In "The State of AI 2025," Bessemer Venture Partners highlights 2025 as "First Light" following the 2023 "AI Big Bang" (mass release of ChatGPT), revealing emerging "AI Galaxies" of foundational companies and best practices. This episode explores new benchmarks for AI startups, categorizing them into two archetypes: "Supernovas", which are explosively scaling with unprecedented growth (e.g., ~$40M ARR in year 1, ~$125M in year 2), often trading distribution for profit with ~25% gross margins, and "Shooting Stars", which are fast-growing, capital-efficient companies achieving strong product-market fit and ~60% gross margins, following a "Q2T3" (quadruple, quadruple, triple, triple, triple) growth trajectory.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

Welcome to episode 52. Today we dive into AI's Ongoing Valuation Correction: The Margin Trap. AI valuations are soaring at ~40.6x revenue, yet margins lag 20–25 points below SaaS. This isn’t hype—it’s a structural economics problem where unsustainable growth will hit a wall.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

Welcome back to episode 51. Today we're diving into one of the most comprehensive looks at AI implementation in the software industry that I've seen this year. We're breaking down a confidential 2025 report from ICONIQ Capital that essentially serves as a roadmap for any company serious about building AI-powered products.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

Welcome to Episode 50 where we unpack how AI companies are showing unprecedented acceleration in revenue growth and global expansion, significantly outpacing earlier tech innovation waves like SaaS. This rapid progress is driven by their ability to hit revenue milestones faster, achieve immediate global reach, and leverage innovative business models.

This episode was based on an analysis of payment trends from Stripe.

Let's break it down.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

Welcome to Episode 49 where we unpack how stablecoins are quietly killing the $6 trillion payments industry—and why the first trillion-dollar fintech won't come from Silicon Valley, it'll come from the collapse of banking as we know it.

This revolution is already happening. Let's break it down.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

Welcome to Episode 48! Inspired by Mario Gabriele's insightful exploration, "Mario Gabriele's article "Founders Fund: Chaos Agents" from The Generalist, we explore how Peter Thiel and his firm disrupt venture capital by embracing controversy and betting boldly on transformative tech. Let's dive in!

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

Welcome to Episode 47 featuring a recent episode of Invest Like the Best where legendary venture capitalist Bill Gurley provided a profound analysis of the current state of VC, identifying systemic disruptions reshaping capital markets. Hosted by Patrick O'Shaughnessy, the conversation illuminated unprecedented changes that may permanently alter the traditional cycles of venture investing.

Let's dive in.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

In Episode 46, we're exploring what "working" means for AI apps, based on insights from top VC firm Andreessen Horowitz from Silicon Valley. The generative AI era has ushered in a period where startups are growing faster than ever, often with fewer resources. We're seeing a significant shift in benchmarks for the average AI company. What was once considered best-in-class growth, like $1 million in ARR in the first year for enterprise startups, is now considered on the lower end. If you're interested in the cutting edge of tech and startup growth, tune in to understand why there's never been a better time to build an application-layer software company.

Let's dive in!

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

This episode draws heavily on the insightful analysis presented by Lyn Alden in her interview, titled "Fiscal Doom Loop: Why Nothing Stops This Train" (watch here). Alden masterfully breaks down the mechanics of U.S. fiscal dominance, the systemic pressures driving perpetual deficits, and the long-term implications for monetary policy and asset allocation. Her clear-eyed perspective forms the backbone of our discussion, and we highly recommend watching the full conversation for a deeper dive into these critical issues.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.

Welcome to Episode 44. Today, we're pulling back the curtain on "Stealth QE": Stealth Quantitative Easing. The Federal Reserve claims they've stopped printing money, but is that the whole story? We'll delve into the hidden mechanism that the sources describe as secretly transferring wealth from your wallet and explore how it's linked to the nation's $34 trillion debt. We'll break down this "invisible money printer" and discuss why understanding it could be crucial for preserving your wealth.

Let's break it all down.

Disclaimer:

This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.