최고 Turpentine 팟캐스트 (2024)

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E69: Lost Tapes: Elad Gil on the Eve of the AI Boom 50:17

4d ago50:17

50:17

This ‘lost episode’ of Turpentine VC with investor Elad Gil was recorded at a unique moment in time (September 2022) — before ChatGPT, Claude and Perplexity launched. Drawing from his experiences at Google, Elad discusses early ML systems, the open source debate, NVIDIA, labor markets, and AI alignment and shares some behind the scenes anecdotes. —…

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E68: How Theory Ventures Differentiates in a Crowded VC Market 57:41

11d ago57:41

57:41

This week on Turpentine VC, we feature a compilation episode of our popular interviews with Tom Tunguz, General Partner at Theory Ventures who just announced a $450M second fund less than two years after launching. Over the course of the episode Tomasz explains their concentrated portfolio approach, and expands on their key theses in AI, decentrali…

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E67: Defense Tech’s Rise with 8VC’s Alex Kolicich 58:51

19d ago58:51

58:51

This week on Turpentine VC, we’re releasing Sourcery’s Molly O'Shea’s interview with Alex Kolicich, founding partner at 8VC to discuss Alex's H1 2024 report on the venture landscape, covering AI investment challenges, the resurgence of defense technology, and broader economic trends impacting markets. For full show notes, visit: https://highlightai…

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E66: Why Inception Investing Beats Traditional Seed with Ed Sim of Boldstart 56:12

26d ago56:12

56:12

This week on Turpentine VC, Erik Torenberg interviews Ed Sim, founder of boldstart, on growing the firm from a $1 million fund to $800 million in assets, with a focus on early-stage enterprise and AI investments. For full show notes, visit: https://highlightai.com/share/d0139578-d85f-4171-b879-059dd2813450 — 🙏 Help shape our show by taking our quic…

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From The a16z Podcast: “Marc Andreessen on Building Netscape & the Birth of the Browser” 1:50:08

1M ago1:50:08

1:50:08

Today, we’re sharing a special episode from our friends at the chart-topping a16z Podcast. In this conversation, a16z co-founders Marc Andreessen and Ben Horowitz dive deep into the REAL story behind the creation of Netscape—the web browser co-created by Marc that revolutionized the internet and changed the world. As Ben notes at the top, until tod…

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E64: Chris Paik on the End of Software and the Future of AI Infrastructure 52:57

1M ago52:57

52:57

Chris Paik, general partner at Pace Capital, discusses the evolution of the venture capital industry, his frameworks for understanding AI's impact on software, and the future of consumer companies in light of changing infrastructure requirements. For full show notes, visit: https://highlightai.com/share/5eeb1531-f0b6-437f-95f6-3949c0ce780c — RECOMM…

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E63: How Mamoon Hamid and Ilya Fushman Continued Kleiner Perkins’ Legacy 1:02:51

2M ago1:02:51

1:02:51

This week on Turpentine VC, we’re re-releasing Erik Torenberg’s 2023 interview with Mamoon Hamid and Ilya Fushman of Kleiner Perkins to talk about how they have taken over the firm's iconic history and helped drive the next chapter. For full show notes, visit: https://highlightai.com/share/bc08c5ad-9680-4c40-8764-cba7fdf68d16 — 📰 Be notified early …

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E62: Wing's Chris Zeoli on AI Infrastructure Opportunities 52:55

2M ago52:55

52:55

Wing Capital's Chris Zeoli discusses AI infrastructure trends, foundation models, data center challenges, cloud security, and Wing's strategic investments. For full show notes, visit: https://highlightai.com/share/6e5d9973-6c77-4ed2-aab7-355be82b9133 — 📰 Be notified early when Turpentine drops new publication: https://www.turpentine.co/exclusiveacc…

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E61: Rabois, Bartlett, Ryan, and Weinberg on AI, Gambling, and Healthcare 1:19:05

2M ago1:19:05

1:19:05

Keith Rabois, Logan Bartlett, Kevin Ryan, and Zach Weinberg share a rare anecdote about the first venture investment into OpenAI, lay out the bull and bear case for the leading AI companies and discuss regulatory chess games at play in American politics. For full show notes, visit: https://highlightai.com/share/8a2ea800-ab8a-4115-80c7-04c059d3fb10 …

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E60: How Lightspeed Invests in AI and Beyond with Arif Janmohamed 36:08

