Best Siliconvalley Podcasts (2025)

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20VC: Kalshi's $1BN Raise, the Polymarket Feud, and the Battle to Replace Traditional Media 47:55

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1d ago47:55

47:55

Tarek Mansour is the Co-Founder and CEO @ Kalshi, the leader in the world of prediction markets. Just last week, they announced their $1BN raise at an $11BN valuation. In total, they have raised $1.59BN from some of the best, including Sequoia, a16z, General Catalyst, IVP, Meritech, and more. They also last week announced exclusive partnerships wit…

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A Real Gas 57:27

1d ago57:27

57:27

Just because something is invisible doesn’t mean it isn’t there. We can’t see gases in our atmosphere, such as carbon dioxide, oxygen, and nitrogen, but we benefit from their presence with every breath we take. From the bubbles that effervesce in soda to the vapors that turn engines, gases are part of our lives. They fill our lungs, give birth to s…

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20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation ... 1:05:28

4d ago1:05:28

1:05:28

Bending Spoons is the acquisition machine of the tech world. They have acquired the likes of Evernote, Vimeo, Eventbrite, Streamyard and more. However, they never open their gates to the secrets behind Evernote's product machine. Today that changes with Federico Simionato joining 20Product. Fede has been a Product Lead at Bending Spoons for 8 years…

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20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software 1:12:30

5d ago1:12:30

1:12:30

AGENDA: 04:20 Thrive and OpenAI Partnership 07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not? 17:39 Eventbrite Acquired by Bending Spoons for $500M 21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue 26:59 The TAM Trap: Why SaaS Is Like Japan 37:42 Lessons from Companies Hitting $100M ARR 44:57 The Future of Labour Markets is F****** …

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20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a ... 1:08:16

8d ago1:08:16

1:08:16

Jonathan Siddharth is Founder and CEO of Turing, one of the fastest-growing AI companies advancing frontier models. Jonathan has led the company to an astonishing $300M ARR with just $225M raised and a profitable company. A Stanford-trained AI scientist, Jonathan previously helped pioneer natural language search at Powerset, which was acquired by M…

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Amazing Amazonia 1:13:01

9d ago1:13:01

1:13:01

The Amazon is often described as an ecosystem under dire threat due to climate change and deliberate deforestation. Yet there is still considerable hope that these threats can be mitigated. In the face of these threats, indigenous conservationists are attempting to strike a balance between tradition and preserving Amazonia. Meanwhile, two river jou…

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20Sales: John McMahon on How to Hire, Train & Retain the Best Sales Reps | How Sales Changes in a World of AI | Sales Lessons from Snowflake and MongoDB | How to Create and Drive a Sales Process with Urgency ... 1:08:30

11d ago1:08:30

1:08:30

John McMahon is widely regarded as one of the greatest enterprise-software sales leaders of all time. He's the only person to have served as Chief Revenue Officer at five public software companies: PTC, GeoTel, Ariba, BladeLogic and BMC Software. He helped scale BladeLogic from a startup into a public company — ultimately leading to its ~$880M sale…

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20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR ... 1:30:09

12d ago1:30:09

1:30:09

AGENDA: 04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA 07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo 15:27 NVIDIA's Customer Concentration: Bull or Bear 22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work? 36:12 Sierra Hits $100M ARR: Justify $10BN Price? 46:14 Implementation is the Biggest Barrier to Enterprise AI Growth …

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220 - Intelligence, Automation and Turn Signals 29:40

13d ago29:40

29:40

Space is getting crowded, how do we avoid conjunctions? In this episode of Constellations, Kayhan Space CEO, Dr. Siamak Hesar, joins to discuss how operators can stay ahead of risk as the orbital environment grows more crowded and complex. He shares practical insights on collision avoidance, real time data integration and the value of AI tools that…

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20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit ... 1:11:43

15d ago1:11:43

1:11:43

Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Founder and CTO of Explorium. AGENDA: 00:05 – 00:10: How Vibe Coding is Going to Kill S…

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Flu the Coop 1:04:38

16d ago1:04:38

1:04:38

The worry about whether H5N1 will trigger a human pandemic has concealed a startling reality. Avian influenza has already taken an enormous toll on the lives of other animals. Since 2005, the number of wild and domesticated birds killed is greater than the combined human populations of the United States and Russia. Bird flu is burning through wild …

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20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster ... 1:19:22

18d ago1:19:22

1:19:22

Max Altman is Co‑Founder & Managing Partner at Saga Ventures, a US$125 M early‑stage fund. Before Saga Max was an investor with Apollo Projects, Hydrazine Capital and Altman Capital (where he helped deploy over US$500 M) into breakout names such as Rippling and Reddit. AGENDA: 03:55 – Venture Capital Is FULL of Tourists With Single-Digit IQs 06:20 …

