Episodes

Paul and Ed talk Twitter Blue and Netflix

Instacart, Cap One and JP Morgan all on the docket this week.

Paul's off-the-cuff question to Ed leads to a discussion relevant to many founders

Door Dash Demonstrates, Stripe Inflates And Twitter Bloviates

Tik Tok and jet fuel. Really.

Silicon Valley Bank fall-out continues

Silicon Valley Bank went under after we recorded this episode.

What do recent Sequoia moves tell us about the VC space right now?

Quarterly planning is more important than ever.

How many paid subscriptions does Apple have? HINT: it's a big number

A ChatGPT sonnet about burgers? You know us better.

Fundraising tactics in the wild

When are founders supposed to pivot away from growth to cost-cutting?

What's an angel group and are they relevant?

The terms of the Microsoft deal with ChatGPT are fascinating.

ChatGPT has roared into the news and is raising again

ChatGPT has Google running scared.

Are investors really showing more restraint right now?

Microsoft and Apple are in the news for potentially consequential reasons.

The dangers of a 50-50 partner. ChatGPT roars onto the scene.

Breaking down massive losses amidst record bookings for Door Dash, Lyft and Uber

Build in public. You'll thank us later.

Twitter roller coaster and cold pitch e-mails.

Paul and Ed dig into Twitter and the current outlook on seed stage investing.