Venture Capital
The venture-capital topic is about the craft itself: the difference between USD and RMB funds, how taste and judgment form, how investors evaluate deals, and how LPs evaluate funds. Guests are investors running active funds and operators who have founded companies. No industry jargon here — the conversations are about real decisions: why they invested, why they passed, what they missed, where they lost money. Career paths too — migrating from USD funds to RMB funds, or what a decade of venture investing in Africa is actually like.
6 edited conversations, newest first.
EP50
SpaceX for $5,000 · The real Mag7 · ByteDance the yardstick · 321 for-sale notices
EP40
Why Anthropic won't buy Cursor · Account pools and relay stations · Companion AI's drift toward risqué · Feishu the dark horse
EP35
Billionaires on tour · Robots learning to be human · Budget hotels and fast-food chicken
EP34
Filigree in dollars · A scientist's jigsaw · A breach in the Great Wall · Red-chip panic
EP21
Missing Pinduoduo · Twenty degrees off consensus · MCP is Android-scale · Back for the second half
EP3
Christian due diligence · Predatory lending · The World Bank as your LP · The office as church