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20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will ... 1:22:38

19d ago1:22:38

1:22:38

AGENDA: 04:47 Cursor Raises $2.3BN at $29BN Valuation 11:36 What Gemini 3 Means for Lovable, Cursor and Replit 30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? 48:54 Oracle Credit Default Swaps: The Risk is Increasing 01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO 01:19:18 Why Retail WIll Cause a…

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20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon | Do Margins Matter in a World of AI? | Is Defensibility Dead in a World of AI? | Will AI Deliver Masa Son ... 1:02:53

22d ago1:02:53

1:02:53

Dr. Andrew Ng is a globally recognized leader in AI. He is Founder of DeepLearning.AI, Executive Chairman of LandingAI, General Partner at AI Fund, Chairman and Co-Founder of Coursera. As a pioneer in machine learning Andrew has authored or co-authored over 200 research papers in machine learning, robotics and related fields. In 2023, he was named …

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Skeptic Check: String Theory 54:00

23d ago54:00

54:00

The idea that the universe is made of tiny vibrating strings was once the science theory du jour. String theory promised to unite the disparate theories describing particles and gravity, and many people, not just scientists, were optimistic that a theory of everything might be within our grasp. But here we are, many years later, and string theory d…

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20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify ... 1:11:23

25d ago1:11:23

1:11:23

Carl Rivera is the Chief Design Officer at Shopify, where he previously led both Merchant Services and the Shop App as VP of Product. Before joining Shopify through its acquisition of Tictail, Carl was the co-founder and CEO of Tictail, the "Tumblr for e-commerce," where he built one of the most beloved design-forward commerce platforms of its era.…

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20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening ... 1:15:50

26d ago1:15:50

1:15:50

AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crash…

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219 - Faster Iteration, Shorter Mission Cycles and Scale 22:29

27d ago22:29

22:29

As the lines between commercial innovation and national defense blur, America's space industrial base is transforming. In this episode of Constellations, Peter Krauss, President and CEO of Terran Orbital, emphasizes the importance of rapid iteration and accelerated development to build and deploy on-orbit assets more efficiently. Speed is the prima…

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Lee Edwards of Root VC: "Let's get Technical!" -- An Engineer Becomes a VC 1:00:19

28d ago1:00:19

1:00:19

Lee Edwards is a General Partner at Root VC, a San Francisco-based deep tech seed fund. They recently raised their 4th fund of $190 million. But before he became a venture capitalist, Lee was an engineer. He was most recently CTO at Teespring. Previously, Lee was a mechanical engineer at iRobot, a software engineer at Pivotal Labs, Lead Engineer at…

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20VC: Benchmark's Newest General Partner Ev Randle on Why Margins Matter Less in AI | Why Mega Funds Will Not Produce Good Returns | OpenAI vs Anthropic: What Happens and Who Wins Coding | Investing Lessons ... 1:25:43

29d ago1:25:43

1:25:43

Ev Randle is a General Partner @ Benchmark, one of the best funds in venture capital. In their latest fund, they have Mercor ($10BN valuation), Sierra ($10BN valuation), Firework ($4BN valuation), Legora ($2Bn valuation) and Langchain ($1.4Bn valuation). To put this in multiples on invested capital, that is a 60x, two 30x and two 20x. Before Benchm…

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Solar Good 58:45

30d ago58:45

58:45

In Brazil, leaders from across the globe are gathering for COP30, the premier climate summit in the world. For the first time, the U.S. is sitting it out, after exiting the Paris Agreement. There is, however, a ray of hope in the global efforts to reduce fossil fuel emissions. Bill McKibben, an environmentalist and journalist who describes himself …

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20Sales: Why You Need a CRO Pre-Product | Why Remote Sales Teams Do Not Work | How Snowflake Built a Sales Machine with Chad Peets 1:09:13

1M ago1:09:13

1:09:13

Chad Peets is one of the greatest sales leaders and recruiters of the last 25 years. From 2018 to 2023, Chad was a Managing Director at Sutter Hill Ventures. Chad has worked with the world's best CEOs and CROs to build world-class go-to-market organizations. Chad is currently a member of the Board of Directors for Lacework and Luminary Cloud and on…

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20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling? 1:16:23

1M ago1:16:23

1:16:23

AGENDA: 04:27 Navan's IPO: Winners, Losers and 20% Crater 12:55 Harvey Raises $150M at an $8BN Valuation 35:36 Was Sam Altman Wrong to Snap at Brad Gerstner 41:25 Why GOOG is a Buy and Amazon is a Short 47:43 Meta Down 10%, Buy or Sell? 51:12 If You Have Not Accelerated with AI, You Are Dead 01:05:20 Why Now is the Best Time for Series A and Worst …

