AGENDA:
03:58 Understanding Burn Multiples and Capital Efficiency in an AI World
11:54 What Metrics Founders Need to Focus on in a World of AI
19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound
33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning?
36:35 OpenAI Needs the Same Energy as Japan… WTF!
41:09 How Can We Fund the $1TRN Sam Altman Needs for Energy
52:39 FiveTran and DBT: Is the Wave of Consolidation About to Begin?
59:44 Does Private Equity Need to Change in a World of AI
01:06:23 Political Expression and Corporate Responsibility
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