2M ago36:08

36:08

This week on Turpentine VC, Erik Torenberg is joined by Arif Janmohamed, partner at Lightspeed Ventures to dive into the world of AI investment. They explore Lightspeed's evolution from a strong focus on enterprise early-stage investing to becoming a global multi-stage firm with a $7 billion capital reach. Arif shares insights on identifying market…

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E59: Mike Maples Jr. on Disruptive Investing 57:49

2M ago57:49

57:49

Mike Maples Jr., Founding Partner at Floodgate, sits down with David Weisburd to discuss Mike’s new book “Pattern Breakers: Why Some Start-Ups Change the Future”. This is a masterclass on early-stage venture investing. Mike shares his views on identifying ideas and founders that led to his early investments in Lyft, Twitter, and Okta. They also cov…

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E58: Roger Ehrenberg on Mastering Seed Investing 46:19

3M ago46:19

46:19

In this episode of Turpentine VC, we’re releasing one of our most popular interviews with Roger Ehrenberg, owner of IA Capital Partners and the Managing Partner of Eberg Capital. Roger discusses his contrarian strategy to seed investing that has allowed him to generate 10x fund returns, and emphasizes the importance of focusing on concentrated port…

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E57: a16z's Anish Acharya on Consumer AI 46:53

3M ago46:53

46:53

Anish Acharya, General Partner at Andreessen Horowitz, dives deep into the transformative potential of AI in the consumer technology sector. Anish discusses a16z’s "Abundance Agenda," detailing how AI is set to revolutionize personal finance, education, wellness, and social interactions. From the concept of "self-driving money" to AI-powered compan…

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E56: Upfront Ventures' Mark Suster on Fund Management and the Exit Landscape 1:03:44

3M ago1:03:44

1:03:44

This week on Turpentine VC, we’re releasing Molly O’Shea’s interview with Mark Suster, Managing Partner of Upfront Ventures. In this episode, Mark discusses the value of disciplined investments and Upfront Ventures' focused investment strategy. He emphasizes the importance of founder-market fit and market timing in investment decisions. Mark shares…

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E55: Keith Rabois, Logan Bartlett, Kevin Ryan, and Zach Weinberg Dissect the Current Funding Climate 1:28:18

3M ago1:28:18

1:28:18

This week we’re dropping the first episode of Logan Bartlett, Keith Rabois, Kevin Ryan, and Zach Weinberg's newest podcast This Won’t Last. The show is an unfiltered backchannel where they unpack the hype cycles in venture, startup culture, and business. In this episode they discuss Paul Graham’s Founder Mode, AI valuations, the state of the ventur…

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E54: Trae Stephens on Founders Fund 55:53

4M ago55:53

55:53

In this episode of Turpentine VC, we revisit one of our most referenced interviews with Trae Stephens, General Partner at Founders Fund and co-founder of Anduril. Trae discusses the unique DNA of Founders Fund, emphasizing the firm's culture of open debate and high conviction in investments. He highlights the importance of concentrated portfolios, …

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E53: Tomasz Tunguz on the Evolution of the Data Ecosystem 47:21

4M ago47:21

47:21

In this episode of Turpentine VC, Erik Torenberg welcomes back Tomasz Tunguz, GP of Theory Ventures. They dissect the investment landscape of data businesses through the lens of Databricks. They analyze the company's growth trajectory, competition with Snowflake, and its potential in the AI era. Tom presents bull and bear investment cases, discusse…

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E52: Charting the Course of Biotech with Laura Deming, GP of Longevity Fund, and Will Eden of Sylvan Consulting 1:27:02

4M ago1:27:02

1:27:02

This week on Turpentine VC, we’re releasing a conversation between Erik Torenberg, Laura Deming of The Longevity Fund and Will Eden of Sylvan Consulting (prior to that, with Thiel capital) focused on the past, present and future of biotech. Recorded in 2019, they discuss platform companies and the evolving biotech investment landscape, examining se…

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E51: Seth Bannon on Deep Tech, Biotech, and VC Strategies 57:01

4M ago57:01

57:01

Erik Torenberg sat down with Seth Bannon, co-founder and general partner at Fifty Years, a pre-seed and seed focused VC firm. They discuss the challenges of commercializing academic research, the differences between biotech and tech bio companies, exploring recent advancements in bioengineering, genetic engineering, synthetic biology, and the signi…

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E50: The Future of Crypto with Diogo Mónica of Haun Ventures 53:51