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Dr. Casey Kelley: From Lyme & Mold to Optimum Health 45:17

1M ago45:17

45:17

Dr. Casey Kelley, MD, is a board-certified family medicine physician and one of the first to earn certification in integrative medicine. Founder and medical director of Case Integrative Health in Chicago, she specializes in functional medicine to address root causes of chronic conditions like Lyme disease and mold toxicity. A graduate of Ohio State…

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20VC: Cohere's Chief AI Officer on Why Scaling Laws Will Continue | Whether You Can Buy Success in AI with Talent Acquisitions | The Future of Synthetic Data & What It Means for Models | Why AI Coding ... 57:34

1M ago57:34

57:34

Joelle Pineau is the Chief AI Officer at Cohere, where she leads research on advancing large language models and practical AI systems. Before joining Cohere, she was VP of AI Research at Meta, where she founded and led Meta AI's Montreal lab. A professor at McGill University, Joelle is renowned for her pioneering work in reinforcement learning, rob…

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Katrina and the River 1:07:39

1M ago1:07:39

1:07:39

“The Mississippi River will always have its own way; no engineering skill can persuade it to do otherwise,” said Mark Twain. In this, our final episode marking the 20th anniversary of Hurricane Katrina, we consider how efforts to control the Mighty Mississippi – a river engineered from its Minnesota headwaters to its Gulf Coast outlet – have respon…

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20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable 1:31:49

1M ago1:31:49

1:31:49

🎧 20VC x Tim Ferriss — Full Episode Timeline 00:00 – "How Do You Stay True to Yourself When You Have to Perform for the World?" 06:00 – "Why Tim Ferriss Refused to Go All-In on YouTube" 09:00 – "You Don't Need 10 Million Fans—You Need 1,000 True Believers." 12:00 – "The Internet Is Not a Relevance Machine—It's a Sensationalism Machine." 15:00 – "Mo…

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Measure A - Bait and Switch 11:43

1M ago11:43

11:43

Measure A is being sold to Santa Clara County voters as a hospital funding initiative — but the fine print tells another story. In this episode of Game Changers Silicon Valley, host Jim Connor talks with David Johnson, chairman of the Santa Clara County Republican Party, about the widening gap between the county's public message and its fiscal real…

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20VC: a16z Raises $10BN in New Funds | Mercor Raises $350M at a $10BN Valuation | OpenAI Restructuring: Who Wins and Who Loses | Why IRR is a BS Metric and Three Ways to Win in VC Today 1:24:09

1M ago1:24:09

1:24:09

AGENDA: 05:17 OpenAI's Restructuring: Winners and Losers 17:17 Andreessen Horowitz's Raise $10BN in New Funds 26:38 Mercor Raises $350M at a $10BN Valuation 43:08 Spray and Pray: Does it Work: Data Breakdown 47:04 The Role of Option Checks Venture Capital 48:36 The Three Ways to Win in VC Today 54:26 Why IRR is a BS Metric and What Matters More 01:…

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218 - AI for EO, Neural Network Supervisors and Overcoming the Clouds 23:44

1M ago23:44

23:44

With more than 50% of the Earth covered in clouds on any given day, the ability to provide real-time insights about what is happening on the ground becomes complicated and nearly impossible. Listen in as Aubrey Dunne – co-founder and CTO at Ubotica - shares his knowledge on AI-based intelligence, cloud detection and removal for Earth observation sa…

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When Does a Tax Assessor Candidate Oppose a Tax Increase? 21:30

1M ago21:30

21:30

Every election cycle, there's one race that flies under the radar. In Santa Clara County, CA, we have an election that affects every homeowner, every taxpayer, and every senior ... that race is for County Assessor. This election has a special twist that one candidate, Rishi Kumar, who has taken a strong position against a sales tax increase referre…

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20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins ... 1:14:23

1M ago1:14:23

1:14:23

David Cahn is a Partner at Sequoia Capital and one of the world's leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner @ Coatue where he led investments in Notion and Hugging Face. AGENDA: 00:00 We Are in an AI Bubble 05:04 Why Building Physical Data Cen…

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The Decomposers 56:59

1M ago56:59

56:59

What happens to us after we die is as much a question for anthropology and ecology as it is for theology. Death and decay are not comfortable subjects, but some scientists study them unflinchingly, knowing that doing so yields valuable scientific insights about decomposition. We hear about The Body Farm at the University of Tennessee, Knoxville whe…

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20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated Content and How to Use It | TikTok Ads: Expectations vs. Reality | Hiring for Growth: When and ... 1:16:18

