Podcasts

  Casey Means, MD is a Stanford-trained physician, Chief Medical Officer and Co-founder of metabolic health company Levels, and Associate Editor of the International Journal of Disease Reversal and Prevention. Her mission is to maximize human potential and reverse the…

Doug and Gene look forward to 2020 and talk direct listings, what needs to happen for them to be mainstream, Tesla, and Apple. Top 3 Takeaways: Creating a mechanism for companies to raise capital as part of a direct listing…

In a live episode recorded in front of a virtual audience on Teooh, Doug and Gene discuss the IPO market, the new focus on profitability, direct listings, and take questions from the audience. Top 3 Takeaways: The trajectory of many…

Vikash Gilja is an assistant professor at UCSD, where he researchers brain-machine interfaces. Dr. Gilja is an advisor to Paradromics. He holds a Ph.D. in computer science from Stanford University, an M.Eng and B.S. in EECS from MIT, and a…

Doug offers insight into the benefits of direct listings and debunks a recent article written in opposition to them. Top 3 Takeaways: This article from Renaissance Capital on why direct listings are bad for public investors contains a lot of…

Jeff Thomas is a Senior Vice President at Nasdaq and the Head of Western US Listings and Capital Markets. Top 3 Takeaways: The IPO window should remain open through the upcoming election cycle as long as volatility levels don’t rise…

DoorDash, Honey, and 1Password serve as the backdrop for a conversation about how late-stage investor expectations will shift as direct listings become more popular, why themes matter in investing, and how bootstrapped companies can raise demand for secondary markets. Top…

Marc Ferro is a post-doctoral researcher at Stanford University. Marc holds a Ph.D. from École des Mines de Saint-Étienne and an undergraduate degree from École nationale supérieure des Mines de Saint-Étienne. Top 3 Takeaways Small neural interfaces improve signal quality.…

There has been a lot of discussion lately in the venture community about the favorability of direct listings over the IPO process. The chief complaint of IPOs is that securities are underpriced at issue. To better understand the comparison between…

As high-growth companies shift their narrative toward profitability, investors need to decide if they believe the new story. Also, SoftBank minces words around growth vs. profitability, Kalanick’s Cloud Kitchens receives a massive valuation, and we discuss using capital as a…

Part of our jobs as venture capitalists is to have a view on where the puck is going in markets we want to invest in. We also pay attention to where the puck is going in the investment markets broadly.…

Is marking up your private investments by leading consecutive rounds a mistake or a brilliant move? Doug and Gene discuss SoftBank’s tactics, Lyft, Lime, Faire, and SPACs vs. direct listings. Top 3 Takeaways: While SPACs may be useful in some…