Shows
巴菲特AI實驗室EP95 | 晨星(Morningstar) 不只有基金評級，能否靠私募數據引擎PitchBook再造巔峰？ (說明欄中有連結)點擊>>> 分析報告巴菲特AI價值投資>>> https://marschaung.github.io/ai-lab/本集Podcast將解析晨星(Morningstar)，闡述其作為一家金融服務公司如何處於策略轉型期，重心從公開市場研究擴展至不透明的私募市場。報告詳細說明了晨星多元化的業務組合，特別強調了其高成長的PitchBook和Morningstar Credit等部門，同時也提及了其他業務面臨的挑戰。報告不僅分析了晨星的競爭格局、經濟護城河及其在各業務領域的市場定位，更深入探討了其未來成長的策略，即如何把握公募與私募市場融合的機遇，例如透過拓展半流動性基金的評級服務。最後，報告也審慎地評估了潛在的投資風險，並提供了具體的投資建議，指出晨星股票適合具有長遠眼光和中高風險承受能力的成長型投資者。
2025-08-0510 min
Good Revenue💥 $3.2 Trillion Private Equity Liquidity Crisis, Inflation Spikes, Secondary Markets Soar! 🔥2025 was set for private equity’s comeback after a 37% rise in buyout deals in 2024. Tariffs and policy shifts stalled optimism, leaving $3.2T in assets trapped as exit activity dropped 53%, pushing investors toward secondary markets, now 30% of all buyout portfolios.🎯 WHAT YOU'LL LEARN: Sycamore’s $23B Walgreens strategy opportunity | Why smart money pivots to continuation vehicles & GP-led deals | Secondary markets as profit hubs | Fed rate decisions’ impact on investment timelines📊 TIMESTAMPS:00:00 Introduction and Overview00:26 Private Equity Liquidity Crisis03:51 Secondary Markets Surge05:51 Inflation Returns & Federal Reserve’s Dilemma...
2025-07-2308 min
Investment ClimateBovotica: Andrew Leech shares how to get funded in 2025Bovotica: Andrew Leech shares how to get funded in 2025Investment Climate Podcast: Fundraising Playbooks From Food Tech CEOs and VCs In this podcast series, Alex Shandrovsky interviews investors about benchmarks for funding Alt Proteins in 2025 and uncovers the investment playbooks of successful Climate Tech CEOs and Leading VCs.Podcast Host Alex Shandrovksy is a strategic advisor to numerous global food tech accelerators and companies, including alternative proteins and cellular agriculture leaders. His focus is on investor relations and post-raise scale for agrifood tech companies. This podcast is syndicated through o...
2025-07-0334 min
The Connected PodcastInsurtech VC Funding Surges 65% In Q1 2025, Driven By Underwriting, Claims Automation; Collaboration is the New M&A The Connected Podcast - Exploring News and Events in the Insurance Ecosystem Welcome to The Connected Podcast Explore the Latest Developments in the Insurance Ecosystem In a recent episode of The Connected Podcast, we shine a spotlight on the dynamic shifts within the insurance ecosystem, particularly emphasizing the booming insurtech sector. The first quarter of 2025 witnessed a staggering 65% increase in venture capital funding, as reported by PitchBook. This significant upsurge reflects a revived investor interest in startups that are innovating core insurance functions such as underwriting and claims automation. As the industry grapples with rising...
2025-06-1610 minGood Revenue🤖 Apple Exposes AI’s Fake Thinking, Malicious AI Swarms, Corporate Layoffs Surge, & VC Day Trading 💥Apple just exposed what every business leader suspected about AI — it's sophisticated pattern matching, not actual reasoning. Plus: Why 160+ companies cut thousands of jobs in June, how $60B in venture capital is flowing in entirely new directions, and the regulatory divide that's splitting global AI strategy.🎯 WHAT YOU'LL LEARN:How Apple's research reveals AI's true limitations | Why mass layoffs accelerated 274% in retail | The venture capital revolution changing startup funding | How regulatory chaos impacts global business operations📊 TIMESTAMPS (Quick Navigation)00:00 Market Overview00:23 AI Limitations01:42 AI-Powered Disinformation & Security...
2025-06-1207 min
All-In with Chamath, Jason, Sacks & FriedbergFed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World(0:00) The Besties intro Philippe Laffont! (2:12) Miami F1 Recap! (12:10) Fed holds rates steady on tariff uncertainty (32:47) Google drops after Apple sees fall in search queries on Safari (56:48) Creating a new Mag 7 (1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor Follow Philippe Laffont: https://x.com/plaffont Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg
2025-05-091h 36
AgTech DigestSyngenta, Intrinsyx, Cibus, Ecuador, Gilboa, FRAC, Tropic, Bayer, Verinomics, Pinnacle, Laudando & Associates, Al Dahra, Fieldin, ARAG, PitchBook, CNH, Microsoft, FFA, Good Agriculture- This Week in AgTechWelcome back, listeners! In today’s episode, we’ll explore the latest innovations in crop protection, precision farming, and gene editing, alongside strategic partnerships that are pushing the boundaries of sustainable agriculture and technology-driven farming solutions.Here’s a Quick Snapshot of What’s Making Headlines:Plant Science Highlights: Acquisitions, Partnerships & More!Chris Laudando’s Radical Truth: Building AgTech from the Ground UpPrecision Ag Updates: Partnerships, Reports & More!How Good Agriculture Is Helping Farmers Focus on FarmingOther Updates: Funding Round, A New Private Credit Fund & More!Upcoming AgTech Events, Conferences & WebinarsRead The Full Summary On...
2025-05-0910 min
Startup Ignition PodcastAI Investments, Founding Teams, VC Market Trends, Startup StrategiesThis episode of the Startup Ignition podcast focuses on the current state of the venture capital market, drawing heavily from reports by Silicon Valley Bank (the "Silicon Valley Bank’s State Of The Markets 2025 Report") and PitchBook (the "Pitchbook’s 2024 Annual US VC Valuations Report"). Tyler and John Richards discuss the dominant role of AI in attracting VC funding, noting it as the "oasis in the venture desert" of 2024. While acknowledging the importance of integrating AI strategically, they caution against forcing it into products where it doesn't fit.A key takeaway is the shift in VC focus from grow...
2025-03-271h 09The Connected PodcastInsurance leaders driven to close $1.8 trillion protection gap The Connected Podcast - Insights from the Insurance Ecosystem The Connected Podcast: Insights from the Insurance Ecosystem Addressing Global Protection Gaps: A Call to Action for Insurers In a recent segment of The Connected Podcast, the discussion centered on the pressing issues and emerging opportunities within the insurance ecosystem, particularly in light of the staggering $368 billion economic losses caused by natural catastrophes last year. Alarmingly, 60% of these losses were uninsured, highlighting a significant global protection gap of $1.8 trillion. A survey by Economist Impact and SAS revealed that 78% of insurance executives feel ethically bound to address...
2025-03-0409 min
Unboxing Ecommerce: Operations Behind Online BrandsGhia with Robyn YoungThis week on Unboxing Ecommerce, James and Jennifer are joined by Robyn Young, an entrepreneur, brand strategist, and founder of Young & Co, an indie creative partner for startups to scaleups. With a career spanning 18 years, Robyn combines strategic thinking with creative magic to build ‘sticky,’ memorable brand ecosystems.Why Ghia?Robyn chose Ghia for its strong visual identity, captivating storytelling, and its role in promoting the non-alcoholic lifestyle movement. As a pioneer in the category, Ghia’s approach combines artistry, functionality, and a commitment to creating a lifestyle brand.Explore Ghia: www.drinkghia.com
2025-01-141h 00
Unboxing Ecommerce: Operations Behind Online BrandsMomofuku Goods with Moni Kupczak AinslieOn this episode of Unboxing Ecommerce, James and Jennifer order from Momofuku Goods with special guest, Moni Kupczak Ainslie. Moni is the Founder of Koopslie a consultancy that optimizes Faire stores for brands in CPG, beauty, fashion, and gift. By using her 360 Faire Optimization method, Moni helps awesome brands show up in search, get the click and convert to more sales. Why Momofuku?Moni chose Momofuku Goods for their delicious products, strong branding, and her admiration for founder David Chang. As a Faire specialist, she also wanted to analyze a brand listed on the...
