The Peel (@ThePeelPod) / X

The Peel

1,259 posts

The Peel

@ThePeelPod

Exploring the world’s greatest startup stories. hosted by @TurnerNovak. Watch full episodes 👉 thepeel.show

Joined June 2023

Pinned
The Peel
@ThePeelPod
Jun 10
Quant VC investor @ngpedro at @chamaeleonvc argues that the data shows that targeting 10x returns is actually the best way to find 100x returns in venture. "This is the last disagreement I have with Marc Andreessen that I haven’t won yet. And it’s a bit blasphemous, as it goes
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The Peel
@ThePeelPod
Jun 9, 2025
From @ericvishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the
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210K
The Peel
@ThePeelPod
Sep 2, 2024
Why Keith Rabois is ‘bearish’ on a lot of AI startups “AI could be incredibly impactful for society, so I wouldn’t confuse value creation with value capture. But entrepreneurs only succeed if incumbents really don’t win this race. A lot of the AI use cases are sustaining
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53K
The Peel
@ThePeelPod
Aug 4, 2025
I asked @llihas about the growth strategy that got Robinhood most of its userbase: "We did a ton of data science and found that when a user sells their first stock, that leads to maximum retention. It's non-intuitive. But a sell is when you lock-in your first gains, which is
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112K
The Peel
@ThePeelPod
May 24, 2025
From @MKRocks on the best performing VC funds ever: "Chris @sacca's $8 million Fund 1 was 204x DPI. Chris had a great nose. He was in Instagram, Twitter, Uber, and Stripe. That's pretty good. The best performing fund in our portfolio is @mucker Capital. Their $12 million Fund
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The Peel
@ThePeelPod
May 22, 2025
Episode #93: Michael Kim @ Cendana @MKRocks is the Founder of @CendanaCapital, making anchor investments in very early stage VC funds. We talk 204x DPI funds, characteristics of the top performing venture investors, how Cendana does diligence on fund managers, portfolio
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The Peel
@ThePeelPod
Feb 8, 2025
"A seed dedicated fund is 10x, even 100x more likely to give you a bridge round than a large multi-stage fund" 🔥 Hottest take from @Villi 🔥
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The Peel
@ThePeelPod
Jan 28, 2025
Successful founders are shameless. Here's how @pk_iv got over the cringe when starting @browserbase. "When you try and act as someone you're not publicly, there's a lot of pressure to keep that up."
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The Peel
@ThePeelPod
Sep 1, 2024
Chris Bakke on what it’s like to work with Elon at X “It’s amazing that he can have weeks where he’s spending a lot of time with Tesla, SpaceX, Neuralink, The Boring Company, and xAI teams, but still have an incredible amount of time for the X team and our new products ... the
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8.5K
The Peel
@ThePeelPod
Aug 28, 2025
I asked @mhdempsey how to read more research papers: "If you find an interesting paper, set citation alerts for it in Google Scholar. You'll start getting an email anyone cites it. And you'll get to see, in your inbox, as it picks up more interest in research communities. And
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27K
The Peel
@ThePeelPod
Apr 25, 2025
From @lorenc_dan on the malware attack that almost took down the entire internet last year: “There’s a popular compression library that’s used in almost every piece of software. And it had been maintained by one person in his spare time for the last 20 years. And then a couple
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TBPN
@tbpn
Apr 25, 2025
Good morning. Here are our guest call-ins today: - @karrisaarinen (Linear) - @seanfrank (Ridge) - @semil (Haystack) - @lorenc_dan (Chainguard) - @zachblanc0 (8VC) See you all very soon.
48K
The Peel
@ThePeelPod
Aug 10, 2025
I asked @rrhoover why he never raised a large fund for @weekendfund: "Selfishly, I want to play a collaborative game. I want other people to share deal flow with. And you can't do that with a $200 million fund. On the other side, a founder in their very first round
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41K
The Peel
@ThePeelPod
Jul 27, 2025
I asked @GarrettLord about sending handwritten letters and driving across the country to get @joinhandshake's first five customers: "No one was responding to emails or taking us seriously. So we tried a few different things. Cold calling actually worked well. But the best thing
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41K
The Peel
@ThePeelPod
Jun 18, 2025
I asked @anamitra why every VC is starting an accelerator: "As more traditional venture funds become stage agnostic, they don't want to lose sight of the formation stage companies. If you lose that, then you become one of 20 VC's trying to invest in any one round. In the past,
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