Episode 16 of @TradingVCs featuring Adrien Gautier of Bridgespan VC is out now! This week: @Oracle's debt crisis sends shockwaves through AI infrastructure stocks, the IPO market heats up for 2026 with @SpaceX, @OpenAI & @AnthropicAI eyeing historic exits, and Adrien Gautier

🔥 Meta's big bet on VR & Reality Labs is getting a major reset. "The Meta Reality Labs business segment... has probably burned between $73 and $77 billion. The revenues just haven't come around... It looks like from the story it's about a 30% cut or so in headcount and burn

📢 Disney just made a surprising move with OpenAI. "Disney, as one of the old guards of the Hollywood studio system, has been very protective of their IP and the impact to AI... They seem to have embraced OpenAI and... wanna give those characters over to OpenAI and... let people

our latest very bad #TradingPlaces pod covers: - #AdrienGautier explains https://t.co/PFdqLZ53ID #secondary strategy for investing/financing startup stock options - @Oracle crash on AI data ctr "junk bond" debt risk - 2026 IPO market looking like a BANGER, potential huge $1.5-2T

🚀 Huge IPOs may be coming in 2026: Aman breaks down why there’s reason to be optimistic for public markets: "You now have some very high profile players talking about going public...SpaceX and OpenAI and Anthropic... All of them are signaling that they're either hiring

Dave McClure tries to count Bay Area millionaires. Ben Black explains why so many of them are stuck with illiquid bags and why they call wealth managers for help. "At least one out of 10 of them hits the big time... we're talking at least, I would say tens of thousands of

Episode 16 of @TradingVCs featuring Adrien Gautier of Bridgespan VC is out now! This week: @Oracle's debt crisis sends shockwaves through AI infrastructure stocks, the IPO market heats up for 2026 with @SpaceX, @OpenAI & @AnthropicAI eyeing historic exits, and Adrien Gautier

Dave McClure tries to count Bay Area millionaires. Ben Black explains why so many of them are stuck with illiquid bags and why they call wealth managers for help. "At least one out of 10 of them hits the big time... we're talking at least, I would say tens of thousands of

🚩 @amanverjee breaks down why @Grayscale’s IPO could be an epic flop: “They're targeting a $31-33 billion valuation, which actually stunned me when I heard that that number, I thought that was probably literally 10 times too high." In this clip, he digs deep into their S-1

this week on #TradingPlaces, our very bad horrible terrible podcast, we talk about the VC #secondary market with #BenBlack managing partner #AkkadianVentures and founder @RaiseConference also: - @Netflix buys @WarnerBros $83B - @SpaceX @ $800B, 2026 IPO (!) - @AnthropicAI

Episode 15 of the @TradingVCs featuring @benjamindblack of Akkadian Ventures is out now! Ben shares his wild journey from losing his biggest LP in the 2008 crisis to building one of the most successful secondary funds in venture. In Market News, @davemcclure and @AmanVerjee

💡 Ben Black and Dave McClure point to the most neglected skill in venture capital: managing LPs, not sourcing deals. “Managing your LPs is such an important part of your job... The updates I get are very mixed. Some of them are great and then some of them like, it's just

Episode 15 of the @TradingVCs featuring @benjamindblack of Akkadian Ventures is out now! Ben shares his wild journey from losing his biggest LP in the 2008 crisis to building one of the most successful secondary funds in venture. In Market News, @davemcclure and @AmanVerjee

🤖 Aman Verjee and Dave McClure have been calling it: the AI landscape is getting… let’s say tightly knit. Microsoft and Nvidia are investing billions into Anthropic, joining forces with both OpenAI and Anthropic. "They are making money, they're the leaders now, and they have

full episode:

🚩 @amanverjee breaks down why @Grayscale’s IPO could be an epic flop: “They're targeting a $31-33 billion valuation, which actually stunned me when I heard that that number, I thought that was probably literally 10 times too high." In this clip, he digs deep into their S-1

📊 How will AI get enough electricity? Dave McClure & Aman Verjee break down the explosive growth in data center capacity and the real challenge ahead: "The planning that these tech companies are doing is the easy part...when you actually break ground and start building the

Michael Burry accuses Big Tech of acting like WorldCom. So @AmanVerjee and @davemcclure take a look back at WorldCom, one of the OG corporate fraud disasters and why today’s tech giants (for all their chaos) operate in a very different world. "There was an internal

⚠️ Aman Verjee breaks down Michael Burry's big bet against AI giants: "Burry is making a very strong claim here that this is like 2001 and two all over again... these guys are cooking their books... extending the useful life or the depreciation schedule of their PP&E... And by

🐻 Michael Burry is back, making waves by shorting NVIDIA and other big techs raising alarms about accounting tricks: "He's saying these hyperscalers are basically cooking the books... By stretching out the useful life of something you buy and capitalize, you reduce the annual