2024-12-1759 min
BizNexus RoundupTechnology leads the M&A recovery chargePitchBook's Q3 2024 Global M&A Report reveals a surge in technology mergers and acquisitions, exceeding the recovery in other sectors. This significant increase, totaling $220.6 billion in value for the quarter, is attributed to factors such as interest rate cuts and rising tech stock valuations. Private equity firms played a major role, accounting for six of the ten largest tech acquisitions. The report suggests increased optimism among private equity investors regarding future M&A activity compared to corporate buyers. Strong tech valuations are driving this robust M&A environment.View that full report here: https://pitchbook...
2024-12-0708 min
All-In with Chamath, Jason, Sacks & FriedbergTrump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks
2024-11-161h 23
SecondpodWhat's Next in the Next 12 Months?SecondGroup podcast is for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show
In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.
This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling
Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/
Farzam Hej...
2024-11-0156 min
Holland & Knight Legal PodcastWhat’s Next After Gov. Gavin Newsom’s Veto in California?In this episode of "Counsel That Cares," healthcare attorney John Saran and PitchBook Lead Healthcare Analyst Rebecca Springer, Ph.D., discuss the state of healthcare transaction laws and their future in 2025. Mr. Saran and Ms. Springer examine the new amended version of Pennsylvania House Bill 2344, released just days before this episode was recorded, and look at the implications of California Gov. Gavin Newsom's recent veto of Assembly Bill (AB) 3129 targeting private equity-backed healthcare transactions.
2024-10-1420 min
the weekly seattleweek of oct 14: Maureen Wiley Clough - It Gets Late Early Podcast (the ageism episode)Top Stories1. New walkway opens downtownSeattle Magazine article2. Gen Z getting fired quicklyYahoo Finance article3. Pokemon to open a museumPSBJ article4. Avalara to move officesPSBJ articleAbout guest Maureen Wiley Clough - Founder & Host, It Gets Late Early podcastMaureen founded the It Gets Late Early podcast about aging in the tech industry about a year and a half ago. Prior to that, she was the head of partnerships at UpKeep and was the Director...
2024-10-1350 min
4word Women on ElSitioCristiano.comHow to Reinvent NetworkingNetworking is something that most, if not all, successful business people would tell you is a must if you want to see your career grow. But it’s just not that enjoyable. Why? And is there a way to fix it and make something to look forward to?JoAnne Baldwin, marketer at PitchBook and marketing co-director for4word: Seattle, discusses why she goes into a networking situation with the intent to encourage others rather than simply use them for their connections and shares tips for you to reinvent the way you network.
Guest Bio:
JoAnne Baldwin is a Northwest-raised, Pepperdine gr...
2024-09-1630 min4word Women on Oneplace.comHow to Reinvent NetworkingNetworking is something that most, if not all, successful business people would tell you is a must if you want to see your career grow. But it’s just not that enjoyable. Why? And is there a way to fix it and make something to look forward to? JoAnne Baldwin, marketer at PitchBook and marketing co-director for 4word: Seattle, discusses why she goes into a networking situation with the intent to encourage others rather than simply use them for their connections and shares tips for you to reinvent the way you network.
Guest Bio:
JoAnne Baldwin is a Northwest-raised, Pepperdine gr...
2024-09-1630 min
Tank Talks By Ripple VenturesNews Rundown: The Maverix Conference Recap, Canadian Elections, PitchBook’s 2024 University rankings and more with John Ruffolo of Maverix Private EquityMatt Cohen welcomes back John Ruffolo of Maverix Private Equity, focusing on a variety of topics, including predictions for the next Canadian election, reflections on the 2023 conference season, and the impact of long-term value creation in Canadian business. They also discuss PitchBook's 2024 university rankings and their implications for Canadian education and entrepreneurship. Additionally, they explore trends in private equity and leveraged buyouts, the impact of interest rates on these markets, and the future of long-term capital in Canada.In this episode, we discuss:* (00:21) The busy conference season including Maverix’s off-the-record Leadership Summit* (02:00) Re...
2024-09-1325 minThe Connected PodcastNew data shows concerning trajectory of home insurance costsThe Connected PodcastNews and Events in the Insurance EcosystemIn this segment of The Connected Podcast, the hosts delve into the current trends and challenges in the insurance ecosystem, highlighting significant developments in home and auto insurance. Home insurance rates have surged by an average of 21% from May 2022 to May 2023, primarily due to increasingly severe weather events. Carlos Martín from Harvard comments on the evolving risks and economic pressures facing both insurers and homeowners. Similarly, auto insurance rates have spiked, with a 24% rise in comprehensive car insurance in the la...
2024-09-0412 min
Why You Venture Capital (YUVC)Eugene Zhang: 1st VC Ticket in Zoom, 9 Unicorns, Top Angel Fund in US per Pitchbook | YUVC Podcast #19Eugene Zhang is Founding Partner at TSVC (formerly TEEC Angel), 1st angel fund in Silicon Valley founded by Chinese American investing the ticket ticket into global Chinese and beyond.
With 9 unicorns in the portfolio, TSVC is named a top unicorn investor in the US by PitchBook.
Yuyan Wang: How long does it take to invest in a case?
Eugene Zhang: Sometimes within a day. We have a talk in the morning and we invest in the afternoon. Otherwise, it takes longer. But we try to satisfy the founder’s needs.
Now listen in for more insights! ❤
00...
2024-08-2441 min
Inorganic PodcastE16: SaaS M&A Market Trends Q324SummaryIn this episode, Christian Hassold, host of In/Organic Podcast provides a mid-year market update for the M&A market in the SaaS industry. He discusses the macro conditions and factors influencing M&A activity, such as interest rates and FTC oversight. He also reviews his prediction on the increase in startups buying startups and analyzes four specific deals completed in the past six months. Overall, M&A activity is slightly up, but valuations are down, and deals are stalled due to disagreements on purchase prices. However, deals are getting done, likely at lower valuations
2024-08-0725 min
EquityGlobal startup funding is picking up with AI still in the spotlightGlobal startup funding was up 16% in the second quarter, according to Crunchbase data, led by an uptick in mega-rounds. That increase was led, unsurprisingly, by the AI sector. Funding to companies in AI made up 30% of all dollars invested and actually doubled quarter over quarter to $24 billion.On today's episode of TechCrunch's Equity podcast, Mary Ann was joined by Gené Teare, a Senior Data Editor at Crunchbase and Crunchbase News, to talk through the numbers. Teare is a well-known analyst of the global venture capital market, and was instrumental to Crunchbase’s early life and remains one of...
2024-07-3125 min
Delta: HealthTech InnovatorsHealthTech Q1 2024 Insights : Aaron DeGagne on Key Trends and InnovationsWelcome back to the DeltaHealth Tech Podcast! In this episode, we sit down with Aaron DeGagne, a senior financial analyst from PitchBook, to discuss the latest trends and innovations in HealthTech and MedTech for Q1 2024.Aaron shares key insights on notable VC deals, mergers and acquisitions, and emerging technologies in the healthcare sector. We delve into the impact of AI on medical diagnostics, the growing interest in whole-body scans, and the advancements in cardiac arrest prevention.Aaron also highlights the exciting developments from companies like Health.io and Page.ai Diagnostics.Tune in...
