriced acquisitions like Zendesk and Salesloft where private equity way overpaid for them, they have no growth and no product innovation? What happens to the generation of public companies like Box, Dropbox and Twilio, all with low growth and little product innovation in the single-digit market caps? Why does Jason believe that Klaviyo is the most undervalued public company today? What does Jason believe will happen to Anaplan with Pigment eating their lunch? -
Sam Altman is the CEO @ OpenAI, the company on a mission is to ensure that artificial general intelligence benefits all of humanity. OpenAI is one of the fastest-scaling companies in history with a valuation of $90BN and $2BN+ in revenue.
Brad Lightcap is the COO @ OpenAI and the man responsible for the incredible scaling of sales, GTM, partnerships and business to today being over $2BN in revenue.
Arthur Mensch is the Co-Founder and CEO of Mistral AI. Since its inception in May 2023, Mistral has raised over $520M in funding from investors like Andreeseen Horowitz, General Catalyst, Lightspeed Venture Partners, and Microsoft with a current valuation of $2 billion.
Des Traynor is a Co-Founder of Intercom, and has built and led many teams within the company, including Product, Marketing, and Customer Support. Today Des leads all of Intercom’s R&D efforts, and parts of Intercom’s marketing.
Tom Hulme is a Managing Partner of GV (Google Ventures), and leads the European team. Today, GV has over $10BN in AUM and Tom has led investments in Lemonade.com (IPO), Snyk, Secret Escapes, Blockchain.com, GoCardless, and Currency Cloud (exited to Visa).
Tomasz Tunguz is the Founder and General Partner @ Theory Ventures, just announced last week, Theory is a $230M fund that invests $1-25m in early-stage companies that leverage technology discontinuities into go-to-market advantages.
Sarah Tavel is a General Partner @ Benchmark, one of the most successful and renowned venture firms in the world. At Benchmark, Sarah has led rounds in Chainalysis, Hipcamp, Medely, Rekki, Glide, Cambly and more.
In Today's Episode We Discuss: Will foundation models be commoditised? What is the end state for the foundation model landscape in 10 years? How will large cloud provider incumbents approach M&A with smaller foundation model providers? When will we see marginal revenue exceed marginal cost in the foundation model business model? Where is the value: the application layer or the infrastructure layer? How can startups know whether they will be threatened by OpenAI? What are good tests/questions to know if you are in the path of one of the large foundation models? How does the business model of SaaS fundamentally change in a world of AI? Will we see the end of per-seat pricing in a new world of AI? What is the right way to approach pricing in a world of AI? Consumption? Tokens? -
Aaron Levie is one of the OG founders of the last two decades as the Co-Founder and CEO of Box. Today, Box does over $1BN in revenue with a market cap of $3.85BN, and has raised over $560 million from the likes of DFJ, Andreesen Horowitz, and Coatue.
In Today’s Episode with Aaron Levie We Discuss:
What You Need to Know Entering This AI Wave:
Why does Aaron think we are currently in a transformative window in AI?
What does Aaron think it takes to be successful in this next wave?
Which areas does Aaron think founders should be focusing on today? Where should they not?
AI Adoption: Business Model, Implementation, Regulation.
How does Aaron think AI will change how we work & run a business?
What does Aaron think is the single biggest obstacle to AI adoption in large organizations?
Does Aaron agree with Sarah Tavel @ Benchmark AI companies will be selling work not tools?
How does Aaron think AI will change the SaaS business model?
Why is Aaron not as worried about AI regulation? What are his biggest concerns today?
The Next AI Breakthrough: AI Agents
Why does Aaron believe the next big breakthrough in AI will be agents?
How does Aaron think AI agents will change org structures?
How does Aaron think agents will differ from RPA? How will RPA companies benefit from AI?
What does Aaron think AI agents will look like in five years?
Startups vs Incumbents: Who Wins?
What is Aaron’s advice to startups today building against OpenAI?
Does Aaron think startups have more advantage in foundational models or the application layer?
What advantages do incumbents have? What are their biggest weaknesses?
Who does Aaron think are the biggest winners in AI today? Who is underperforming?
Why does Aaron think Apple isn’t losing the AI race?
