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Exploring the world’s greatest startup stories.
Get a behind the scenes look into the founding stories of your favorite companies. Learn how the industries they operate in actually work, and learn playbooks and tactics you can use to launch and scale your own business.
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Aydin Senkut: Growing Felicis from $4M to $4B
Aydin Senkut started Felicis 20 years ago with $4 million of his own money. After hearing "we don't back people like you" from every LP, he's now an early backer of iconic companies like Shopify, Canva, Adyen, Notion, and Supabase and inves
Inside the Anthropic Bet That Made Menlo a Top AI Firm | Matt Murphy
Matt Murphy is a partner at Menlo Ventures and led Anthropic's Series D. Before Menlo, Matt sat in Google's board meetings at Kleiner Perkins from the first check to the IPO, and then backed Anthropic before it had a product or revenue. We
Oren Zeev's $2.7B Solo GP Playbook
Oren Zeev runs one of the most successful venture firms in the world. The catch: he has no partners, no associates, holds no investment committee, writes no memos, and has no office. He's a solo GP managing $2.7 billion across 11 funds, an
Why Stripe’s 1st Employee Bought a Bank | Darragh Buckley, Increase
Darragh Buckley was the first employee at Stripe. He’s since started Increase, the banking infrastructure that moves over $500 billion a year. And he just bought a bank. We talk about how to buy a bank, why putting an API on a bank is like
Why a Chemist Left $7B to Bet on Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures
Bilal Zuberi spent 18 years investing hard tech, most of it as a GP at Lux ($7B AUM), before starting @RedGlassVC in 2025 to bet on AI that touches the physical world. Bilal was making defense tech investments 15 years ago, and he led the S
From Nearly Bankrupt to $5B+ Revenue, with Ring Founder Jamie Siminoff
Jamie Siminoff built the first WiFi video doorbell in his garage, got rejected on Shark Tank, and nearly went bankrupt "at least four times" while growing Ring into one of the largest consumer hardware businesses in the world. We talk about
How Gusto Built a $9.5B Company with Co-founder Tomer London
Tomer London is the Co-founder and Chief Product Officer of Gusto. We go deep on how Gusto builds product, from obsessing over customers to shipping Gusto Cofounder with AI in eight weeks. We also get into what AI is doing to small business
Building a Venture Firm Like a Product | Jeff Morris Jr, Chapter One
Jeff Morris Jr is the founder and Managing Partner of Chapter One. Previously, he was employee 50 at Tinder and started Chapter One from his desk before quitting to go full-time on investing. We talk about running a venture firm more like a
How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO
Ron Gabrisko might have the best sales seat in software. He joined Databricks as CRO at less than $1M in revenue, and built it into a $7B+ ARR business over the next decade. Almost no one has built a revenue engine this big this fast, so he
How Athletes Get Into the Top VC Funds | Ryan Nece, Next Legacy
Ryan Nece runs Next Legacy, a $4 billion fund of funds that connects athletes and philanthropists with the top venture capital firms in the world. Ryan is the only player in NFL history to win a Super Bowl as a rookie and go 0-16 in his fin
Leaving Sequoia to Bet on Ohio: Why America is the Best Emerging Market | Chris Olsen, Drive Capital
Chris is the Co-Founder and CEO of Drive Capital. Prior to Drive, Chris was a Partner at Sequoia Capital where he helped launch the firm’s first growth fund. Chris left Sequoia in 2012 to start Drive in Ohio on a single bet: the best compan
Brex’s 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of Figure
Michael Tannenbaum is the CEO of Figure, the blockchain lending company he took public in 2025. He was employee #1 at Brex, and before that ran the mortgage business at SoFi. Mike Cagney, who founded both SoFi and Figure, pulled him back to
Re-founding a Company for the AI Era | Shensi Ding, Merge
Shensi Ding is the co-founder and CEO of Merge, the connective infrastructure that plugs into every tool. Merge started in 2020 building integrations, watched its first customers die off, then rebuilt itself twice for the AI era. Not many f
The 18x Midas Lister Betting $3B on AI (and calling most of it fake) | Navin Chaddha, Mayfield
Navin Chaddha is the Managing Partner at Mayfield. He’s made the Forbes Midas List 18 times, and thinks a lot of the AI revenue everyone's chasing right now is fake. Mayfield is a 56-year-old firm that backs founders at the paper-and-pencil
Healthcare Skipped The Internet And Went Straight To AI | Alamin Uddin, NexHealth
