正在加载视频...

视频加载失败

返回首页

Last week, CZ 🔶 BNB ran a workshop for EASY Residency Season 3 founders. He shared his 0-to-1 playbook from Binance, and what he keeps seeing across founders he backs now. Highlights from the session: 00:30 Great founding teams are complementary 04:20 Teams don't break under pressure -- they...

yzilabs's profile picture

YZi Labs

759,255 subscribers

131,477 次观看 • 3 个月前 •via X (Twitter)

教育科学技术财经
LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

Today's Talking Tokens Podcast is with AriannaSimpson.eth, GP at a16z crypto If you want to know how a16z picks which founders to invest in, out of thousands of pitch decks, this episode is for you. We dive into her investment strategy, advice to founders, key sectors this market cycle and global trends. Timestamps: 00:00 - Intro: Who is Arianna Simpson? 01:20 - From Facebook to founding a crypto venture fund 04:10 - Joining a16z crypto and early-stage investment focus 07:15 - How a16z chooses which founders to back 10:05 - Key sectors on a16z’s radar: stablecoins, DeFi, infrastructure 13:00 - Why user experience will drive the next wave of adoption 15:45 - Global adoption trends and emerging markets 18:40 - Navigating regulation and policy changes 21:20 - Advice for founders entering the space now 24:15 - The role of storytelling in raising capital 27:10 - How founders can stand out to top investors 30:25 - Building resilience through market cycles 33:45 - Common mistakes early-stage founders make 36:40 - Final thoughts: stay adaptable, mission-driven, and bold
48:42

Today's Talking Tokens Podcast is with AriannaSimpson.eth, GP at a16z crypto If you want to know how a16z picks which founders to invest in, out of thousands of pitch decks, this episode is for you. We dive into her investment strategy, advice to founders, key sectors this market cycle and global trends. Timestamps: 00:00 - Intro: Who is Arianna Simpson? 01:20 - From Facebook to founding a crypto venture fund 04:10 - Joining a16z crypto and early-stage investment focus 07:15 - How a16z chooses which founders to back 10:05 - Key sectors on a16z’s radar: stablecoins, DeFi, infrastructure 13:00 - Why user experience will drive the next wave of adoption 15:45 - Global adoption trends and emerging markets 18:40 - Navigating regulation and policy changes 21:20 - Advice for founders entering the space now 24:15 - The role of storytelling in raising capital 27:10 - How founders can stand out to top investors 30:25 - Building resilience through market cycles 33:45 - Common mistakes early-stage founders make 36:40 - Final thoughts: stay adaptable, mission-driven, and bold

Jacquelyn Melinek

16,116 次观看 • 1 年前

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. We dig into: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 5:45 Is Crypto-Native Dead? 16:37 Lessons From Augur 20:29 Prediction Market’s Success 25:24 Just Gambling? 27:50 Prediction Market Regulation 41:03 Founders Fund Polymarket Bet 44:37 FBI Raid 46:47 Founders Fund Crypto Investment Thesis 53:46 DATs 57:02 Layer1 Valuation 1:00:40 ETH Valuation 1:04:32 What Would Joey Build Today? 1:06:13 Crypto x AI 1:10:09 Frontier Tech x Crypto 1:14:26 4-Year Cycles 1:16:16 Less Upside in Crypto Now? 1:19:37 Crypto Privacy 1:20:41 Last & Next Decade 1:23:05 Closing & Disclaimers
1:23:50

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. We dig into: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 5:45 Is Crypto-Native Dead? 16:37 Lessons From Augur 20:29 Prediction Market’s Success 25:24 Just Gambling? 27:50 Prediction Market Regulation 41:03 Founders Fund Polymarket Bet 44:37 FBI Raid 46:47 Founders Fund Crypto Investment Thesis 53:46 DATs 57:02 Layer1 Valuation 1:00:40 ETH Valuation 1:04:32 What Would Joey Build Today? 1:06:13 Crypto x AI 1:10:09 Frontier Tech x Crypto 1:14:26 4-Year Cycles 1:16:16 Less Upside in Crypto Now? 1:19:37 Crypto Privacy 1:20:41 Last & Next Decade 1:23:05 Closing & Disclaimers

Bankless

12,983 次观看 • 7 个月前

NEW: INVESTOR ADVICE FOR APPLYING TO SPEEDRUN We got in the booth with Kenan Saleh, Emily Bennett, Fareed Mosavat, and Troy Kirwin from the a16z speedrun investing team to talk about: 00:00 - patterns we're seeing in apps for SR007 04:50 - our process for reviewing apps 08:20 - traction signals we look for 09:10 - on teams that are a little too early for speedrun 14:26 - surprising things we've seen in interviews 20:46 - why you SHOULD NOT take vc funds 25:16 - why should founders pick speedrun? Watch the full roundtable here:👇
34:47

