
In this episode, a16z partner Jorge Conde interviews Novartis CEO Vasant Narasimhan about reshaping the 250‑year‑old conglomerate into a focused medicines company, a move he estimates will unlock $180 billion of value. Narasimhan outlines Novartis’s three platform pillars—cell and gene therapies, RNA medicines, and radioligand therapies—and explains how AI is accelerating drug discovery. He also discusses the growing competitive pressure from China’s biotech sector and shares his criteria for startup partnerships, emphasizing decisive experiments and robust CMC work as make‑or‑break factors.
In this episode of Upside, Dan, Mads, and guest Sam Marchant dissect the surge of capital into enterprise AI, highlighting Anthropic’s $30 billion round and contrasting it with OpenAI’s shift toward consumer‑focused monetization. They explore the paradox of AI‑driven productivity, where...

In this episode, Ben Currin, CEO of Vantaca, explains how the company bootstrapped a vertical SaaS platform for HOA management from under $1M ARR to $50M ARR, first reaching $5–10M without external funding and then scaling tenfold after a minority...

In this episode, Dr. Tiffany Yeh, MD, co‑founder and CEO of climate‑tech startup Eztia Materials, discusses the urgent heat challenge facing construction workers and how human‑centric cooling technologies can protect them. She explains the science behind Eztia’s HydroVolt material, its...

The episode breaks down Runway's $315 million Series E round that lifted its valuation to $5.3 billion and explains the company's push into AI "world models" for next‑generation video generation. Listeners learn how Runway's technology differs from traditional generative models, giving it a...

In this 39‑minute conversation, Nolan Bean, CIO of FEG Investment Advisors, shares how institutional investors allocate over $90 billion across public and private markets, focusing on risk appetite, liquidity, and long‑term returns. He explains the four core risks institutions manage, why...
In this episode, Andreas interviews Debbie Wosskow OBE, a serial founder and chair of the UK’s Invest in Women Task Force, about the shift from gender‑equity intentions to actual capital flows in venture. She explains how aligning incentives and power...
The All‑In panel traces Changpeng Zhao’s (CZ) journey from his immigrant childhood in Canada to founding Binance, detailing his early tech career, the launch of his first Shanghai startup, and his discovery of Bitcoin that led him to go all‑in...
In this episode, Lynne Chou O’Keefe, founder and managing partner of Define Ventures, discusses how AI is reshaping health‑tech investing amid a fragmented healthcare system and the shift toward value‑based care. She outlines three phases of AI adoption—from streamlining administrative...
In this 30‑minute episode, the hosts break down how earnouts can bridge the valuation gap for VC‑backed companies during M&A transactions, emphasizing the need for solid legal structures rather than verbal promises. They walk listeners through the key clauses that...

In this episode, Ariel Cohen, co‑founder and CEO of Navan (formerly TripActions), discusses the company’s recent IPO, the sharp drop in market cap, and the strategic decisions driving its next phase. He explains why Navan rushed to go public, how...
In this episode, host Tom Britton talks with Michael Langguth, founding partner of Carbon 13, about why Europe’s climate‑tech breakthroughs will come from large industrial players rather than consumer‑focused apps. Langguth explains the “green discount” – the cost advantage of deep‑tech...

In this episode, Eric Yuan recounts his journey from a frustrated employee at a video‑conferencing startup to founding Zoom, detailing the company’s rapid 30‑fold expansion during the COVID‑19 pandemic. He explains how Zoom scaled its technology, culture, and operations to...

In this episode, Morgan Hitzig interviews Navy Chief Technology Officer Justin Fanelli to unpack the findings of the first annual Beyond the Battlefield survey, which examines how to accelerate the transfer of private‑sector technology to the warfighter. Fanelli explains the...

In this episode, Matt Spiegel, founder and CEO of Lawmatics, walks through how his vertical SaaS company scaled to $12M ARR by focusing on high ARPU, agentic AI, and disciplined capital strategies. He shares tactics for acquiring the first 100...
In this episode, former race‑horse jockey turned Glovo co‑founder Sacha Michaud walks through the operator playbook that powered Glovo’s rapid rise and disciplined exits. He explains how the company launched its MVP in 2.5 months, scaled internationally with a launch‑team...

