Alex Wilhelm

speaker

67,402 appearances 274 recordings 1 series first heard Sep 2024 last heard 19 Aug

Alex Wilhelm’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 108 in all, peaking in Oct 2025 with 15.

Appearances

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This Week in Startups · Why the most expensive Seed deals are the cheapest | E2299 · 10 Jun 2026 podcast

And so I wonder back to Michael's point about making, you know, capital decisions. voice-verified

based on other term terms than just, you know, burn. voice-verified

I wonder if we'll see a a even more concentration of of partnerships between founders and VCs and reducing the number of them as companies maybe need less money to scale unless they blow out their token budget. voice-verified

Yeah, we'll get into why that's the case in a second, but you're telling me that essentially Tiger is not dead and that the crossover story is not over. voice-verified

Because I feel like for eighteen twenty four or thirty-six months, there the idea of seeing all this quote quote tourist money coming into tech was written off again. voice-verified

I'm glad you said mubatala because if you can't say mubatala or tomasek, you pass the Shibaleth test and therefore you can't come on the podcast. voice-verified

You have to be able to pronounce them correctly. voice-verified

And I learned that in a Tomasek uh conference room once when I butchered it, and it was corrected by every single person in the room. voice-verified

So now you know if you're listening to this show. voice-verified

All right, here's here's the thing though. voice-verified

If people are raising money to go out and amp their token budgets, right, to cover their token spend, why do we need VCs at all? voice-verified

Why shouldn't Anthropic and OpenAI just meter out tokens in exchange for equity? voice-verified

Cut out the middleman. voice-verified

Page. voice-verified

The thing that I missed that everyone just reminded me of is the open AI pitch to why combinator companies offering two million dollars worth of tokens in exchange for equity on essentially it's a it's a SAFT, a simple agreement for future tokens. voice-verified

There's also modeling voice-verified

There's also model. voice-verified

So then the closer to the metal you are, the better of a VC you can be. voice-verified

Because if Neolives are gonna dole out compute GPU hours for equity and open A is offering tokens, I guess beneath that's offering electricity access for equity at some point in time. voice-verified

Like how far can we go down this rabbit hole? voice-verified

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