『The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing』のカバーアート

The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing

The Venture Capital Podcast with Fexingo: VCs, Term Sheets, and Startup Investing

著者： Fexingo
無料で聴く

Lucas and Luna sit across from each other at a Sand Hill Road conference table, a term sheet between them, dissecting the mechanics of venture capital. Each episode of The Venture Capital Podcast with Fexingo is a real-time examination of startup investing: the arithmetic of liquidation preferences, the nuance of anti-dilution clauses, the signal in a down round. They never opine for the sake of opinion. Instead, they pull live data — deal flow from PitchBook, valuation trends from Carta, IPO filings from the SEC — and ask the questions a thoughtful investor would ask: What does this cap table tell us about founder alignment? How do these LP terms shift the fund's risk profile? Is this market multiple justified by the unit economics? Lucas, with his journalist's precision, sets the scene: a round closes, a unicorn flatpacks, a new fund announces. Luna, the engaged interlocutor, challenges assumptions, pokes at the fine print, and connects the numbers to the people behind them. They name names — Accel, Sequoia, a16z — but never for hype; always for the lesson embedded in the deal. This show is for founders who've heard 'market standard' one too many times, VCs who want to sharpen their thesis, and anyone who believes that the best venture conversations are about structure, not spin. What happens when the term sheet you're handed isn't the one you thought you'd see? #VentureCapital #TermSheets #StartupInvesting #SandHillRoad #LiquidationPreferences #AntiDilution #CapTables #FundTerms #StartupValuations #Unicorn #DownRound #PitchBook #Carta #SEC #Accel #Sequoia #FexingoBusiness #Finance Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why AI Agents Fail The CAPTCHA Test

    Why AI Agents Fail The CAPTCHA Test
    2026/09/10
    Anthropic recently revealed that its own AI agents struggle with CAPTCHAs just like humans do, exposing a fundamental gap in machine perception. Lucas and Luna break down what this means for the $500 million revenue run rate of companies like India’s Pocket FM, which now uses AI to power ninety-three percent of their audio content. We explore why solving the CAPTCHA problem is less about security and more about proving true general intelligence, and how investors are pricing startups that claim to have cracked it. #FexingoBusiness #BusinessPodcast #VentureCapital #ArtificialIntelligence #MachineLearning #Anthropic #CAPTCHA #AGI #TechInvesting #StartupValuation #PocketFM #AIInfrastructure #ConsumerTech #IndiaStartups #DigitalSecurity #NeuralNetworks #VentureDeals #FutureOfWork Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
  • Why VCs Are Betting on AI Infrastructure Ownership

    Why VCs Are Betting on AI Infrastructure Ownership
    2026/09/09
    As Harvey hits a fifteen point five billion dollar valuation, venture capitalists are shifting focus from pure application-layer startups to the underlying infrastructure that powers them. Lucas and Luna examine why owning the compute, data pipelines, and specialized chips is becoming the new moat in artificial intelligence. They analyze how this structural shift changes term sheet negotiations and what it means for founders who don't control the stack. With Apple unveiling new AI capabilities and NVIDIA stabilizing around two hundred twenty four dollars, the market is pricing in a future where infrastructure scarcity drives value more than user growth. #VentureCapital #ArtificialIntelligence #InfrastructureInvesting #HarveyAI #NVIDIA #Apple #StartupValuation #TermSheets #ComputePower #TechFounders #MarketTrends #BusinessStrategy #FexingoBusiness #BusinessPodcast #FinanceNews #TechEconomy #StartupFunding #AILaw Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    11 分
  • Why VCs Are Betting on Founder Mental Health

    Why VCs Are Betting on Founder Mental Health
    2026/09/08
    In a market where founder burnout is quietly killing deals, venture capital firms are shifting from pure financial metrics to psychological resilience. We look at how term sheets now include provisions for mental health support and why investors like those behind Meta’s recent AI pushes understand that cognitive endurance is the new moat. With companies like Apple testing foldable hardware limits and OpenAI facing academic scrutiny, the pressure on technical founders has never been higher. This episode explores the emerging 'wellness premium' in valuation models. #VentureCapital #FounderMentalHealth #StartupValuation #TermSheetProvisions #BurnoutPrevention #BusinessResilience #TechLeadership #InvestorPsychology #CorporateWellness #StartupCulture #FexingoBusiness #BusinessPodcast #FinanceTrends2026 #HumanCapital #OperationalExcellence #TechIndustry #LeadershipDevelopment #RiskManagement Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    11 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません