The Learning Corner by Precursor

Mia Farnham, Charles Hudson
  • 5,0 (7)
  • INVESTISSEMENT
  • CHAQUE SEMAINE

Welcome to the Learning Corner, a weekly Precursor Ventures podcast, where members of the Precursor team walk through their favorite articles and news snippets across the venture ecosystem.

  1. -1 J

    Episode #77: The Broken Seed Model, YC's Revenue Honesty Rules, China Blocks Meta's Manus Deal

    This week on The Learning Corner, Charles and Mia dig into Lucas Vaz's viral thread arguing that the era of easy, low-priced, diversified venture investing is over and that seed fund math is fundamentally broken. They also break down Garry Tan and YC's official guidance on why founders need to stop conflating LOIs, GMV, and ARR before it costs them investor trust. The episode closes on China's decision to block Meta's $2 billion acquisition of Manus AI and what it signals about the closing window for cross-border AI deals.

    18 min

  2. 23 AVR.

    Episode #76: My Biggest Founder Regret, Fundamental Truths in VC, SpaceX Cursor Partnership

    This week on The Learning Corner, Manny Medina, co-founder of Outreach, shares his biggest regret as a founder and why he believes killing your competition is the actual job description of a VC-backed founder. Samir Kaji breaks down his fundamental truths in venture capital today, touching on the widening barbell between large and small firms, ARR reporting concerns, and honest uncertainty around AI. We close with the bombshell SpaceX and Cursor partnership announcement, unpacking what a $60 billion acquisition option and a million H100 equivalent supercomputer really signals about where the AI arms race is headed.

    20 min

  3. 16 AVR.

    Episode #75: Domain Expertise in Vertical AI, The Changing Math of Seed Investing, A Generation of Cheaters

    This week we are diving into whether domain expertise is becoming more important in Vertical AI, not less, breaking down new data from The Euclid Ventures team that challenges the narrative that youth and technical ability are all you need to build a winning company. We then get into Micah Rosenbloom's breakdown of seed valuation inflation and what it means for early stage return math in today's market. We close on Kyla Scanlon's piece on AI and academic cheating, and what it really signals about the generation of workers and founders entering the workforce.

    19 min

  4. 9 AVR.

    Episode #74: Round Names Are Dead, How To Ask For Advice, Private Wealth Goes Direct

    This week on The Learning Corner, Mia and Charles dig into a piece by Ashley Smith of Vermilion Cliffs Ventures on why seed round names have become essentially meaningless, with YC Demo Day valuations hitting $40M post for companies with eight weeks of runway. They then unpack Auren Hoffman's sharp and practical breakdown of how to actually ask for advice without wasting people's time, and why closing the loop is the most underrated relationship builder in your network. The episode closes on a major structural shift in venture: family offices and private wealth firms cutting out VC middlemen and going directly into startups, as covered in a recent TechCrunch Equity episode. Tune in for a conversation spanning venture pricing, shifting capital dynamics, and the soft skills that still matter in a world full of AI answers.

    21 min

  5. 2 AVR.

    Episode #73: Startups Need Better Stories, The Value-Add LP Era, Agile Funding Is Back

    This week on The Learning Corner, Ashley Mayer makes the case that tech's biggest players have forfeited the narrative and it is now up to startup founders to give people a reason to root for the future. Pavel Prata at Murph Capital argues that the value-add model that transformed venture is now playing out one layer up at the LP level, and most allocators haven't caught up yet. We also dig into Jenny Fielding's take on the return of agile funding and whether stacking small SAFEs in an AI-driven world is a founder-friendly evolution or a short-term optimization with long-term consequences. All that and more on this week's episode.

    20 min

  6. 26 MARS

    Episode #72: Delve's Compliance Fraud, Has Startup Advice Ever Worked, OpenAI Refocuses

    This week we cover the explosive whistleblower exposé on Delve, a YC-backed compliance startup accused of fabricating audit evidence and leaving hundreds of clients unknowingly exposed to legal liability. We then dig into Jerry Neumann's "We Have Learned Nothing," a data-backed argument that decades of startup frameworks have produced no measurable improvement in whether companies actually succeed. We close with the Wall Street Journal's reporting on OpenAI's major strategic pivot away from its "do everything" approach to refocus on coding and enterprise, and what that signals about competition with Anthropic.

    21 min

  7. 19 MARS

    Episode #71: Symbolic Capitalism and the Attention Game, Token Output as a Performance KPI, Choosing Your Intellectual Shoulders

    This week on The Learning Corner, Om Malik makes the case that reputation and perceived authority now convert faster than financial capital, and that the tech ecosystem has fully internalized that game. We then dig into a provocative LinkedIn post from CRV's Reid Christian, where CEOs are starting to build token output per month into formal performance reviews as a core KPI. We close with a thoughtful piece from Deciens on intellectual lineage and why choosing whose shoulders you stand on is one of the highest leverage decisions a founder or investor can make. Three reads, one tight conversation.

    23 min

  8. 12 MARS

    Episode #70: The VC Returns Suck Narrative, Venture's Nifty Fifty Moment, The Four Approaches to Early Stage Venture

    This week on The Learning Corner, Micah Rosenbloom from Founder Collective challenges the viral narrative that VC returns suck and asks whether we are all just spinning data to fit our own models. Jeff Weinstein draws a striking parallel between today's AI funding frenzy and the Nifty Fifty stocks of the 1970s, arguing that being right about a company has never been enough if you are wrong about the price. Rob Go at NextView rounds things out with a sharp framework breaking down the four approaches to early stage venture and what the real failure mode looks like for each. Three great reads with a lot to unpack across all of them.

    20 min
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À propos

Welcome to the Learning Corner, a weekly Precursor Ventures podcast, where members of the Precursor team walk through their favorite articles and news snippets across the venture ecosystem.

Informations

  • Création
    Mia Farnham, Charles Hudson
  • Années d’activité
    2024 - 2026
  • Épisodes
    78
  • Classification
    Tous publics
  • Copyright
    © Copyright 2026 The Learning Corner by Precursor
  • Site web de l’émission
    The Learning Corner by Precursor

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