Agenda:

– The Most Unfiltered Episode Ever Begins

– Does OpenAI Even Matter? Sam Lessin Says Maybe Not

– TVPI Is Bullshit?

– Asset Gatherers vs Real Investors: Who Actually Wins?

– The Death of the Billion-Dollar VC Fund?

– Mid-Tier VC Funds Are Getting Annihilated

– Chime: Great Exit or Missed Opportunity?

– The War on Relevance: What Companies Truly Matter?

– If You’re Not a Billion-Dollar Company, Do You Even Count?

– Mary Meeker’s AI Report: What Everyone Missed

– $600B in AI CapEx—Where Is the Revenue?!

– What Could Trigger the First AI Crash?

– The Existential Dread Missing in Most B2B Startups

– Will AI Reduce Your Startup to Just a Pipe?

– IPO Market Is Back: What Actually Matters Now?

– YC Startups at $60M Valuations: How Should You Play It?

– Why 3% Ownership Could Still Work—Maybe

– Will Elon Still Be Tesla CEO by 2027? Place Your Bets

– Will Meta Release a Closed AI Model? And Does It Even Matter?

– The Real Challenge of Managing 11 Companies and 58 Kids