The Circle Of Competence Podcast public
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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The Reconstructing Inclusion Podcast goes far beyond what the host, Amri B. Johnson, considers redundant, how-to diversity, equity, and inclusion dialogues. He aims to create a space to speak the truth and examine context in DEI. This means creating a path forward for everyone to rethink and recognize the benefits of inclusion individually and collectively. Reconstructing in this sense is about creating organizational systems and networks where everyone belongs. reconstructinginclusion.subst ...
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Ballet Help Desk

Jenny Huang and Brett Gardner

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As parents, you play a crucial role in supporting your dancer’s ballet path and we know navigating the world of ballet training can be challenging. The Ballet Help Desk podcast is here to help! Tune in for expert insights on supporting your student’s ballet education. We cover key topics like summer intensives, ballet competitions, full-time and postgraduate training, health and wellness, boys in ballet and more. Hear valuable advice from leading professionals across the ballet world to help ...
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The Circle of Competence Podcast

The Circle of Competence Podcast

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The Circle of Competence Podcast focuses on the nexus between entrepreneurship and investing, and explores each guest's journey of buying, building, and operating businesses. From real estate to technology to small business investing and more, this podcast will be a wide-ranging exploration of what it takes to build a sustainable operation in today's competitive world. Support this podcast: https://podcasters.spotify.com/pod/show/the-circle-of-competence/support
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Insights for long-term stock pickers. Make better decisions when faced with the inherent uncertainty of stock picking. Hi! I’m André. Here’s my investing style: Fundamental approach Ten year timeframes or more Very concentrated, with almost 90% of my invested portfolio in a few individual companies Low turnover: a median and average of two individual stock trades per year Circle of competence: consumer brands Geographies: Europe and US
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Lasting Learning

David Schmittou

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Discussing the imperfections of our journeys. Sharing the obstacles we shape into opportunities. Focusing on the focus. This is Lasting Learning! In this raw, uncut, unscripted podcast we explore ways to make learning last. We talk to people who have found what matters. We talk to difference makers. This isn’t a show about gimmicks and tricks. It’s a show about learning that lasts.
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show series
 