NEW: INVESTOR ADVICE FOR APPLYING TO SPEEDRUN We got in the booth with Kenan Saleh, Emily Bennett, Fareed Mosavat, and Troy Kirwin from the a16z speedrun investing team to talk about: 00:00 - patterns we're seeing in apps for SR007 04:50 - our process for reviewing apps 08:20 - traction signals we look for 09:10 - on teams that are a little too early for speedrun 14:26 - surprising things we've seen in interviews 20:46 - why you SHOULD NOT take vc funds 25:16 - why should founders pick speedrun? Watch the full roundtable here:👇

a16z speedrun 🧊

74,774 次观看 • 3 个月前

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder CZ 🔶 BNB sits down with Chamath Palihapitiya for an amazing two hour interview! (0:00) From China to Canada (6:13) CZ’s Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX Story: SBF Relationship and Collapse (1:09:46) Facing Biden’s Anti-Crypto DOJ (1:25:25) Inside Federal Prison (1:40:10) Life After Binance and New Ventures
1:57:23

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder CZ 🔶 BNB sits down with Chamath Palihapitiya for an amazing two hour interview! (0:00) From China to Canada (6:13) CZ’s Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) The FTX Story: SBF Relationship and Collapse (1:09:46) Facing Biden’s Anti-Crypto DOJ (1:25:25) Inside Federal Prison (1:40:10) Life After Binance and New Ventures

The All-In Podcast

1,241,559 次观看 • 6 个月前

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*
36:59

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*

Jack Altman

57,630 次观看 • 3 个月前

500 rejections. 0 co-founders. $300M valuation. Solo Founders Podcast Episode 2 is live with Paul Klein IV of Browserbase. Paul tried to find a co-founder. Nobody took the role. So he started Browserbase alone. Now they've raised $67.5M and have customers like Perplexity and Vercel. All in under two years. His take: "First-time founders should not be solo founders." 03:39 – StreamClub: from 72-hour coding binge to #1 on Product Hunt 06:41 – The 3,000-word memo that became Browserbase 08:32 – Solo by circumstance: co-founder dating and getting rejected 09:50 – The five-tool founder 18:48 – Company culture as a mirror of your flaws 30:46 – 500 rejections and hiring from non-traditional backgrounds 35:44 – Quarterback → head coach → GM: how the CEO role evolves 45:08 – The case against solo founding 51:49 – The case for solo founding
55:57

500 rejections. 0 co-founders. $300M valuation. Solo Founders Podcast Episode 2 is live with Paul Klein IV of Browserbase. Paul tried to find a co-founder. Nobody took the role. So he started Browserbase alone. Now they've raised $67.5M and have customers like Perplexity and Vercel. All in under two years. His take: "First-time founders should not be solo founders." 03:39 – StreamClub: from 72-hour coding binge to #1 on Product Hunt 06:41 – The 3,000-word memo that became Browserbase 08:32 – Solo by circumstance: co-founder dating and getting rejected 09:50 – The five-tool founder 18:48 – Company culture as a mirror of your flaws 30:46 – 500 rejections and hiring from non-traditional backgrounds 35:44 – Quarterback → head coach → GM: how the CEO role evolves 45:08 – The case against solo founding 51:49 – The case for solo founding

weisser

57,983 次观看 • 5 个月前

Karri Saarinen (Karri Saarinen), co-founder and CEO of Linear, was the first designer at Coinbase and a lead designer at Airbnb. On Design Review with YC's Aaron Epstein, he shares how his design background shaped Linear's product philosophy, why quality and craft matter from day one, what founders should look for when hiring, and how AI is changing the way teams build. 02:00 – Lessons learned from YC, Coinbase, and Airbnb 06:00 – Building trust through brand and design 08:24 – Linear’s brand: craft, quality, and authenticity 10:40 – Why sales is part of the brand experience 13:10 – Shipping fast without losing quality 17:18 – Hiring for product taste and judgment 19:28 – Superpowers of designers as founders 21:12 – Advice for designers considering founding a startup 23:26 – Why founders should care about design from day one 25:24 – Tips for creating products that stand out 28:24 – Balancing creative freedom with shipping timelines 28:56 – How AI is changing design and product work 30:44 – Why AI won’t replace designers (and what shifts to expect) 32:44 – The future of product and design teams with AI
35:48

Karri Saarinen (Karri Saarinen), co-founder and CEO of Linear, was the first designer at Coinbase and a lead designer at Airbnb. On Design Review with YC's Aaron Epstein, he shares how his design background shaped Linear's product philosophy, why quality and craft matter from day one, what founders should look for when hiring, and how AI is changing the way teams build. 02:00 – Lessons learned from YC, Coinbase, and Airbnb 06:00 – Building trust through brand and design 08:24 – Linear’s brand: craft, quality, and authenticity 10:40 – Why sales is part of the brand experience 13:10 – Shipping fast without losing quality 17:18 – Hiring for product taste and judgment 19:28 – Superpowers of designers as founders 21:12 – Advice for designers considering founding a startup 23:26 – Why founders should care about design from day one 25:24 – Tips for creating products that stand out 28:24 – Balancing creative freedom with shipping timelines 28:56 – How AI is changing design and product work 30:44 – Why AI won’t replace designers (and what shifts to expect) 32:44 – The future of product and design teams with AI