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Nikesh Arora is the CEO @ Palo Alto Networks, the leading cybersecurity company in the world with a market cap of $102BN. Before joining Palo Alto Networks, Nikesh was the President and COO of SoftBank Group. Before that, he spent ten years at Google as a senior exec, and President of Europe, the Middle East and Africa. Before that Nikesh was CMO for the T-Mobile International Division of Deutsche Telekom AG. Nikesh serves on the board of Compagnie Financière Richemont S.A. Previously, he served on the boards of SoftBank, Sprint, Colgate-Palmolive Inc., Yahoo! Japan and Tipping Point.
In Today's Episode with Nikesh Arora We Discuss:1. From Investing with Masa @ Softbank to CEO of Largest Cyber Company:
What are Nikesh's biggest lessons from working and investing with Masa @ Softbank? What are Nikesh's biggest takeaways from 10 years at Google and working with Eric Schmidt? What does Nikesh know now that he wishes he had known when he started his career?2. What Makes the Most Valuable Businesses in the World:
How does Nikesh think about competition and monopolies? How does Nikesh assess the idea of defensibility, moats and sustaining competitive advantages? What are the most common reasons why incumbents are overtaken? How have Palo Alto Networks been so successful in their M&A strategy? What has worked in M&A? What has not worked? What is their process?3. What Makes the Best Leaders in the World:
Does Nikesh agree that the best CEOs are the best resource allocators? How do the best leaders communicate with large teams at scale? How do the best leaders approach decision-making? What is Nikesh's framework? How does Nikesh approach the idea of delegation? What does he delegate vs what does he not?4. Behind the CEO: Nikesh Arora: Husband and Father:
How does Nikesh reflect on his own relationship to money today? What are Nikesh's biggest lessons in what it takes to bring children up in a world of affluence and ensure they have hunger and ambition? What are some of Nikesh's biggest lessons on parenting? How does Nikesh reflect on what it takes to have a great marriage? -
Jiaona “JZ” Zhang is the Chief Product Officer at Linktree, the world’s leading link-in-bio platform empowering 45M+ creators, brands and SMBs. JZ joined Linktree from Webflow, where she served as SVP of Product. Before that, she spent four years at Airbnb where she built and led numerous teams on the host side. JZ’s also held leadership roles at the likes of Wework, Dropbox and teaches at Stanford University and Reforge.
In Today’s Episode with Jiaona Zhang We Discuss:
Entry into the World of Product
How did JZ first fall in love with product?
Why does JZ believe the best PMs have experience in the gaming industry?
Does JZ think Linktree could be a $100BN business? How could Linktree become a $100BN business?
Mastering Product Metrics
Why does JZ think product is the most chameleon role? Where does product start & end?
Why does JZ think every function should have tension with product?
What is a KPI tree? How does JZ branch business & product metrics?
When does JZ think startups should set up a metric infrastructure?
What are the three levers of product? How does JZ determine which ones to trade off?
How to Run Product: Planning, Strategy, & Rituals
Why does JZ think planning should not exist?
What are strategy and rituals? When should founders do either?
What are JZ’s three core rituals?
What is the scorecard method? How do they help team transparency?
What are product jams? When does it work? When does it not work?
Product Career Advice
When does JZ think founders hire a product person?
What are the most common mistakes early stage founders make when hiring for product?
Does JZ think domain expertise is important? What does she look for in product hires?
What is JZ’s advice to PMs who want to get promoted today?
What is JZ’s advice to young people who want to get into product?
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Dan Siroker is the Co-Founder and CEO @ Limitless, a personalized AI powered by what you’ve seen, said, or heard. For his latest funding round, Dan took an unusual approach resulting in 1,000 preliminary offers with valuations as high as $1BN — and resulted in a $350 million Series A valuation. Prior to founding Limitless, Dan was the Founder of Optimizely, scaling the company to $120M in ARR and raising from some of the best in the business including Peter Fenton @ Benchmark who led the Series A.
