- 20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?The Twenty Minute VC (20VC) · 2026-10-31大种子轮需要完整回报算术：进入价格、最终结果规模及后续稀释，必须一起计算。
- 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending SpreeThe Twenty Minute VC (20VC) · 2026-10-29真正的争论是，面对高速变化和高估值，投资者应为远期可能性付多少钱，又需要多少现实数据才能相信它。
- Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught HimAll-In Podcast · 2026-10-12Shkreli 做空亏损的经历进一步表明，「终局可能如此」也未必能指导交易时点。
- Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble SignsAll-In Podcast · 2026-09-30所谓泡沫信号，正出现在公司基本表现没有相应变化、后续资金却愿意支付数倍价格的地方。
- Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemAll-In Podcast · 2026-09-17他强调这是一个由收益驱动的市场扩张，而不是泡沫。
- All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveAll-In Podcast · 2026-06-12Chamath 强调在市场波动中保持耐心和长期投资的价值。
- Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari StageAll-In Podcast · 2026-06-09小型基金的成功在于其灵活性和专注性，能够快速适应市场变化。
- Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of SecondariesAll-In Podcast · 2026-06-07本期节目深入探讨了私募股权市场的繁荣，特别是SpaceX、Anthropic、OpenAI等公司的发展，以及二级市场的崛起。
- Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is BackAll-In Podcast · 2026-06-05在这期播客中，Dan Loeb讨论了做空艺术的失落以及股票选择为何重新成为焦点。
- Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks BusinessesAll-In Podcast · 2026-06-03在市场波动中，积极的股票回购和内部激励措施可以帮助公司稳定局面。
- VanguardAcquired · 2026-05-18指数化是成本与分散的双重胜利