In this 39‑minute episode, Kevin Moore recounts his 15‑year journey from civil engineer to first‑time VC fund manager, highlighting why there’s never a perfect moment to launch a fund and how sales skills dominate a GP’s role. He demystifies LP...

In this episode, Oren Zeev discusses why many venture investments look wrong initially, the overhyped AI boom, and the dangers of chasing hyper‑growth. He predicts a major shakeout with roughly half of VC funds failing, explains his radical alignment model...

In this episode, Reid Hoffman and Aria Finger interview Amjad Masad, CEO of Replit, about how AI is democratizing software creation by turning natural language into functional code. Masad shares his journey from self‑teaching in Jordan to building a platform...
In this interview, ElevenLabs CEO and co‑founder Mati Staniszewski outlines the company’s rapid growth—now at $330 million ARR—and its upcoming funding round that could crown it Europe’s most valuable tech startup. He explains the vision behind ElevenLabs’ “omni” audio AI model, a...

In this episode, Fawn Weaver, founder of Uncle Nearest Premium Whiskey, discusses how she overcame a fear of failure while scaling one of the fastest-growing spirit brands. She shares strategies for aligning business growth with personal purpose, emphasizing resilience, storytelling,...

The episode examines Waabi, an autonomous trucking startup that just raised a $1 billion funding round, including a $250 million investment from Uber. It highlights Waabi's AI‑first strategy, which relies on advanced simulation to enable rapid learning and generalization across vehicle platforms...
In this episode, Andy Kangpan, Partner at Metalayer, discusses how institutional capital is shaping the next phase of on‑chain finance, emphasizing the need for robust, regulated‑grade infrastructure. He explains Metalayer’s investment thesis, focusing on seed and early‑stage companies that bridge...

In this 45‑minute episode, West Point graduate and former Airborne Ranger Brad Harrison explains how Scout Ventures applies military‑grade SOPs and a 40‑revision investment process to back frontier deep‑tech startups at the nexus of national security and innovation. He details...
In this episode, host Andreas Munk Holm talks with Jan Hofmann of Viessmann Generations Group and Christian Hernandez, GP of 2150, about the current state of climate‑tech investing. They argue that hype has faded, leaving only robust business models and...
In this episode, the All‑In hosts interview four CEOs about the landscape they expect in 2026. Jeremy Allaire of Circle discusses the post‑GENIUS Act stablecoin environment, interest‑rate pressures and how AI will reshape money. George Kurtz of CrowdStrike warns that...

In this episode Harry Stebbings shares his rapid early success, details how he secured a cold‑email interview with Marc Benioff after 53 attempts, and reveals unconventional fundraising tactics like raising $70 M via WhatsApp. He introduces a decision‑making framework inspired by Pat Grady...

The episode spotlights major developments in the increasingly crowded orbital environment, including D‑Orbit’s $53 million Series D raise to boost M&A and in‑space computing, Loft Orbital’s selection as prime contractor for France’s DESIR radar‑imaging program, and Aalyria’s award from the U.S. Air...
In this episode of All‑In, hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg, moderated by Maria Bartiromo, discuss America’s AI strategy with former U.S. Chief Technology Officer Michael Kratsios. They examine the massive costs and energy demands of...

In this episode, host interviews Zach Resnick, founder and CEO of Ascend, a membership service that automates 90% of travel decisions and cuts business/first‑class fares by roughly 35%. Resnick shares how he opened 300 credit cards, leveraged miles and points...
In this episode, Andreas Munk Holm talks with Oskar Hartmann, a serial founder turned super‑angel, about his "beast mode" approach, burnout lessons, and the importance of product‑soul fit. Hartmann explains the new Accumulator model—a share‑pooling mechanism that gives founders and...
In this episode Dan Bowyer, Mads Jensen, and Lomax Ward dissect a range of power shifts across European tech, from OpenAI’s health‑focused ChatGPT and the FDA’s fast‑track AI medical device approvals to Meta’s acquisition of AI‑agent platform Manus and Nvidia’s...

In this episode, Luke Harries, Head of Growth at ElevenLabs, breaks down the company’s $6.6 billion growth engine, detailing how a horizontal product strategy and sharded growth teams drive massive scale. He shares a 7‑part launch playbook that routinely generates 700K+...
In this episode, Commerce Secretary Howard Lutnick outlines how strategic trade policies, revamped tech initiatives, and targeted reforms could propel U.S. GDP growth to 5‑6% by 2026. He discusses the legacy of Trump’s tariffs, the evolving US‑Japan trade relationship, stalled...

