Sand Hill Road

Summary: Jack Leeney, partner at 7GC, shares insights from his career at Morgan Stanley — where he worked on IPOs for Tesla, LinkedIn, and Facebook — to his current role investing in AI. He breaks down how IPO pricing works, why the public markets have shrunk, and why smaller IPOs still matter. He discusses key 7GC investments including Hims (telehealth), Jackpocket (digital lottery, acquired by DraftKings), and Anthropic (enterprise AI). Jack explains why Anthropic's B2B focus gives it a compelling edge, and why true enterprise-wide AI adoption, currently only ~10% of Fortune 500 companies, represents a massive opportunity over the next decade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alice Bentinck discusses how Entrepreneurs First helps someone to go from “no team, no idea” to funded company.  EF has helped create companies now collectively worth more than $10,000,000,000 and many participants go from zero to raising $2-15 million from top-tier VCs within months. Bentinck argues that capital is the easiest part of the journey, while co-founder fit, community, and early guidance are what really accelerate success.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI may feel new to many investors, but Glasswing Ventures founder Rudina Seseri has been betting on it for  more than a decade. In this episode, she breaks down how Glasswing evaluates AI startups, why workflow and productivity are key entry points, and what founders still get wrong. Plus, her unlikely journey from a teenage immigrant to a leading AI investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Adeo Ressi says his organization helps launch between 60 and 70 percent of new venture capital firms worldwide. In this episode, the Decile Group and VC Lab founder explains why starting a VC fund is far harder than most people expect, why big institutions rarely back first-time managers, and why fundraising is really a numbers-driven grind. Ressi also argues that venture capital remains concentrated in a small number of cities — and that expanding it to hundreds more could reshape who gets funded and where innovation happens. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alex Halliday made his first fortune at 15 building fan sites in the early web. Now he’s back at the center of another digital reset — helping brands survive AI-driven search. In this episode, he explains why “information gain” beats spam, why Google is under threat, and how AirOps grew from Series A to B in record time as CMOs woke up to the danger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. Christina Smolke runs a brewery, except the yeast isn’t making alcohol. It’s making medicine. At Antheia, Smolke has turned a long-shot Stanford research project into a new way to manufacture critical pharmaceutical ingredients, using biology instead of traditional chemistry.The approach is already being used to produce opioid precursors for Narcan, with more drugs in the pipeline aimed at chronic shortages and supply-chain failures. Smolke talks about regulation, security, and why some of the hardest problems in science are worth chasing—especially when everyone says they won’t work. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Legendary Stanford immunologist Dr. Ed Engleman helped create the foundations of modern cancer treatment. From early breakthroughs in immune-cell training to a brand-new discovery, Engleman explains how the immune system can now be switched on and off like circuitry, with implications for cancer, autoimmune disease, infections and more. He also breaks down his role at Vivo Capital, the global life-sciences venture firm where he evaluates and guides new biotech startups. Engleman describes how Vivo’s more conservative, data-driven investment style matches his own approach: digging deep into the science, waiting for real clinical signals, and backing teams that can translate discoveries into actual drugs. A rare conversation with a scientist-founder-investor whose discoveries and companies have reshaped medicine — and who’s still chasing the next breakthrough. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott's conversation with Freestyle Capital's Maria Palma ranges from venture capital hype cycles to ethics, engineering creativity, venture regret, and even the art of naming startups (“Cluster Fudge” stays). Palma also offers a personal take on her own journey—from GE supply chain to Harvard Business School to eventually discovering she was built for venture—all while keeping an engineer’s mindset and a founder’s empathy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gamma co-founder and CEO Grant Lee and lead series A investor Vas Natarajan of Accel are building one of the fastest-growing creative-tools startups in tech. With 70 million users, 100M ARR and just 50 employees, Gamma has become the “anti-PowerPoint”—a visual communication platform for the AI generation.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TJ Rylander, general partner at N47 is exploring the next frontier of artificial intelligence: the physical world. Rylander explains how companies like Luminary Cloud are revolutionizing engineering by merging AI with physics, enabling designers to test and refine aircraft or cars virtually in days instead of months. He also shares how Skydio’s autonomous drones, once aimed at consumers, are now helping first responders and the military. Along the way, Rylander reflects on his early career at Enron, his time investing for the CIA’s In-Q-Tel, and his passion project on the board of one of America’s oldest summer camps—where he says lessons in leadership and “doing your fair share of the work” still guide him today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kanishka Narayan isn’t your typical politician. A Stanford GSB grad, he’s now the United Kingdom’s Minister for Artificial Intelligence — a job that didn’t even exist a few years ago. In this episode, Narayan talks about how Britain is using AI to drive both prosperity and dignity, why the UK just signed a “Technology Prosperity Deal” with the U.S., and how his Indian-Welsh roots and time in Silicon Valley shape the way he thinks about innovation, energy, and risk-taking. Plus, what it’s really like to grumble in Parliament. