Épisodes

  • Zal Bilimoria | Refactor Capital — On building a solo GP VC firm, portfolio construction evolution, and the lessons that shape great founders
    Dec 10 2025

    Meet Zal Bilimoria, founder & solo GP at Refactor Capital, a seed-stage fund focused on bio, climate, energy, aerospace, and other hard-but-world-changing industries.

    We discuss his 10-year journey building Refactor, how his product years at Google/Netflix/LinkedIn shaped his investing lens, and what he learned from launching A16Z’s first bio fund. We talk portfolio construction, ownership discipline, navigating follow-ons in an AI-inflated market, and how he supports founders in the fast, messy early days.

    Zal also discusses setbacks, down rounds, pay-to-plays, and the moments that shaped his perspective as an investor and partner to founders.

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    48 min
  • Seth Levine | Foundry Group — On building a $4B platform, the future of capitalism, and navigating life’s transitions with intention
    Dec 3 2025

    Meet Seth Levine, co-founder of Foundry Group and longtime venture investor. He shares the story behind building a $4B platform, why the firm chose not to raise future funds, and how he’s thinking about the next chapter of his life and work.

    We dig into his fund-to-fund strategy, the value of broad exposure across the venture ecosystem, and how asymmetric information shapes better decision-making. Seth also reflects on scaling culture, avoiding dogma, and staying grounded in a non-scalable craft.

    Finally, we explore the ideas behind his new book, Capital Evolution, from capitalism as a social compact to declining mobility to how regulation, opportunity, and community shape the future.

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    52 min
  • Jessica McKellar | Pilot - On building billion-dollar companies, why founders should never stop selling, and the power of being an outsider
    Nov 19 2025

    Meet Jessica McKellar, CEO and co-founder of Pilot. In this episode, she shares how she built three successful startups, including exits to Oracle and Dropbox, and breaks down why staying close to customers is a must for shaping strategy and culture.

    Jessica explains why founders should keep selling long after scaling begins—and how great teams come from values alignment, not titles.

    She also reflects on the lessons of being uncool and how empathy, integrity, and curiosity became her biggest superpowers as a leader.

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    48 min
  • Aaron Epstein | Y Combinator – On what makes great founders, the lessons of failure and focus, and building opportunity for others
    Nov 12 2025

    Meet Aaron Epstein, partner at Y Combinator and co-founder of Creative Market. From building his first software as a teenager to selling his startup to Autodesk and later spinning it out again, Aaron’s story is one of curiosity, grit, and reinvention.

    In this conversation, he and Daniel talk about what YC looks for in founders, why great founders matter more than great ideas, and the power of focus in building something lasting. Aaron also shares lessons on failure, fear, and why creating opportunity for others is the ultimate success.

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    48 min
  • Vanessa Larco | Premise VC - On leaving NEA to build her own firm, spotting outlier founders, and the next wave of consumer tech
    Nov 5 2025

    Meet Vanessa Larco, co-founder of the new venture firm Premise and former NEA partner. In this episode, Vanessa joins Daniel to talk about why she left one of the world’s largest VC firms to start her own, how she and her co-founder built Premise from first principles, and what she looks for in truly magnetic founders. They also dive into why consumer tech is on the verge of a new boom, her belief that discomfort is a signal you’re on the right path, and the hard tradeoffs of building while raising a family.


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    35 min
  • Alda Leu Dennis | Hawktail VC — On building a new kind of venture firm, lessons from Thiel and Tan, and why boldness attracts the right allies
    Oct 29 2025

    Meet Alda Leu Dennis, managing partner at Hawktail VC.

    From her start at Disney and Wilson Sosini to working alongside Peter Thiel at Founders Fund and Garry Tan at Initialized, Alda shares what she’s learned from two decades in venture.

    From backing exceptional founders to why smaller funds often outperform to the power of clear expectations with LPs and founders alike, she also discusses what she's building, why she's building it, along with understanding resilience, and why her guiding philosophy is: “Be bold, and all the mighty forces will come to your aid.”


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    41 min
  • Stan McChrystal | McChrystal Group - On character, the choices that define a life, and the great lessons along the way
    Oct 1 2025

    Meet General Stan McChrystal, former commander of U.S. and NATO forces in Afghanistan and one of the most respected military leaders of our time. From a career that spanned 34 years in uniform to the Rolling Stone article that ended it overnight, his journey is a story of leadership, resilience, and character.

    In this episode, he shares why credibility and long-term thinking matter more than winning at all costs, and how the toughest setbacks can become defining moments for growth.

    We explore his path from a rocky start at West Point to leading elite forces, the lessons he’s carried into business and teaching at Yale, and why empathy, persistence, and values are the true markers of great leadership.

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    53 min
  • Samara Hernandez | Chingona Ventures - On breaking barriers, using the unknown as a catalyst, and never taking no for an answer
    Aug 29 2025

    Meet Samara Hernandez, founder of Chingona Ventures. From growing up under the poverty line to breaking into Goldman Sachs and launching a fund named after the Spanish word for “badass woman,” her journey is nothing short of inspiring.

    In this episode, she shares why resilience—what she calls the Chingona Factor—matters more than pedigree, and how underestimated founders often build the most transformative companies.

    We explore her path from engineering to venture, the lessons she’s learned raising funds as a solo GP in the Midwest, and why betting on grit, creativity, and values-alignment is the future of venture capital.

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    43 min