In this episode, Dominik Schumacher, CEO and co‑founder of Tubulis GmbH, explains how the company’s antibody‑drug conjugate (ADC) technology uniquely targets cancer cells, minimizing side effects and enhancing patient outcomes. He details the distinctive chemistry that sets Tubulis’s ADCs apart...
In Episode 111, host discusses the evolution of online knowledge sharing with Wikipedia co‑founder Jimmy Wales, covering the platform’s impact on information accessibility, challenges around misinformation, and the future of open‑source collaboration. Wales shares insights on the balance between community...

In this episode, a16z partner Joel de la Garza talks with Keycard CEO Ian Livingstone about the rapid shift from AI copilots to fully autonomous agents expected in 2026, and why enterprises will be the first adopters. They explore the...

In this episode, Katlin Smith recounts how she turned a humble almond‑flour muffin experiment into Simple Mills, a clean‑snack brand that grew into a $800 million exit. She discusses the challenges of scaling a health‑focused food company, the strategic decisions that...
In this episode, Michael Brehm of Redstone explains how the firm backs a single investment across 200 European ventures, creating a new model for VC access that spreads risk and capital efficiently. He discusses the rationale behind concentrating capital, the...

Phylicia Koh, GP at Play Ventures, explains how gaming mechanics are becoming the operating system for consumer apps, with in‑app purchases in non‑gaming sectors now outpacing traditional gaming spend. She outlines Play Ventures' $142 M thesis focused on "playable apps" that...

Alan Chang, co‑founder and CEO of Fuse Energy, shares how he scaled the company from $2M to $400M in three years by applying the same high‑speed, extreme‑ownership culture he helped build at Revolut. He emphasizes that building a generational business...

In this episode, Rajeev Ranka of Japan's Incubate Fund explains their 100‑year investment horizon and how it shapes decisions like backing Captain Fresh during COVID and pivoting it from a domestic brand to a global seafood exporter. He argues that...

The episode explains how the AI boom has shifted the competitive focus from chips to electricity, prompting Big Tech firms to acquire or contract power assets—Google’s $4.75 billion purchase of Intersect Power, Microsoft’s Three Mile Island restart, and Amazon’s nuclear deals. It highlights...

In this episode, Reid Hoffman talks with former PepsiCo CEO Indra Nooyi about how to cultivate an environment that unlocks a team’s creative potential. Nooyi shares the leadership principles and talent‑development initiatives she implemented at PepsiCo, emphasizing psychological safety, clear...

In this Rapid Response encore, Ben Lamm, co‑founder and CEO of Colossal Biosciences, walks host Bob Safian through the company’s de‑extinction of the dire wolf, explaining the scientific process, the high‑profile investor backing, and the broader implications for conservation, biodiversity,...
Treasury Secretary Scott Bessent outlines how tariffs can be wielded as a national‑security tool, despite legal hurdles, and argues that targeted tariffs could protect critical supply chains. He critiques the Federal Reserve’s past policies that fueled a 15‑year asset bubble,...

In this episode, Kike Miralles, Investment Director at Intel Capital, discusses the firm’s corporate‑venture strategy for quantum technologies, emphasizing investments in hardware and middleware, especially QPU scale‑out networking and hybrid error‑correction approaches. He compares leading quantum modalities, outlines typical check...

In this episode, Sarah Chen‑Spellings talks with Ho Ren Hua, CEO of Thai Wah, about transforming a 77‑year‑old family starch business into a regional agri‑food and bio‑materials platform anchored in sustainability. He outlines the “F4” framework (Farm, Factory, Family, Food) and shows how...

Jason Lemkin and Owner CRO Kyle Norton discuss how AI agents now outperform average AEs and SDRs, reshaping GTM team structures. They stress that CROs/CMOs must personally train at least one agent within 30 days, choose one or two vendor...

In this episode, Stefan Roebel, co‑founder and CEO of ARX Robotics, discusses how his company evolved from makeshift decoy robots to NATO‑backed modular systems now operating in Ukraine, illustrating the need for Europe to overhaul its slow defence procurement and...