Y Combinator

77,233 次观看 • 10 个月前

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future
42:02

A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future

Raoul Pal

154,282 次观看 • 1 年前

Cursor Head of Design Ryo Lu (Ryo Lu) has spent his career at the intersection of design and engineering—from building fan sites as a kid to designing products at Stripe, Asana, and Notion. Now he's rethinking how software itself gets made. On this episode of Design Review, Ryo joins YC's Aaron Epstein to break down how great product websites communicate what a company does. They walk through sites from early-stage startups, calling out the small choices in structure, clarity, and brand that help users understand a product instantly— and the ones that get in the way. 00:00 - Intro 01:00 - Crunched 05:30 - Velvet 09:00 - Klavis AI 14:30 - Code Crafters 20:40 - Slashy 22:50 - Freya 26:00 - Finta 30:30 - Vibeflow
35:34

Cursor Head of Design Ryo Lu (Ryo Lu) has spent his career at the intersection of design and engineering—from building fan sites as a kid to designing products at Stripe, Asana, and Notion. Now he's rethinking how software itself gets made. On this episode of Design Review, Ryo joins YC's Aaron Epstein to break down how great product websites communicate what a company does. They walk through sites from early-stage startups, calling out the small choices in structure, clarity, and brand that help users understand a product instantly— and the ones that get in the way. 00:00 - Intro 01:00 - Crunched 05:30 - Velvet 09:00 - Klavis AI 14:30 - Code Crafters 20:40 - Slashy 22:50 - Freya 26:00 - Finta 30:30 - Vibeflow

Y Combinator

171,611 次观看 • 9 个月前

Moiz Ali built Native and sold it for $100M in 2.5 years. In this episode, he shares the playbook he still uses today as an investor and operator: 00:05:30 - Life After the Exit 00:11:00 - The Power of Having a Chip on Your Shoulder 00:18:45 - Inside Meta and Why It's So Volatile 00:22:10 - What Makes a Brand Truly Investable? 00:26:45 - What Is a Healthy Profit Margin? 00:30:00 - Brand vs. Product: What Matters More? 00:38:30 - How to Test Products Before Scaling 00:51:00 - What's the End Game? 01:00:30 - Hiring Exceptional People 01:11:30 - Rapid-Fire Questions If you’re building an e-commerce business, this one is worth watching.
1:17:14

Moiz Ali built Native and sold it for $100M in 2.5 years. In this episode, he shares the playbook he still uses today as an investor and operator: 00:05:30 - Life After the Exit 00:11:00 - The Power of Having a Chip on Your Shoulder 00:18:45 - Inside Meta and Why It's So Volatile 00:22:10 - What Makes a Brand Truly Investable? 00:26:45 - What Is a Healthy Profit Margin? 00:30:00 - Brand vs. Product: What Matters More? 00:38:30 - How to Test Products Before Scaling 00:51:00 - What's the End Game? 01:00:30 - Hiring Exceptional People 01:11:30 - Rapid-Fire Questions If you’re building an e-commerce business, this one is worth watching.

Elevator Goods

54,460 次观看 • 25 天前

"A week is 2% of the year. The cadence we operate on is: A week is not the shortest timeline. It's the longest timeline. What can we decide by tomorrow?" - Michael Grinich. Michael Grinich. Founder and CEO of WorkOS. The company powering the enterprise adoption of AI. Knuckle Up ↓ -- 00:00 Introduction 01:33 From design-obsessed founder to enterprise infrastructure 04:20 Michael’s year off and what made the WorkOS bet obvious 06:54 Why a great startup idea has to look bad first 09:46 Minimum awesome product beats MVP 11:09 The org with no CRO, no VP of sales, and one PM 13:29 Hiring for curiosity, not credentials 16:25 The "AI pilled" interview red flag 18:25 A week is 2% of the year 26:00 How WorkOS approaches brand 33:00 The future shape of engineering orgs 43:20 Why senior engineers benefit most from AI 44:45 Micro-leadership over micromanagement 49:10 Tough times in the early days 59:04 The reverse Peter principle 1:04:38 Quickfire: red flags, hires too early, and biggest fears 1:10:30 Michael's advice to his 25-year-old self
1:12:20

