The Learning Corner by Precursor
by Mia Farnham, Charles Hudson
Latest episode
Episode #101: Anthropic Files Its S1, Owning GPUs Isn't Compute, Is…
Episode #101: Anthropic Files Its S1, Owning GPUs Isn't Compute, Is…
About this podcast
Welcome to the Learning Corner, a weekly Precursor Ventures podcast, where members of the Precursor team walk through their favorite articles and news snippets across the venture ecosystem.
Episodes
The newest 20 of 102 episodes
- Episode #101: Anthropic Files Its S1, Owning GPUs Isn't Compute, Is Venture Just Closet Indexing? · 23 minCharles and Mia break down Anthropic's S1 filing, from $16.3B in first half revenue to Charles's question of whether San Francisco is living in the future or on a "feature…
- Episode #100: 300 Reads Later, Are VC Skills Obsolete?, Making Venture Exciting Again · 22 minFor our 100th episode, we turn the mic on Charles to reflect on the state of venture, using the themes that have come up again and again across roughly 300 good reads since we…
- Episode #99: The Death of VC’s Short Kings, Seed Valuations Need a Correction · 25 minThis week Mia and Charles dig into Kyle Harrison’s “The Death of Venture Capital’s Short Kings,” on Benchmark and USV, the two firms that built their identities on staying small…
- Episode #98: Relevance Runway vs Cash Runway, 20VC Venky Ganesan Episode Breakdown On Seed Being An Option · 23 min · Episode 98This week Mia and Charles start with Steve Vassallo's argument that founders obsess over cash runway when the clock that actually matters is relevance runway, and that plenty of…
- Episode #97: Rob Go of NextView on Seed VC's Existential Crisis · 22 min · Episode 97This week on The Learning Corner, Mia and Charles welcome Rob Go, Cofounder and Partner at NextView Ventures, whose writing has been a staple of our reading list since the…
- Episode #96: a16z's College Alternative, Running From the Luxury Bus, Is the Music About to Stop? · 22 min · Episode 96This week on The Learning Corner, Mia and Charles dig into Andreessen Horowitz's $35 million bet on the Horowitz Andreessen Academy, a two year college alternative backed by…
- Episode #95: The Fool's Gold Problem, Dario's "We Must Pace the Frontier" · 22 min · Episode 95This week on The Learning Corner, Mia and Charles dig into Gil Dibner's argument that venture has barbelled into two extremes, a tiny set of consensus darlings that can raise at…
- Episode #94: The Middle Ground Is Gone, Funded Teams With No Plan, Being Legible to Capital · 19 min · Episode 94This week Mia and Charles dig into a market that only seems to have two speeds. Ethan Kurzweil of Chemistry argues the trillion dollar startup is a pink elephant nobody can…
- Episode #93: Vertical AI Today with Nic Poulos of Euclid Ventures · 23 min · Episode 93This week we sit down with Nic Poulos, Co-Founder and General Partner at Euclid Ventures and one of the sharper voices on vertical AI, to pressure test the thesis as we head into…
- Episode #92: Working for Your AI Agent, Engineering Leaders Head for the Exit, What Capital Wants Now · 27 min · Episode 92This week on The Learning Corner, Mia and Charles dig into how the rise of AI agents is paradoxically driving startup founders to work longer and harder than ever, with some…
- Episode #91: AI Rocketship or Left for Dead, The Worst VC Introduction, To Be or To Do · 21 min · Episode 91This week on The Learning Corner, an observation from investor Matt Turck that startups today are either AI-native rocketships or left for dead opens up a real conversation about…
- Episode #90: Is Series A Broken?, Are Winners Ever Found In Hype Markets?, The Power Of The Builder Archetype · 23 min · Episode 90This week on The Learning Corner, Mia and Charles dig into Gil Dibner's argument that Series A investors have fundamentally abandoned their core function, opting instead to…
- Episode #89: Industrializing the Blame Game, VC-Backed Startups and Fraud, Will You Quit on Me? · 27 min · Episode 89This week on The Learning Corner, we dig into three pieces that all orbit the same uncomfortable question: who is actually accountable when things go wrong? Angela McNeal's "The…
- Episode #88: Supporting Young Founders Well, YC's Fall Requests For Startups, Why Labs Say Frontier Not Foundation · 25 min · Season 1 Episode 88This week Mia and Charles are joined by Precursor intern Aleena to dig into three good reads. First up, Ashley Smith's piece on the pressures young founders face today, including…
- Episode #87: Patience Pays In Venture, Why Humans Beat AI, Managing Your Agent Workforce · 26 min · Episode 87This week on The Learning Corner, Mia and Charles dig into Nick Chirls' case for patience as an underrated venture strategy, using the owners versus tenants framing to explain…
- Episode #86: Paying For AI Twice, Sierra's Bet On One AI Agent, Data's Next Trillion Dollar Category, NY Halts Data Centers · 19 min · Episode 86This week Mia and Charles dig into whether using AI tools means quietly giving away your most valuable knowledge, what Sierra learned building a single company wide AI agent…
- Episode #85: Venture's Cognitive Dissonance Moment, Cold Pitches Actually Work, Building Your Moat Later · 18 min · Episode 85Is AI venture living through its biggest bubble yet, or its biggest winner-take-all cycle ever? Charles and Mia break down Samir Kaji's read on the duality driving valuations to…
- Episode #84: Convicted vs. Disciplined Healthcare VCs, The Capitalist Multiverse, The Untrainable · 22 min · Episode 84This week we dig into a piece from Halle Tecco exploring how healthcare VCs are splitting into two camps on ownership discipline as AI drives valuations to decade highs. We also…
- Episode #83: Tony Fadell on Building Products That Last, SAFE Adjusted TVPI, Kirkland's $500M AI Bet · 21 min · Episode 83This week we featured Tony Fadell's interview with Lenny Rachitsky, covering how great products are built with pain at the center and why fast software is the new fast fashion…
- Episode #82: What Will Be Scarce in an AI World, The Real Cost of Vibe Coding, The End of the Software Engineer · 24 min · Episode 82This week on The Learning Corner, economist Alex Imas makes a counterintuitive case that AI will not eliminate human labor but instead relocate scarcity toward a "relational…