Agenda: 04:21 - The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?! 06:00 - Facebook’s $100 Billion Gamble: Can Zuck Buy the Future? 09:27 - The “Magic Room” Theory: Why Only Insiders Get Billion-Dollar Paydays 11:27 - Is Loyalty Dead in Silicon Valley? The Great Talent Exodus 16:00 - Harvey’s $5 Billion Valuation: Genius or…
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Miriam Landis trained at the School of American Ballet, danced with Miami City Ballet, and now teaches at Pacific Northwest Ballet, all experiences that informed her work as the author of three young adult novels set in the ballet world. In this episode, she talks about the reality of the professional ballet path, the emotional and practical sides …
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Johannes Reck is the Founder and CEO of GetYourGuide, the $2BN company that started with a holiday to China and nothing to do. For the first two years, GetYourGuide received only 5 bookings. Today the platform is worth $2BN. They have raised from some of the best, including an amazing story with Masa Son and Softbank. In Today’s Episode We Discuss:…
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Cem Kansu is the Chief Product Officer at Duolingo, where he leads product strategy for over 90 million monthly active learners. Since joining Duolingo, Cem has played a pivotal role in driving record user engagement, revenue growth, and product innovation, including the launch of Duolingo Math and the wildly successful Duolingo Music. Under his le…
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In Part 2 of our two-part interview with physical therapist Erika Mayall, we explore how ballet schools are supporting dancer health—and where they still fall short. Erika offers practical advice for dancers and families without access to dance-specific care, busts common ballet injury myths, and shares her favorite recovery tools and daily habits …
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Agenda: 00:00 – Meta’s $14.8B Deal for Scale: The Analysis 05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave? 13:00 – Who is the Winner from All Scale Customers Leaving? 21:30 – Who Made the Most Money From Scale? 24:00 – LPs Just Got $14B Back. Are They Reinvesting? 26:45 – Chime IPO: The Breakdown 29:20 – Ramp Hits $16B Valuation:…
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In Part 1 of our two-part interview with physical therapist Erika Mayall of Allegro Performance and Wellness, we dive into why ballet dancers need specialized care from providers who truly understand the unique demands ballet puts on the body. Erika shares her journey into working with dancers, how injury prevention differs for ballet artists, comm…
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Larry Aschebrook is the Founder and Managing Partner of G Squared in what is one of the wildest stories of venture capital. Larry started G Squared with nothing, dialling for dollars having personally invested in Twitter and Uber. In his first fund, Larry made sizable bets into SpaceX, Palantir, Alibaba and Twitter. Larry has also had mega losses a…
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In this episode, I sit down with Dr. Sheena Mason, author of "The Raceless Antiracist: Why Ending Race is the Future of Antiracism," for a conversation that challenged everything I thought I knew about racial justice. Sheena presents her revolutionary "Togetherness Wayfinder" framework—a practical roadmap beyond traditional antiracist thinking towa…
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Agenda: 00:03 – Circle’s IPO: Investors Just Left $BNs on the Table 00:06 – CoreWeave & Circle: Are We Back to Meme Stock Madness? 00:11 – Should Stripe and Databricks Finally Go Public? 00:17 – US Stock Markets: How They DOMINATE the Global Game 00:21 – 50% of Unicorns Are DOOMED. What Happens Now? 00:25 – Founders Fund Just Dropped $1B on Anduril…
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Considering full-time or summer training at Louisville Ballet? Artistic Director Mikelle Bruzina and School Director Christy Corbitt Krieger explain how the school is structured, what the studio company experience involves, and how dancers transition into professional careers. They also share insights on tuition, housing, casting, and how dancers a…
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Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance services. Fiverr has had an insane ride in the public markets, in 2019 the company went public with a $650M market cap, at their peak that hit over $8BN. Today, facing a wave of AI, the company has a market cap of $1.121BN on an estimated $430M EOY revenues…
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Matt Pohlson is the co-founder and Chairman of Omaze, the most insane story in startups that you have never heard. From near death experience to working with Arnold Schwarzenegger, George Clooney and The Pope. Omaze has raised over $200 million for charity by offering once-in-a-lifetime celebrity experiences and luxury house draws. He's a master st…
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Agenda: 00:00 – The Most Unfiltered Episode Ever Begins 03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not. 05:45 – TVPI Is Bullshit? 09:20 – Asset Gatherers vs Real Investors: Who Actually Wins? 12:15 – The Death of the Billion-Dollar VC Fund? 16:00 – Mid-Tier VC Funds Are Getting Annihilated 21:00 – Chime: Great Exit or Missed Opportunity…
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Former San Francisco Ballet soloist Madison Keesler shares the twists and turns of her ballet path—from falling in love with dance to navigating career pivots and returning to SFB more than once. She talks about leaving at the height of her career, what she’s up to now in New York, and the launch of Pointe of View, her new consulting business for d…
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Julie Nurnberger-Haag returns to the podcast to discuss the article, "Tools, tricks, and topics teachers use for integer arithmetic," published in the Electronic Journal for Research in Science and Mathematics Education (Vol. 29). Co-author: Scott Courtney Article URL: https://ejrsme.icrsme.com/article/view/23771 Julie's Google Scholar page List of…
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Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master’s in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for au…
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Kyle Norton is the Chief Revenue Officer at Owner.com, where he scaled revenue from $2M to $40M ARR in under 3 years while selling to one of the toughest markets: SMB restaurants. Before Owner, Kyle led sales at Shopify, where he helped architect one of the most operationally elite GTM orgs in SaaS. Agenda: 00:00 – From Shopify to $40M ARR at Owner…
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Ballet competitions are more common than ever—but do dancers really need them? In our latest episode of #NoThirds, Fran weighs in on the role competitions play in today’s training landscape. He tackles key questions from parents and dancers alike: Are comps essential for landing trainee or second company spots? Do they actually help with long-term …
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Agenda: 00:00 – Why “Fund Returners” Are a Myth in Late-Stage VC 05:02 – Builder.ai Implodes: $500M Gone & Fraud Allegations Begin 11:40 – The Dirty Truth About Late-Stage Venture Math 15:57 – The Hinge IPO: Who Won, Who Lost, and Why It’s a Game Changer 23:03 – The Chime Bombshell: Late-Stage VCs Forced to Crystallize Huge Losses 27:14 – Why YC Is…
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Victoria Mazzarelli, Artistic Director of the Nutmeg Conservatory, joins us to share what sets this independent ballet conservatory apart. Widely known for its warm and nurturing environment, Victoria covers everything from curriculum and housing to performance opportunities, as well as the school's postgraduate program. She also explains how Nutme…
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Airwallex is the most insane story in startups: The best angel investment ever: The angel that turned $1M into $1BN. One of the world's best VCs pulled a term sheet and lost $1BN. The company turned down a $1.2BN offer from Stripe. The company scaled to $1BN in transaction volume in 9 months. The company has never not grown 100% in a year. Jack Zha…
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Luke Harries is Head of Growth at ElevenLabs, where he leads marketing, product, engineering, and developer experience. ElevenLabs has raised $281M with the latest round pricing the company at $3.3B valuation. Previously, Luke held roles at PostHog and Microsoft, and is also an angel investor supporting startups like Lovable and Runna. In Today’s E…
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Yusuke Uegatani from Hiroshima University High School (Fukuyama, Japan) discusses the article "Decentralising mathematics: Mutual development of spontaneous and mathematical concepts via informal reasoning," published in Educational Studies in Mathematics (Vol. 118). Co-authors: Hiroki Otani, Taro Fujita. Article URL: https://link.springer.com/arti…
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Agenda: 04:34 Chime's IPO Announcement: Who Wins & Who Loses 06:28 The Lopphole That Means Chime Has a Better Business than JP Morgan 10:51 Why Investors Who Invested at $25BN Will Make Money When it IPOs at $12BN 18:59 Are IPOs Dead & The Future of the Late Stage Private Market 27:32 Exits are Larger Than Ever: So What? What Happens? Who Wins? Who…
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We all know that dancers have their own unique style. Welcome to our interview with the founders of Barre Trash, Lucas Labrador and Louis DeFelice as they let us in on ballet’s not-so-glamorous side—with honesty, humor, and a sharp eye for merch. In this episode, they talk about how Barre Trash was born, what the name really means, and how their si…
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Severin Hacker is the Co-Founder and CTO of Duolingo, the world’s most downloaded education app with over 100 million monthly users. Since its 2021 IPO, Duolingo has reached a market cap of $20BN. The company has raised over $183M from top-tier investors including CapitalG, Kleiner Perkins, Union Square Ventures, NEA, Ashton Kutcher, and Tim Ferris…
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Yuhki Yamashita is the Chief Product Officer at Figma, where he leads the development of one of the world’s most beloved design platforms. Previously, he was Head of Product at Uber, overseeing the core rider experience used by millions globally. A master of product storytelling and team-building, Yuhki has redefined how world-class digital product…
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Items Mentioned in Today’s Episode: 04:11 Owner’s New $120M Round at $1BN 06:05 Why Series A is F****** Today 14:55 Could Tiger Global Be Saved by OpenAI and Scale 22:43 Why SBF is the Greatest Investor of the Last Decade 31:34 Why No Individuals Should Invest in Venture Funds 36:27 Why Microsoft Laying 3% of Their Workforce Off is not Enough 41:38…
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Why open a ballet school in San Antonio? Former Pacific Northwest Ballet principals Lindsi Dec and Karel Cruz share what inspired them to found DeCruz Ballet, how their training model stands apart, and where they see their school fitting into the evolving ballet ecosystem. They discuss everything from attracting male students and navigating competi…
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Alina Kadluba from the Technical University of Munich (Germany) discusses the article, "How much C is in TPACK? A systematic review on the assessment of TPACK in mathematics," published in Educational Studies in Mathematics (Vol. 118). Co-authors: Anselm Strohmaier, Christian Schons, Andreas Obersteiner. Article URL: https://link.springer.com/artic…
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Immad Akhund is the CEO of Mercury. Launched in 2019, Mercury has raised $500M in funding from Sequoia, Coatue, CRV, Andreessen Horowitz and others. He is a former part-time partner at Y Combinator and is an active angel investor, with more than 350 investments in startups including Rippling, AirTable, Rappi, Applied Intuition, and Substack. In Tod…
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In this episode, host Amri Johnson explores why many DEI efforts have failed to deliver sustainable change and offers a principle-centered framework that thrives even in challenging political climates. Key Discussion Points: - Why the "Chicken Little" mentality has weakened DEI's position - The three keys to effective inclusion: accessibility, acti…