"A week is 2% of the year. The cadence we operate on is: A week is not the shortest timeline. It's the longest timeline. What can we decide by tomorrow?" - Michael Grinich. Michael Grinich. Founder and CEO of WorkOS. The company powering the enterprise adoption of AI. Knuckle Up ↓ -- 00:00 Introduction 01:33 From design-obsessed founder to enterprise infrastructure 04:20 Michael’s year off and what made the WorkOS bet obvious 06:54 Why a great startup idea has to look bad first 09:46 Minimum awesome product beats MVP 11:09 The org with no CRO, no VP of sales, and one PM 13:29 Hiring for curiosity, not credentials 16:25 The "AI pilled" interview red flag 18:25 A week is 2% of the year 26:00 How WorkOS approaches brand 33:00 The future shape of engineering orgs 43:20 Why senior engineers benefit most from AI 44:45 Micro-leadership over micromanagement 49:10 Tough times in the early days 59:04 The reverse Peter principle 1:04:38 Quickfire: red flags, hires too early, and biggest fears 1:10:30 Michael's advice to his 25-year-old self

Nakul Mandan

671,989 次观看 • 3 个月前

We The Builders EPISODE 1 is LIVE with Shahin Farshchi at Lux Capital Shahin has invested in companies manufacturing in space (Varda Space Industries), building autonomous transportation systems (Zoox), providing robots as a service (Formic), automating industries (Covariant), using space to revolutionize the Earth observation industry (Planet), 3D printing rockets (Relativity Space) and many more. The Jetsons Future I thought I would be living in 2025 is partly being built. We have a long way to go but this is exactly how we inspire the next generation. If someone from 1900 woke up and read this, they would call it science fiction. Thank you Shahin, for believing in and being a partner to these incredible companies and founders. Shahin is an incredibly kind soul, helpful, accessible and a role model for younger aspiring venture capitalists. From what I have personally observed and heard from friends building companies, he will cheer you on and have incredible empathy for the fact that you had the courage to build. In many cases, more than capital, that is what you need most. Highlights & Timestamps: 00:00 - Introduction 02:13 - Berkeley to Iran in teenage 05:01 - Adapting to different education systems 09:05 - Early transformative experiences 14:49 - Mentors and role models 18:20 - On breaking into research labs and flipping rejections 25:01 - Story of getting into grad school, applying for funding, and early research 32:41 - Going from research to venture capital 34:50 - Commercializing his research and starting a company 38:04 - Thoughts on ingredients of a good startup 45:11 - Where do the best founders come from 50:34 - Why PhDs are not equipped to commercialize 1:02:00 - Breakthrough innovation timeline 1:05:00 - Solving for shareholder demand 1:10:22 - How to think about what problem to solve 1:14:10 State of the education system
1:21:47

We The Builders EPISODE 1 is LIVE with Shahin Farshchi at Lux Capital Shahin has invested in companies manufacturing in space (Varda Space Industries), building autonomous transportation systems (Zoox), providing robots as a service (Formic), automating industries (Covariant), using space to revolutionize the Earth observation industry (Planet), 3D printing rockets (Relativity Space) and many more. The Jetsons Future I thought I would be living in 2025 is partly being built. We have a long way to go but this is exactly how we inspire the next generation. If someone from 1900 woke up and read this, they would call it science fiction. Thank you Shahin, for believing in and being a partner to these incredible companies and founders. Shahin is an incredibly kind soul, helpful, accessible and a role model for younger aspiring venture capitalists. From what I have personally observed and heard from friends building companies, he will cheer you on and have incredible empathy for the fact that you had the courage to build. In many cases, more than capital, that is what you need most. Highlights & Timestamps: 00:00 - Introduction 02:13 - Berkeley to Iran in teenage 05:01 - Adapting to different education systems 09:05 - Early transformative experiences 14:49 - Mentors and role models 18:20 - On breaking into research labs and flipping rejections 25:01 - Story of getting into grad school, applying for funding, and early research 32:41 - Going from research to venture capital 34:50 - Commercializing his research and starting a company 38:04 - Thoughts on ingredients of a good startup 45:11 - Where do the best founders come from 50:34 - Why PhDs are not equipped to commercialize 1:02:00 - Breakthrough innovation timeline 1:05:00 - Solving for shareholder demand 1:10:22 - How to think about what problem to solve 1:14:10 State of the education system