2024-07-2430 min
The PurseVenture capital has been surging, but female founders are not experiencing an upliftWelcome to our #243 weekly newsletter.“For women taking control of their financial future”-Jana HlistovaFrom The PurseIn this week’s newsletter, we focus on Pitchbook’s data on female founders in the US and Europe.Female-founded startups secured 2% of the total VC capital in 2023, the lowest since 2016. But European female-founded companies with at least one female founder generated a record high proportion of total VC deal value at 20.5% and deal count at 25.8%.However, angel investment participation by female investors has declined by almost half in 2023, which has...
2024-07-0701 min
The M&A Source PodcastBusiness Valuations with Shelia DarbyVisit us at https://podcast.masource.orgIn this episode, Shelia Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, challenges in valuations, best practices and ethical considerations, and the value of partnering with valuation professionals.Resources Discussed in this EpisodeAswath Damodaran resources on valuation and corporate finance: https://pages.stern.nyu.edu/~adamodar/Business Reference Guide: https://businessreferenceguide.com/Vertical IQ: https://verticaliq.com/Deal Stats: https://www.bvresources.com/products/dealstatsBiz...
2024-05-081h 14
FD DagkoersIs de hypotheekrenteaftrek de volgende box 3?Batterijfabrikant Automotive Cells Company (ACC) heeft maandag voor €4,4 mrd aan financiering opgehaald bij vier banken, waaronder het Nederlandse ING. Met de lening wil het bedrijf drie fabrieken bouwen voor de batterijen die worden gebruikt in elektrische voertuigen. De miljardenfinanciering voor ACC komt op het moment dat de vraag naar elektrische auto’s, en daarmee ook de koersen van de beursgenoteerde producenten van elektrische auto’s, onder druk staan, vertelt beursredacteur Jeroen Groot. Lees: Financiering van €4,4 mrd voor batterijfabrieken in Europa rond Durfinvesteerders die in jonge AI-start-ups investeren hebben te maken met stevige concurrentie van ’s werelds grootste techbedrijve...
2024-02-1314 min
The M&A Mastermind PodcastThe M&A Mastermind Podcast – Episode 17 – State of the Healthcare MarketIn This Episode:
Rebecca Springer, lead analyst for PitchBook, discusses the state of the healthcare market and the impact of the pandemic on the industry. She highlights the unique pressures and challenges faced by healthcare companies, including overleveraging and declining reimbursement rates. Springer also identifies hot and emerging segments in healthcare, such as behavioral health, and discusses the outlook for the industry in the next 12 to 18 months. She emphasizes the importance of outcomes and value-based care in healthcare and highlights PitchBook as a valuable resource for industry research.
Featured Guest:
Rebecca Springer is...
2024-01-1835 minThe M&A Mastermind PodcastThe M&A Mastermind Podcast - Episode 14 - US Private Equity Lower Middle Market BreakdownWelcome to The M&A Mastermind Podcast, where we delve into the dynamic world of lower middle market M&A. In this episode, our host Nick Olsen engages in a thought-provoking conversation with Tim Clarke, an expert in the field and a key player at PitchBook.
The discussion kicks off with insights into the opaque realm of lower middle market the invaluable role platforms like PitchBook play in providing comprehensive data for deal-making. Tim Clarke sheds light on the shifting landscape, emphasizing the importance of holistic solutions and the diverse functionalities that PitchBook offers, from prospecting new...
2024-01-1837 min
Inorganic PodcastE7: Why SaaS M&A Will Skyrocket in 2024In this episode, we discuss the prediction that M&A activity among fast-growing SaaS companies will rise substantially in 2024. In support of this prediction, we share both data and reasoning for this prediction, including startup acquisition activity, shutdown and funding trends, and a broader market view of M&A activity. We also offer advice to founders considering M&A in 2024, emphasizing the importance of preparation and developing decision-making criteria in advance of contemplating M&A.Discussion TopicsM&A activity among SaaS companies is predicted to increase in 2024.Startup acquisitions have been observed to increase...
2024-01-0319 min
This Week in Pre-IPO StocksE81: $5b ByteDance buyback at $268b, New SpaceX tender at $175b valuation, Epic Games LEGO Fortnite a MASSIVE success | Pre-IPO Stock Podcast – Dec 11, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend us a text00:16 | $5b ByteDance buyback at $268b- $5b buy back at $160.00/share, or $268b valuation- First ever pre-IPO stock buy back???- Pitchbook has a $220b valuation as of Mar 2023- +37% from implied valuation of $196b based on secondary market price performance- $29 billion in Q2 and $85 billion annually with a 67% jump in net profit10:08 | New SpaceX tender at $175b valuation- SpaceX announced their Dec 2023 tender- $175b valuation at $95.00/share- Raising $500m to $750m- +17% from last round in...
2023-12-1223 min
Girls Into VC PodcastS1E25: From Research to Shaping the Future of Venture Capital with Maryam Haque (Venture Forward, NVCA) | Girls Into VCOn this podcast Girls Into VC welcomes Maryam Haque to talk about her experiences in research and transitioning to the National Venture Capital Association and building Venture Forward!Maryam serves as Executive Director of Venture Forward, NVCA’s 501(c)(3) nonprofit supporting organization focused on shaping the future of venture capital.Before transitioning to launch and lead Venture Forward, Maryam was the Senior Vice President of Industry Advancement at NVCA, where she led NVCA’s initiatives focused on advancing the venture industry – research and data, education, and diversity and inclusion, and incubated several Venture Forward initiatives. She de...
2023-12-0620 min
Women’s Talent Podcast#3: Start-upy i VC. Czy płeć ma znaczenie? Rozmowa z Krzysztofem (Chrisem) Kobyleckim“Jedyne 2,1% funduszy z ramienia VC w amerykańskie start-upy w pierwszym kwartale 2023 roku trafiło do przedsięwzięć stworzonych przez kobiety (Pitchbook, 2023). W przypadku Europy Środkowo-Wschodniej mamy do czynienia nawet z jeszcze niższym odsetkiem: w 2020 roku był to zaledwie jeden procent wartości inwestycji (Funding in the CEE Report, 2021). W całej zaś Europie w 2022 roku start-upy stworzone przez kobiety pozyskały jedynie 0,9% środków z inwestycji dokonanych w tym czasie przez fundusze VC (Pitchbook, 2023)”*.
W kolejnym odcinku Women’s Talent Podcast rozmawiam z Krzysztofem Kobyleckim, który przez lata pełnił rolę COO w Funduszu VC (Innovation Nest), o d...
2023-10-3136 min
Sobremesa#13 - Emily McAteer: Empowering Women in Renewable Energy: Breaking Barriers and Inspiring ChangeToday we're joined by Emily McAteer, Co-Founder and CEO of Odyssey. Emily's journey into the energy space, her experiences fundraising as a woman, and her insights on empowering other women in the space will be at the forefront of our conversation. We'll also dive into the economics of solar power, emerging trends in energy like mini grids, the role of carbon and renewable credits, and why addressing climate change in emerging markets is crucial. Plus, Emily will shed light on Odyssey's vital mission and share her vision for the future.
00:00 Coming next
00:18 Introducing Emily McAteer
01:23 How did Emily get into...
2023-09-1143 min
Social Impact PioneersInvestors and female entrepreneurs, with Sanjukta and HeatherAttention all investors and female entrepreneurs – this podcast is for you. Did you know that less than 2% of investment goes to female-led businesses? And even if there's just one woman in a group of male founders, their chances of investment drop compared to all-male teams. But fear not, Social Impact Pioneers Heather Matranga and Sanjukta Mitra are here to offer practical solutions to the gender financing gap.
