Founders Fund
Organization
A venture capital firm known for investing in technology and high-growth startups, including companies such as SpaceX, Palantir, and Fitbit.
8 episodes featuring Founders Fund
Sourcery
Stord bets fulfillment data can outmaneuver Amazon Prime
The conversation examines whether logistics companies applying AI and robotics in physical operations can capture more value than the technologies themselves.
Sep 29, 2026 · 15 min
How I Invest with David Weisburd
AI forces investors to rethink private-market advantages
Higher rates, costlier leverage, crowded strategies, and rapid AI adoption are challenging the assumptions behind private-market portfolios.
Sep 25, 2026 · 1h 3m
TBPN
AI turns business strategy into a race over productivity and visibility
The episode connects AI’s economic effects to concrete changes in hiring, journalism, entertainment, insurance, regulation, and how companies reach automated agents.
Sep 15, 2026 · 2h 57m
TBPN
AI’s race raises questions about safety, supply chains and durable businesses
The episode connects frontier-AI governance to semiconductor bottlenecks, cybersecurity, consumer software, industrial strategy and the economics of consolidation.
Sep 14, 2026 · 2h 50m
Coffeez with Joe Shalaby
Crowdfunding turns customers into private-market owners
As employment becomes less secure, the episode examines whether broader access to private-company ownership can expand opportunity while exposing investors to serious risk.
Sep 10, 2026 · 1h 21m
TBPN
AI’s next test is adoption, not spectacle
The episode connects frontier-AI risk and valuations with the harder question of whether these systems can produce durable gains in creative work, business, and everyday life.
Sep 9, 2026 · 2h 59m
Sourcery
Bridgit Mendler scales the infrastructure behind space missions
The episode shows why reliable ground infrastructure, not just spacecraft, is becoming central to the growth and security of the space economy.
Aug 31, 2026 · 46 min
How I Invest with David Weisburd
AI reshapes investing while human judgment holds its ground
The episode examines which investment workflows AI can commoditize and why accountability, trust, relationships, and judgment may become more valuable.
Aug 19, 2026 · 60 min