Suffiyan Malik

24,032 次观看 • 1 年前

Stablecoins are looking to be the future of money; the infrastructure just needs to catch up. In this episode of The Investment Memo, Aaron Frank sits down with farooq 🌧 and Charles Yoo-Naut (🌧️,🌧️), Co-Founders of Rain, to discuss building the payments infrastructure that connects stablecoins to the real world. The Highlights: • Why central banks and users already treat stablecoins as money, even when the rails don't support it yet. • How Rain went from a side project solving ACH pain to becoming the card issuance platform powering Stablecoin payments globally. • Building in a greenfield space with no playbook, where regulations are evolving and every feature requires first principles thinking. • Maintaining velocity through acquisitions, staying lean until product-market fit, and hiring for agency over credentials. Huge congratulations to the entire Rain team on raising $250M! 0:00 Welcome, Farooq Malik and Charles Yoo-Naut! 1:40 How the Rain Founders Met 3:41 Early "Aha" Moments 6:19 From Sign & Wire to Building Rain 9:07 Connecting Stablecoins to Card Networks 13:07 Navigating Regulation and the First Card Issuance 15:08 What Rain Looks Like Today 16:34 Adoption Beyond Crypto-Native Companies 17:14 Unexpected Customer Use Cases 18:44 Building Fintech Without a Playbook 20:44 The Long-Term Vision 22:28 Co-Founder Dynamics 25:03 Hiring for High Agency and Low Ego 26:43 Executing Successful Acquisitions Early 29:40 What Makes a Great Partnership for Rain 31:48 Choosing the Right Investment Partners 33:26 Staying Aligned as Co-Founders 36:40 Lessons Learned Looking Back to 2022 39:20 Advice for First-Time Founders 41:59 Finding Advisors Who Give Honest Feedback
43:08

Stablecoins are looking to be the future of money; the infrastructure just needs to catch up. In this episode of The Investment Memo, Aaron Frank sits down with farooq 🌧 and Charles Yoo-Naut (🌧️,🌧️), Co-Founders of Rain, to discuss building the payments infrastructure that connects stablecoins to the real world. The Highlights: • Why central banks and users already treat stablecoins as money, even when the rails don't support it yet. • How Rain went from a side project solving ACH pain to becoming the card issuance platform powering Stablecoin payments globally. • Building in a greenfield space with no playbook, where regulations are evolving and every feature requires first principles thinking. • Maintaining velocity through acquisitions, staying lean until product-market fit, and hiring for agency over credentials. Huge congratulations to the entire Rain team on raising $250M! 0:00 Welcome, Farooq Malik and Charles Yoo-Naut! 1:40 How the Rain Founders Met 3:41 Early "Aha" Moments 6:19 From Sign & Wire to Building Rain 9:07 Connecting Stablecoins to Card Networks 13:07 Navigating Regulation and the First Card Issuance 15:08 What Rain Looks Like Today 16:34 Adoption Beyond Crypto-Native Companies 17:14 Unexpected Customer Use Cases 18:44 Building Fintech Without a Playbook 20:44 The Long-Term Vision 22:28 Co-Founder Dynamics 25:03 Hiring for High Agency and Low Ego 26:43 Executing Successful Acquisitions Early 29:40 What Makes a Great Partnership for Rain 31:48 Choosing the Right Investment Partners 33:26 Staying Aligned as Co-Founders 36:40 Lessons Learned Looking Back to 2022 39:20 Advice for First-Time Founders 41:59 Finding Advisors Who Give Honest Feedback

Lightspeed

28,089 次观看 • 6 个月前

NEW: Brian Singerman, fmr Founders Fund, now GPx, on why he only invests in *people* SpaceX is the reason he joined Founders Fund in 2008 "If SpaceX didn't work, Founders Fund would not exist." From Elon & SpaceX to Karp & Palantir, to Anduril, Airbnb, Stripe, & Stemcentrx, Brian Singerman's whole framework is one question: Is this the best founder in the world at their particular thing? We get into: - What makes Founders Fund unique: a team of strong-willed, genuinely authentic individuals - Why a 3x fund loses to the S&P - How a lifetime of strategy gaming shapes how he reads founders & now GPs - Why he bets against the end of the world every time - Why he's bullish on N-of-1 human cultural artifacts in an AI world - Why Cyan Banister & Palmer Luckey are genuinely N-of-1 people Thank you to Max Levchin, Trae Stephens & Scott Nolan for great questions 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Singerman, Co-Founder of GPx, Former Partner at Founders Fund (00:42) Founders Fund (02:09) Max Levchin's unfiltered questions (05:25) How gaming shaped his investing (06:11) Joining Founders Fund in 2008 (07:34) Silicon Valley's most fascinating characters (09:29) Lessons from Peter Thiel (11:26) Building a culture of conviction (11:59) The art of spotting A+ founders (13:55) Trae's biggest lesson from Peter Thiel (14:41) Is socialism a threat to America? (15:58) Why capital is leaving California (17:03) The obsession with Hawaii (20:59) The Founders Fund playbook (24:51) "If SpaceX didn't work, Founders Fund would not exist" (26:03) Why Elon is one of one (27:30) Why everyone knew Starlink would win (28:42) Inside Founders Fund's biggest bets (31:06) The Founders Fund founder archetype (33:25) Backing fund managers instead of startups (35:22) The new generation of GPs (36:34) The most authentic people in tech (41:38) Why other VCs aren't the audience (44:05) Music, Memorabilia & N-of-1 Artifacts (46:25) The story behind Brian's music studio (49:22) What's next for Brian?
51:06