Heather, VP and Managing Director of Impact Investments at Village Capital, shares tools for investors to mitigate bias in the investment process, from decision-making tools to new investment models (check out links below to...
2023-08-1041 min
Female Investor PodcastHow Family Offices Can Regain Access To Venture Capital | Female Investor Podcast Rose VitaleHow Family Offices Can Regain Access To Venture Capital During Peter’s 25 years of VC experience he found white space (the white space being where certain FO’s can’t or don’t have the resources to participate in venture) between the intersection of VCs and Family Offices. How Family Offices can regain access to VC (more recently smaller to midsize FO’s have not been included into top-tier deals or having the option access deal by deal opportunities due to being crowded out by Institutions and endowments) Background on why and how Peter star...
2023-06-1531 min
The Watson Weekly - Your Essential eCommerce DigestMay 8th, 2023: Big commerce doubles down on B2B, Pinterest ties with Amazon advertising, PitchBook report whines about the demise of unicorns, and Shopify reports earningsToday on our show:Big commerce doubles down on B2BPinterest ties up with Amazon advertisingPitchBook report whines about the demise of unicornsShopify reports earnings, chucks logistics businessAnd finally, The Investor Minute, which contains 7 items this week from the world of venture capital, acquisitions, and IPOs.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
2023-05-0819 min
All-In with Chamath, Jason, Sacks & FriedbergE123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture (1:10:02) RIP Bob Lee, fixing San Francisco Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee...
2023-04-071h 27
Distilling Venture CapitalEpisode 028 - UNICORN-MANIA; Tech Unicorn Valuations are FAKETech Unicorn Valuations are Fake Introduction Welcome to Distilling Venture Capital. I am your host, Bill Griesinger Distilling VC is a visionary podcast that provides an insightful and informed view of the key trends affecting the VC and tech startup world. My mission is to cut through and go beyond the hype that tends to dominate the tech landscape. And provide you with information you can use. It is your podcast for Fintech, DeFi, Blockchain and smart contracts, digital banking and all the frontier Web 3 technologies changing the financial landscape globally. Hello everyone – it´s b...
2023-02-2335 min
NFS: le Notizie Finanziarie della SettimanaCriptovalute, L’Exchange Gemini Taglia Del 10% il PersonaleL’exchange di criptovalute Gemini ha annunciato che ridurrà il proprio organico del 10%. Si tratta del terzo taglio in meno di un anno per la società, co-fondata dai gemelli Cameron e Tyler Winklevoss. A novembre 2022, Gemini aveva 1.000 dipendenti, secondo i dati di PitchBook, il che significa che circa 100 persone hanno perso il lavoro. La decisione di ridurre il personale arriva in un momento difficile per il mercato delle criptovalute, con molte società che hanno eliminato posizioni a causa della recessione del mercato.
2023-01-2501 min
Cyber Engine: The Cybersecurity Accelerator PodcastPitching Bets for the FutureFollowing the release of the Q2 2022 Information Security Report from Pitchbook, Justin and Jack take a dive into the dramatically cooling market of cybersecurity deals. Is this a correction back to normal from 2020? Is this a new lack of confidence in the cybersecurity market overall? Or is this something completely different? Tune in to hear their take on this data and what it might mean for the market going forward into 2023.
If you have any questions about Almanna Cyber or want to apply to be part of the Almanna cohort, please visit www.almannacyber.com or email i...
2022-11-2334 min
In Visible Capital with PitchBookThe venture debt playbookAs the markets have turned south, venture debt seems to have become all the rage. But how many startups are actually raising it?This week, Armentum managing partner John Markell joins the podcast to unpack the world of venture debt. Markell shares his thoughts on how venture lenders go about underwriting young companies, why investors are souring on the consumer market, how venture debt differs from structured equity, and which types of startups should—or really shouldn't—raise debt. Plus, PitchBook financial writer Marina Temkin and PitchBook senior editor James Thorne discuss their latest coverage of VC valua...
2022-11-151h 16
In Visible Capital with PitchBookSeed's silver liningsMaëlle Gavet, CEO of Techstars, joins the podcast live from Web Summit 2022 in this bonus episode of the "In Visible Capital" podcast. Gavet unpacks Techstars' approach to pre-seed investing and talks investing in the Middle East and Africa, opportunities in the farm-to-fork supply chain, and why she expects VCs to start disappearing as LPs concentrate their capital. Check out the episode to hear why Gavet is optomistic about the early stage, despite a daunting geopolitical landscape.Listen to all of Season 6, presented by Sapphire Ventures, and subscribe to get future episodes of "In Visible Capital" on A...
2022-11-1027 min
In Visible Capital with PitchBookVenture's gravity checkWhat looked like a recession at the onset of the pandemic turned out to be anything but: valuations inflated, funds grew and capital poured into the private markets. But, it couldn't last forever. In this week's episode of the "In Visible Capital" podcast, SignalFire founder and CEO Chris Farmer discusses why the venture capital balloon burst. Farmer also touches on how SignalFire leverages data to find and support entrepreneurs, why the firm turned to seed deals as a means of countering unsustainable valuations, corporate M&A and much more. Plus, PitchBook senior analyst Kyle Stanford joins to discuss key t...
2022-11-081h 16
In Visible Capital with PitchBookA new life for downside protectionVenture capital firm G Squared was founded with one idea in mind: venture-backed companies are staying private longer. And with the IPO market now frozen over, that thesis is proving true.In the latest episode of "In Visible Capital," G Squared founder and managing partner Larry Aschebrook checks back in with PitchBook senior editor James Thorne to discuss why his firm is pressing pause on the secondary market as primary investors load up deals with downside protection, and what those protections look like in an uncertain market.Aschebrook also touches on the consolidation of capital...
2022-11-011h 07
In Visible Capital with PitchBookVC's New York storyInterplay managing partner Mark Peter Davis joins the podcast to discuss the advantage and disadvantages of being a VC in New York, the ins and outs of entrepreneurship, and how Interplay approaches investments in the blockchain space—while avoiding the crypto hype. Plus, PitchBook senior news editor James Thorne shares insights from his reporting on the exodus of executive leadership at Softbank.In this episode of Sapphire Ventures' series "GameChangers," Sapphire partner and Head of Revenue Excellence Karan Singh speaks with Figma VP of Growth Marketing Jesus Requena about how to define and redefine your ICP to un...
2022-10-251h 20
In Visible Capital with PitchBookFrom science fiction to science factLux Capital co-founder and managing partner Josh Wolfe joins the podcast to discuss why it's always a good time to be investing in the future. From nuclear power to computers that can smell, Wolfe shares which technologies and sectors he is most bullish on and dives into his skepticism of the recent Inflation Reduction and CHIPS acts. Check out the episode to hear more about Lux's strategies and which kind of companies—and investors—Wolfe expects to see survive the downturn. Plus, PitchBook analyst of fund strategies and sustainable investing Anikka Villegas shares insights from the latest PitchBook Sustainable Inves...
2022-10-181h 10
In Visible Capital with PitchBookVCs dust off their term sheetsPitchBook senior editor James Thorne sits down with Brad Feld, partner and co-founder of early-stage VC firm Foundry, to discuss how venture investors behave in a downturn, why entrepreneurs may want to steer clear of structured deals, and why so many good companies are born in such bad times. Plus, PitchBook senior analyst Kyle Stanford joins to discuss key takeaways from the Q3 2022 PitchBook-NVCA Venture Monitor and Quantitative Perspectives: Silver Linings on the Time Horizon.In this episode of Sapphire Ventures' series "GameChangers," Sapphire partner and Head of Revenue Excellence Karan Singh speaks with Forter's Chief Revenue O...
