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New Podcast: Amit Mehra, CFA from Borderless Amit from Borderless Capital joined Folks CEO Benedetto for a conversation on what actually builds borderless companies. Borderless was the first early backer of Folks Finance and since 2018 has made 250+ investments across crypto projects, helping shape some of the most...

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Folks Finance

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14,136 просмотров • 7 месяцев назад •via X (Twitter)

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69,993 просмотров • 8 месяцев назад

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing
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164,715 просмотров • 6 месяцев назад

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Robotics is expected to become a multi-trillion dollar sector over the coming years, and we are still in the early stages! However, many of the top companies in the space have yet to go public and are only open to accredited investors. CEO Mauricio Zolliker Mauricio | XMAQUINA created XMAQUINA with the goal of removing the barriers for investment into these companies, opening up access to the normal everyday investor. In this must watch interview, we break down all of the details that you need to know! $DEUS 0:00 Intro 2:38 XMAQUINA Mission 3:14 Accredited Investor Requirements 5:22 Borderless Capital – Investment Waves 8:14 Community Launch – Virtuals 11:10 Messari DePAI Report 13:01 Mauricio’s Background 15:15 Evolution of DePIN 18:16 Avoiding Extraction 19:42 Humanoid Landscape 21:43 XMAQUINA Blog 24:25 DAO Voting Structure 26:27 Treasury Breakdown 30:49 BOT-08 36:05 NEURA Robotics 38:48 Sunday – Memo 40:37 Investment Process 44:19 Physical AI Stack 46:47 Web3 Robotics Projects 51:13 TGE Preparation 53:15 Token Allocation Breakdown 55:43 Treasury mNAV 58:29 DAO Leaderboard 62:00 Closing Thoughts
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Ti Morse

127,486 просмотров • 8 месяцев назад

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1/ Episode 2 of “Minimum Viable Product” is Live Watch episode 2 of our three-part docuseries. See the people behind the products built at Alliance’s latest MVP Hackathon in May ↓ [Timestamps] 0:00 ETH ETF Intro 0:58 Developer Update 1:40 qw on Team Composition 3:10 What to Look For In A Founder 3:30 How the Teams Met 4:35 PMF Explainer 5:12 Keone Hon & intern | Monad 6:34 Team Size & Runway 7:51 On Founder Communication Styles 9:08 Code Rollback 10:57 People Watching 11:57 Tokenizing the Inbox 12:36 Imran and qw Review Progress 13:05 A Brief History of Alliance 13:46 Liquidity Explainer 14:00 A Brief History of Alliance cont. 14:44 Solo Founders 16:30 Get Your Shit Together 19:01 Next Episode

Alliance

32,115 просмотров • 2 лет назад

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
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Rajat Suri

144,197 просмотров • 7 месяцев назад

Today’s pod is with CZ 🔶 BNB founder and former CEO of Binance to discuss: - What Binance got right during its launch and how it climbed to the top (and stayed there) - Why CZ was surprised by stablecoin’s sticking power - Where AI is going next both in and outside of crypto TIMESTAMPS: 00:00 - AI, Crypto, and the Future of Payments 00:33 - Building Binance in 2017 and Moving Faster 03:44 - How Binance Reached the Top 05:48 - Building a Community-Driven Platform 08:27 - Creating Products People Return To 10:31 - Crypto as Foundational Technology 11:33 - Where AI and Crypto Intersect 14:26 - Using AI as a Productivity Tool 18:37 - The Next Opportunities in Crypto 21:21 - Building at the Intersection of Skills and Value 21:53 - The Future of Traditional and On-Chain Finance Watch below or on X:
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Today’s pod is with CZ 🔶 BNB founder and former CEO of Binance to discuss: - What Binance got right during its launch and how it climbed to the top (and stayed there) - Why CZ was surprised by stablecoin’s sticking power - Where AI is going next both in and outside of crypto TIMESTAMPS: 00:00 - AI, Crypto, and the Future of Payments 00:33 - Building Binance in 2017 and Moving Faster 03:44 - How Binance Reached the Top 05:48 - Building a Community-Driven Platform 08:27 - Creating Products People Return To 10:31 - Crypto as Foundational Technology 11:33 - Where AI and Crypto Intersect 14:26 - Using AI as a Productivity Tool 18:37 - The Next Opportunities in Crypto 21:21 - Building at the Intersection of Skills and Value 21:53 - The Future of Traditional and On-Chain Finance Watch below or on X:

