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  1. 20VC with Harry Stebbings37 min

    The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan

    Jeff Jordan, Harry Stebbings

    This event analyzes the critical mechanics of successful marketplaces, emphasizing how aggregating fragmented supply creates defensible moats while avoiding the channel conflicts inherent in owning inventory. Participants examine unit economics and capital efficiency, contrasting sustainable models with long payment-to-execution cycles against capital-inefficient strategies that fuel destructive price wars. The discussion further details how specific cohort retention metrics and strategic timing can determine whether a platform overcomes the cold start problem or succumbs to negative network effects.

  2. Goldman Sachs27 min

    As China reopens, what’s ahead for commodities in 2023?

    Jeff Currie, Alison Nathan

    Goldman Sachs economists project a 43% rally in commodities during 2023, driven by a convergence of China's economic rebound, persistent supply constraints, and a structural underinvestment cycle that mirrors the bullish conditions of 2007. Key demand drivers include a surge in Chinese oil and copper consumption alongside Europe's urgent need for energy capacity, while OPEC's pricing power remains elevated due to limited spare production outside the Gulf region. Consequently, the report positions the complex as a superior hedge against inflation and market volatility, with copper offering a steadier risk-adjusted return compared to the higher volatility expected in oil markets.

  3. Dwarkesh Patel1h 14m

    Garett Jones — Immigration, national IQ, & less democracy

    Garett Jones

    Garrett Jones challenges the efficacy of open borders by arguing that mass low-skilled immigration degrades a host nation's average skill level, thereby reducing national productivity and diminishing global innovation. While he advocates for limited, data-driven integration tests in stable, low-population regions like Iceland, he warns against applying such policies in major economic hubs where elite IQ drives critical technological advancement. Furthermore, Jones contends that preserving existing institutional quality requires maintaining strict standards, as lower-skilled migration creates negative externalities that outweigh potential economic gains or democratic diversity.

  4. 20VC with Harry Stebbings50 min

    Albert Wenger: Elon & Twitter; Impact of SBF; Income Inequality; Will they ban TikTok? | 20VC #969

    Albert Wenger, Elon, SBF, Harry Stebbings

    Venture capitalist Albert Wenger critiques the failure of Industrial Age models to address the Knowledge Age's challenges, advocating for Universal Basic Income and decentralized education to mitigate inequality and mental health crises. He details his strategy for a dedicated climate fund and digital currency reforms while predicting a necessary 50% GDP reallocation to tackle thermal realities and enabling leapfrogging in developing nations. Wenger concludes that optimism remains viable as the private sector and new financial systems pivot toward programmable platforms and resource redistribution.

  5. 20VC with Harry Stebbings8 min

    The Ultimate Guide to Brand Marketing | Liquid Death CEO Mike Cessario

    Mike Cessario, Harry Stebbings

    The discussion explores how powerful brands like Liquid Death transcend functional utility to forge deep emotional connections with diverse demographics through dark aesthetics and rebellion narratives. By strategically embracing polarization rather than seeking universal appeal, these companies cultivate a devoted following by validating specific cultural identities while allowing broader audiences to safely engage with a rebellious image. The analysis ultimately warns marketers against fixating on visible archetypes, urging them instead to recognize that true consumer bases often reside in unexpected groups driven by entertainment interests rather than the product's literal utility.

  6. The Diary Of A CEO2h 4m

    The Mindset Doctor: The Secret Man Behind The World's Top Performers | Professor Steve Peters

    Professor Steve Peters, Steve Peters

    Psychologist Steve Peters presents a three-system mental model distinguishing the rational "Human," the emotional "Chimp," and the automated "Computer" to explain how beliefs, trauma, and habits shape behavior. The framework advocates managing unhelpful emotional impulses through evidence-based reprogramming and commitment rather than relying on fluctuating motivation, as demonstrated by the case of snooker champion Ronnie O'Sullivan overcoming his freeze response. Ultimately, Peters urges individuals to define their core identity separate from these internal systems to achieve stability in relationships, professional performance, and personal growth.

  7. a16z9 min

    Flexport Co-CEO Ryan Petersen on ecomm's impact on the supply chain

    Ryan Petersen

    The event analyzes the critical failure of legacy supply chains to meet modern e-commerce demands for two-hour delivery and unique product availability, highlighting how outdated, centralized models and manual processes are driving iconic brands into collapse. It proposes a shift from asset-heavy consolidation to data-driven platforms that utilize real-time machine learning to dynamically route inventory across dense fulfillment networks, ensuring capital efficiency and resilience against global disruptions. By transforming fragmented logistics into intelligent ecosystems, the discussion outlines a strategic path for both digital-native startups and established enterprises to survive the retail apocalypse through optimized asset flow and automated replanning capabilities.

  8. 20VC with Harry Stebbings7 min

    The Current State of Venture Capital | Jason Lemkin w/ Harry Stebbings

    Jason Lemkin, Harry Stebbings

    A prominent venture capital investor reports a strategic halt in new deployments for the past year while significantly raising investment standards to address a post-bubble market characterized by reduced capital availability and stricter efficiency requirements. Targets for SaaS IPOs have shifted toward $200 million in revenue, necessitating a "trifecta" of top-tier growth, capital efficiency, and profitability that is increasingly rare even at early revenue stages. Consequently, founders are now required to demonstrate precise competitive differentiation and segment dominance rather than relying on broad category growth or the inflated valuations of the previous boom.