2022-10-111h 12All-In with Chamath, Jason, Sacks & FriedbergE97: SPAC updates, public/private market overview, Putin's end game & more0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Government-heavy climate plans, Dilbert/ESG backlash 1:01:20 Poker plans, chess cheating scandal Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod:
2022-09-231h 24
The VITALIZE Podcast: Venture Capital | Startups | Angel InvestingDoubling Fund I to Raise a $203M Fund II, What Makes a Stellar Founder, and Why a Market Downturn is a Great Time to Invest in Startups, with Marlon Nichols of MaC Venture CapitalJustin Gordon (@justingordon212) talks with Marlon Nichols (@MarlonCNichols), the founding managing partner at MaC Venture Capital, a seed-stage venture capital firm that invests in visionary founders building the future that the world wants to see, and helping entrepreneurs bring the future into focus to find their breakthrough moment. MaC Venture Capital is the result of the merger between successful Los Angeles and Bay Area based Seed funds, Cross Culture Ventures and M Ventures. They are focused on finding ideas, technology, and products that can become infectious, investing in technology companies that benefit from shifts in cultural trends and behaviors...
2022-09-0120 min
The SydcastFrom Politics to Venture Capital, with Colin Van OsternEpisode SummaryCareers zig-zag, they don’t go in straight lines. But yet there is a thread that connects our paths over time. This is true if you run for Governor of New Hampshire, grow one of the top online education universities in the US, or lead the biggest collection of angel investors in the country. And it’s true if you’ve done all of these things, as we’ll find out in this conversation with Colin Van Ostern.Sydney Finkelstein Syd Finkelstein is the Steven Roth Professor of Management at the Tuck Scho...
2022-08-0852 min
Connected With LathamPE Views: Has Rethinking Cannabis Sparked PE Interest?Not long ago, the prospect of significant PE investment in the cannabis industry would have been unthinkable for many. However, recent regulatory and legal developments have created opportunities for medical cannabis businesses and legalised new non-medical cannabis applications in many jurisdictions. Buyout firms have shown significant appetite for these deals, investing US$3.54 billion into the cannabis sector in 2021 across more than 200 transactions, according to Pitchbook. In this episode of Connected With Latham, London private equity partner Tom Evans speaks to Paris and Brussels healthcare & life sciences partner Eveline Van Keymeulen about how firms now have scope to embrace growing...
2022-07-1109 min
THE MEME/ザ・ミーム#15 あなたの知らない世界：仮想世界のアイデンティティーに関する6つのニュース▼今回の内容
・アイデンティティとは？
・VR/ARがアイデンティティの概念を根底から変えるかもしれない理由
・バーチャルリアリティにおけるアイデンティティとコミュニティ
・メタバースで現実世界よりも気楽に
・メタバースに登場した、ホームレスのキャラクター
・メタバースを通じて会得した“魂で会話する”こと
▼参考情報
・THE MEME Twitterアカウント
https://twitter.com/TheMeme_podcast
・PWC「仮想空間におけるアバター」
https://www.pwc.com/jp/ja/knowledge/column/disruptive-technology-insights/disruptive-technology-insight12.html
・DIAMOND ONLINE「誰かとつながることで、アイデンティティも変わる？仮想世界の自分が現実の自分より優先される未来」
https://diamond.jp/articles/-/50498?page=5
・Pitchbook「VR/ARがアイデンティティの概念を根底から変えるかもしれない理由」
https://pitchbook.com/news/articles/how-vrar-may-fundamentally-change-the-concept-of-identity
・ビジネス＋IT「メタバースで現実世界よりも気楽に」
https://www.sbbit.jp/article/cont1/85239?page=2#head3
・IDEAS FOR GOOD「メタバースに登場した、ホームレスのキャラクター」
https://ideasforgood.jp/2022/04/21/first-homeless-person-metaverse/
・REAL SOUND tech「メタバースを通じて会得した“魂で会話する”こと」
https://realsound.jp/tech/2022/04/post-1005641_2.html
2022-05-061h 18
The PurseEuropean VC: a look at female founder data in Q1 2022. And listen to our podcast with Kisha Mays about how to generate a $1m+ revenue startupWelcome to our #111 weekly newsletter.“For women taking control of their financial future”-Jana HlistovaFrom The PurseIn this week’s newsletter, we focus on European VC and female founder data for Q1 2022. The numbers indicate a fall in capital invested in female (co-)founders which seems to correlate to a deteroriating economic environment.***You can review the news in brief so you stay on top of global financial, economic and investing trends.And don’t forget to listen to The Purse Podcast interview with Kis...
2022-04-1700 min
Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital InvestorsRaising Money - How I raised $350k in 2 weeks by Playing The Short Game - 2 of 2Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Welcome to another episode of Making Billions. This week I cover how I raised $350k in 2 weeks by implementing key Short Game Strategies. Plus, I share the tools used to prepare to pitch to investors.Connect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Website: pentiumcapitalpartners.comKey Links:INVESTOR DATABASEShttps://www.crunchbase.com/https://pitchbook.com/ https://www.preqin.com/ ...
2022-04-1110 min
InsTech - insurance & innovation with Matthew Grant & Robin MerttensRobert Le: Fintech Analyst, PitchBook: The facts and figures - tech companies to watch (184)PitchBook is a financial data and software company that provides insights on private and public markets to help clients better evaluate opportunities.
Robert Le, a Fintech Analyst at PitchBook, talks about how it gathers, defines and categorises different sources of information in its databases. He reviews what public market investors expect from insurtech and established technology companies and discusses the insurance areas where he is seeing opportunities emerge.
Talking points include:
How investors rate risk-taking entities (MGAs and insurers) compared to technology companies licensing products
The potential opportunities to assess cyber insurance risk
Recent...
2022-04-0336 min
In Visible Capital with PitchBookThe new PE behavioral health playInvestment in behavioral health companies has exploded in recent years, with a notable uptick in private equity activity since the beginning of the pandemic. PE firms closed over 70 buyouts in behavioral health in 2020, more than double 2016's number, according to PitchBook data.In this episode, PitchBook PE and healthcare senior analyst Rebecca Springer welcomes Avi Jayaraman and Dexter Braff for a discussion about the rapidly evolving behavioral health industry and how private equity is helping to drive innovation in the space. Jayaraman co-founded Sonara, which provides a remote solution for medication-assisted opioid addiction treatment. Braff is president...
2022-03-291h 08
In Visible Capital with PitchBookM&A in a time of changePitchBook financial writer Marina Temkin interviews Union Square Advisors' Emily Anderson, who leads the firm's private equity practice. Anderson shares her thoughts on the current M&A environment in a time of declining valuations and rising interest rates and how it could affect private equity activity. Plus, host Alexander Davis shares some insights from his recent reporting at SXSW, as well as the PitchBook news team's two-year retrospective on the pandemic.In the Upwork segment of "Innovations in Private Equity," special guest host Tony Buffum talks to TPG's Anilu Vazquez-Ubarri about diversity, equity and inclusion. Anilu discusses...
2022-03-2257 min
In Visible Capital with PitchBookPE's public market playAfter some of the largest private equity firms—including Blackstone, Apollo Global Management, KKR, The Carlyle Group and Ares—went public nearly a decade ago, a new wave of US and European PE firms is hitting the public markets.In this episode of "In Visible Capital," private equity reporter Ryan Prete sits down with Wylie Fernyhough, PitchBook lead PE analyst, to discuss the performance of these publicly traded PE firms, how they have adapted to having public shareholders, the impact of current market volatility and more. Also, PitchBook PE analyst Jinny Choi shares key takeaways from her rece...
