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The Twenty Minute VC · 5 Jun 2025 · 1h 23m
20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund
WithMary Meeker
MentionsThoma BravoSam Lessin
Agenda: 00:00 – The Most Unfiltered Episode Ever Begins 03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not. 05:45 – TVPI Is Bullshit? 09:20 – Asset Gatherers vs Real Investors: Who Actually Wins? 12:15 – The Death of the Billion-Dollar VC Fund? 16:00 – Mid-Tier VC Funds Are Getting… More on the show's page
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TBPN · 2 Jun 2025 · 3h 12m
Mary Meeker's AI Report, Ukraine's Operation Spider Web | Soren Monroe, Connor Love, Melisa Tokmak, Jordan Schneider, Maxwell Meyer
WithMary Meeker
TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel -… More on the show's page
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TBPN · 4 Feb 2025 · 3h 12m
DOGE Update, Jelly Jelly Coin, Apple AR, The End of Advertising, Mary Meeker
WithMary Meeker
TBPN.com is made possible by: Ramp - https://ramp.com Eight Sleep - https://eightsleep.com/tbpn Wander - https://wander.com/tbpn Public - https://public.com AdQuick - https://adquick.com Bezel - https://getbezel.com Polymarket - https://polymarket.com Follow TBPN: https://TBPN.com… More on the show's page
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The Twenty Minute VC · 18 Aug 2017 · 27 min
20VC: What Larry Paige, Mary Meeker and Ben Horowitz All Have In Common, Why You Have To Build A Movement Not A Brand & Why This Really Is A Great Time To Be An Entrepreneur with Joey Zwillinger, Co-Founder @ Allbirds
WithMary Meeker
MentionsBen HorowitzJoey ZwillingerDick CostoloIndustry VenturesLerer HippeauMaveron
Joseph Zwillinger is the Founder @ Allbirds , the startup that makes the world's most comfortable shoes check this out, made out of wool. They have funding from the likes of Maveron, Lerer Hippeau and Slow Ventures and an army of loyal fans that includes Larry Paige, Ben Horowitz, Mary Meeker and… More on the show's page
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The Twenty Minute VC · 19 Dec 2016 · 35 min
20VC: Learnings From Mary Meeker & Larry Summers, Missing Out On Uber & The Changing World of VC with Canvas Partner, Rebecca Lynn
WithLarry SummersMary MeekerRebecca Lynn
Rebecca Lynn is a Partner @ Canvas , where she focusses on Fintech, Digital Health, SaaS and mobile. Rebecca led an early stage investment in Lending Club, which was the largest US technology IPO of 2014 and the 4th largest Internet IPO since 2001. She has also led investments in the likes of Check… More on the show's page
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Episodes that name Mary Meeker in their description, which is not the same as being on them.
The Twenty Minute VC · 23 Feb 2026 · 1h 7m
20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
WithLucas Swisher
MentionsCoatueKleiner PerkinsMamoon HamidMary Meeker
Lucas Swisher co-leads the growth fund at Coatue where he has partnered with iconic companies like OpenAI, Harvey, Deel, Canva, Openevidence, Anthropic, and others. Prior to Coatue, he was on the investment team at Kleiner Perkins, where he focused on growth stage software businesses. AGENDA:… More on the show's page
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The Twenty Minute VC · 10 Nov 2025 · 1h 26m
20VC: Benchmark's Newest General Partner Ev Randle on Why Margins Matter Less in AI | Why Mega Funds Will Not Produce Good Returns | OpenAI vs Anthropic: What Happens and Who Wins Coding | Investing Lessons from Peter Thiel and Mamoon Hamid
WithMamoon Hamid
MentionsPeter ThielFounders FundKleiner PerkinsMary Meeker
Ev Randle is a General Partner @ Benchmark, one of the best funds in venture capital. In their latest fund, they have Mercor ($10BN valuation), Sierra ($10BN valuation), Firework ($4BN valuation), Legora ($2Bn valuation) and Langchain ($1.4Bn valuation). To put this in multiples on invested… More on the show's page
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BG2Pod · 31 Jul 2025 · 1h 4m
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
MentionsMary Meeker
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2! Timestamps:… More on the show's page
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The Logan Bartlett Show · 12 May 2023 · 1h 45m
EP 64: Jay Simons (GP, BOND Capital) On How Product-Led Growth Turned Atlassian into a $40B Company
WithJay Simons
MentionsMary Meeker
Jay Simons is a General Partner at BOND Capital and former President of Atlassian. Jay ran Atlassian between 2012-2020 taking them from pre-IPO to about $3B in revenue. Jay is known for being one of the earliest SaaS leaders to adopt and implement a product-led growth strategy. In this episode Jay…
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The Full Ratchet · 27 Jul 2020 · 48 min
241. Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data (Niki Pezeshki)
WithNiki Pezeshki
MentionsMary Meeker
Niki Pezeshki of Felicis Ventures joins Nick to discuss Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data. In this episode, we cover: Background and path to venture. Thesis at Felicis and your focus there? How has the pandemic affected your approach to… More on the show's page
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