SpaceX IPO Frenzy, AI Bubble Warning & The Seed Fund Crisis
About this episode
Tomasz Tunguz (Theory Ventures), Paige Doherty (Behind Genius Ventures), and Michael Downing (Castalia Capital) join Jason to break down the biggest stories in tech and venture: 🚀 SpaceX's massive IPO — is the window open for everyone or just the outliers? 💸 Founders are publicly calling out VCs — and the stories are wild 🤖 Anthropic drops Claude Fable 5 — but can startups actually afford it? 📉 Are seed funds broken? Valuations are getting insane 🏆 The "untrainable" AI moat thesis — where should startups actually compete?