2022-03-1546 min
Connecting the dots in FinTech... by Marcel van OostDaily Fintech Podcast - March 15th, 2022Sign up for my Daily Fintech or Daily Digital Banking Newsletters here. Check out my latest podcast episode below:
Welcome to another episode of our Daily Fintech Podcast.
This podcast episode is sponsored by Sokin. Sokin is the trusted global FX payment provider for some of the world’s leading brands. With Sokin Premium you can send and receive unlimited international payments for one fixed monthly fee. Market beating rates, no commission, hassle-free.
THE NEWS HIGHLIGHT OF THE DAY IS
The Financial Conduct Authority said that all Crypto-ATMs machines in the UK...
2022-03-1504 min
In Visible Capital with PitchBookThe ABCs of ESG for PE FirmsTom Eveson, Sustainalytics' director of sustainable finance solutions and ESG for the Americas, joins PitchBook lead analyst Hilary Wiek to share his thoughts on how PE firms can support their portfolio companies in managing ESG risk, nonobvious factors that contribute to assessing that risk, what capital pressures are mainstreaming ESG and more. Plus, Ryan Prete joins to discuss his recent reporting on how major players in private equity are making sustainable investments.In the Upwork segment of "Innovations in Private Equity," Tim Sanders is joined by Jody Greenstone Miller of Business Talent Group. Jody reveals why PE f...
2022-03-0849 min
In Visible Capital with PitchBookInvesting in (and with) technology at Advent InternationalAs a private equity industry stalwart, Advent International has invested in just about every industrial sector except tech—until recently, that is. As the East Coast firm builds up its tech practice, head of Advent Tech Bryan Taylor shares his thoughts on the firm's tech strategy, how it assembled its investing team and why recent turmoil in the market might affect buyout opportunities. Also, London Bureau Chief Andrew Woodman and senior analyst Dominick Mondesir join to discuss the European PE landscape, as well as findings from the 2021 European PE Breakdown.In the Upwork segment of "Innovations in Priva...
2022-03-011h 03
In Visible Capital with PitchBookSeeking alpha while doing goodPitchBook's London Bureau Chief Andrew Woodman interviews Eric Taylor, founder and CEO of Trident, to discuss how asset managers often overlook the S and G of ESG. Taylor shares his thoughts on how private equity can use diversity and inclusion to drive better returns, what tech can be used to remove unconscious bias from investing and where the industry has room to improve. Plus, Anikka Villegas joins the show to share insights from her Pitchbook Analyst Note: ESG, Impact, and Greenwashing in PE and VC. In the Upwork segment of Innovations in Private Equity, Tim Sanders i...
2022-02-2252 min
The Watson Weekly - Your Essential eCommerce DigestFebruary 21st, 2022: Amazon and diversifying sellers, Shopify’s Q4 earnings, Hasbro and Mattel, and the 2021 PitchBook venture capital report.It’s February 21st, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
What if Amazon is the best-positioned company to diversify sellers off Amazon?
Shopify Q4 2021 earnings shows growth but there are still strategy concerns
Hasbro and Mattel’s opposite economic views of toys’ industry future may have implications for other brands
2021 PitchBook venture capital report raises both optimism and concern
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check o...
2022-02-2113 min
The WalletPandemic Impact & Access to Capital for Women Entrepreneurs, With Debbie Wosskow and Anna JonesDebbie Wosskow and Anna Jones were introduced in 2015 by a mutual friend, and found they had a common passion around empowering women. They quickly identified a need for professional female networking, which is why they left their CEO jobs and created AllBright, a professional community for smart-minded women.At the heart of AllBright is the belief that women need to support one another, to help make the world a better place for smart-minded women to collaborate, upskill and achieve their career ambitions.Today on The Wallet: 1/ In 2018, Anna and Debbie l...
2022-02-1740 min
In Visible Capital with PitchBookChanges within private equity"In Visible Capital," our podcast on the private markets, is back for its fifth season, launching on Feb. 22. This time, we've dedicated the whole season to private equity and the sweeping change across the asset class.Join us for wide-ranging conversation, analysis and highlights of the most compelling new trends affecting private equity. We look at the ways that PE has been reinventing itself in recent years. You'll hear from investors, analysts and our own reporters detailing how PE firms are increasing bets on the tech sector, and embracing industry innovation like earlier-stage investing, data-driven strategies and...
2022-02-1508 min
Building The Future Show - Radio / TV / PodcastEp. 500 w/ Marlon Nichols Managing General Partner at MaC Venture CapitalMarlon Nichols is the founding managing partner at MaC Venture Capital, a seed-stage venture capital firm that invests in visionary founders building the future that the world wants to see.Marlon is a Kauffman Fellow who also serves on the Board of Directors. Prior to MaC Venture Capital, Marlon was founder of Cross Culture Ventures and served as Investment Director at Intel Capital. Marlon has an extensive background in technology, private equity, media and entertainment. His unique eye for global and cultural trends, along with shifts in consumer behavior, has helped him uplift and accelerate entrepreneurs and...
2022-02-0941 min
Startup: lanciare e far crescere la propria impresa innovativaLeaks of the week, scaleup italiane nel mondo, investimenti vc in EuropaIn questa puntata di Leaks of the week, che ricordiamo va in onda live su Linkedin, Twitch, Facebook, Youtube, si analizzano i nuovi dati relativi agli investimenti venture capital in Europa a seguito della pubblicazione del report European Venture Report relativo al 2021 che conferma quanto già era stato anticipato da altri report, come per esempio quello di Atomico e Slush, e cioè che vi è stata una crescita esponenziale degli investimenti che si confermano avere raggiunto una quota totale superiore ai cento miliardi di euro, quota che rappresenta un record in quanto è la prima volta che viene superata la soglia dei cent...
2022-01-3118 min
ATLaltsInterview with Mike Dowdle, Founding Partner of Circadian Ventureshttps://www.circadian.vc/https://www.linkedin.com/company/circadianvchttps://www.linkedin.com/in/dowdle/Venture Capital Data from Pitchbook (must complete a form) https://pitchbook.com/news/reports/q4-2021-pitchbook-nvca-venture-monitorCompanies mentioned in the podcasthttps://iralogix.com/News on the Atlanta, GA Venture Capital Industryhttps://www.bizjournals.com/atlanta/inno/stories/inno-insights/2021/07/29/atlanta-investment-firms-raised-2021.html
2022-01-1943 min
The PurseBeyond The Billion: closing the gender venture funding gap and why female investors are key. And listen to our podcast with Shelly Porges, Co-founder & Managing PartnerWelcome to our #97 weekly newsletter.“For women taking control of their financial future”-Jana HlistovaFrom The PurseIn this week’s newsletter, we focus on Beyond The Billion, a global consortium of venture capital (VC) funds and limited partner (LP) investors and their recent report, Our First Billion Global Impact Report, assessing the results of their two-year campaign.The campaign was a bold measure to inspire VCs to pledge to invest in female-founded companies.This report found that the consortium deployed 61% of their pledged amount in just t...
2021-12-1901 min
Beyond the Bulletin PodcastEpisode 112 - Space Food, 30 Under 30, Welcome Back GuideInterview guest Valerie Ward is one of two Waterloo Engineering professors creating a system to grow food in space that could also lead to a reduction in plastic pollution and reliance on fossil fuels on Earth. Three alumni appear on Forbes’ list of 30 Under 30. The Welcome Back Waterloo guide has new information to help you prepare for a return to in-person campus activities in January. And exams get underway.
Links in this episode:
PitchBook rankings: https://pitchbook.com/news/articles/2021-pitchbook-university-rankings-top-50-colleges-founders
Forbes 30 Under 30: https://www.forbes.com/30-under-30/2022/hall-of-fame
Welcome Back Waterloo guide: https://publications.uwaterloo.ca/welcome-back-waterloo/home/
De...
