Latest Interviews
Showing 916–930 of 1,595 transcripts.
Clear all filtersJulio Vasconcellos: Scaling to $100M and 1,200 Employees and then Cratering | 20VC #928
Julio Vasconcellos, Harry Stebbings, Scott Belsky, Andy Rachleff
Venture capitalist Julio Torres-Costa leverages his background as Facebook's first head in Brazil and founder of the high-growth startup Pace Urbano to guide Atlantico, a fund dedicated to Latin American early-stage investments. He advocates for capital concentration on product-market fit and disciplined single-focus strategies while rejecting bureaucratic overhead to capture the region's projected 10x digital growth over the next decade. Torres-Costa's approach prioritizes aggressive returns through a high-conviction "power law" portfolio, accepting higher failure rates to secure outsized wins that cover the fund's losses.
- All-In Podcast1h 25m
E97: SPAC updates, public/private market overview, Putin's end game & more
Putin, Chamath, Calacanis, Friedberg, Jake, Nick, David, Jason, Sacks
Chamath Palihapitiya announced the liquidation of his IPOD and IPOF SPACs to return capital to investors, citing an unsustainable market environment where valuation gaps and volatility have frozen exits for late-stage private companies. He forecast a catastrophic "washout" for the broader SPAC sector while criticizing systemic failures in venture capital diligence and ESG frameworks that obscure financial reality. The discussion further addressed looming geopolitical risks, including escalation in Ukraine and protests in Iran, arguing that institutional decay and demographic shifts are driving instability that requires a nuanced diplomatic approach rather than intervention.
- Jane Street1h 0m
Swapping the Engine Out of a Moving Race Car with Ella Ehrlich
Jane Street engineers are modernizing the legacy Gord trading infrastructure by migrating its distribution layer to Kafka, implementing automated release pipelines, and refactoring data normalization to ensure high availability and scalability. These technical upgrades, which include shifting from push to pull-based data delivery and eliminating manual global deployment processes, directly support the system's goal of achieving 24/7 uptime without daily resets. Concurrently, the firm is expanding its engineering pipeline through targeted diversity initiatives like the Insight and InFocus programs, which have successfully raised female intern representation to 25% while establishing long-term relationships with underrepresented minority candidates.
Will Quist: Why 95% of Venture Capital is Not Really “Venture Capital” | 20VC #924
Will Quist, Harry Stebbings, Don Valentine
Will, a sixth-generation Bay Area native, launched SLO after a decade at Industry Ventures to challenge an industry he argues has abandoned true venture for consensus-driven growth capital. Operating with a "Special Forces" approach for early bets, the firm applies Charlie Munger's five enterprise value levers to identify founders and markets capable of converting hypotheses into first-party data. SLO remains a focused classic venture firm committed to avoiding multi-stage dilution while educating the market on which business models genuinely require venture funding.
- The Diary Of A CEO1h 13m
Chris Kamara: The Untold Heartbreaking Story Of A Football Legend!
Chris Kamara, Stephen Bartlett
Football legend Chris Kamara discusses his life journey from overcoming severe racism and a turbulent childhood to navigating a broadcasting career, while addressing his recent diagnoses of an underactive thyroid and apraxia of speech. Despite facing significant health challenges that require intensive neurological therapy and cause severe anxiety, Kamara continues working in media after networks affirmed that even a reduced version of his output remains valuable. The conversation concludes with his reflection on family as his primary focus and a sponsorship feature for Huel ready-to-drink beverages.
Michael Mignano: How I Founded Anchor; Why TikTok could be a $2 TRILLION Company | 20VC #923
Venture partner Mike Volpi joins Lightspeed Venture Partners in New York to lead its new consumer team, leveraging his extensive experience to advocate for greater industry candor and transparency in founder-investor relationships. Drawing on his background with Anchor and past angel investments, he plans to execute early-stage capital deployments within 60 days while focusing on defensible social media innovations and direct creator monetization tools. His strategy emphasizes moving beyond traditional social graphs toward recommendation engines, aiming to help startups navigate the shift from viral hype to sustainable, algorithm-driven growth.
Calendly CPO Annie Pearl: Hiring Advice for Product; Calendly's Second Product | 20VC #921
Former Expert Financial product lead and Calendly executive Annie shares critical insights on navigating product strategy from initial market fit to enterprise-scale growth. She outlines a framework for identifying the optimal timing to hire a CPO based on organizational maturity while warning against premature diversification or reacting impulsively to competitor moves. Her analysis further details a three-phase hiring process for product leaders and emphasizes the necessity of aligning go-to-market incentives with new product launches to avoid revenue shortfalls.
- Lex Fridman47 min
Noam Chomsky: Putin, Ukraine, China, and Nuclear War | Lex Fridman Podcast #316
Noam Chomsky, Putin, Lex Fridman
The speaker argues that great power conflict between the U.S. and China poses an existential threat to organized life, while U.S. NATO expansion policies inadvertently provoked Vladimir Putin's invasion of Ukraine. By prioritizing the total defeat of Russia and rejecting diplomatic solutions, Western policymakers are engaging in an extraordinary gamble that risks nuclear escalation despite the Pentagon's constraints on offensive action. This approach is further complicated by severe internal U.S. decline and a manufactured consent media system that obstructs necessary engagement on climate change, global security, and the preservation of civilization.