5M ago53:51

53:51

In this episode of Turpentine VC, Erik is joined by Diogo Mónica, General Partner at Haun Ventures. They discuss the intersection of AI and crypto, the impact of blockchain technology on fintech, and the advancements in crypto infrastructure. Diogo shares potential use cases of crypto and highlights how fundamental cryptographic research can benefi…

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E49: Long Journey's Strategy for Chasing "Magically Weird" Companies 50:38

5M ago50:38

50:38

In this episode of Turpentine VC, Erik interviews Lee Jacobs, Founder & Managing Partner of Long Journey. Lee shares his journey from early investments and his experience with AngelList to co-founding Long Journey with Cyan Banister and Arielle Zuckerberg. He discusses the firm’s unique focus on investing in "magically weird" companies and emphasiz…

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E48: Building Notable Capital (fka GGV Capital): Insights from Glenn Solomon 44:38

5M ago44:38

44:38

In this episode of Turpentine VC, Erik interviews Glenn Solomon, managing partner at Notable Capital (formerly GGV Capital). They discuss the firm's evolution over 20 years, highlighting its strategic shift towards long-term investments and sector focus. They talk about the rebranding process, Notable Capital's global perspective, and their approac…

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E47: Index Ventures' Mike Volpi on AI, Open Source, and Evolution of VC 1:06:01

5M ago1:06:01

1:06:01

In this episode of Turpentine VC, Erik sits down with Mike Volpi, partner at Index Ventures. They discuss the evolution of venture capital–the transformative changes in the VC landscape since 2008, the rise of seed capital, multi-stage asset aggregators, and the professionalization of venture firms. Mike also shares Index Ventures' unique approach …

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E46: Vinny Pujji on Leveraging 3rd Order Analysis to Pick Winners for Left Lane Capital 58:20

5M ago58:20

58:20

In this episode, Managing Partner Vinny Pujji discusses the strategic positioning and innovative approaches of Left Lane Capital. The conversation digs into the specialized data analysis that sets them apart from other investment firms. Vinny also charts out the future of Left Lane and breaks down how he approached several of their investments incl…

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E45: Sequoia Capital's Roelof Botha and Jacob Helberg on AI and National Security 56:36

6M ago56:36

56:36

In this episode, Erik Torenberg sits down with Sequoia Capital Managing Partner Roelof Botha and Jacob Helberg, author, Palantir advisor, and founder of the Hill and Valley Conference. They delve into the challenges and opportunities around AI against the backdrop of US-China tensions, the role the government has in fostering tech innovation, and t…

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E44: How Benchmark Invests in AI with Eric Vishria and Quilter Founder Sergiy Nesterenko 58:11

6M ago58:11

58:11

In today's episode, we discuss Benchmark's investment philosophy in the AI era with general partner Eric Vishria, and Sergiy Nesterenko, the Founder and CEO of Quilter. Sitting in for Erik Torenberg as host is AI Scout and Cognitive Revolution host Nathan Labenz. They cover the questions that Benchmark asks to determine whether a new company is sol…

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E43: Benedict Evans on Automation Crypto, VR, and Predicting the Future of Tech 1:20:38

6M ago1:20:38

1:20:38

Today's episode features a discussion from 2023 with reknowned independent analyst Benedict Evans (formerly a16z and Mosaic Ventures) about his predictions and frameworks for AI, VR/AR, Crypto and blockchain, the cloud, automation, and more. AI scout and podcast host Nathan Labenz (The Cognitive Revolution's host) joined for the last 20 minutes to …

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E42: Naval Ravikant and Balaji Srinivasan on Why History Points to Crypto 1:09:41

7M ago1:09:41

1:09:41

This episode was initially recorded before a live audience in 2018. Erik Torenberg talks with Naval Ravikant and Balaji Srinivasan about the history of money and centralization and why crypto has the potential to fulfill the promise of the internet. Access global engineering without the headache and at a fraction of the cost: head to https://choose…

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E41: Do VCs Add Value? With Parker Conrad and Parker Thompson 1:12:29

7M ago1:12:29

1:12:29

Today's episode of Turpentine VC is a throwback to a conversation Erik Torenberg recorded with Parker Conrad and Parker Thompson that debates how much "value-add" investors can offer founders, issues around the misalignment between investors and founders, and the underdiscussed factors that influence VC deals. Parker Conrad is the co-founder and CE…

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E40: Venture, AI, and the Defense Industry with Joe Lonsdale of 8VC, Josh Wolfe of Lux Capital, and Matt Steckman of Anduril 32:23