2021-12-1025 min
The VentureFizz PodcastEpisode 236: Lori Cashman - Managing General Partner, Victress CapitalA disproportionate amount of capital invested into companies does not go to gender diverse teams and it’s a problem. It’s a problem and an issue that I’ve brought up multiple times in this podcast as I hope the continuous awareness of this issue creates a positive impact over time.
Based on Lori’s background and the focus on her firm, it was a perfect opportunity to find out if we are making some level of progress in terms of capital fundraising for gender diverse companies. We kick off our interview on this topic and we address a recent r...
2021-11-2242 minStartup: lanciare e far crescere la propria impresa innovativaLeaks of the week, VC in Europa e Mena, fusioni e acquisizioni big tech e startupQuesta settimana Maria Matloub ed Emil Abirascid parlano degli ultimi dati sull’andamento degli investimenti venture capital in Europa così come emergono dal report Q3 2021 di Pitchbook, del nuovo fondo per il Medio Oriente varato da Azimut e Gellify, delle operazioni che vedono coinvolte Gorillas, Delivery Hero, Twitter, Sphere, PayPal, Pinterest, dell’avvento del decacorno indonesiano GoTo e delle novità presenta da Huawei anche per il mercato italiano. Buon ascolto.
2021-10-2513 minAll-In with Chamath, Jason, Sacks & FriedbergE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their handShow Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility 58:58 Democrats overplaying their hand, Netflix discourse, and more 1:17:41 Pig kidney biological innovation Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg
2021-10-231h 27
ABA Innovation NetworkPractice Automation featuring Natalie Pierce and Stephanie Goutos of Gunderson DettmerGunderson Dettmer partner and chair of the firm's labor & employment practice, Natalie Pierce believes that life is a working towards a constant state of improvement. Stephanie Goutos, Gunderson Dettmer's practice innovation attorney, agrees and shares her expertise on how automated processes can foster those improvements. After a year the results have been clear. According to Pitchbook, Gunderson Dettmer has had a record breaking year in 2020 and continues to experience unprecedented growth.Today we talk with two brilliant innovators about the incredible growth they have seen in the last year and how that growth will be sustainable into t...
2021-10-1329 min
In Visible Capital with PitchBookSeeding the next generation of UK unicornsIan Connatty, managing director for funds at British Patient Capital joins the show to help us explore the VC ecosystem in the UK, including why we may be seeing larger rounds for UK companies, what changes could create a more favorable exit environment and more.This is the last weekly episode of Season 4, but stay tuned for more timely in-depth conversations on your podcast feed and through PitchBook webinars.
2021-10-0524 minIn Visible Capital with PitchBookHow non-dilutive financing could reshape VCMiguel Fernandez, co-founder and CEO of Capchase, and Matt Burton, partner at QED Investors, discuss the growing number of options for founders to raise capital outside of traditional VC and venture debt. Plus, Hilary Wiek joins to share findings from the 2021 Sustainable Investment Survey (with more to be shared in our upcoming webinar).Listen to all of Season 4 and subscribe to get future episodes of "In Visible Capital" on Apple Podcasts, Spotify, Google Podcasts or wherever you listen. For inquiries, please contact us at podcast@pitchbook.com.
2021-09-2846 minIn Visible Capital with PitchBookIn-depth conversations coming soon in Season 4Season 4 of PitchBook’s In Visible Capital podcast launches on Aug. 3. Tune in to hear from a wide range of players in the private markets, including investors, founders, analysts and journalists.
2021-07-2004 minIn Visible Capital with PitchBookPrivate equity's sports playHeadlined by Arctos Sports Partners acquiring a 5% stake in the Golden State Warriors in April, private equity has pushed further into the sports investing space over the past few years. PitchBook analyst Wylie Fernyhough joins the "In Visible Capital" podcast to discuss his recent analyst note about what’s driving the trend, including less restrictive ownership rules within leagues, skyrocketing valuations, the need for liquidity among current owners, the chance to achieve lofty returns for new investors and the clout that comes with owning some of the most scarce, high-profile assets available. Listen now wherever you get your podcasts.
2021-05-2520 min
The HERstory CollaborativeThe One With Erica MaurerToday my guest is a total rockstar, Erica Maurer!Erica Maurer is a veteran in the events, marketing and hospitality industry. She is an entrepreneur, owner, event producer, coach and speaker. She graduated from Tufts Undergraduate and received her Master’s from Columbia University. She is a Partner at EMRG Media, a leading events, marketing, production and creative agency. Her company created The Event Planner Expo, the leading trade - show for the events, marketing and hospitality industry.Erica is a Co – Founder of The Women Insider Network (WIN) an inclusive communi...
2021-05-1033 min
Tech Stories from HackerNoonBig Dictator EnergyWhat happens when big corp shuts down conversation? What is Russia's deal with Sputnik exports? Crypto in Africa — equalizing force, or daydream? Join Linh, Natasha, Amy, Limarc and Damian for This Week on Planet Internet:
Is there such a thing as a no politics culture? (1:40)
Amy Tom goes real deep, real early #sorrynotsorry (3:22)
"Pleasant" for whom, Basecamp? PLEASANT 👏 FOR 👏 WHOM 👏 (07:54)
Naturally Limarc Ambalina's gon' be playing devil's advocate (09:40)
Key Takeaway: if you want to go fast, go alone. If you want to go far, get a mediator (12:24)
Why is Russia exporting so much Sputnik? (14:55)
Limarc kind of maybe sympathizes...
2021-04-2835 min
Grim DriveEpisode 12: Justin Forsett + Financial LiteracyThis episode of the Grim Drive Podcast, where we explore mental health through the lens of professional sports and athletes, takes a look at Justin Forsett + Financial Literacy.
The running back position requires vision, to see the blocking schemes unfold and spot out the holes to run through. Justin Forsett has put this vision to use, not only in his nine years in the NFL, but also as an entrepreneur and business owner in his life after football. He saw very early on that football would not be his entire life, and so he started laying the g...
2021-04-0654 minIn Visible Capital with PitchBookPrivate equity's fast rebound, rising valuations and surging SPACsTo kick off Season 3 of "In Visible Capital," private equity reporter Adam Lewis takes a closer look at the state of private equity. Topics include PitchBook analysts forecasting SPAC deal activity, discussing the possibility of government regulation for the asset class, predicting private equity fundraising in the near-term, and connecting why corporate carveouts continue to be a reliable investment strategy for investors and a needed source of cash for companies trying to shore up their balance sheets in the wake of the worst of the COVID-19 pandemic.Listen to all of Season 3 and subscribe to get future...
2021-04-0618 minIn Visible Capital with PitchBookLet's Talk About RaceThis week's podcast features our recent discussion about race and the evolving role of investors addressing racial inequality. We're resurfacing this conversation because even as Black History Month comes to an end, the hard work to increase diversity in the markets continues.We brought together four professionals to share their expertise on the topic: Lisa Lambert, head of National Grid Partners and former head of the Intel Diversity Fund; Barry Eggers, a founding partner at Lightspeed Venture Partners and current chairman of the National Venture Capital Association; Angela Matheny, director of the diverse asset-manager program at Crewcial Partners...
2021-02-261h 09
Tech.euPitchBook's Nalin Patel, Wolt wants to deliver everything, Twitter buys Revue, InPost's IPOAnd here are the notes and links for this week’s episode:💰 SAP to acquire business process intelligence company Signavio (and the Bloomberg report)🍕 Finnish food delivery scale-up Wolt secures $530 million in new funding round led by ICONIQ🗞 Twitter buys Dutch-founded newsletter platform Revue🔐 Polish locker company InPost worth €9.5 billion after buoyant Amsterdam debut🎙 Interview: Nalin Patel, EMEA private capital analyst at PitchBook DataWe hope you enjoy(ed) the podcast! Please feel free to email us with any questions, suggestions, and opinions to podcast...