In Today's Episode with Dan Siroker We Discuss:1. Serial Entrepreneurs are More Investable:
Why would Dan always prefer to invest in serial entrepreneurs than first time founders? How do serial entrepreneurs approach team building and size of team differently? How do serial entrepreneurs approach focus and prioritisation differently? How do serial entrepreneurs approach pivoting differently to first time founders? What is Dan's advice from Elad Gil and YC's Dalton Caldwell on when to pivot?2. The Secret to Fundraising: How to Speak VC
Should founders always be raising? What is the right thing to respond to investors when they reach out to you outside of a round? What question are investors really asking when they ask, how much are you raising? How should founders approach valuation, what should they say when they are asked for it? How can founders create urgency in a funding round? What works? What does not?3. How to Raise the Best Funding Round:
Should founders engage with associates or only worth it with decision-makers? Why should founders always choose the investor who is on the early arc of their career? Why was Dan's first meeting with Peter Fenton the best meeting he has ever had with a VC? Why does Dan believe that taking the highest price is never the right answer? To what extent does having a true Tier 1 VC lead your round, change the game for your company?4. Dan Siroker: AMA:
How did becoming a father change the way that Dan operates? Why is Dan scared we might see technological progress stall for the next 20 years? Why did Dan not do YC the second time around with Limitless? What is the story of how Optimizely nearly bought Amplitude? -
Tom Blomfield is a Group Partner at YC. Before YC, Tom founded two unicorns in the UK. He was co-founder of Monzo (most recently valued at $5BN), one of the first challenger banks in the UK. Monzo raised more than £1bn and counts 15% of the UK population as customers. Before Monzo, Tom founded GoCardless (YC S11), an online payments processor, most recently valued at $2.1BN.
In Today's Episode with Tom Blomfield We Discuss:1. From Founding Two Unicorns to YC Partner:
Does Tom believe that all great founders show signs of exceptionalism early? What does Tom know now that he wishes he had known when he started his first company? Why did Tom decide now was the right time to switch from founder to investor with YC?2. The YC Application Process: How it Works:
How do the YC partners select which companies are accepted vs rejected? What specifically does Tom look for in the problem the company is looking to solve? In the interview, what are the signals of the highest quality founders? What questions does Tom always want to ask in YC interviews with founders?3. The YC Batch: How it Works:
How do the YC partners work with the 25 companies in their batch? What is the interaction? What are the single biggest mistakes companies make while in YC? What are the biggest pieces of advice YC gives founders on fundraising approaching demo day? How do the best YC founders fundraise and use demo day? How do the most nervous fundraise? How are YC partners measured in terms of their success and effectiveness?4. AI: Consumer vs Enterprise/ Infrastructure vs Application Layer:
Does Tom believe there is money to be made investing in infrastructure layer models today? Why is the commoditization of foundation models the best outcome for society? Why is Tom most excited about the application layer for the next wave of AI? What are the most exciting opportunities in consumer AI that are wide open today?20VC: Behind the Scenes at Y Combinator: The Interview Process | What the Best & Worst Do in the Program | Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | Why the Value is in Application Layer AI with Tom Blomfield
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Larry Shurtz is the Chief Sales Officer at Genesys where he oversees the company’s global go-to-market strategies, including commercial activities, field sales and partner ecosystem operations. Larry has nearly three decades of experience in the software industry, from leading Confluent to delivering more than 60% revenue growth and doubling customer count as Chief Revenue Officer, to scaling a 1,300-person team at Salesforce to $2.1 billion in revenue.
In Today’s Episode with Larry Shurtz We Discuss:
From Robotics Student to $2.1BN Sales Leader at Salesforce
How did Larry lead 1300 people to $2.1 billion revenue at Salesforce? What were his takeaways?
What did Larry learn about building vertical sales playbooks at Salesforce?
Which framework did Larry learn at Salesforce that he still uses at Genesys?
Mastering Sales Leadership
What are the biggest mistakes sales leaders make on prioritization today?
What are Larry’s “3 Rs” to master prioritization?
What does Larry think are the most common reasons fast-scaling teams break in sales?
Has Larry ever caused bad culture in a sales team? What did he learn from the experience?
Does Larry think sales is more art or science? How does Larry blend the two?
Building the Best Sales Team
How does Larry structure the hiring process for a new sales hire?
How big should your recruitment team be?
What are Larry’s most commonly asked questions when interviewing?
What were Larry’s biggest hiring mistakes? What did he learn from them?
How does Larry structure the comp? How does he get it right? What do most new hires care about today?
The Onboarding: The Dos & Don’ts
How does Larry structure the onboarding process?
Why does Larry onboard new hires with big customers? What is the buddy system?
How does Larry tell if a new hire is bad? What are the biggest red flags to look out for?
What does Larry mean when he says “You can make all the physical errors, you cannot make mental errors?”
Does Larry agree with Max Levchin @ Affirm that “When there’s doubt, there’s no doubt?”
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