Trading Places is the only VC secondary podcast on the internet. Each week, Dave McClure and Aman Verjee break down the biggest stories in venture capital, tech, and private markets — with the insider perspective most shows don't have access to.

This week's guest is Oren Barzilai, founder and CEO of EquityBee — the platform that funds startup employees' stock option exercises via forward contracts, giving them access to liquidity most never see.

00:00 — cold open

00:45 — [ tech and vc news ]

01:28 — Iran war vs. markets 💥

03:49 — OpenAI c-suite shakeup 🪇

05:29 — Anthropic $30B ARR goes BRRR 💸

10:48 — Claude Mythos mystery 🫆

13:47 — SpaceX financials leaked 🫗

16:13 — CoreWeave deal with Anthropic & Meta 🤝

18:17 — [ intvw: Oren Barzilai @ EquityBee ]

18:29 — What EquityBee does 🐝

21:08 — Who uses EquityBee 👤

31:02 — How much do people sell 💰

31:41 — Which secondary stock is most in demand 🫴

34:50 — Risks and rewards of stock options ⚠️🚀

42:21 — PVC + EquityBee partnership 🙌

49:08 — [ valuation corner: Whoop vs. Oura ]

49:14 — Whoop vs. Oura use cases 🏃‍♂️

50:50 — Whoop ideal customer 💪

52:22 — Oura ideal customer 💍

54:57 — Whoop vs. Oura financials 🧐

57:22 — Who IPOs first? 🏁

[ links: ]

[ invest = https://practicalvc.com ]

[ trading places socials = www.linktr.ee/tradingplacespod ]

[ oren barzilai = https://www.linkedin.com/in/orenbarzilai/ | https://x.com/orenbarzilai ]

[ aman verjee = https://www.linkedin.com/in/aman-verjee/ | https://x.com/amanverjee ]

[ dave mcclure = https://www.linkedin.com/in/davemcclure | https://x.com/davemcclure ]

#VentureCapital #DaveMcClure #AmanVerjee #equitybee #OrenBarzilai