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Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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Is Founder Mode Insightful? Plus AI Valuations, Unrealized Gains Tax, and Putin's Telegram

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Manage episode 441594340 series 3603052
Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

This is the debut episode of This Won’t Last, a monthly conversation between Logan Bartlett of Redpoint, Keith Rabois at Khosla Ventures, Kevin Ryan at Alleycorp, and Zach Weinberg, biotech founder (Curie.Bio) and investor. This episode covers Founder Mode, the state of VC fundraising, the potential for an unrealized gains tax, and Russia’s influence in Telegram.

This Won't Last is part of the Turpentine podcast network.

--

🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.

--

🎥 Subscribe on YouTube:

https://www.youtube.com/@ThisWontLastpodcast

https://www.youtube.com/@theloganbartlettshow

--

𝕏

https://x.com/thiswontlast

https://x.com/rabois

https://x.com/loganbartlett

https://x.com/kevinryan

https://x.com/zachweinberg

https://x.com/Redpoint

https://x.com/turpentinemedia

--

Links:

Keith’s Recs:

Kevin’s Recs:

Logan’s Recs:

--

RECOMMENDED PODCAST: Unpack Pricing

Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more.

Apple: https://podcasts.apple.com/us/podcast/id1765716600

Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg

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TIMESTAMPS:

(00:00) Intro

(02:39) Kevin comes back from Burning Man

(04:20) Paul Graham’s Founder Mode

(05:45) Founder mode intuitive for Keith, Pierre Lamond anecdote

(07:00) Keith’s response to kernel of Founder Mode, Andy Grove High Output Management

(08:28) What’s unique about Founder Mode?

(09:13) Manager vs. Founder

(12:57) Founder moral authority

(15:00) Investing in founder driven CEOs

(18:47) State of venture markets

(21:15) Driverless car future

(26:25) Revenue quality in AI valuations

(33:00) New technology disruptive or helpful for incumbents

(35:40) AI in Biotech

(38:44) AI impacting fund AUM

(42:30) AI as the transistor

(43:25) Hurdle to return AI CapEx

(44:30) Unrealized Capital Gains Tax

(47:27) Sweden’s tax vs Norway and corporation tax rates

(54:50) Medicare & Social Security, beneficial tax policies

(1:00:45) Misleading life expectancy stats

(1:02:15) Lina Khan, Antitrust effect on tech industry

(1:10:20) Perplexity shocking Google

(1:12:30) Pavel Durov and Russia’s Influence in Telegram

(1:16:45) Not using TikTok and Telegram, risk in capital in Chinese companies

(1:22:25) Closing

--

Founders/CEOs/Execs of top companies can apply to join the Turpentine Network.

  continue reading

2 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 441594340 series 3603052
Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

This is the debut episode of This Won’t Last, a monthly conversation between Logan Bartlett of Redpoint, Keith Rabois at Khosla Ventures, Kevin Ryan at Alleycorp, and Zach Weinberg, biotech founder (Curie.Bio) and investor. This episode covers Founder Mode, the state of VC fundraising, the potential for an unrealized gains tax, and Russia’s influence in Telegram.

This Won't Last is part of the Turpentine podcast network.

--

🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.

--

🎥 Subscribe on YouTube:

https://www.youtube.com/@ThisWontLastpodcast

https://www.youtube.com/@theloganbartlettshow

--

𝕏

https://x.com/thiswontlast

https://x.com/rabois

https://x.com/loganbartlett

https://x.com/kevinryan

https://x.com/zachweinberg

https://x.com/Redpoint

https://x.com/turpentinemedia

--

Links:

Keith’s Recs:

Kevin’s Recs:

Logan’s Recs:

--

RECOMMENDED PODCAST: Unpack Pricing

Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more.

Apple: https://podcasts.apple.com/us/podcast/id1765716600

Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg

--

TIMESTAMPS:

(00:00) Intro

(02:39) Kevin comes back from Burning Man

(04:20) Paul Graham’s Founder Mode

(05:45) Founder mode intuitive for Keith, Pierre Lamond anecdote

(07:00) Keith’s response to kernel of Founder Mode, Andy Grove High Output Management

(08:28) What’s unique about Founder Mode?

(09:13) Manager vs. Founder

(12:57) Founder moral authority

(15:00) Investing in founder driven CEOs

(18:47) State of venture markets

(21:15) Driverless car future

(26:25) Revenue quality in AI valuations

(33:00) New technology disruptive or helpful for incumbents

(35:40) AI in Biotech

(38:44) AI impacting fund AUM

(42:30) AI as the transistor

(43:25) Hurdle to return AI CapEx

(44:30) Unrealized Capital Gains Tax

(47:27) Sweden’s tax vs Norway and corporation tax rates

(54:50) Medicare & Social Security, beneficial tax policies

(1:00:45) Misleading life expectancy stats

(1:02:15) Lina Khan, Antitrust effect on tech industry

(1:10:20) Perplexity shocking Google

(1:12:30) Pavel Durov and Russia’s Influence in Telegram

(1:16:45) Not using TikTok and Telegram, risk in capital in Chinese companies

(1:22:25) Closing

--

Founders/CEOs/Execs of top companies can apply to join the Turpentine Network.

  continue reading

2 एपिसोडस

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