Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’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 — 2 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

It's like, well, those things are really hard, you know?

Eight times.

I'm like, oh, I was like, oh my God, it was like a heart attack.

Anyone that has been blindly loyal to Elon, they've all got stupidly rich.

At the face of it, this is a Rubicon moment in the history of the AI industry.

It's the first time that the US has ostensibly regulated an AI model based on capabilities.

Good intentions bite you in the ass more than evil deeds.

Outside of China, there are basically no good open source models.

Where are the US open source models?

There's a partner here at Benchmark that says any liquidity for pre-AI SaaS companies is top decile performance, any liquidity at all.

One piece about all these IPOs, and we can't help ourselves because the company starts trading.

You can do the math on everyone's net worth immediately once it starts trading.

But I do wish there was like a moratorium on even talking about, or even if you own the shares, looking at a stock price when the shares are still locked up.

What I mean by that is like all of these, I mean, a traditional lockup means that any of the like venture insiders, the CEO, the management team, the employees, they typically can't sell for like six months.

And what often happens when you have so little of your shares trading, so like right now,

SpaceX's total share count, only about 4% of the shares are being traded.

That's like a tiny, you know, they call that float.

It's a tiny amount of float.

And it allows for all sorts of weird things like gamma squeezes, which we can talk about, or any of these other things that make the share price just insanely volatile over the first few months of trading until the lockup releases.

So a gamma squeeze, so when people are allowed to trade options on a stock,

Showing 1–20 of 383 · page 1 of 20