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eugene Malobrodsky came to the U.S. as a teenager and went on to co-found Hotspot Shield, the VPN that became a symbol of free speech during the Arab Spring. Now he’s a venture capitalist at One Way Ventures, backing immigrant founders building the next wave of AI companies. He joins Scott McGrew to talk about risk, resilience, and what really drives innovation in Silicon Valley. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Startups need an interesting story.  Not just for the media, but for investors and clients.   Former CNBC reporter turned venture investor turned author Christina Farr explains what makes a great story and how being boring is the worst strategy of all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Postman began as a side project by Abhinav Asthana and his two co-founders, and turned into the most widely adopted API collaboration platform, used by millions of developers worldwide. In this conversation, Abhinav breaks down why developer feedback matters more than early paywalls, how “just ship” beat long strategy decks, and why he’s still bullish on San Francisco. We cover raising capital without making it the point, scaling from three founders to ~850 people across 20+ countries, and the hard lessons of hiring—and replacing—leaders as a company grows. Plus: Factorio, parenting, and what it really means to build “developer-first.”  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Venture capitalist Katelin Holloway—founding partner at 776— unpacks the new math of sports investing. From incubating Angel City FC and LA Golf Club to why women’s sports offer the biggest upside, Holloway explains where value is created (media, sponsors, merch) and how pay equity should be built from first principles. Plus: the origin of “776,” TGL’s tech-arena gamble, and the story behind her three citizen’s arrests. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ireland is making an aggressive play to strengthen its ties with the West Coast. IDA Ireland—the nation’s foreign investment agency—has launched a trade mission aimed at securing €250 billion (about $300 billion) in new capital and creating 75,000 jobs over the next five years. Already, a West Coast company opens or expands in Ireland every month, with Apple, Google, Anthropic, and Microsoft among the major investors. Scott McGrew sits down with Ivan Houlihan of IDA Ireland to talk about Ireland’s evolving industries, the impact of Brexit, why U.S. tech companies keep choosing Ireland, and how the country is balancing record foreign investment with challenges like housing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NEA partner Aaron Jacobson joins Sand Hill Road to discuss the next wave of robotics and AI — from warehouse automation and drone manufacturing to autonomous construction and defense innovation. Jacobson explains why the future of robotics isn’t humanoids but specialized machines that perform one task perfectly. He shares insights on startups like Outrider, Built Robotics, Second Front Systems, and Firestorm, and why he believes AI-driven intelligence and flexible manufacturing will reshape industries from green energy to national security. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steven Lee raised $40 million in five weeks to fund his own venture firm — with just his reputation, network, and a bet on AI. From being the last kid picked up at school to becoming one of Silicon Valley’s earliest investors in breakout companies, Lee shares his journey from his parents’ clothing store in Los Angeles, to Twitter, to launching his own fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rehan Jalil has sold three companies. His fourth, Securiti AI, might be his first to go public. A decade after we first met him as the founder of Elastica, Rehan returns to explain why protecting enterprise data is the gateway to unlocking AI’s full potential—and why building companies will always be his passion. From reading market signals to redefining data security, Jalil shares what it takes to keep winning in a fast-changing tech landscape.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kanyi Maqubela’s journey is nothing short of extraordinary—from fleeing apartheid South Africa as an infant, to living in a homeless shelter in New York City, to becoming a venture capitalist in Silicon Valley. As managing partner at Kindred Ventures, Maqubela sits at the intersection of culture, finance, and technology. In this episode, he talks with Scott McGrew about why he believes crypto has already succeeded—even if it doesn’t look the way early critics expected.Maqubela argues that value isn’t just stored in physical assets or spreadsheets—it can also be stored in memes. Whether it's gold, real estate in Las Vegas, or Dogecoin, he suggests that cultural momentum and shared belief can give something staying power and real economic weight. “Mimetic value is value,” he says, making the case that virality itself is a form of capital.This conversation explores why the blockchain matters, how meme coins might be more serious than they seem, and why the next generation is right to question the financial systems they inherited. It's a provocative look at the future of value—and the stories we tell to justify it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.