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Hosted by notinvestmentadvice00 · 🇺🇸 US · EN · 23 episodes
Established thought leaders with verified media credentials.
Weekly conversation with Ian, Eric, and Kevin on venture capital, startup, tech, economy, investing, market, and many more...
notinvestmentadvice00 hosts Not Investment Advice, a business show with 23 episodes published.
Three VCs, one mic, three opinions you won't hear at a fund meeting. Eric Bahn (Hustle Fund), Ian Park (ex-sovereign wealth fund), Kevin Jiang (Mangusta Capital). Recorded live at Hippocampus, San Francisco: http://hippo
The biggest IPO in history is done. SpaceX went public Friday at a $1.77T valuation, ~4x oversubscribed, then popped ~19% on day one to a ~$2T close — minting ~4,000 millionaires. The chingus recorded on the eve of it an
Money is doing two contradictory things at once this week. The front door is wide open: Anthropic filed its confidential S-1 ahead of OpenAI, SpaceX priced a $75 billion listing for June 12, and Masa Son is on CNBC calli
Join us as we dive into the spicy world of tech and business in this episode of the Three Commas Podcast! 🚀 In this episode, we discuss the latest drama surrounding OpenAI, Elon Musk's lawsuit, and the implications for
Three VCs, one mic, three opinions you won’t hear at a fund meeting. Hosted by Eric, Ian, and Kevin. ---------------------------------------- Toma Bravo just handed Medallia to its creditors and ate an estimated $5.7 bil
This week, Sam Bankman-Fried tweeted from prison about the FTX portfolio he could have held — Anthropic, SpaceX, Cursor, Solana, Robinhood — and the boys spent half the episode doing the math on what might have been the
EP2: Three Commas Podcast 00:00 Intro — Disneyland, Tequila Brands & The AI Editorial Bot 02:35 Anthropic Passes OpenAI: $30B ARR — Can You Trust the Numbers? 11:56 Claude Mythos Finds 27-Year-Old Bugs — Groundbreaking A
00:00 - Intro & weekly roundup 01:07 - Uber invests $1.25B in Rivian for robotaxis 04:17 - Ian: why he stopped caring about cars 06:15 - SpaceX IPO — no lockups, biggest offering ever? 09:28 - Google's TurboQuant: the "M
Elon admits XAI was "not built right" and needs a full rebuild — bad news for SpaceX investors. Finance bros still won't let go of Bloomberg terminals, and a new poll shows most Americans are skeptical about AI. Meanwhil
This week on Not Investment Advice, Eric, Ian, and Kevin break down the Anthropic vs. OpenAI drama after Trump's DOD labeled Anthropic a supply chain risk — and Sam Altman swooped in to sign the contract hours later. Plu
00:05 - Anthropic, DoD, Supply-Chain Risk, and Political Risk for AI Vendors 01:02 - Government Alignment and OpenAI vs. Government Stance 02:27 - Supply Chain Risk and Vendor Diversity 07:27 - Open Letter Discussion and
Follow the Hosts: Eric: https://www.linkedin.com/in/ericbahn/ Ian: https://www.linkedin.com/in/park-ian/ Kevin: https://www.linkedin.com/in/jiangkevin Chapters * 00:00 Introduction and Catching Up * 21:50 The Advancement
Follow the Hosts: Eric: https://www.linkedin.com/in/ericbahn/ Ian: https://www.linkedin.com/in/park-ian/ Kevin: https://www.linkedin.com/in/jiangkevin 00:00 The Exhausting Pace of Silicon Valley News 02:54 Anthropic's Ri
Follow the Hosts: Eric: https://www.linkedin.com/in/ericbahn/ Ian: https://www.linkedin.com/in/park-ian/ Kevin: https://www.linkedin.com/in/jiangkevin 00:00 Super Bowl Predictions and Initial Thoughts 00:58 The SaaS Apoc
EP 7 : SpaceX & XAi, Clawdbot, Claude Cowork, Future of Work Chapters * 00:00 Tech Market Volatility * 05:27 Impact of Automated Excel on Finance * 11:03 Tesla's Business Strategy and SpaceX Merger * 26:29 Voice Interfac
Chapters - 00:00 Early Morning Podcast - 05:10 Comparing Brex and Ramp - 12:10 OpenAI and Trillion-Dollar Valuations - 18:46 Anthropic and Valuation Trends - 24:09 Funding Frenzy in the Tech Industry - 35:36 Strategies o
In this New Year 2026 episode, Eric, Kevin, and Ian kick off the season with a wide‑ranging conversation on Sam Altman’s circular investing and OpenAI conflicts, Google Gemini’s “personal intelligence,” on‑device AI and
(01:00) K-Beauty Boom, (12:55) OpenAI invests in Thrive, (24:52) New form factor for AI (Zuck’s New Bet) (36:55) Sachs vs NYT Follow the Hosts: Eric: https://x.com/ericbahn?lang=en Ian: https://ianpark.vc/ Kevin: https:/
In this pre-Thanksgiving episode, Eric, Kevin, and Ian break down Nvidia's earnings, the looming Private Credit bubble, and why Google’s Gemini 3 might finally win the AI race. They also debate Cursor’s $2.3B valuation,
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Not Investment Advice is hosted by notinvestmentadvice00. The show is categorised under business (investing) and has published 23 episodes.
Not Investment Advice has published 23 episodes.
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