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  1. All-In Podcast1h 34m

    E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

    Balaji, Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks, Nick Carter

    A panel of financial experts and entrepreneurs critically analyzes the Federal Reserve's 25-basis point rate hike, arguing that the "middle path" fails to address the severity of the commercial real estate crisis and looming banking liquidity concerns. Key figures like Chamath Palihapitiya and Jason Sacks forecast a potential $2–3 trillion government bailout to stabilize the dollar and prevent a systemic collapse, while debating whether Bitcoin will serve as a hedge or face regulatory suppression. The discussion also covers the geopolitical fallout of a likely TikTok shutdown, the engineering breakthroughs of Relativity Space's Terran 1 launch, and warnings regarding an impending US debt ceiling default.

  2. The Diary Of A CEO1h 55m

    Robert Greene: How To Seduce Anyone, Build Confidence & Become Powerful | E232

    Robert Greene

    Author Robert Greene explores the internal nature of power and the necessity of confronting human "shadow" traits, while drawing on his personal history of a debilitating stroke and subsequent recovery to illustrate themes of resilience and radical gratitude. He argues that true mastery requires abandoning the illusion of passion in favor of dedicated apprenticeship and thousands of hours of repetitive practice, a standard he believes modern instant-gratification culture actively undermines. Greene further advises young professionals to prioritize deep learning over immediate salary and cautions against the seductive power of digital interaction, emphasizing instead the primal importance of non-verbal communication and emotional vulnerability in building genuine connections.

  3. 20VC with Harry Stebbings1h 2m

    Frank Fillmann: How I Boosted Revenue by $500M at Salesforce; Tips for Hiring Salespeople | E992

    Frank Fillmann, Zhenya Loginov, Harry Stebbings

    Sales leader Frank synthesizes decades of experience, from door-to-door knife sales to managing teams of 75, into a methodology prioritizing potential over experience and the creation of latent demand. He advocates for "servant-leader" managers who build repeatable playbooks starting with financial metrics to cut ramp times to weeks while aligning sales with customer success through early integration. This approach emphasizes hybrid forecasting, deep discovery, and selfless leadership to navigate economic uncertainty and secure high-value enterprise deals in a transparent, remote-first market.

  4. 20VC with Harry Stebbings1h 7m

    Bill Ackman: SVB Collapse, Biden vs Trump, How I Lost $400M on Netflix, Bill's 10-Year Long

    Bill Ackman, Biden, Trump, Harry Stebbings

    Bill Ackman and David Berkowitz launched their partnership with a $3.1 million fund by leveraging a shared track record of high achievement and living together to minimize initial costs. Following significant setbacks during the 2008 financial crisis, Ackman restructured Pershing Square to invest exclusively in liquid large-cap public companies while maintaining a disciplined approach to position sizing based on the risk of permanent capital impairment. In current markets, Ackman advocates for immediate federal guarantees on all bank deposits to prevent runs, argues that persistent inflation requires the Federal Reserve to pause rate hikes, and proposes policy reforms such as universal baby bonds to address wealth inequality.

  5. The Diary Of A CEO1h 27m

    Fix Your Gut Health! The 4 Foods Fueling Inflammation & Disease! - Dr Will Cole

    Dr Will Cole

    Functional medicine practitioner Dr. Cole contrasts optimal health ranges with conventional diagnostic averages, addressing the widespread epidemic of metabolic and autoimmune disorders driven by chronic inflammation, intergenerational trauma, and nervous system dysregulation. He outlines a root-cause approach that integrates specific dietary modifications like the "Inflammatory Core Four" protocol, microbiome optimization, and strict technology boundaries to restore gut-brain axis function and lower pro-inflammatory cytokines. As the paradigm shifts toward this holistic model, Cole emphasizes that sustainable healing requires balancing advanced nutritional science with personal practices like grounding and stress reduction to overcome the physiological impacts of modern lifestyle stressors.

  6. 20VC with Harry Stebbings7 min

    Will there be more bank runs?

    Jackie Reses, Kris Dickson, Harry Stebbings

    Financial experts warn that secondary bank runs are highly probable and driven by panic psychology rather than fundamental weaknesses, with specific risks concentrated in institutions lacking diversification. To mitigate this, the FDIC plans to announce a buyer by Monday morning offering full deposit guarantees and immediate liquidity to stabilize markets before the U.S. trading day begins. While small businesses face the most severe threat of operational failure due to an inability to meet payroll, aggressive intervention is expected to prevent a worst-case scenario of widespread corporate insolvency.

  7. 20VC with Harry Stebbings1h 2m

    Ophelia Brown: How We Raised $432M in a Pandemic; What's New in European Venture Capital | E990

    Ophelia Brown, Harry Stebbings

    Blossom, a $475 million Series A venture fund co-founded by Ophelia, Imran, and Alex, concentrates its European portfolio on 15 to 20 companies to provide high-touch operational support without relying on traditional investment committees or board seats. Diverging from industry norms, the firm rejects scout models and lead-investor syndication to maximize founder ownership while securing capital through a disciplined strategy that prioritizes speed and growth potential over investor brand prestige. Having overcome initial skepticism as a solo female general partner, Ophelia has established the firm with an explicit goal to become the top-performing venture fund in Europe or globally by 2028 through its concentrated, founder-centric approach.

