Venky Ganesan: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real

Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas List investor and former Chair of the National Venture Capital Association.

In Today's Show:

• Can You Still Do Seed Without a $1 Billion Fund?

• How Much of AI's Revenue Growth Is Actually Real?

• When Is "Overpaying" the Smartest Investment You Can Make?

• Does Ownership Still Matter in a World of Trillion-Dollar Outcomes?

• Is "Big Tech Will Buy Us" a Dangerous Investment Thesis?

• Why Invest in Venture When You Can Just Buy the Magnificent Seven?

• When Should You Sell a 40x Winner, and When Should You Double Down?

• Can a $50 Million Fund Still Compete With the Venture Giants?

• Is Benchmark Harder to Beat Than Sequoia?