Talking Tokens Podcast

418,267 просмотров • 2 месяцев назад

Here's my conversation with Bill Ackman, a legendary activist investor who has led some of the biggest and most controversial financial trades in history. We cover a lot of topics from the basics of investing to the stories of multi-billion dollar financial battles to the recent saga of Harvard president testimony/resignation and the chaos that followed. First 3 hours are posted here (current X limit), and full version is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 0:47 - Investing basics 5:39 - Investing in music 14:00 - Process of researching companies 18:39 - Investing in restaurants 24:08 - Investing in Google 29:50 - AI 35:05 - Warren Buffet 37:14 - Psychology of investing 46:45 - Activist investing 56:33 - General Growth Properties 1:12:49 - Canadian Pacific Railway 1:20:13 - OpenAI 1:24:24 - Biggest loss and lowest point 1:39:13 - Herbalife and Carl Icahn 1:56:03 - Oct 7 2:02:34 - College campus protests 2:21:01 - DEI in universities 2:41:52 - Neri Oxman 3:07:22 - X and free speech 3:11:46 - Trump 3:19:22 - Dean Phillips 3:26:28 - Future
2:59:59

Here's my conversation with Bill Ackman, a legendary activist investor who has led some of the biggest and most controversial financial trades in history. We cover a lot of topics from the basics of investing to the stories of multi-billion dollar financial battles to the recent saga of Harvard president testimony/resignation and the chaos that followed. First 3 hours are posted here (current X limit), and full version is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 0:47 - Investing basics 5:39 - Investing in music 14:00 - Process of researching companies 18:39 - Investing in restaurants 24:08 - Investing in Google 29:50 - AI 35:05 - Warren Buffet 37:14 - Psychology of investing 46:45 - Activist investing 56:33 - General Growth Properties 1:12:49 - Canadian Pacific Railway 1:20:13 - OpenAI 1:24:24 - Biggest loss and lowest point 1:39:13 - Herbalife and Carl Icahn 1:56:03 - Oct 7 2:02:34 - College campus protests 2:21:01 - DEI in universities 2:41:52 - Neri Oxman 3:07:22 - X and free speech 3:11:46 - Trump 3:19:22 - Dean Phillips 3:26:28 - Future

Lex Fridman

1,964,257 просмотров • 2 лет назад

BREAKING: Naveen Rao (Naveen Rao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (Playground Global) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (Unconventional AI) - Konstantine Buhler (Konstantine Buhler), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by a16z & Lightspeed Venture Partners, w/ participation from Sequoia Capital, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts
1:08:56

BREAKING: Naveen Rao (Naveen Rao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (Playground Global) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (Unconventional AI) - Konstantine Buhler (Konstantine Buhler), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by a16z & Lightspeed Venture Partners, w/ participation from Sequoia Capital, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts

