The Feed
All episodes
One guest, one bet, thirty minutes. Reconstructed from the moment before they knew.
EP17 Mark Phillips: CEO turned VC
Mark Phillips shares how he evaluates founders, builds balanced teams, and makes smarter early-stage investment decisions.
Listen →EP16 Martin Jacobson, Poker Pro turned CEO
Martin Jacobson on preparing for uncertainty, taking smart risks, and applying poker lessons to entrepreneurship.
Listen →EP15 Mahesh Narayanan: Finding mission driven Founders
nvestor Mahesh Narayanan shares how founder conviction, coachability, and customer demand helped Improve on Health evolve from an early idea.
Listen →EP14 Eric Jorgenson: Idea Guy
Eric Jorgenson and Martin Tobias unpack asymmetric bets, power-law outcomes, and how a side-project book became a career-changing breakout.
Listen →EP13: Greg Raiz - Data driven Founder Selection
Discover the founder traits, execution signals, and research-backed insights that help investors make better startup bets.
Listen →EP12: Kirby Winfield - Founders first VC
Investor Kirby Winfield on backing contrarian founders, defense tech, and the high-conviction bets that shape early-stage venture.
Listen →EP11: Sohun Sanka - How an Entrepreneur thinks about going All In
Martin Tobias and Sohun Sanka explore smarter startup bets, capped downside, AI-powered software, and the decision to build without raising money.
Listen →EP10: Howard Lindzon - Investing in the "Degen Thesis"
Howard backed Robinhood and Alpaca when almost everyone else thought trading was a bad bet, and how “low information” to opportunity changed everything.
Listen →EP9: Mike Ma - Coach First, Capital Second
He backs founders before the check—because the real signal shows up in the 30 days first.
Listen →EP8: Alex McNaughten - Going all in as a Founder
The safest move can be the biggest mistake. In this episode, Alex McNaughton explains why he left a profitable life in New Zealand to go all in in SFO.
Listen →EP7: Brian Bell - AI as decision support in Venture
Brian Bell of Ignite Ventures on building a repeatable venture decision system — fragility scores, founder signals, and where AI actually helps.
Listen →Ep6: Ihar Mahaniok - the Immigrant VC
Ihar Mahaniok of Geek Ventures on backing immigrant founders, seeing Instacart early, and how his framework changed over 100+ investments.
Listen →EP5: Aram Attar: the Mindset way for LPs to invest in Fund I GPs
Aram Attar explains why intuition fails in early-stage VC and how the best investors make smarter low-information decisions.
Listen →EP4: Arkady Kulik - Deep Tech investing frameworks
Deep tech VC Arkady Kulik shares how to back high-risk startups, spot founder ambition, and avoid costly mistakes in science-driven investing.
Listen →EP3: Simon Lancaster: The Manufacturing digitization VC before it was cool.
Most manufacturing innovation is overlooked — until now. Simon Lancaster shares why automation, AI, and digitization are reshaping factories fast.
Listen →Shaun Gold: The Pivot and the Long Game
Shaun Gold on the long road from nightlife to venture capital — what the pivot cost him, and the mental models he uses for high-stakes bets.
Listen →Alec Torelli: The Risk Trader
Poker pro Alec Torelli on dropping out of college to play, the difference between taking risk and trading it, and how he sizes a bet's downside.
Listen →The Newsletter
Never miss a bet.
Each episode: the bet, the Lens, and the transcript — the book, serialized.
Free · no spam · unsubscribe anytime