We follow the money in fintech. This episode looks at the hottest sectors, from innovating on core infrastructure to embedding financial services in non-financial platforms.

Beyond just investing in AI, how is AI changing the process of venture capital? We explore AI-driven deal sourcing, diligence, and portfolio management.

AI is reshaping every industry. This episode explores the key AI trends VCs are watching, from foundational models to the application layer, and where capital is being deployed now.

Going deeper, this episode speaks to the (LPs). We explore why the studio model is becoming an attractive asset class for the investors in venture funds.

We dive into the economics and strategic advantages of the studio model from a general capital perspective. Learn why VCs are increasingly allocating funds to studios to de-risk early-stage bets.

An inside look at the Mandalore thesis. Minh shares our perspective on company building and the future of capital, outlining the principles that guide our investment strategy.

AI startup valuations are at an all-time high. Is this a bubble or the new reality? We debate whether AI companies are overhyped or genuinely underestimated by VC and PE investors, and what to look for beyond the hype.

The studio model isn't just for VCs. This episode explores the rise of corporate venture studios, examining why large companies are adopting this model to drive innovation, launch new ventures, and compete with agile startups.

Which path is right for you? This episode compares the studio and accelerator models from a founder's perspective, examining equity, speed to market, and long-term success rates.

🔊 This podcast episode was created with the support of AI.

A foundational look at the key models for early-stage company building. We break down their differences in capital, support, and equity to help founders understand the landscape.

🔊 This podcast episode was created with the support of AI.