HeyJaredNot Investment Advice
Weekly conversation with Ian, Eric, and Kevin on venture capital, startup, tech, economy, investing, market, and many more...
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 12, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 2, 2026
Latest episodes
EP13: Airtable’s exit math, Ian’s SpaceX short, and the garbage collectors coming for SaaS. (opens the original)
Read excerpt
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://hippocamp.coCHAPTERS0:00 Cold open: the first live taping ever0:48 SpaceX's first earnings as a public company3:23 Ian shorted SpaceX before the print5:05 The Tesla acquisition rumor6:25 Who saves SpaceX? Neuralink in 10 years7:58 Eric's all-Elon 2035 commute8:53 Jeff Dean leaves Googl
EP12: $20B AI Fund Died in Six Days - Leopold’s fund, Korean president’s AI Summit, Elon’s interview (opens the original)
Read excerpt
The chingus get invited to the Korean president's AI Summit in San Francisco, where Sam Altman and Dario Amodei sit in opposite corners while every tech titan in the room courts Korea. Then the story of the week: Leopold Aschenbrenner's 4x-levered, $20 billion Situational Awareness fund gets margin-called into a fire sale, Citadel buys the entire book before the market opens, and the Kospi swings 40% in two days. They close with Tesla reportedly shopping its China business to clear the path for
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.