Episode Mentions
TBPN · May 15, 2026
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
“Led Cerebras funding round at $23B valuation in 2025 before IPO”
Cerebras IPO and wafer-scale chip architectureAI inference speed vs. model capability trade-offsFederal Reserve chair confirmation and stagflation policy
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Uncapped with Jack Altman · May 12, 2026
Uncapped #49 | Kevin Hartz & Bennett Siegel from A*
“Referenced as offering lowest dilution, highest valuation in 2021 seed rounds; most outcomes did not work out”
Seed-stage venture capital strategy and fund managementFounder talent mapping and identificationAI application layer vs. foundation model competition
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YPO Technology Network AI Brief · May 7, 2026
Sierra Just Repriced Customer Service
“Lead investor in Sierra's $950 million Series C funding round”
AI customer service agentsOutcome-based pricing modelsContact center automation
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The a16z Show · Jan 9, 2026
Ben Horowitz on Raising a New Fund and How Venture Firms Scale
Venture capital scaling strategiesPartnership dynamics in VC firmsBoard governance and CEO advisory
View AnalysisUncapped with Jack Altman · Jan 9, 2026
Uncapped #38 | Ben Horowitz from a16z
“Referenced as example of late-cycle venture strategy that underperformed in 2021”
Venture Capital Scaling and Firm StructureFounder-Investor Relationships and Board GovernanceVenture Capital Deal Selection vs Deal Winning
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AI + a16z · Dec 30, 2025
Feed Drop from The Generalist: Why a16z's Martin Casado believes the AI boom still has years to run
AI boom timeline and market cyclesMarket-first investing approachAI coding and developer tools
View AnalysisThe a16z Show · Dec 30, 2025
Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run
AI infrastructure investingMarket-first investing philosophyAI coding tools
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