Molly O’Shea

142,359 просмотров • 7 месяцев назад

This podcast is a special one. Based Show presents fiddy.dime - priv/acc 🦡 [founder of Paradigm Paradex ] We unpack the journey of building The Defi Super App The vision, the mission, the relentlessness, the execution. The man is a warrior ! Timestamps: 0:00 : Raw backstory & origin of the persona 2:19 : Attraction to fringe culture & diverse upbringing 4:24 : Gaming as first love 4:57 : Parents vs passion (traditional Indian household 7:02 : Music, DJing & creative experimentation 8:46 : Reality check – passion vs financial reality in India 9:45 : Entrepreneurial family background 11:04 : Falling in love with finance (first MBA finance class) 12:31 : Curiosity for misunderstood & fringe systems 14:03 : First job in finance (quant → trading desk) 17:16 : Bitcoin whitepaper moment 20:05 : Machine learning & exposure to new models 22:20 : Discovering broken systems in commodities trading 26:33 : Trading floor feels like a LAN party 28:43 : First automation breakthrough (15 min → seconds) 30:45 : “You should build a company” realization 31:18 : Immigrant founder constraint (visa risk) 33:22 : Forced delay becomes strategic advantage 34:40 : Biggest milestone – overcoming immigration 37:43 : Founder psychology (war with your own mind) 39:03 : Paradigm growth & institutional dominance 41:01 : Why Paradex exists (dependencies kill companies) 42:54 : FTX collapse & darkest period 46:38 : Choosing the fight instead of quitting 51:30 : Transition from survival → long-term vision 55:38 : DeFi super center framework (financial mega-cities analogy) 57:26 : Privacy as non-negotiable 59:54 : PRISM revealed (alpha moment) 1:02:50 : Toxic vs non-toxic flow explained 1:06:22 : Why ZK > L1 > Optimistic rollups 1:09:54 : Zero fees ≠ zero revenue 1:12:50 : Revenue increased after zero fees 1:16:09 : Real competition isn’t other DEXs (TradFi is the enemy) 1:20:05 : Infrastructure vs consumer apps (liquidity infrastructure thesis) 1:21:00 : “Trade anything, with anyone, settle instantly” A vision 1:22:48 : Why this vision is brutally hard & requires suffering 1:25:11 : Team size reveal 1:27:36 : Flat org structure (no managers, 2 meetings/week) 1:29:11 : Brutal hiring funnel (530 → 6 → 3 hires) 1:32:03 : Determination > pedigree (why degrees don’t matter) 1:34:32 : Family influence & father’s story 1:37:08 : Meritocracy, empathy & values 1:38:48 : Becoming a father & legacy mindset 1:40:46 : TGE delay, farming accusations & retention-first logic 1:43:51 : Tokenomics, alignment & governance pillars 1:47:54 : Biggest fear – not reaching full potential 1:49:30 : Closing remarks & outro
1:51:22

This podcast is a special one. Based Show presents fiddy.dime - priv/acc 🦡 [founder of Paradigm Paradex ] We unpack the journey of building The Defi Super App The vision, the mission, the relentlessness, the execution. The man is a warrior ! Timestamps: 0:00 : Raw backstory & origin of the persona 2:19 : Attraction to fringe culture & diverse upbringing 4:24 : Gaming as first love 4:57 : Parents vs passion (traditional Indian household 7:02 : Music, DJing & creative experimentation 8:46 : Reality check – passion vs financial reality in India 9:45 : Entrepreneurial family background 11:04 : Falling in love with finance (first MBA finance class) 12:31 : Curiosity for misunderstood & fringe systems 14:03 : First job in finance (quant → trading desk) 17:16 : Bitcoin whitepaper moment 20:05 : Machine learning & exposure to new models 22:20 : Discovering broken systems in commodities trading 26:33 : Trading floor feels like a LAN party 28:43 : First automation breakthrough (15 min → seconds) 30:45 : “You should build a company” realization 31:18 : Immigrant founder constraint (visa risk) 33:22 : Forced delay becomes strategic advantage 34:40 : Biggest milestone – overcoming immigration 37:43 : Founder psychology (war with your own mind) 39:03 : Paradigm growth & institutional dominance 41:01 : Why Paradex exists (dependencies kill companies) 42:54 : FTX collapse & darkest period 46:38 : Choosing the fight instead of quitting 51:30 : Transition from survival → long-term vision 55:38 : DeFi super center framework (financial mega-cities analogy) 57:26 : Privacy as non-negotiable 59:54 : PRISM revealed (alpha moment) 1:02:50 : Toxic vs non-toxic flow explained 1:06:22 : Why ZK > L1 > Optimistic rollups 1:09:54 : Zero fees ≠ zero revenue 1:12:50 : Revenue increased after zero fees 1:16:09 : Real competition isn’t other DEXs (TradFi is the enemy) 1:20:05 : Infrastructure vs consumer apps (liquidity infrastructure thesis) 1:21:00 : “Trade anything, with anyone, settle instantly” A vision 1:22:48 : Why this vision is brutally hard & requires suffering 1:25:11 : Team size reveal 1:27:36 : Flat org structure (no managers, 2 meetings/week) 1:29:11 : Brutal hiring funnel (530 → 6 → 3 hires) 1:32:03 : Determination > pedigree (why degrees don’t matter) 1:34:32 : Family influence & father’s story 1:37:08 : Meritocracy, empathy & values 1:38:48 : Becoming a father & legacy mindset 1:40:46 : TGE delay, farming accusations & retention-first logic 1:43:51 : Tokenomics, alignment & governance pillars 1:47:54 : Biggest fear – not reaching full potential 1:49:30 : Closing remarks & outro