NEW: Brian Singerman, fmr Founders Fund, now GPx, on why he only invests in *people* SpaceX is the reason he joined Founders Fund in 2008 "If SpaceX didn't work, Founders Fund would not exist." From Elon & SpaceX to Karp & Palantir, to Anduril, Airbnb, Stripe, & Stemcentrx, Brian Singerman's whole framework is one question: Is this the best founder in the world at their particular thing? We get into: - What makes Founders Fund unique: a team of strong-willed, genuinely authentic individuals - Why a 3x fund loses to the S&P - How a lifetime of strategy gaming shapes how he reads founders & now GPs - Why he bets against the end of the world every time - Why he's bullish on N-of-1 human cultural artifacts in an AI world - Why Cyan Banister & Palmer Luckey are genuinely N-of-1 people Thank you to Max Levchin, Trae Stephens & Scott Nolan for great questions 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Singerman, Co-Founder of GPx, Former Partner at Founders Fund (00:42) Founders Fund (02:09) Max Levchin's unfiltered questions (05:25) How gaming shaped his investing (06:11) Joining Founders Fund in 2008 (07:34) Silicon Valley's most fascinating characters (09:29) Lessons from Peter Thiel (11:26) Building a culture of conviction (11:59) The art of spotting A+ founders (13:55) Trae's biggest lesson from Peter Thiel (14:41) Is socialism a threat to America? (15:58) Why capital is leaving California (17:03) The obsession with Hawaii (20:59) The Founders Fund playbook (24:51) "If SpaceX didn't work, Founders Fund would not exist" (26:03) Why Elon is one of one (27:30) Why everyone knew Starlink would win (28:42) Inside Founders Fund's biggest bets (31:06) The Founders Fund founder archetype (33:25) Backing fund managers instead of startups (35:22) The new generation of GPs (36:34) The most authentic people in tech (41:38) Why other VCs aren't the audience (44:05) Music, Memorabilia & N-of-1 Artifacts (46:25) The story behind Brian's music studio (49:22) What's next for Brian?

Molly O’Shea

250,754 次观看 • 2 个月前

World Build is a program for bold founders launching hyper scale Mini Apps for World 27M+ users In February, we flew 14 teams to Buenos Aires for an immersive week-long build retreat with leaders from World and the Friends With Benefits ecosystem. Over 8 days, the 30 founders from 12 countries: 🛠️ Attended 20 hours of expert-led workshops & mentor sessions 🛠️ Hacked over 150 hours, alongside elite devs from World’s core team 🛠️ Shipped 12 new Mini Apps …and was just in Buenos Aires. Top teams went on to pitch at the World Build Demo Day in San Francisco to world class VCs. By May they had: ✅ Shipped 17 fast growth Mini Apps ✅ Secured 100k DAUs across 7 apps + additional 600k+ sign ups in total ✅ Raised $11.1M in funding from top tier VCs 🌎🌎🌎 World Build is an immersive program for founders creating breakthrough Mini Apps for World App's 27M+ users. A collaboration between World and FWB, with Crecimiento 🌞 Alchemy Bain Capital Crypto and Variant Video by Soun Media Design by domingob.⌐◨-◨
3:19

World Build is a program for bold founders launching hyper scale Mini Apps for World 27M+ users In February, we flew 14 teams to Buenos Aires for an immersive week-long build retreat with leaders from World and the Friends With Benefits ecosystem. Over 8 days, the 30 founders from 12 countries: 🛠️ Attended 20 hours of expert-led workshops & mentor sessions 🛠️ Hacked over 150 hours, alongside elite devs from World’s core team 🛠️ Shipped 12 new Mini Apps …and was just in Buenos Aires. Top teams went on to pitch at the World Build Demo Day in San Francisco to world class VCs. By May they had: ✅ Shipped 17 fast growth Mini Apps ✅ Secured 100k DAUs across 7 apps + additional 600k+ sign ups in total ✅ Raised $11.1M in funding from top tier VCs 🌎🌎🌎 World Build is an immersive program for founders creating breakthrough Mini Apps for World App's 27M+ users. A collaboration between World and FWB, with Crecimiento 🌞 Alchemy Bain Capital Crypto and Variant Video by Soun Media Design by domingob.⌐◨-◨

Friends With Benefits

14,581 次观看 • 1 年前

Today I sit down with Avichal Garg - Electric ϟ Capital , co-founder and General Partner at Electric Capital ⚡️ . Avichal has built and sold companies, worked inside early Google and Facebook, served as a visiting partner at Y Combinator, and now backs founders across crypto and frontier tech. We get into: • Why founders are more like artists than operators • What actually compounds a person's trajectory • His "software eating money" thesis behind Electric Capital • Why honesty ends up being the real edge in venture • so much more! Timestamps 00:00:00 Trailer 00:00:44 Intro 00:01:00 Watches, luxury markets, and the AI parallel 00:12:48 Opportunity is a luxury 00:14:43 Founders as artists, not just operators 00:18:26 Authenticity and cutting through market noise 00:24:38 Betting on outliers as a life philosophy 00:37:58 Storytelling as a founder superpower 00:55:41 How Elad Gil helped launch Electric 01:07:55 Why crypto was the wedge for Electric 01:19:28 Why he prefers market corrections 01:31:00 The firms Electric was modelled after 01:36:21 Honesty as the core operating principle 01:42:15 Over-committing resources to founders 01:51:03 Dodging SBF and reading fake authenticity 02:01:40 Outro Link in comments!
2:01:53

