Crypto Going "Bunker Mode", The Mathpocalypse, Starbucks Explores Chipotle Takeover | Rebecca Kaden & Michael Mignano, Nathan Benaich, Michael Sindicich & Healey Cypher, Moritz Stephan, Anastasios Angelopoulos, Zach Yadegari

Podcast: TBPN · John Coogan & Jordi Hays

Opublikowano: 2026-10-08

(01:18) - Crypto Going "Bunker Mode" (16:31) - The AI Mathpocalypse (28:08) - Starbucks Explores Chipotle Takeover (30:57) - Timeline Reactions (49:01) - Mansion Section (55:41) - Rebecca Kaden & Michael Mignano discuss USV’s record $900 million fundraise and how the firm is adapting its thesis-driven investment strategy to larger rounds, longer private-company timelines, and AI-enabled opportunities. A partner at USV, Rebecca highlights the firm’s focus on visionary, product-oriented founders, public idea-sharing, emerging technologies, and company incubation. (01:16:52) - Nathan Benaich discusses the State of AI Report and his balanced, research-driven view of the industry. The Air Street Capital founder highlights AI’s rapid progress, the ri...