⁠TP3: Sim Desai Hiive🐝 | Pitchbook 2ndry⚾️📓 | Revolut🇪🇺| Anthropic🦍| Bytedance 🫦💃🏻@ 330B | Helm.AI🤖🚙 скачать в хорошем качестве

⁠TP3: Sim Desai Hiive🐝 | Pitchbook 2ndry⚾️📓 | Revolut🇪🇺| Anthropic🦍| Bytedance 🫦💃🏻@ 330B | Helm.AI🤖🚙

IPOs are overrated. secondaries are booming. in ep.3 of [trading places], dave mcclure & aman verjee get way too many smart people on one bad pod: emily zheng (pitchbook) — the adult in the room with $61b in us vc secondaries, step-ups, discounts, rofrs, and why ai is the only thing saving your carry. sim desai (hiive) — transparency = liquidity. kraken vs coinbase, spvs multiplying like rabbits, whales vs minnows, and how most of the market is just ai + crypto. vlad voroninski (helm.ai) — why honda & vw are betting on his adas → l4 software, why oems can’t build it themselves, and whether robo-cars actually ship before the singularity. vitaly golomb — the investor/friend translating helm.ai into vc-speak. timestamps: 00:00 — [intro] 00:44 — [emily zheng, pitchbook] 11:24 — [interview: sim desai, hiive] 46:27 — [news + tech: revolut, klarna, affirm] 54:34 — [valuation corner: bytedance / tiktok] 01:05:07 — [deal spotlight: helm.ai ft. vlad voroninski + vitaly golomb] find us at: www.linktr.ee/tradingplacespod [sim desai = https://x.com/SimDesai ] [emily zheng = https://x.com/EMZheng47 ] |   / emzheng   |   / bycheznails   ] [vlad voroninski = https://x.com/VVoroninski] [vitaly golomb =   / vitalyg  ] [aman verjee =   / aman-verjee   | https://x.com/amanverjee ] [dave mcclure =   / davemcclure   | https://x.com/davemcclure ] subscribe for pod pain, regret, and the 137th best vc podcast. #davemcclure #amanverjee #tradingplacespodcast #venturecapital