We discuss: 1. State of the energy markets in Europe and why the prices are going up. 2. How does the electricity grid work?3. How does the energy pricing work in Europe (excluding gas/petrol)?4. Opportunity for startups in the energy markets.

S4E10: Startup Financials - LTV and CAC in B2B SaaS

Sep 3rd, 2022 1h 23m

We are back after a long summer break. In this episode we get inside Arne's box of B2B SaaS and discuss CAC, LTV, Payback period, and other financial metrics.

S4E9: Reflections - Valley Nordic 100th Episode

May 31st, 2022 59m 5s

We reflect on the last 99 episodes by reviewing the podcast stats, guests who honored us, and the 27 companies we analyzed in the last ~4 years.

S4E8: Deglobalization

May 16th, 2022 48m 18s

What is deglobalization? Why is it happening? What does it mean for startups?

S4E7: Metaverse

May 2nd, 2022 52m 27s

We segment the Metaverse into three categories: 1. Metaverse that requires new hardware to be worn by users (VR headsets, AR glasses, etc.) 2. Metaverse that does not require new hardware but requires crypto (NFTs, wallets, etc.)3. Metaverse th

S4E6: The Twitter Drama

Apr 15th, 2022 27m 36s

Elon Musk buying Twitter has been talk of the town in Silicon Valley for the last few days. Arne and I discuss what's happening and why. Chander's blogpost from 2009 on Twitter's potential.

S4E5: HP Acquisition Of Poly

Mar 31st, 2022 34m 14s

HP which makes PCs and printers acquires a company, Poly (Plantronics + Polycom), that makes headphones, conference room phones, and cameras. We wonder why.

S4E4: New Framework for Management in Corporations

Mar 17th, 2022 56m 21s

We discuss Chander's forbes article on management which offers a new framework for looking at management. The framework has four dimensions: 1. Domain Management 2. Organizational Management 3. Perception Management 4. Feelings Management

S4E3: New Sovereign Investments Influenced by the Russia-Ukraine War

Mar 4th, 2022 28m 4s

We discuss top three sectors for new sovereign investments influenced by the current Russia Ukraine war: 1. Energy 2. Defence (Cyber, Weapons, Surveillance) 3. Increased self-reliance (Money, Food)

S4E2: Web3

Feb 17th, 2022 52m 31s

We discuss what is Web3 (and Web 3.0). How it came about? And, the debate associated with it. Links to the articles we referenced in the episode: 1. Semantic web 2. Moxie Marlinspike on Web33. David Rosenthal on Crypto

S4E1: The state of the financial markets - Stocks, Crypto, and Venture Capital

Feb 4th, 2022 44m 7s

We kickoff season 4 with a discussion on what's happening in the financial markets in 2022.

S3E20 Season Finale: Trends In Review - 2021 Update

Dec 5th, 2021 1h 23m

We evaluate the trends we have been tracking since 2019. See the trends here. This is our final episode of 2021. We will be back on January 27th, 2022.

S3E19: Netflix Games

Nov 21st, 2021 39m 48s

We discuss Netflix's entry into games and pontificate on why they would do that.

S3E18: Sequoia Capital's New Structure and Changing Venture Capital Dynamics

Nov 7th, 2021 52m 37s

We discuss: 1. The traditional Venture Capital (VC) business model 2. Why the VC is changing and what changes Sequoia is making 3. Implications for entrepreneurs and for the business of managing money Useful links Sequoia announcement

S3E17: Amplitude IPO

Oct 24th, 2021 43m 2s

We discuss: 1. Amplitude's products and business (what does the company do?)2. Amplitude's history (started as Sonalight)3. Direct listing vs. traditional IPO (why Amplitude chose direct listing)4. Amplitude's valuation and future prospects Use

S3E16: Ethereum Update

Oct 8th, 2021 45m 12s

We discuss the Ethereum blockchain and ETH, a cryptocurrency:Ethereum vs. Bitcoin Proof of work vs. proof of stake consensus mechanism on blockchainsEthereum plan to migrate to a proof of stake consensus mechanismEthereum's London update

S3E15: Semiconductor Business Deep Dive With Mike Polacek

Sep 23rd, 2021 50m 23s

We are excited to have Mike Polacek as a guest of honor on this episode. Mike is one of the few business leaders who has run large tech businesses and has been a professional investor in public companies. We dig deeper into the how building sem

S3E14: Quick Commerce in Europe

Sep 9th, 2021 48m 34s

Quick Commerce and its history Venture Capital flowing to Quick Commerce in Europe How Quick Commerce might evolve

S3E13: Buy Now Pay Later (BNPL) - Past, Present, and Future

Aug 28th, 2021 1h 7m

We discuss the emergence of new companies like Affirm, Afterpay, Klarna which are popularizing the idea of Point of Sale financing i.e. when you are buying something you can choose to pay later. We tried to have structured conversation today:)

S3E12: China Tech Crackdown - Good Governance or More Control

Aug 12th, 2021 45m 53s

We discuss the recent Chinese government investigations of Chinese tech companies like Alibaba, Didi, etc. Is it good governance and China is leading the world in regulating tech or is it a way to gain more control for the government?

S3E11: Robinhood IPO

Jul 15th, 2021 52m 9s

Three unique things about Robinhood IPO, growth numbers, and a discussion on its business and financials. Useful links: 1. Robinhood S12. Why Chander is not participating in the Robinhood IPO

S3E10: Space Tech

Jul 1st, 2021 43m

We discuss:1. Space tech market and segments 2. Why some space tech market segments are not suitable for venture investments 3. What are the drivers of space tech

S3E9: Startup Boards

Jun 17th, 2021 47m 31s

We discuss: 1. Why startups need boards2. How the role of the board changes as the company evolves 3. Types of board members 4. Common mistakes CEOs and board members make when they work together

S3E8: Central Bank Digital Currency (CBDC)

Apr 22nd, 2021 43m 42s

We discuss: 1. What are CBDCs? 2. State of CBDC in China3. Benefits of CBDC

S3E7: Semiconductor (Chip) Shortage

Apr 9th, 2021 49m 1s

We discuss what is the current chip supply and demand situation, why it happened, and how the countries and companies are trying to solve the chip supply problem.