Sahib

40,750 просмотров • 8 месяцев назад

My second conversation with Sarah Guo (sarah guo), founder of Conviction. Sarah's been early to many of this generation's defining companies, and is constantly ranked at the top of the managers LPs most want to invest with. She knows the small group of 250 people pushing the AI frontier and we discuss what she sees from that vantage point: - What the people building AI actually believe right now - How close we are to robots in the home - The case against an AI monopoly - Why she's bullish on bio x AI - Building Conviction Dom Cooke wrote the definitive profile of Sarah and Conviction for Colossus: "Sarah's Wager". Link in comments. Enjoy! TIMESTAMPS 0:00 Intro 1:08 Investing Through the AI Boom 12:06 What AI Researchers Believe 15:44 Compute, Capital & Robotics 24:03 How Sarah Makes Investments 39:24 The Case for Open Source 49:01 America’s Compute Independence 51:32 AI’s New Investment Markets 59:36 Finding Truth & What’s Next
1:10:52

My second conversation with Sarah Guo (sarah guo), founder of Conviction. Sarah's been early to many of this generation's defining companies, and is constantly ranked at the top of the managers LPs most want to invest with. She knows the small group of 250 people pushing the AI frontier and we discuss what she sees from that vantage point: - What the people building AI actually believe right now - How close we are to robots in the home - The case against an AI monopoly - Why she's bullish on bio x AI - Building Conviction Dom Cooke wrote the definitive profile of Sarah and Conviction for Colossus: "Sarah's Wager". Link in comments. Enjoy! TIMESTAMPS 0:00 Intro 1:08 Investing Through the AI Boom 12:06 What AI Researchers Believe 15:44 Compute, Capital & Robotics 24:03 How Sarah Makes Investments 39:24 The Case for Open Source 49:01 America’s Compute Independence 51:32 AI’s New Investment Markets 59:36 Finding Truth & What’s Next

Patrick OShaughnessy

615,283 просмотров • 25 дней назад

We sat down for the first time with Joseph Lubin, Founder and CEO of Consensys and Co-Founder of Ethereum, and Keone Hon, Co-Founder and GM of Monad Foundation. A conversation about where the future of money is headed, AI, and the new MetaMask 🦊 Money Account. Timestamps: 0:00 Intro 1:46 What Joe thought the internet would do to money 7:00 Why a 16-year-old skips the bank entirely 12:52 Has crypto only helped people already doing fine? 15:47 How AI changed the way they build 19:47 Is traditional finance moving onto crypto, or is crypto redefining it? 22:47 What do TradFi institutions actually want? 26:51 What is the MetaMask Money Account? 29:43 Who is it for? 30:14 What does it take at the chain level? 31:48 Why did MetaMask chose Monad? 33:37 When will stablecoins go mainstream? 38:09 AI agents that move money on their own 43:35 The story that says it all
45:26

We sat down for the first time with Joseph Lubin, Founder and CEO of Consensys and Co-Founder of Ethereum, and Keone Hon, Co-Founder and GM of Monad Foundation. A conversation about where the future of money is headed, AI, and the new MetaMask 🦊 Money Account. Timestamps: 0:00 Intro 1:46 What Joe thought the internet would do to money 7:00 Why a 16-year-old skips the bank entirely 12:52 Has crypto only helped people already doing fine? 15:47 How AI changed the way they build 19:47 Is traditional finance moving onto crypto, or is crypto redefining it? 22:47 What do TradFi institutions actually want? 26:51 What is the MetaMask Money Account? 29:43 Who is it for? 30:14 What does it take at the chain level? 31:48 Why did MetaMask chose Monad? 33:37 When will stablecoins go mainstream? 38:09 AI agents that move money on their own 43:35 The story that says it all

Monad

125,497 просмотров • 2 месяцев назад