Alamin Uddin is the co-founder and CEO of NexHealth. Today, NexHealth’s healthcare infrastructure serves 89 million patients. But at one point, the company had $4,000 in the bank and a maxed-out Amex card. We talk about why 75% of dentists
Inside Solana's Plan to Replace Wall Street | Anatoly Yakovenko, Solana
Anatoly Yakovenko is the co-founder of Solana, the fastest scaled blockchain in the world. We start by talking about how non-US residents were trading SpaceX on Solana pre-IPO, and which parlayed into the last 130 years of US financial mark
The Hidden Layer Every AI Agent Runs On | Tony Holdstock-Brown, Inngest
Tony Holdstock-Brown is the co-founder and CEO of Inngest, the durable execution platform that quietly powers your favorite AI agents. We get into why agents work in a demo and die in production, building their own cloud to get 20x lower co
Rebuilding a $600M Company From Scratch | Peter Rahal, David
Peter Rahal is the Founder and CEO of David. Before David, he built RXBAR in his parents' basement with $10k and sold it to Kellogg for $600M. We get into why he basically rebuilt the same company again, how buying his own ingredient suppli
Inside Goldman’s $22B Bet on Venture Capital | Hans Swildens, Industry Ventures
Hans Swildens started Industry Ventures in 2000, and this is his first podcast since selling it to Goldman Sachs in 2026. Hans has been buying venture secondaries longer than almost anyone, and the combined business is one of the largest VC
The Past, Present, and Future of Pre-Seed | Charles Hudson, Precursor
Charles Hudson started Precursor Ventures in 2015, and helped create pre-seed as a category. Ten years and hundreds of Day 0 checks later, few investors have backed as many first-time founders, making him the perfect person to talk through
Inside Elbow Grease, NYC's Hands-On Accelerator | Dan Teran, Gutter Capital
Dan Teran is the co-founder Gutter Capital, a concentrated seed fund in NYC, and Elbow Grease, the accelerator that puts 15 startups in one building and helps build their teams for them. Gutter just announced a $75M Fund III and opened appl
The AI-Native GTM Playbook | Sam Blond, Monaco
Sam Blond is the Co-founder and CEO of Monaco, the revenue engine for startups. Sam is one of the best sales operators in tech. He spent four years as CRO at Brex, where he helped scale it to a ~$12B valuation, ran sales at Zenefits before
Inside the First Quant-Driven VC Fund | Nuno Goncalves Pedro, Chamaeleon
Nuno Goncalves Pedro is the Founder and Managing Partner at Chamaeleon. He won't describe it this way, but I'd call Chamaeleon something like "The RenTech of VC." Chamaeleon is built around its proprietary data platform, Mantis, which borro
15 Hot Takes on VC and AI from the 2026 Allocate Beyond Summit
I just attended Allocate’s Beyond Summit in Deer Valley Utah. It was a peek into what the top VC's and LP’s are thinking about right now. Allocate asked me to record an episode of the show, live from the conference. So I asked everyone “Wha
Building Got Easy. This Startup Solves What to Build | Alfred Wahlforss, Listen Labs
Alfred Wallforss is the Co-founder of Listen Labs, the AI customer research company. Companies like Microsoft use Listen to run AI-powered customer interviews, and Alfred talks about how they first landed them as a customer at a pitch compe
Inside the AI Sprint, Understanding Anthropic's Strategy | Tomasz Tunguz, Theory Ventures
Tomasz Tunguz is the Founder and General Partner of Theory Ventures. We talk about today’s “all out sprint” in AI, Anthropic’s strategy, the three layers of AI business models, how AI compares to prior technologies, where to invest in AI to
Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo
Ali Partovi is the Co-founder and CEO of Neo. Neo started in 2017 as a network for the top college students. Neo is a “people-first” investor, a thesis it developed missing out on early investments in PayPal and Google at three employees. N
How a Hillbilly in Nevada Bootstrapped a $140M ARR Manufacturing Company | Jim Belosic, SendCutSend
Jim Belosic is the Co-founder and CEO of SendCutSend, a sheet metal manufacturing business he bootstrapped to a $140 million revenue run rate in eight years. We talk building a manufacturing business in the US, creative ways he financed the
The $5B Venture Growth Buyout Playbook | Alex Israel, Metropolis
Alex Israel is the Co-founder and CEO of Metropolis.He unpacks the unique strategy they used as a tech startup to rollup parking lots and become the largest parking operator in the world.Thank you to Will Quist, Yoni Rechtman, Adam Bain, an
How Agentic AI is Reshaping Science, Education, and the Economy | Karthik Duraisamy at the University of Michigan
Karthik Duraisamy is a professor at the University of Michigan. He is co-leading U of M's newly created Institute of Agentic Computing, the first of its kind. The institute will serve researchers and developers building agentic AI infrastru
