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Investing in Startups

Investing in Startups

Joe Magyer 59 Episodes Oct 14, 2026

Investing In Startups explores the strategies and stories of leading early-stage venture capitalists. The show covers topics relevant to VCs, LPs, angels, founders, operators, and the startup-curious. It aims to guide listeners through the dynamic startup ecosystem, whether they are seasoned professionals or newcomers. The podcast is hosted by Joe Magyer, Founder and Managing Partner of Seaplane Ventures.

Episodes

Why the Best Deals Aren’t Competitive with Alex Rubalcava of Amplify
Why the Best Deals Aren’t Competitive with Alex Rubalcava of Amplify Oct 14, 2026 3108 Alex Rubalcava, Managing Partner at Amplify, joins Joe Magyer to discuss contrarian early-stage investing, how AI is reshaping software risk, and why some of the best venture opportunities attract little competition. They also cover greenfield markets, capital efficiency, lessons from public-market investing, expanding a circle of competence, and how to tell productive persistence from simply grin
Data, AI, and Why Venture Firms Need to Act Like Startups with Gopi Sundaramurthy
Data, AI, and Why Venture Firms Need to Act Like Startups with Gopi Sundaramurthy Sep 3, 2026 1797 Gopinath Sundaramurthy is a Partner at Ensemble VC, where the firm uses data and software to systematically identify promising founders and investment opportunities at the earliest stages.In this conversation, we talked about how AI is changing venture capital, why data may become one of the few durable advantages between firms, and what happens when investors apply the same operating discipline t
Power Laws, Venture Math, and Changing Your Mind with Abe Othman
Power Laws, Venture Math, and Changing Your Mind with Abe Othman Jul 22, 2026 Abe Othman has spent years digging into AngelList’s data to better understand how venture investing actually works, not just how investors say it works.In this episode, Abe joins host Joe Magyer to talk about portfolio construction, check sizes, valuations, and the relationship between price and returns. They discuss how much investors should put into each deal, why owning more of a company isn’t
From SaaS to Systems of Work: The Vertical AI Opportunity with Nick Tippmann
From SaaS to Systems of Work: The Vertical AI Opportunity with Nick Tippmann Jun 26, 2026 2151 Nick Tippmann is the Founder of TipTop Ventures where he invests in vertical AI and applied AI companies at the earliest stages. In this conversation, we talked about vertical AI, systems of work, and why distribution may matter more than ever in a world where software is getting easier to build.Nick explains why vertical AI is not simply the next version of SaaS. In his view, the unit of value is
The Rapid Rise of AI with Niki Scevak [Encore Episode]
The Rapid Rise of AI with Niki Scevak [Encore Episode] Jun 8, 2026 2135 This episode originally aired in September 2024 — and it's aged remarkably well. We're bringing it back with fresh context on why Niki's predictions have proven out.   Niki Scevak is co-founder and partner at Blackbird, Australia and New Zealand's most prominent venture capital firm. What started with a $29M AUD debut fund and 500 meetings to get 96 people to say yes has grow
Hot Seed Deals, Quitting, and Liquidity with Peter Walker of Carta
Hot Seed Deals, Quitting, and Liquidity with Peter Walker of Carta May 20, 2026 1997 Peter Walker is Head of Insights at Carta, where he tracks some of the most important data shaping venture right now. In this conversation, we talked about hot seed deals, quitting, liquidity, and what the latest market data really says about valuations, exits, and the changing structure of venture.   Peter explains why the most expensive seed deals may be more rational than
B2B in the Age of AI and Services as Software with Ariel Winton-Jones
B2B in the Age of AI and Services as Software with Ariel Winton-Jones Apr 29, 2026 Ariel Winton-Jones is the founder of The Aligned Fund, where she invests in B2B software companies at the earliest signs of product-market fit. We talked about services as software, what B2B looks like in the age of AI, and why intentional investing can be a real edge. Ariel explains how her thinking evolved from traditional B2B SaaS into what she calls “services as software.” In a worl
Future Titans, Authenticity, and Systems Thinking with Daniel Dart
Future Titans, Authenticity, and Systems Thinking with Daniel Dart Apr 15, 2026 Daniel Dart is the Founder and General Partner of Rock Yard Ventures. He is also the founder of the Future Titans summit, an amazing event he recently hosted in Austin for emerging managers and the LPs who back them. Daniel is a collaborative, Seed-focused investor focused on backing founders who are refunding core industries. We talked about Future Titans, ambition, authenticity, and the pur
Momentum, Moats, and the New Rules of Pre-Seed with Gaurav Jain
Momentum, Moats, and the New Rules of Pre-Seed with Gaurav Jain Apr 1, 2026 1803 Gaurav Jain is the Cofounder and Managing Partner of Afore Capital. Afore is one of the OGs of institutional pre-seed investing and runs the largest dedicated pre-seed venture fund in the world. We talked about momentum as a moat, how vibe-coding effects pre-seed investing, and the importance of great product and distribution. Here's a longer breakdown…   Gaurav explains why
AI, Hot Deals, & Ownership: Joe Magyer Reflects on 50 Episodes
AI, Hot Deals, & Ownership: Joe Magyer Reflects on 50 Episodes Mar 18, 2026 2290 We're celebrating our recent 50th episode with a special conversation between host Joe Magyer and guest host Chris Hill of Money Unplugged. Chris interviews Joe about his lessons learned from the first 50 episodes, how AI is impacting startups and venture capital, what Joe has changed his mind about, and investing in startups, both the craft and the show. Joe and Chris also unpack how AI has
Live Episode! A Future Titans Collab and Solo GP Life with Zal Bilimoria
Live Episode! A Future Titans Collab and Solo GP Life with Zal Bilimoria Mar 4, 2026 We're excited to share this interview with Zal Bilimoria, founding partner at Refactor Capital, recorded live at the recent Future Titans emerging manager summit. Zal is a high-conviction, hard-tech investor and solo capitalist who manages more than $225 million. He has a fascinating career, from building products at Netflix and LinkedIn to being an early employee at a16z to later forming Ref
Episode 50! Venture Strategy, Real Work, & The Myth of Overnight Success with Seth Levine
Episode 50! Venture Strategy, Real Work, & The Myth of Overnight Success with Seth Levine Feb 18, 2026 3293 Seth Levine is a Partner at Foundry Group, a longtime early-stage firm investing in both startups and emerging fund managers. We talked about the art of working with founders, short-term-ism, knowing your own competitive advantage, why AI will create more jobs than it disrupts, and the myth of overnight success. Here's the longer of what we covered:   Doing the real work with

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