Today I sit down with Avichal Garg - Electric ϟ Capital , co-founder and General Partner at Electric Capital ⚡️ . Avichal has built and sold companies, worked inside early Google and Facebook, served as a visiting partner at Y Combinator, and now backs founders across crypto and frontier tech. We get into: • Why founders are more like artists than operators • What actually compounds a person's trajectory • His "software eating money" thesis behind Electric Capital • Why honesty ends up being the real edge in venture • so much more! Timestamps 00:00:00 Trailer 00:00:44 Intro 00:01:00 Watches, luxury markets, and the AI parallel 00:12:48 Opportunity is a luxury 00:14:43 Founders as artists, not just operators 00:18:26 Authenticity and cutting through market noise 00:24:38 Betting on outliers as a life philosophy 00:37:58 Storytelling as a founder superpower 00:55:41 How Elad Gil helped launch Electric 01:07:55 Why crypto was the wedge for Electric 01:19:28 Why he prefers market corrections 01:31:00 The firms Electric was modelled after 01:36:21 Honesty as the core operating principle 01:42:15 Over-committing resources to founders 01:51:03 Dodging SBF and reading fake authenticity 02:01:40 Outro Link in comments!

luba yudasina

21,441 次观看 • 26 天前

He's built 2 companies that have reached over $1B+ in FDV each, and continues to build the future of gaming. I sat down with Jihoz.ron, co-founder of Ronin and Axie Infinity, to discuss leadership, marketing, the future of crypto & more. 00:00 Coming up 1:17 Who's Jihoz, and what has the journey been like 2:25 How was it starting Axie and Ronin 4:17 Why was Axie such a success 6:50 How Axie went to market and gathered mass attention 9:40 New Aixe MMO coming soon 11:50 Who Jihoz looks up to in business 14:15 Why do you think businesses shut down so easily in web3 16:20 How to spot teams with strong potential 18:00 Traits of successful founders 20:20 Biggest lessons after build 2, $1B+ companies 22:54 How was it being invite to have dinner with Trump 24:30 Thoughts on another mass onboarding phase of crypto 26:45 What the future looks like for Jihoz 30:25 One piece of advice for founders building today
32:52

He's built 2 companies that have reached over $1B+ in FDV each, and continues to build the future of gaming. I sat down with Jihoz.ron, co-founder of Ronin and Axie Infinity, to discuss leadership, marketing, the future of crypto & more. 00:00 Coming up 1:17 Who's Jihoz, and what has the journey been like 2:25 How was it starting Axie and Ronin 4:17 Why was Axie such a success 6:50 How Axie went to market and gathered mass attention 9:40 New Aixe MMO coming soon 11:50 Who Jihoz looks up to in business 14:15 Why do you think businesses shut down so easily in web3 16:20 How to spot teams with strong potential 18:00 Traits of successful founders 20:20 Biggest lessons after build 2, $1B+ companies 22:54 How was it being invite to have dinner with Trump 24:30 Thoughts on another mass onboarding phase of crypto 26:45 What the future looks like for Jihoz 30:25 One piece of advice for founders building today

Juan

17,203 次观看 • 1 年前

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation
42:26

In this special live event, Founders In Arms Podcast brings together a room full of founders at Mercury's San Francisco headquarters for an intimate conversation about building, investing, and the future of AI. Max Mullen is co-founder at Instacart, where he led product and grew it from a contrarian idea into the leader in online grocery delivery and eventually a publicly traded company. Now Max Mullen is an active investor and runs a founder community in San Francisco called Workshop. Max shares lessons from over a decade of building and his perspective on AI's transformative potential. In this episode, we cover: (00:00) Welcome to the first live Founders in Arms event at Mercury HQ (00:43) Introduction to Max Mullen and his early investment in Mercury (03:58) Max's origin story and first startup at Startup Weekend (04:36) Building a social network and getting acquihired (05:39) The path from acquihire to founding Instacart (06:19) Why Max wanted to solve real-world operational problems (07:17) Starting Instacart when there was no gig economy (09:15) Overcoming the "grocery delivery is dead" narrative (11:48) Market timing and why Webvan was too early (14:37) Being a non-technical co-founder in a technical role (17:45) The PARE framework for building company culture (22:09) Max's approach to M&A at Instacart (24:00) The Caper smart shopping cart acquisition story (25:31) How founders can position for acquisition (28:26) Why product-market fit attracts acquirers (29:46) Evaluating investments: market size vs. founder quality (32:54) Max and Immad's differing investment philosophies (35:39) The current state of VC funding and AI companies (36:51) The three best times to raise money as a founder (39:15) Instacart's seasonal business patterns and fundraising timing (39:59) The most interesting opportunities in AI right now (40:24) Why every profession will have AI agent co-pilots (41:44) What AI-native companies will look like for the next generation