7M ago32:23

32:23

This episode of Turpentine VC is a live panel from the Hill and Valley Forum held in May 2024 on the pivotal role of novel technologies and AI in modern warfare and defense strategies, and how venture is helping rebuild the capital formation of the industrial base. Senator Mike Rounds moderates Joe Lonsdale, Managing Partner at 8VC, Josh Wolfe of L…

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E39: Navigating the AI Supercycle with Will Summerlin of Autopilot 48:17

7M ago48:17

48:17

In this episode of Turpentine VC, Erik Torenberg interviews Will Summerlin, managing partner at Autopilot, a VC firm investing in companies that use AI to automate industries. Prior to co-founding Autopilot, Will was an investor at ARK. Erik and WIll discuss where to find alpha when investing in AI, the competitive edge of incumbents versus startup…

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E38: Turpentine Fund Brainstorm with Alex Edelson of Slipstream 47:29

8M ago47:29

47:29

In this episode of Turpentine VC, Erik Torenberg sits down with Alex Edelson from Slipstream Investors, and explores the potential for a new fund built on top of Turpentine, Erik's media company. This live pitch jam session covers the key questions and mental models for building and validating a new fund. They also cover portfolio construction, fun…

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E37: The Vinod Khosla Interview 59:45

8M ago59:45

59:45

Erik Torenberg talks to Vinod Khosla about his contrarian bets at Khosla Ventures, the firm’s strategic thinking about the future, and why his “venture assistance” is different than other funds. They also discuss his investment thesis in AI (including OpenAI), robotics, biotech, crypto, education, transportation, and more. Source better deals with …

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E36: Joe Lonsdale on His Plan to Revitalize America's Declining Sectors 57:21

8M ago57:21

57:21

This episode features a discussion recorded in 2023 between Erik Torenberg and Joe Lonsdale, founder of 8VC, Palantir and the Cicero Institute. They cover Joe's proposed solutions to challenges in U.S. education, prison reform, homelessness, healthcare, defense, and more. This conversation offers a riveting overview for anyone in venture to better …

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E35: How Jason Lemkin Built SaaStr 1:16:08

8M ago1:16:08

1:16:08

In this episode Erik Torenberg sits down with Jason Lemkin, the founder and CEO of SaaStr, a venture firm, podcast network, event series, and the world’s largest community for B2B/SaaS founders. This candid conversation focuses on SaaStr's business model at the intersection of VC, media, and events. Jason also covers why all VC's need to nail the r…

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E34: Marc Andreessen on His Intellectual Journey 1:53:31

9M ago1:53:31

1:53:31

This episode features an interview with a16z GP and co-founder Marc Andreessen, discussing his intellectual influences and detailing his quest to understand how the world works. He covers the authors who have shaped his thinking, the influence of elites on policies, and global governance. This conversation was recorded in late 2022. Since then, Mar…

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E33: Consumer Social, Marketplaces, and Becoming a Better Investor with James Currier 1:04:11

9M ago1:04:11

1:04:11

This episode features a special interview with James Currier, a partner at NFX. In this conversation, James sits with Erik Torenberg to discuss why founders tend to be more authentic at the accelerator stage than at the seed stage, James's skepticism about B2B marketplaces, and how NFX approaches investments and decision-making. This was recorded a…

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E32: Scott Belsky’s Angel Investing Lessons and Requests For Startups 50:33

9M ago50:33

50:33

This episode features an interview with Scott Belsky, angel investor, Chief Strategy Officer at Adobe, and founder of Behance. In this conversation, which was recorded in 2021, we dive into Scott’s early investments in companies like Pinterest and Uber, the evolution of his investment philosophy, and the principles he acquired over time. This show …

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E31: Slow's Will Quist on VC's Job to Fund the Creation of New Data Sets 57:58

9M ago57:58

57:58

Today's episode features an interview with Will Quist, partner at Slow Ventures. In this conversation Will talks about his transition from water polo player to helping build Slow, Slow's unique thesis in venture, the old model of VC versus new VC, and treating venture capital like a phD program. Check out our two interviews with Will's partner at S…

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E30: How Kirsten Green Built Forerunner Ventures 1:21:28

9M ago1:21:28

1:21:28

This is a special episode featuring an interview between Forerunner Ventures founder Kirsten Green and Turner Novak of The Peel podcast and Banana Capital. The conversation covers Kirsten's journey from her early days in retail investment banking to the creation of Forerunner Ventures, how she thinks of the state of consumer investing, the story be…