2M ago1:16:18

1:16:18

Sandy Diao is one of the most exceptional growth leaders of the last decade. Sandy has scaled products to over 200M+ users and led growth teams at Descript, Meta and Pinterest. She is also a prolific writer all on things growth here. AGENDA: 03:59 Biggest Growth Lessons from Pinterest 08:01 What is a Good vs a Bad Growth Hypothesis 11:11 Common Mis…

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20VC: Why VC Today is Worse Than 2021 | Why Vertical SaaS is a Bad Investment Today | Why We Are Deluding Ourselves on Growth Expectations | Revolut Raises $3BN at a $75BN Valuation | Benchmark Adds Their ... 1:28:58

2M ago1:28:58

1:28:58

AGENDA: 04:50 Benchmark's New Partner: Everett Randall 10:19 Revolut Raises $3BN at a $75BN Valuation: Another Loss for Public Markets? 28:39 Why Today is as Bad as the Hype of COVID in 2021 32:10 Why Vertical SaaS is a Bad VC Investment Today 36:14 Why Everyone Investing in Legal SaaS Will Lose Money 44:16 Why King Making is More Real Than Ever 55…

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20VC: Deel CEO Alex Bouaziz on Raising $300M+ at a $17BN Valuation | Deel vs Rippling: WTF is Going On | Management Lessons from Ben Horowitz and Nik Storonsky | Deel's M&A Playbook: Lessons from 13 Acquisitions ... 1:15:23

2M ago1:15:23

1:15:23

Alex Bouaziz is the Co-Founder and CEO @ Deel, the $17BN global payroll juggernaut that just last week announced their latest $300M fundraise led by Ribbit, a16z and Coatue. Deel has been on the most insane journey, they do $1BN+ in ARR, they just had their first $100M revenue month and they have been profitable for over 3 years. AGENDA: 03:38 Anno…

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Shipwrecks 54:00

2M ago54:00

54:00

Shipwrecks are scenes of tragedy, but they are also bits of history frozen in time that can provide insights into events and ideas from long ago. That is, if we can find them. From an 11th century Viking sailing ship to a WW II era British cargo ship with a mailbag of letters onboard amazingly preserved, an underwater archeologist takes us on a dee…

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20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth ... 1:13:49

2M ago1:13:49

1:13:49

Zach Lloyd is the Founder and CEO of Warp, the next-generation developer terminal reinventing how engineers build and collaborate. Warp has raised over $70M from top-tier investors including Sequoia Capital, GV, Dylan Field, and Elad Gil. Before founding Warp, Zach was Principal Engineer at Google, where he led development of Google Docs, and later…

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20VC: $3.5BN - The Price Zuck Paid for Thinking Machines Co-Founder | Goldman Sachs Acquires Industry Ventures for $665M | Softbank Borrows $5BN Against ARM Holding to Invest More Into OpenAI 1:19:54

2M ago1:19:54

1:19:54

AGENDA: 03:44 Rory Is So Old He Worked with Arthur Rock!!! 07:28 Goldman Sachs Acquires Industry Ventures for $665M 16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta 29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI 39:35 More Data Centres Than Offices: Are We In a Bubble 43:28 Where is the Alpha in Ve…

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217 - On-Orbit Refueling, Hybrid Architecture and Dynamic Space Operations 12:00

2M ago12:00

12:00

In today's satellite industry, the ability to refuel satellites in orbit is key to building a dynamic space operation. As space mobility and logistics become more advanced, refueling in GEO will give a significant advantage to military customers and commercial operators. Will Armijo, VP of Space Systems at Orion Space Solutions, breaks down the pat…

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1517 Fund: The Maverick VC Betting on Teens to Outbuild Ivy Leaguers 56:29

2M ago56:29

56:29

In this episode of the Something Ventured podcast, I spend time with Danielle Strachman and Michael Gibson, the people behind 1517 Fund. 1517 is a venture capital firm that defies Silicon Valley's fixation on elite credentials from Stanford, Harvard and the like. Their paths to venture capital are anything but typical. Danielle shares how her 20 ye…

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20VC: Atlassian CEO on Why Everything is Overvalued & Are We in an AI Bubble | Do Margins Matter & Does Defensibility Exist in an AI World | Is Per Seat Pricing Dead & The Future of Vibe Coding with Mike ... 1:03:16

2M ago1:03:16

1:03:16

Mike Cannon-Brookes is the Co-Founder and Co-CEO of Atlassian, the $50BN software giant behind products like Jira, Confluence, and Trello. Since founding the company in 2002, he has scaled it to over 300,000 customers globally, generating more than $5BN in annual revenue. Atlassian now employs over 10,000 people across 13 countries and is one of th…