Avlok Kohli is the CEO of AngelList and the founder of FastBite and Fairy.
Auren and Avlok discuss the underestimated impact of AI and how it could be creating a tech mega cycle. Avlok explains the importance of unique data as a moat for companies building on top of large language models, and how this technology can disrupt incumbents.
They also discuss the rise of Dual Threat CEOs and their outsized success in early stage venture capital. Avlok makes the case for why more current operators should start funds, and explains why they’ll thrive in the changing VC landscape.
You can find Auren Hoffman on Twitter at @auren and Avlok Kohli on Twitter at @avlok.
Sebastian Mallaby is the author of The Power Law, a renowned journalist and a senior fellow for international economics at the Council on Foreign Relations.
Sebastian and Auren start by discussing the powerful trends in the recent history of Venture Capital. They discuss the rise of the growth funds and crossover funds and the issues with governance that are created as a company grows. They also dive into what makes firms like Sequoia and Benchmark truly special.
Sebastian and Auren also review the major macroeconomic crises of the past 40 years and what we’ve learned about the Federal Reserve’s role in navigating crises.
You can find Auren Hoffman (CEO of SafeGraph) on Twitter at @auren and Sebastian Mallaby at @scmallaby
Tod Sacerdoti is Founder and CEO at Pipedream, a platform that lets developers connect APIs remarkably fast. Tod and Auren are both serial founder CEOs who dive deep into how go-forward compensation for founder CEOs is way LESS than that of a replacement CEO. They explore ways to solve this problem and tactics founders can employ to restructure their compensation.