Logan Bartlett: WTF is Happening at Growth Stage Investing? | 20VC #920
Logan Bartlett, Harry Stebbings
Redpoint Ventures partner Logan Williams discusses his career trajectory from Battery Ventures to Redpoint and outlines the firm's distinct strategy of balancing individual partner brands with deep domain expertise. Williams analyzes the current venture landscape, noting a capital shift from late-stage Series B and C rounds to earlier seed and pre-seed stages that has driven valuation inflation while creating a dearth of mid-market deal flow. He further details Redpoint's investment discipline, emphasizing a focus on ownership in high-conviction winners over "spray and pray" tactics, advocating for transparent portfolio mark-downs, and stressing the critical role of board governance in guiding founders through market corrections.
- The Diary Of A CEO1h 20m
Pret & Itsu Founder: How I Built TWO Billion Dollar Brands At The Same Time!: Julian Metcalfe | E173
Julian Metcalfe, Stephen Bartlett
Pret-a-Manger co-founder Julian Metcalfe sold his majority stake in 2018 to regain full creative control over his new venture, Itzu, a Japanese restaurant chain currently operating 76 stores with a focus on affordable, nutritious food. Having transformed his early experiences at Pret—where he pioneered staff-vote hiring and a "give-away" culture driven by radical transparency—Metcalfe now applies these human-centric principles to foster long-term growth and avoid the pitfalls of private equity interference. His approach emphasizes evidence-based progress and the acceptance of failure as essential to building trusted organizations, a philosophy he integrates into his business while reconciling with his past and nurturing his growing family.
Wesley Chan: How I Created Google Analytics; The Founding Story of Gmail & Canva | 20VC #919
Wesley Chan, Wes Chan, Larry, Sergey, Aydin Senkut
Former Google executive Wesley Chan leverages his decade of product experience to lead FPV Ventures, a $450 million fund managed by a small team that prioritizes "market creation" and 100-year founder visions over traditional metrics. The firm targets 20 core investments with checks between $10 million and $20 million, explicitly excluding crypto while focusing on revenue-generating businesses like Canva and Plaid to provide a safe harbor for charity-focused limited partners. By rejecting dogmatic ownership requirements and intervening only when requested, Chan's strategy aims to identify outlier companies capable of adapting the world for a century.
Jordan Van Horn: 3 Reasons Salespeople Fail; How to Make a Sales Playbook | 20VC #918
Jordan Van Horn, Head of Revenue at the billion-dollar data observability firm Monte Carlo, leverages his diverse background from Gala Winery, Dropbox, and Segment to refine go-to-market strategies for high-growth startups. He advocates for founders to own a disciplined sales playbook that clearly defines the problem, target audience, and urgency while ensuring multi-threaded relationships to mitigate churn risks during scaling. Van Horn further emphasizes building culture through transparent hiring practices, rigorous behavioral interviews, and a "User Guide" approach to align team expectations and foster rapid onboarding efficiency.
Sheel Mohnot: Lessons from Investing in Flexport and Missing on Robinhood | 20VC #917
Sheel Mohnot, Jake, Justin Bieber, Harry Stebbings
Better Tomorrow Ventures, co-founded by Sheil and NerdWallet's Jake Gibson, operates as a concentrated FinTech-focused fund targeting 10 to 15% ownership stakes in approximately 30 portfolio companies while prioritizing capital efficiency. The firm leverages Sheil's founder exits and microfinance background to execute a disciplined strategy that increased follow-on allocations in Fund 2, despite acknowledging past regrets over missed exits in companies like Robinhood and Chime. Looking ahead to 2027, the partnership aims to solidify its position as a global partner for fintech founders, maintaining a concentrated portfolio approach even as macroeconomic headwinds reshape emerging market opportunities.
Kieran Flanagan: Hiring Tips for Growth; North Star Metrics; Hubspot's Mistake | 20VC #916
Industry experts outline a framework for scaling companies through three maturity stages, advising founders to prioritize retention over acquisition revenue until product-market fit is established. They contrast product-led and sales-led organizational structures while emphasizing rigorous hiring practices that favor execution skills over brand prestige and the necessity of cross-functional alignment to navigate internal friction. The discussion concludes by evaluating shifting marketing tactics, noting the decline of paid advertising effectiveness and the rising strategic value of building deep communities supported by durable channels like email automation.
Mo Koyfman: The Secret to Winning in Venture; Why Small Funds Outperform Large Funds | 20VC #915
Mo Koyfman, Fred Wilson, Philip Roth
Mo, a veteran investor who previously led M&A at IAC and joined Spark Capital before founding Shine, operates a $325 million venture firm structured around a hierarchical leadership model rather than traditional partnerships. His strategy prioritizes high-conviction "stock picking" in Seed and Series A rounds with limited portfolio sizes, enforcing disciplined capital allocation and rejecting deals that feature founder greed or exclusionary terms. By targeting 10–12% ownership stakes and avoiding blanket pro rata commitments, Shine aims to achieve top-10 early-stage status by 2027 through a rigorous focus on chemistry and rational market constraints.