episode 6 of @+[trading places] feat. our dear friend / VC’s chief graph officer, peter walker of carta—is out now!
00:00 — cold open
[ news ]
00:38 — this week’s news
01:34 — triple triple double double = ded ded DED
03:36 — state of the software 2025 report
07:42 — openAI completes tender offer… what now?
09:43 — IPOs Q3 update
11:43 — get ur IPO on: wealthfront
12:32 — cerebras don’t need no stinkin’ IPO!
14:20 — AI dev tools SO HOT RN[ interview: peter walker, carta ]
17:24 — introducing the head DATA NERD @carta
18:23 — peter walker’s journey
20:33 — are we out of the nuclear winter???
22:02 — what’s wrong with the AI bubble
26:13 — post-covid ZIRP29:28 — why companies stay private 10–12 years
40:31 — secondary buyers: do they know what they’re buying?
43:37 — are we in an AI bubble?47:02 — seed stage madness & too much money in venture
57:28 — wrap-up & peter’s 6-month prediction
[ valuation corner: revolut ]
01:00:59 — intro: revolut at $75B
01:04:30 — the BIG question for revolut investors***
pod highlights this week: dave mcclure and aman verjee react to controversial VC takes of the week heard on harry stebbings' 20VC and whether the golden rules of VC math are now ancient texts (is “triple triple double double” dead or does everyone just need to calm down amidst the AI fundraise hype?) -OpenAI’s tender offer: **only** $6 billion of the $10 billion of shares sold and what does this mean?-Wealthfront files for IPO; @+Cerebras’ unfiles for IPO-peter’s journey to becoming a LinkedInfluencer and VC’s data viz darling -peter’s takes on the AI bubble plus a first of firsts: series a startups x secondary sales per the data-professor verjee takes us through the $75 BILLION price tag on OG fintech revolut in this week’s [valuation corner]
[ trading places podcast = www.linktr.ee/tradingplacespod ]
[ peter walker = https://x.com/PeterJ_Walker ]
[ aman verjee = https://www.linkedin.com/in/aman-verjee | https://x.com/amanverjee ]
[ dave mcclure = https://www.linkedin.com/in/davemcclure/ | https://x.com/davemcclure ]