Rajat Suri

144,095 次观看 • 6 个月前

Michael Truell (Michael Truell), co-founder and CEO of Anysphere, the company behind Cursor, joined Garry Tan to talk about building one of the fastest-growing startups of all time—and why he's betting everything on a world beyond code. He walks through the early insights that led him and his co-founders to leave a promising AI-powered CAD project and instead chase a bigger dream: reinventing how software is written. From the hard years of false starts and rewrites to Cursor's breakthrough moment, Michael explains what it really takes to build a tool that could eventually replace programming as we know it. He also reflects on their first 10 hires, why taste still matters, and how the decade ahead will unlock a new kind of creativity for builders everywhere. 01:00 - A new way to build software 04:50 - Two ways to view LLMs 05:50 - Bottlenecks to superhuman agents 08:30 - New approaches to coding UI 09:40 - Why taste still matters 12:15 - Niche software opportunities 13:30 - Cursor origin story 16:00 - The first problem they tried solving 17:20 - Why they abandoned the CAD idea 21:00 - Pivoting to Cursor 23:00 - Following the scaling laws 27:00 - Getting to PMF 30:00 - “Dogfooding” 31:00 - First 10 hires 32:50 - How to evaluate great engineers 33:45 - Maintaining the hacker mindset 35:00 - What are the moats for AI coding tools? 37:00 - Looking ahead
37:28

Michael Truell (Michael Truell), co-founder and CEO of Anysphere, the company behind Cursor, joined Garry Tan to talk about building one of the fastest-growing startups of all time—and why he's betting everything on a world beyond code. He walks through the early insights that led him and his co-founders to leave a promising AI-powered CAD project and instead chase a bigger dream: reinventing how software is written. From the hard years of false starts and rewrites to Cursor's breakthrough moment, Michael explains what it really takes to build a tool that could eventually replace programming as we know it. He also reflects on their first 10 hires, why taste still matters, and how the decade ahead will unlock a new kind of creativity for builders everywhere. 01:00 - A new way to build software 04:50 - Two ways to view LLMs 05:50 - Bottlenecks to superhuman agents 08:30 - New approaches to coding UI 09:40 - Why taste still matters 12:15 - Niche software opportunities 13:30 - Cursor origin story 16:00 - The first problem they tried solving 17:20 - Why they abandoned the CAD idea 21:00 - Pivoting to Cursor 23:00 - Following the scaling laws 27:00 - Getting to PMF 30:00 - “Dogfooding” 31:00 - First 10 hires 32:50 - How to evaluate great engineers 33:45 - Maintaining the hacker mindset 35:00 - What are the moats for AI coding tools? 37:00 - Looking ahead

Y Combinator

337,015 次观看 • 1 年前

Theo breaks down the state of tech, founders, and being a creator all in one sitting "I'm gunna say things I'm gunna get in trouble for" We go over: - His journey to where he is today - The current state of tech - How to become an exceptional engineer - The downsides that come h being a creator - How he handles criticism Highlights: 05:03 - Dev job market & who's struggling 07:12 - How to become an exceptional engineer 20:38 - Get a job first, then startup 27:08 - YC vs other accelerators 39:07 - Creator-founders and why they're bad 56:18 - How Theo handles criticism 01:14:53 - Passion, depth, and "10x agency" 01:28:27 - "Make what you wish existed" 01:30:16 - How to get good at public speaking Definitely one of the most interesting discussions i've had in a while his authenticity & passion for what he does is contagious and honestly such a breath of fresh air in tech
1:36:09

Theo breaks down the state of tech, founders, and being a creator all in one sitting "I'm gunna say things I'm gunna get in trouble for" We go over: - His journey to where he is today - The current state of tech - How to become an exceptional engineer - The downsides that come h being a creator - How he handles criticism Highlights: 05:03 - Dev job market & who's struggling 07:12 - How to become an exceptional engineer 20:38 - Get a job first, then startup 27:08 - YC vs other accelerators 39:07 - Creator-founders and why they're bad 56:18 - How Theo handles criticism 01:14:53 - Passion, depth, and "10x agency" 01:28:27 - "Make what you wish existed" 01:30:16 - How to get good at public speaking Definitely one of the most interesting discussions i've had in a while his authenticity & passion for what he does is contagious and honestly such a breath of fresh air in tech

Anthony Sistilli

134,191 次观看 • 10 个月前