Post Money

Post Money

Post Money Podcast features conversations with the world’s leading founders and venture capitalists across industries. Hosted by Nilanjana Bhowmik, Founder & General Partner at Converge, Post Money dives into the art of raising capital, building high-growth companies, founder psychology, early-stage strategy, and the human decisions behind iconic outcomes. New episodes weekly with the builders and backers shaping the next decade of innovation. postmoneypodcast.substack.com

Episodes

August 31, 2026 • 43 mins

If AI agents can escape their sandboxes, coordinate with each other, and attack infrastructure without traditional security tools noticing, what exactly happens to the cybersecurity industry built over the last 20 years?

That question sits at the center of this conversation with Ed Sim, founder of boldstart ventures. But it quickly opens into a much bigger one: how do you invest or build a company when the technology is moving faste...

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Houston built an e-commerce company to half a billion in revenue in under five years, minting about 100 millionaires along the way. It's also home to a rocket engine 15% more efficient than anything else on the market. None of it required moving to San Francisco.

Blair Garrou, co-founder and Managing Partner of Mercury Fund, has been investing between the Rockies and Atlanta since Texas’s biggest funds were declaring venture d...

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Sixty percent of US venture capital dollars in the first half of 2026 went to just two companies, but Sunil Dhaliwal argues that much of this money should not be considered traditional venture capital at all.

In this episode of the Post Money Podcast, Sunil Dhaliwal, founder and general partner at Amplify Partners, breaks down how AI is changing startup formation, fundraising, hiring, growth expectations and the venture capital indu...

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Growing a startup from $2M to $350M ARR requires much more than a great product. Every stage of growth demands new leadership, new systems, new sales strategies, and difficult decisions that most founders never anticipate.In this episode of the Post Money Podcast, Peter McKay, former CEO of Snyk, explains how the company evolved from a small developer security startup into a business approaching $350 million in ARR. Rather than tel...

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July 23, 2026 • 18 mins

OpenAI won't reach nearly $300 billion in annual revenue by selling ChatGPT subscriptions alone. It will have to expand into some of the world's biggest markets, and commerce is one of them.

So what happens when the biggest AI companies in the world decide they want a piece of your shopping cart? And where does that leave the startups trying to build in their shadow? According to Ben Lerer, co-founder and Managing Director at Lere...

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Bosch outsells nearly every software company in the automotive industry, but nobody in Silicon Valley thinks of Bosch as a software company. That blind spot is the entire thesis of this episode: the physical world runs on trillions of dollars of GDP that AI has barely touched, and the founders who win there won’t come from the industries they’re disrupting.

In this episode, Bilal Zuberi explains why we’re entering ...

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Every month, new startups launch with access to the same models, the same tools, and increasingly similar technology. In today’s episode of Post Money Podcast Brad Svrluga explains why founder quality, hiring, and relentless execution have become the defining advantages in a market where innovation cycles now move at unprecedented speed.

For founders, the challenge is no longer simply building a great product. It’s buil...

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AI is shrinking teams, accelerating product development, and changing what investors look for in founders. The biggest competitive advantage is no longer having the largest team, it’s learning faster than everyone else.

Nihal Mehta from Eniac Ventures shares why the future belongs to founders who ship relentlessly, stay close to customers, and keep burn low until the market pulls them forward.

Inside The Episode:

* The startup m...

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Some of Silicon Valley's biggest success stories started with government funding, not venture capital. The U.S. government has helped build some of the world's most valuable technology companies, from Hewlett-Packard and Oracle to Pixar and Palantir, and the next generation may be no different.

Alexander Harstrick has watched this shift happen from the inside: first in military intelligence and Pentagon technology acquisition, and ...

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In a matter of days, the U.S. government blocked access to Anthropic’s advanced Mythos and Fable models, while SpaceX surpassed a $2 trillion valuation and announced its $60 billion acquisition of Cursor, one of the fastest-growing AI software companies in the world.

These events may appear unrelated, but together they point to a fundamental shift in the AI landscape. Advanced AI is no longer just a commercial technology. It i...

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Venture capital spent the last twenty years chasing software. Now some of Silicon Valley’s most experienced investors believe the next generation of trillion-dollar companies will be built in the physical world.

In this episode of the Post Money Podcast, Bain Capital Ventures Partner Ajay Agarwal explains why AI is moving beyond chatbots and software into factories, warehouses, construction sites, logistics networks, and robot...

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When someone told me, “You have to invite Lu Zhang on the show because she’s fearless,” I was intrigued.

That single word ended up shaping much of this conversation.

Lu started investing in AI long before AI became the hottest topic in venture capital. She launched Fusion Fund when most people thought she was too young to be a venture capitalist, built the firm from less than $20 million to more than $500 million in...

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Founders are constantly told to “think bigger,” raise more capital, and chase billion-dollar outcomes. But behind the headlines about AI unicorns and explosive growth lies a much harsher reality: most startups never IPO, most founders end up heavily diluted, and even successful venture-backed companies can take a decade or more to reach an outcome.

In this episode of the Post Money Podcast, Nilanjana Bhowmik sits down wi...

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Inside top venture firms, investors are now funding frontier AI research labs before products exist, before revenue exists, and sometimes before there is even a clear path to monetization. The bet is no longer just on software companies, it’s on entirely new forms of intelligence.

In this episode of the Post Money Podcast, Raviraj Jain from Lightspeed Venture Partners explains why some of Silicon Valley’s biggest capital...

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Autonomous ships, AI-powered naval systems, and unmanned fleets are quickly becoming one of the most important technology shifts inside the US defense ecosystem, driven by a reality that is reshaping how the US thinks about maritime power and industrial capacity.

China now builds half of all the ships in the entire world. Their Navy is roughly the same size as the US Navy. The US cannot out-build them on destroyers and carriers, so ...

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David Frankel wrote some of the earliest checks into companies like Uber, Coupang, PillPack, Whoop, Shield AI and Suno, yet his firm, Founder Collective, still refuses to lead Series A rounds or aggressively double down on portfolio companies. In this conversation, he explains why too much funding can quietly destroy startups, why founder-investor alignment matters more than ownership percentage, and how venture capital remains wil...

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Anthropic just drew a line in the sand. Their latest frontier model MYTHOS is so capable at autonomously discovering and exploiting cybersecurity vulnerabilities that they’ve refused to release it to the public. Instead, it’s being quietly handed to a handful of giants like Microsoft and JP Morgan Chase and top government officials, including the Treasury Secretary and the Fed Chair have already been briefed.

In this epi...

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Most founders are still building for a human buyer, while they already should be marketing to machines.

In this conversation, Anshu Agarwal, General Partner at Converge, explains why your real buyer could be an AI agent that researches, shortlists, and recommends products before a person ever sees your brand. That shift changes how customers discover, evaluate, and choose products, and it forces founders to rethink marketing from t...

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For decades, capital and talent flowed toward software. Meanwhile, China quietly built a $20T economy by doing one thing exceptionally well: owning global manufacturing and its supply chains. Now, the pendulum is swinging back.

In this episode, Lior Susan (Founder & CEO of Eclipse) makes a bold case: manufacturing isn’t just another sector, it’s the backbone of GDP, national security, and long-term wealth creation. H...

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Why do investors miss billion-dollar companies, even when they’re in plain sight? Shopify is a great example of this. It wasn’t some obscure, hard-to-access startup. It was right there: powering thousands of websites, showing up as that small green logo across the internet. If you were paying attention, you could see it everywhere. And yet, for years, most people didn’t understand what it was becoming.

It sat in t...

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