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E29: Mike Maples on Building Successful Startups and Venture Funds 1:18:44

10M ago1:18:44

1:18:44

This episode features an interview with Mike Maples, Jr, the co-founder of Floodgate, that took place in 2020. Mike's interview on Turpentine VC from September 2023 is one of our most popular episode to date, and this earlier interview offers relevant context to his success and discipline. The conversation covers how Mike got his first fund from Au…

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E28: Andreessen Horowitz GP Chris Dixon on Crypto, AI, and Web3 1:25:13

10M ago1:25:13

1:25:13

In this episode Chris Dixon, GP at a16z Crypto, joins Erik Torenberg along with cohosts Dan Romero and Antonio Garcia Martinez to discuss his recent book Read Write Own: The Next Era of the Internet, how he thinks AI and crypto will collide, and why Web3 consumer hasn’t taken off yet. This conversation with Chris was recorded for the Moment of Zen …

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E27: Compound’s Michael Dempsey on Thesis-Driven vs Founder-Driven Investing 1:00:48

10M ago1:00:48

1:00:48

In this episode of Turpentine VC, Michael Dempsey, Managing Partner at Compound, joins Erik Torenberg to discuss thesis-driven vs founder-driven investing, Compound’s AI thesis, company building opportunities, ways to win at venture, advice for emerging managers, and much more. --- RECOMMENDED PODCAST: History 102 with WhatifAltHist Every week, cre…

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E26: Insights from IVP: Inside One of Silicon Valley’s Best Growth Firms 57:27

10M ago57:27

57:27

In this episode of Turpentine VC, Somesh Dash, General Partner at IVP, joins Erik Torenberg to discuss how IVP differentiates itself, winning late stage deals, team construction, why venture capital in 2024 looks like private equity in 2008, the future of IVP, and much more. --- RECOMMENDED PODCAST: History 102 with WhatifAltHist Every week, creato…

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E25: Frank Rotman of QED on Navigating FinTech and Crypto Investments 1:11:56

11M ago1:11:56

1:11:56

In this episode of Turpentine VC, Erik is joined by Frank Rotman, the founding partner of QED investors, a fintech-focused VC firm. Frank provides a nuanced analysis of investing in fintech and neo banks, offers his view of the larger macro environment, and maintains the need for discipline and resilience in business. This episode was recorded with…

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E24: Building a Multi-Billion-Dollar Asset Management Firm with CoVenture's Ali Hamed 59:13

11M ago59:13

59:13

In this episode of Turpentine VC, Ali Hamed, Partner at CoVenture, joins Erik Torenberg to discuss the advantages of investing across asset classes, CoVenture’s inflection points, the importance of being liked in venture, and asset classes Ali hopes to invest in in the future. If you’re looking for an ERP platform, check out our sponsor, NetSuite:h…

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E23: Tomasz Tunguz on the Theory Behind Theory Ventures 53:21

11M ago53:21

53:21

In this episode of Turpentine VC, Tomasz Tunguz, General Partner at Theory Ventures, joins Erik Torenberg to discuss the Theory Ventures model, the coming contraction in investable VC dollars, the parallels between PE and VC, and much more. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/turpentine --- RE…

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E22: Phin Barnes on Unbundling VC 1:21:18

11M ago1:21:18

1:21:18

In this episode of Turpentine VC, Phin Barnes, co-founder of The General Partnership, joins Erik Torenberg to discuss Phin’s idea of building a YC for emerging fund managers, the sweat equity model, and building the General Partnership. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/turpentine --- RECOMM…

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E21: Reddit Founder Alexis Ohanian on Reinventing Venture with Seven Seven Six 56:28

12M ago56:28

56:28

In this episode of Turpentine VC, Alexis Ohanian, co-founder of Reddit and Seven Seven Six, joins Erik Torenberg to discuss how Seven Seven Six is a “tech company that deploys venture capital”, the lack of internal metrics in venture, and how he plans to reinvent venture using software. If you’re looking for an ERP platform, check out our sponsor, …

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E20: Katherine Boyle on Building a16z’s American Dynamism Practice 1:18:39

12M ago1:18:39

1:18:39

In this episode of Turpentine VC, Erik Torenberg speaks to Katherine Boyle, General Partner at Andreessen Horowitz leading the firm’s American Dynamism fund. They discuss why Katherine and a16z started the American Dynamism practice and what they hope to accomplish. If you’re looking for an ERP platform, check out our sponsor, NetSuite:http://netsu…

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