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Eléonore Crespo is the Co-Founder and CEO @ Pigment, one of Europe’s fastest-growing companies. With Pigment, Eleonore has raised over $397M from the best in the world including ICONIQ, Greenoaks and IVP to name a few. Prior to Pigment, Eléonore was on the other side of the table as an investor with Index Ventures. In Today's Episode We Discuss: [0…
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Silas Farley walked away from his performing career while he was arguably at the top of his game. In this thoughtful and deeply personal conversation, Farley—former New York City Ballet dancer and current choreographer, educator, and leader—reflects on his journey through the ballet world. He shares how his cultural background shaped his experience…
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Today’s Topics: 04:44 Analysis of $3 Billion Windsurf Acquisition 12:39 Will Mega Funds Win the Future of Venture Capital 18:39 Does Every Fund Have to do Pre-Seed to Win Series A and B Today 27:53 Why AI Will Create Massive Unemployment 31:06 The $100,000 Bet on the Future of Work 35:52 Why Venture Has Become a Bundled Good 37:52 Why Stage Specifi…
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Bucky Moore is a Partner @ Lightspeed Venture Partners, announced exclusively in the show today on 20VC. Prior to Lightspeed, Bucky spent an incredibly successful 7 years at Kleiner Perkins working with Mamoon Hamid to build one of the most successful early stage firms of the last decade. Bucky has made investments in the likes of Prisma, Netlify, …
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Reggie Marable is the Head of Global Sales at Sierra, a conversational AI platform for businesses. Sierra enables companies like ADT, Sonos, SiriusXM, and WeightWatchers to build AI agents that transform customer experiences. The company has rapidly become a hypergrowth leader in Silicon Valley, recently securing a funding round that values it at $…
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In Part 2 of our conversation with Fran Veyette, we dig into the realities of postgraduate training—what kind of “help” programs actually offer (and what dancers should be asking for), how long is too long to stay in a bridge program, and why some dancers move quickly into company jobs while others spin their wheels. We talk about whether dancers a…
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In Today’s Episode We Discuss: 03:56 Why The Risk Lever Has Been Turned Higher than Ever in VC 06:04 Why IRR is the Hardest Thing to Control 09:36 Is Lack of Liquidity Short Term Temporary or Long Term Structural 12:17 Why Fund Returners Are Not Good Enough Anymore 16:03 Sequoia: The Best Strategy at the Worst Time 26:30 What it Takes to be Good at…
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Jackie Kopcsak, a founding faculty member and Associate Professor of Practice at USC Glorya Kaufman School of Dance, joins us to unpack what makes USC’s program unique—from its one-of-a-kind curriculum and career planning resources to how students balance ballet, choreography, and cross-disciplinary training. We discuss what the school looks for in…
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Taavet Hinrikus is a Partner at Plural, the early-stage fund that backs the most ambitious founders on a mission to change the world through technology. He co-founded Wise in 2010, where he was CEO and later Chairman, which went public in the first-ever direct listing in Europe in 2021. Prior to that, Taavet was Skype’s Director of Strategy until 2…
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Mayur Gupta is currently the CMO at Kraken, one of the largest crypto platforms in the world. Prior to that, he lead Marketing, Business Transformation and Growth at Gannett - USA Today Network, led Growth at Spotify and was the CMO at Freshly which eventually got acquired by Nestle. He was the first ever Chief Marketing Technologist at Kimberly Cl…
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Postgraduate ballet training is often sold as the final step before a professional contract—but how much of what dancers and parents hear is actually true? In this first episode of a two-part series, Fran Veyette joins us to break down the current state of postgraduate programs. We talk about the rise of bridge-level training, how to evaluate the v…
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In Today’s Show We Discuss: 04:49 Breaking Down the $3BN Windsurf Acquisition 06:18 Why Sam Altman is Playing a Master Game 12:40 Why Multi-Stage Funds are Destroying Seed Managers 21:52 Are Endowment Funds F****** 27:38 What Would Rory Do If He Was CFO of an Ivy League Endowment Fund 43:38 The Denominator Effect and It’s Impact on Venture Allocati…
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Elizabeth Gillaspy and Jessica Zeller of Texas Christian University join us to break down what makes TCU’s dance program unique—from its dual emphasis on ballet and modern, to performance and choreographic opportunities, to how it prepares students for both performing and dance-adjacent careers. They walk us through a typical day of training, the a…
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Jason Wilk is the Founder and CEO of Dave, the greatest turnaround in the public markets of the last 12 months. Dave went public with a market cap of $4BN, just months later the company had a market cap of $50M. Today, they are back with a market cap of $1.1BN. In 2024, CNBC named Dave the best-performing financial stock in the country, achieving 9…
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Rich Socher is the Founder and CEO of You.com. Richard previously served as the Chief Scientist and EVP at Salesforce. Before that, Richard was the CEO/CTO of the AI startup MetaMind, which Salesforce acquired in 2016. He is widely recognised as having brought neural networks into the field of natural language processing, inventing the most widely …
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Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. In T…
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Michael Bearden, Director of the University of Oklahoma School of Dance, joins us to talk about what makes OU’s program stand out. With three distinct tracks—ballet, modern, and pedagogy—OU offers a robust performance schedule, new choreographic opportunities, and wellness support for its students. We dig into the admission process, scholarship lan…
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