  9. Lex Fridman3h 8m

    Dennis Whyte: Nuclear Fusion and the Future of Energy | Lex Fridman Podcast #353

    Dennis Whyte, Lex Fridman

    Recent breakthroughs in high-temperature superconducting magnets and the National Ignition Facility's scientific ignition have compressed the fusion timeline from decades to a projected commercial viability within four years. While the ITER project continues to navigate multinational governance challenges, private entities like Commonwealth Fusion Systems are leveraging these advances to develop compact reactors capable of net energy gain by the early 2030s. This dual approach of public and private innovation aims to deliver carbon-free baseload power with inherent safety features, marking a transition from theoretical physics to industrial-scale energy production.

  10. 20VC with Harry Stebbings1h 2m

    Liquid Death CEO Mike Cessario: How I Turned Canned Water to a $700M Company | E968

    Mike Cessario, Harry Stebbings

    Mike Cessario founded Liquid Death by transforming canned water into a disruptive entertainment brand that leverages irreverent humor and high-impact marketing to challenge traditional beverage giants. Despite early investor skepticism and costly retail distribution mistakes, the company secured success by prioritizing a unique voice over product formulation, effectively building a loyal community while maintaining budget efficiency through creative partnerships rather than traditional celebrity endorsements. The organization now operates as a hybrid entertainment and beverage entity aiming to reach a multi-billion dollar valuation by 2028, fundamentally reshaping how healthy products compete for consumer attention in a saturated market.

  11. Goldman Sachs20 min

    Tim Davie, Director-General, BBC

    Tim Davie, Anthony Gutman

    Marking its centenary, the BBC reports a £5.3 billion revenue model driven by a 60% surge in commercial earnings while strategically pivoting toward distinct high-trust content like natural history and impartial news rather than competing directly with global streaming giants. Amidst a shrinking global landscape for free press where 70% of the population lacks media freedom, the corporation has restructured production teams to serve external clients and is reinforcing its mission through live events that foster social cohesion. Facing intensified competition for senior talent, the organization is leveraging its legacy of independence and societal impact to retain staff while demanding market-based accountability alongside its public service values.

  12. 20VC with Harry Stebbings7 min

    How Recessions Affect SaaS Sales

    Henry Schuck, Harry Stebbings

    Public software companies are navigating elongated sales cycles and heightened executive scrutiny driven by the withdrawal of pandemic stimulus, which is compressing revenue windows and threatening high net retention rates. In response, organizations are restructure their internal operations by dismantling dedicated overlay teams and converting SDR functions into renewal units to upskill general account managers and optimize quota density. Despite these headwinds and ongoing sales layoffs, the market remains tight for talent, with leadership projecting a return to normalized conditions and reduced volatility by the second half of 2023.

  13. The Economist20 min

    How to make poor areas richer

    Shaq, Andy Preston, Michael Weikert, Ava Miller, Jonathan, Hayley, Tom Standage

    Discussions on widening regional inequality highlight the risks of centralized governance while contrasting failed de-industrialization with successful economic pivots in cities like Pittsburgh and Middlesbrough. Case studies illustrate that targeted investments in dynamic hubs, such as Germany's post-reunification spending and Tulsa's remote work incentives, can reduce unemployment and spur growth, yet persistent wage gaps and migration challenges remain. Policymakers ultimately face a strategic dilemma between revitalizing every declining area or concentrating resources on specific centers to prevent national economic collapse and mitigate the moral costs of inaction.

  14. The Diary Of A CEO1h 16m

    Jesse Lingard Reveals The Problem With Man United Today & Why He Moved To Nottingham Forest | E214

    Jesse Lingard, Ollie

    Former Manchester United midfielder Jesse Lingard attributes his departure from the club to severe mental health struggles, online abuse, and a perceived lack of support from management, while also detailing his family's history of depression. In a candid podcast appearance that reached a significant milestone of one million subscribers, Lingard recounted the intense pressure from his grandfather, the impact of his mother's illness, and his belief that the club's culture deteriorated after Sir Alex Ferguson's departure. Looking ahead, the 31-year-old plans to launch a media company called "One Touch" and transition into acting, signaling a shift toward personal fulfillment and future creative projects beyond professional football.

  15. 20VC with Harry Stebbings1h 3m

    Hila Qu: The Ultimate Guide to Product Growth at Your Startup | 20VC #967

    Hila Qu, Harry Stebbings

    Former VP of Growth at Acorns and GitLab advisor Hila delivers a comprehensive analysis of scaling growth teams by transitioning from biology to data-driven product management. She outlines tactical frameworks for channel diversification, emphasizing the necessity of establishing a "North Star" metric and rigorous data infrastructure before expanding into new markets. The discussion further details specific hiring protocols, including take-home assignments to vet analytical depth, and distinguishes between B2C viral loops and the complex sales cycles required for B2B organizations.