All Things VC
Activity Overview
Episode publication activity over the past year
Episodes
Mori: The Company Making Food Stay Fresher for Longer
22 May 2024
Contributed by Lukas
Mori is a biotech startup that makes food last twice as long. Whether it’s fruits, vegetables, meat, or seafood, Mori extends the consumption time...
#023 Founders Fund
08 May 2024
Contributed by Lukas
Founders Fund is likely the most non-consensus VC firm in the industry. Sequoia founder Don Valentine said to target big markets; Peter Thiel said to ...
#022 Why Construction-Oriented AI Robotics Are One of the Best Use Cases for AI
01 May 2024
Contributed by Lukas
Last week, I talked about how an investor would analyze a startup building something completely new with high technical risk and low market risk. That...
#021 Loyal: Your Best Friend's (and Investor's) Favorite Company + How to Analyze a High-Technical Risk, Low-Market Risk Startup
24 Apr 2024
Contributed by Lukas
Something I really appreciate about humanity is our openness to a good debate. We often see this in business. For example, in my last episode, some co...
#020 Would You Have Invested in Walmart in 1962?
17 Apr 2024
Contributed by Lukas
You may be surprised that a podcast that discusses venture capital and startups decided to do a post on Sam Walton, who started his first company in t...
#019 Synthesis: An Investment Memo
10 Apr 2024
Contributed by Lukas
In this episode, I describe a mock investment thesis on why, based on the public information I have available, I would invest in Synthesis. Synthesi...
#018 MDSV Capital: Everyone's Favorite VC Firm
04 Apr 2024
Contributed by Lukas
MDSV Capital could be considered a fund of funds or a Series A investor. How can a firm be both? Well, through their truly unqiue investing model, MDS...
#017 Why I Would Back Zacua Ventures as an LP
28 Mar 2024
Contributed by Lukas
For framing, I had never heard of Zacua Ventures until a few weeks ago. Funny enough, their simple, few-paragraph announcement of their new $56m fund ...
#016 Qualities of a Top VC Pt. 4: Fund Fundamentals
11 Mar 2024
Contributed by Lukas
To recap, we’ve covered how a VC sources, picks, and wins investments into startups. These are the three core tasks of investing in venture capital....
#015 Qualities of a Top VC Pt. 3: Winning
01 Mar 2024
Contributed by Lukas
Welcome to the third post in our five-part series of what makes a top venture capitalist based on insights from current and former partners at Sequoia...
#014 Qualities of a Top VC Pt. 2: Picking
26 Feb 2024
Contributed by Lukas
Welcome to the second post in our five-part series of what makes a top venture capitalist based on insights from current and former partners at Sequoi...
#013 Qualities of a Top VC Pt. 1: Sourcing
20 Feb 2024
Contributed by Lukas
Welcome to this new five-part series on the qualities of a top venture capitalist based on insights from current and former partners at Sequoia, Bench...
#012 Accel: Five Questions
14 Feb 2024
Contributed by Lukas
In this episode, I reviewed some notes that didn’t make it into last week’s Accel podcast on why they invested in Facebook, Scale AI, and Flipkart...
#011 Accel
07 Feb 2024
Contributed by Lukas
After discussing two venture firms, a16z and Initialized Capital, both founded in the last 15 years, we’re going way back to 1983, the founding year...
#010 Initialized Capital: Five Questions
31 Jan 2024
Contributed by Lukas
Last week, we looked into why Initialized Capital invested in Coinbase, Instacart, and Rippling. Additionally, we explore how they won the deals, wha...
#009 Initialized Capital
24 Jan 2024
Contributed by Lukas
It’s rare that a Venture firm invests in 27 unicorns in just 12 years of its existence. It’s even rarer that a venture firm invests in 27 unicorns...
#008 a16z: Five Questions
17 Jan 2024
Contributed by Lukas
Last week, we looked into why a16z invested in Instagram (Burbn), Okta, and Slack (Tiny Speck), why they passed on Uber, Square, and FTX, how they won...
#007 a16z (Andreessen Horowitz)
10 Jan 2024
Contributed by Lukas
Today, we’re analyzing a16z, the VC firm that was the face of the bull market from 2009 to 2021. A16z fully embraced this movement by raising massiv...
#006 Kleiner Perkins: Five Questions
03 Jan 2024
Contributed by Lukas
A few weeks ago, we looked into why Kleiner Perkins Invested in Genentech, Amazon, and Google, how they won the deals, what Kleiner Perkins' gen...
#005 Benchmark Capital: Five Questions
27 Dec 2023
Contributed by Lukas
A few weeks ago, we looked into why Benchmark invested in eBay, Uber, and Riot Games, how they won the deals, what Benchmark’s general investment th...
#004 Sequoia Capital: Five Questions
20 Dec 2023
Contributed by Lukas
A few weeks ago, we looked into why Sequoia invested in Apple, Yahoo, LinkedIn, Airbnb, and Whatsapp, how they won the deals, what Sequoia’s general...
#003 Kleiner Perkins
13 Dec 2023
Contributed by Lukas
The idea of investors who were former entrepreneurs and engineers backing entrepreneurs and engineers is mainstream in venture capital today. Back in ...
#002 Benchmark Capital
06 Dec 2023
Contributed by Lukas
There are a few companies that define a decade of startup investing. In the 1990s, it was eBay. In the 2010s, it was Uber. While these seem like compl...
#001 Sequoia Capital
30 Nov 2023
Contributed by Lukas
Sequoia Capital is one of the most notable venture capital firms in the world. How notable? Well, As of this writing, Sequoia has financed companies w...
All Things VC: Trailer
29 Nov 2023
Contributed by Lukas
All Things VC brings you the hardest-to-find secrets about why venture capital investors invest in the companies they did, what advice they have for f...