Appears On
Episode Appearances
This Week in Startups · Aug 5, 2026
Airtable's 80% off value crash: VCs explain why it's still a win | E2321
“Guest panelist; early investor in Pinterest, Airbnb, Discord, DraftKings, and Riot Games.”
Airtable acquisition by Bending Spoons at 80% valuation discountSaaS valuation compression and zombie decacorn problemVenture capital secondary market strategies and DPI vs TVPI
View AnalysisCNBC's "Fast Money" · Feb 24, 2026
Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26
“Founder of Smart Capital; discussed AI disruption of legacy software and opportunities in consumer internet”
AI Bubble Risk and Valuation ConcernsPrivate Credit Market Stress and Blue Owl Liquidity CrisisNVIDIA Earnings Catalyst and GPU Demand Sustainability
View Analysis