  8. 20VC with Harry Stebbings7 min

    COMMON MISTAKE: Confusing Metrics and Goals

    Alex Schultz, Harry Stebbings

    This discussion examines the evolution of measurement standards from early-stage "registered users" to modern "monthly active users" while warning against the pitfalls of Goodhart's Law where metrics become targets. Founders are advised to adopt proven frameworks from industry leaders like Meta and eBay rather than reinventing strategies, ensuring their goals align with economic viability rather than mere forecasts. The session further highlights the necessity of human judgment in auditing these systems to prevent gaming, ultimately arguing that disruptive success often stems from singular visions rather than consensus decision-making.

  9. 20VC with Harry Stebbings6 min

    Facebook CMO explains why they changed their name to Meta

    Alex Schultz, Harry Stebbings

    Facebook Inc. rebranded as Meta to decouple its corporate identity from the Facebook application, aiming to resolve consumer confusion and enable expansion into virtual reality and encrypted messaging services. The company established a cross-functional leadership structure with weekly pillar meetings and shared product roles to ensure knowledge transfer across its portfolio of Facebook, Instagram, and WhatsApp. Post-rebrand analysis by PwC highlighted a dramatic shift in Meta's future potential ranking, validating the strategic move to signal a broadened vision beyond traditional social media to investors and the public.

  10. The Diary Of A CEO2h 0m

    Simon Sinek: "I FEEL LONELY!" How To Deal With Loneliness! | E230

    Simon Sinek, Steven Bartlett

    Author Simon Sinek details a strategic pivot from frequent in-person speaking to global online formats to address his current career flux while advocating for "mental fitness" as a framework for navigating emotional ups and downs. He challenges societal isolation by redefining relationship dynamics through his "Three Plus One" compatibility model and exposing the detrimental impacts of modern dating apps and undiagnosed ADHD on personal connections. Ultimately, Sinek emphasizes that sustainable success and stability require shifting from performance-based metrics to long-term momentum, prioritizing shared vulnerability and the principle of "serving those who serve others" over individual achievement.

  11. Y Combinator1 min

    Launch quickly, and iterate.

    The core strategy emphasizes launching a functional product immediately to bypass excessive market research, competitor analysis, and prolonged fundraising phases that often delay user validation. Direct observation of customer value replaces these speculative efforts, ensuring that product iteration is driven by actual market feedback rather than assumptions. Ultimately, this approach prioritizes rapid learning through real-world usage over building large teams or conducting extensive pre-launch surveys before releasing the solution.

  12. 20VC with Harry Stebbings1h 4m

    Adam Grenier: The Inside Story to Uber’s Hypergrowth; How We Spent $1B/mo in China | E989

    Adam Grenier, Harry Stebbings

    Adam defines growth as a hybrid of art and science, advocating for a distributed mindset across product and operations rather than relying on isolated teams or premature hires. Drawing on his experiences scaling companies like Uber, HotelTonight, and Lambda School, he outlines a strategic framework centered on North Star metrics, healthy paid-to-organic ratios, and rigorous experimentation to solve product-market fit issues. His approach emphasizes data-driven retention models, proactive organizational structures, and the avoidance of vanity metrics to ensure sustainable, long-term business expansion.

  13. Goldman Sachs27 min

    Michael Horvath, CEO and Co-Founder of Strava

    Michael Horvath, Kim Posnett

    Strava CEO Michael Horvath and co-founder Mark Gainey transformed a rejected 1994 concept into the world's largest human movement database, now serving over 100 million users across 50 sports. Since Horvath's 2019 return to lead a strategic pivot toward subscription revenue, the platform has more than tripled its paying subscribers and doubled its community size. Leveraging this data, the company now drives public infrastructure improvements through its Strava Metro tool while positioning itself as the central hub for the convergence of healthcare, wellness, and fitness.

  14. 20VC with Harry Stebbings11 min

    How Instagram Competes with TikTok and Snap | Meta CMO Alex Schultz

    Alex Schultz, Harry Stebbings

    Meta's strategic pivot from relationship-based graphs to algorithmic discovery, exemplified by Reels, demonstrates that rapid iteration and a second-mover advantage often outweigh the risks of entering markets late. While the experimental split of Messenger into a standalone app initially caused usage dips, it ultimately satisfied user expectations for instant replies and forced a leadership reckoning on the dangers of delaying execution for absolute certainty. This evolution underscores a broader organizational shift where data science must translate complex findings into actionable narratives to help leaders balance rigorous measurement with the speed required to avoid missing existential industry waves.

  15. Dwarkesh Patel2h 38m

    Brett Harrison — FTX US former president speaks out

    Brett Harrison, Gary Wang, Nishad Singh, SBF, Sam

    Brad Harrison, former president of FTX US and head of ETF technology at Citadel, outlines the structural fragility of centralized crypto exchanges that led to their collapse while critiquing the market's reliance on artificial correlations and passive investing. Detailing his tenure, Harrison describes a culture under Sam Bankman-Fried characterized by operational centralization, management conflict avoidance, and a lack of financial transparency that ultimately resulted in his forced resignation and the firm's subsequent insolvency. Now founding Architect, Harrison seeks to solve market fragmentation by building secure infrastructure that bridges fragmented centralized and decentralized trading environments to restore efficiency to the $1 to $3 trillion crypto asset class.