S4E11: Energy Markets In Europe
We discuss: 1. State of the energy markets in Europe and why the prices are going up. 2....
01:18:53
S4E10: Startup Financials - LTV and CAC in B2B SaaS
We are back after a long summer break. In this episode we get inside Arne's box of B2B SaaS...
01:23:09
S4E9: Reflections - Valley Nordic 100th Episode
We reflect on the last 99 episodes by reviewing the podcast stats, guests who honored us, and...
59:05
What is deglobalization? Why is it happening? What does it mean for startups?
48:18
We segment the Metaverse into three categories: 1. Metaverse that requires new hardware to be...
52:27
Elon Musk buying Twitter has been talk of the town in Silicon Valley for the last few days. Arne...
27:36
HP which makes PCs and printers acquires a company, Poly (Plantronics + Polycom), that makes...
34:14
S4E4: New Framework for Management in Corporations
We discuss Chander's forbes article on management which offers a new framework for looking...
56:21
S4E3: New Sovereign Investments Influenced by the Russia-Ukraine War
We discuss top three sectors for new sovereign investments influenced by the current Russia...
28:04
We discuss what is Web3 (and Web 3.0). How it came about? And, the debate associated with it....
52:31
S4E1: The state of the financial markets - Stocks, Crypto, and Venture Capital
We kickoff season 4 with a discussion on what's happening in the financial markets in 2022.
44:07
S3E20 Season Finale: Trends In Review - 2021 Update
We evaluate the trends we have been tracking since 2019. See the trends here. This is our...
01:23:01
We discuss Netflix's entry into games and pontificate on why they would do that.
39:48
S3E18: Sequoia Capital's New Structure and Changing Venture Capital Dynamics
We discuss: 1. The traditional Venture Capital (VC) business model 2. Why the VC is...
52:38
We discuss: 1. Amplitude's products and business (what does the company do?) 2....
43:02
We discuss the Ethereum blockchain and ETH, a cryptocurrency: Ethereum vs. Bitcoin Proof of...
45:12
S3E15: Semiconductor Business Deep Dive With Mike Polacek
We are excited to have Mike Polacek as a guest of honor on this episode. Mike is one of the few...
50:23
S3E14: Quick Commerce in Europe
Quick Commerce and its history Venture Capital flowing to Quick Commerce in Europe How Quick...
48:34
S3E13: Buy Now Pay Later (BNPL) - Past, Present, and Future
We discuss the emergence of new companies like Affirm, Afterpay, Klarna which are popularizing...
01:07:10
S3E12: China Tech Crackdown - Good Governance or More Control
We discuss the recent Chinese government investigations of Chinese tech companies like Alibaba,...
45:53
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