2021-01-2933 min
ACG NY Podcast SeriesEpisode 11: Pitchbook Q3 2020 Middle Market Private Equity ReportWylie Fernyhough & Dylan Cox, Senior Private Equity Analysts at Pitchbook discuss their recently published https://pitchbook.com/news/reports/q3-2020-us-pe-middle-market-report?utm_medium=nl-na&utm_source=reports&utm_campaign=q3-2020-us-pe-middle-market-report (Q3 2020 Middle Market Private Equity Report) with ACG New York. We also take a look at Fundraising, Deal activity and other PE strategy predictions for 2021. What does the new year have in store for the PE class?
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2021-01-2630 minIn Visible Capital with PitchBookNavigating the promise of autonomous vehicle technologiesVC funding in mobility hit a new high in 2020 with $8.4 billion invested in the sector, up 33% year-over-year. Within the sector, autonomous vehicles have shown immense promise—attracting funding and exciting investors and entrepreneurs. This week on the "In Visible Capital" podcast, we talk with Joy Tuffield, partner at Generation Investment Management, and Luminar CEO Austin Russell about recent advancements in self-driving cars and the remaining barriers to ubiquity. Along with PitchBook Lead Mobility Tech Analyst Asad Hussain, topics covered include: The sub-sectors within autonomy, including autonomous software and hardwareOpportunities and roadblocks in the varying approaches to developing autonomous sol...
2021-01-1929 min
Startuprad.io - The Authority on German StartupsThis Month in German Startups - 2020 ReviewThis Month in German Startups - 2020 Review Welcome to This Month in German Startups by Startuprad.io - in a transatlantic news recording with Chris in New York City. This is an annual tradition, where we look at the past year and forward into the coming one. Not to mention, we have been totally wrong last year with the outlook, so we are more sticking to the review this year. Today we bring you an overview of the German startup corona aid, an overview of the German st...
2021-01-1920 min
The Long ViewAdley Bowden: Key Trends and Developments in Private MarketsOur guest this week is Adley Bowden. Adley is the vice president of market analysis at PitchBook, which is a Morningstar affiliate. In his role, Adley oversees PitchBook's voluminous research and editorial content on private markets, including private equity, private debt, venture capital, real estate, as well as the vehicles that invest in these areas. In addition, Adley is also a regular host at PitchBook's "In Visible Capital" podcast, which just kicked off its second season and is available on most popular podcast players. Adley first joined PitchBook in 2008 and has served in a number of roles prior to...
2020-11-2555 minIn Visible Capital with PitchBookThe resiliency of the private marketsOur hosts clear their throats from the smoky Pacific Northwest air to wrap up season one with their key takeaways from taking a closer look at how players in the private markets have adapted so far during the pandemic. Stay tuned for season two coming this fall and get in touch with us at podcast@pitchbook.com.
2020-09-2207 min
I’m a Little Buzzed by NoBull Co.MARLON NICHOLS: Investing in the future of America.This episode of #Imalittlebuzzed we speak to Marlon Nichols, a man who finds entrepreneurs who have the potential to create the future of industry in America and makes their dreams a reality. Marlon is the founding managing partner of MaC Venture Capital and an investor in high-potential companies like Gimlet Media, MongoDB, Thrive Market, Fair, LISNR, Mayvenn, Blavity, and Wonderschool. He is also the recipient of the SXSW 2018 Innovator of the Year Award, named one of Pitchbook’s 25 Black Founders and VCs to Watch in 2018 and 2019, and a former Kaufmann Fellow and Investment Director at Intel Capital. Tune in to...
2020-06-2353 min
Do Your ResearchEp 12: Why do stock market investors regret not becoming a Lyft driver?Have you ever listened to Lyft drivers' stories on Pick Me Up podcast show, sponsored by Lyft? Those stories are beautifully told and are truly inspirational. However, since a few days ago, there has been a bigger Lyft story that has me and potentially another 60 million stock market investors in the U.S. wishing to be a Lyft driver. You ask, why? Lyft, Inc. has just filed its S1 documentation with the United States Securities and Exchange Commission to go public on Nasdaq stock exchange in 2019. Lyft drivers, assuming that they have completed at least 10K rides w...
2019-03-1028 min
DecaMillionaire DecodedOne Hundred Episodes!In episode 100 of Financially Simple, Justin looks back on the last 99 episodes and gives a teaser of what’s still to come. Episode 100!!! Justin gives a short retrospective of the podcast, listing some of his favorite episodes and moments, as well as talking about what topics he’s planning on covering next. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! TIME INDEX: 00:26 - 100 Episodes! 01:26 - 002: Planning the Sale of Your Business by Starting at the End...
2018-10-1814 minDecaMillionaire DecodedOne Hundred Episodes!In episode 100 of Financially Simple, Justin looks back on the last 99 episodes and gives a teaser of what’s still to come. Episode 100!!! Justin gives a short retrospective of the podcast, listing some of his favorite episodes and moments, as well as talking about what topics he’s planning on covering next. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! TIME INDEX: 00:26 - 100 Episodes! 01:26 - 002: Planning the Sale of Your Business by Starting at the End...
2018-10-1814 minDecaMillionaire DecodedOne Hundred Episodes!In episode 100 of Financially Simple, Justin looks back on the last 99 episodes and gives a teaser of what’s still to come. Episode 100!!! Justin gives a short retrospective of the podcast, listing some of his favorite episodes and moments, as well as talking about what topics he’s planning on covering next. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! TIME INDEX: 00:26 - 100 Episodes! 01:26 - 002: Planning the Sale of Your Business by Starting at the End...
2018-10-1814 min
Piloting your LifeHow to get started Angel Investing, what you need to knowShow Highlights Terri introduces the new series on angel investing and provides a list of resources to start to get educated on the space Terri shares her experience at a Bay Angels Fashion Tech pitch event in San Francisco Terri shares her lofty goal of creating a mesh-network of like-minded investors to invest in the startups and founders that are not getting the attention and funding they so richly deserve. Call to Action Subscribe to one podcast and one newsletter and get into the groove of listening and reading. Feel free to reach ou...
2018-03-0617 min
DecaMillionaire DecodedThe Offer - Building the Pitch BookIn episode 25 of Financially Simple, Justin talks about having your Pitch Book ready to go for when the Business gets an offer. The Pitch Book of your Business will contain all of the information about the Business, from key players, the type of Business Model, to projections of where the Business is headed. Justin gives a brief introduction and description of a Pitch Book, what’s needed of it, and some things you need to be careful about when putting yours together. Don’t forget to subscribe, and let us know how we are doing by l...
2018-02-1921 minDecaMillionaire DecodedThe Offer - Building the Pitch BookIn episode 25 of Financially Simple, Justin talks about having your Pitch Book ready to go for when the Business gets an offer. The Pitch Book of your Business will contain all of the information about the Business, from key players, the type of Business Model, to projections of where the Business is headed. Justin gives a brief introduction and description of a Pitch Book, what’s needed of it, and some things you need to be careful about when putting yours together. Don’t forget to subscribe, and let us know how we are doing by l...
2018-02-1921 minDecaMillionaire DecodedThe Offer - Building the Pitch BookIn episode 25 of Financially Simple, Justin talks about having your Pitch Book ready to go for when the Business gets an offer. The Pitch Book of your Business will contain all of the information about the Business, from key players, the type of Business Model, to projections of where the Business is headed. Justin gives a brief introduction and description of a Pitch Book, what’s needed of it, and some things you need to be careful about when putting yours together. Don’t forget to subscribe, and let us know how we are doing by l...
2018-02-1921 min