Is Airwallex Undervalued or is Stripe Overvalued?

In this episode, we talk with Theo Baker, a soon-to-be Stanford graduate and author of How to Rule the World, about what he found when he traded his coding ambitions for student journalism. Within his first semester, Theo broke the story that led to Stanford president Marc Tessier-Lavigne’s resignation, a months-long investigation into manipulated research images that put him in the crosshairs of one of the world’s largest law firms. But that was just the beginning. Baker walks us through what he calls the “Stanford inside Stanford”: a parallel world of yacht parties, slush funds, secret seminars, and VC scouts hunting for teenage talent as soon as freshmen hit campus. We also get into the secret class literally called “How to Rule the World,” why he thinks the same system that built Silicon Valley is also what corrupts it, and what the SBF saga and the overnight pivot to AI looked like from the inside. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we're sharing a conversaiton from Strictly VC's recent event in San Francisco. Replit co-founder and CEO Amjad Masad joined Connie Loizos to talk about AI-driven software development, competing with major AI players, and how coding is changing as software creation becomes more accessible. Plus, he gives some insight into their back-and-forth with Apple over app store policies. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we talk with Airwallex cofounder and CEO Jack Zhang about building a global financial infrastructure company by taking the long, unglamorous path. Rather than layering on top of existing banking systems, Airwallex spent a decade acquiring licenses, integrating with local payment rails, and constructing its own end-to-end network for moving money across borders. Jack shares why he turned down a $1.2 billion acquisition offer from Stripe early on, how that decision shaped the company’s trajectory, and why he believes this hard-won infrastructure is becoming a major advantage in the age of AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Connie Loizos talks with Rainmaker Securities managing director Glen Anderson about the surge in the secondary market as investors race to buy shares in some of tech’s most sought-after private companies. From SpaceX to OpenAI to Anthropic, demand is intensifying ahead of a potentially reopening IPO window. Glen explains how the secondary market really works, why some companies have plenty of buyers but no sellers, and what recent activity reveals about investor sentiment. He also shares why SpaceX has been such an outlier, what’s behind the imbalance between OpenAI and Anthropic, and how institutional investors are navigating this increasingly competitive market. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we talk with Halter founder and CEO Craig Pigott about building a $2 billion agtech company that’s transforming how farmers manage livestock. Using solar-powered collars and virtual fencing, Halter helps ranchers increase productivity, monitor animal health, and rethink how land is used. Craig shares his journey from Rocket Lab to agriculture, why farming is still underserved by technology, and how AI and hardware are reshaping one of the world’s oldest industries. Learn more about your ad choices. Visit megaphone.fm/adchoices

WHOOP founder and CEO Will Ahmed joins Connie Loizos and Alex Gove on StrictlyVC Download to discuss the company’s evolution from a niche wearable for elite athletes into a fast-growing health platform. The three talk about WHOOP’s unconventional decision to skip a screen, its subscription-driven business model, and how it won over top athletes early on. They also dig into the company’s push into medical-grade monitoring, blood testing, and AI-driven insights, and what it all means for the future of continuous health tracking Chapters: 00:00 — The Rise of Whoop 02:45 — From Athlete to Founder 04:50 — Rejection and Early Challenges 06:10 — Why Whoop Skipped the Screen 08:25 — How Whoop Broke Through 13:30 — The Subscription Model 20:45 — Expanding Into Health and AI 27:50 — The Future of Wearables Learn more about your ad choices. Visit megaphone.fm/adchoices

Ring founder Jamie Siminoff joins Connie Loizos and Alex Gove on StrictlyVC Download to discuss the company’s new AI-powered Search Party feature, which aims to help neighbors find lost dogs but has sparked debate about surveillance and privacy. The three discuss how the feature actually works, the company’s decision to abandon a partnership with Flock Safety, what Ring ultimately hopes to build in neighborhoods around the world, and how much control over that vision Ring really has. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of StrictlyVC Download, Connie Loizos and Alex Gove sit down with MIT AI researcher Max Tegmark to discuss the growing clash between AI companies and the U.S. government and the bigger question of who should control increasingly powerful AI systems. From the Trump administration’s move to phase out Anthropic’s technology to the broader race toward superintelligence, Tegmark argues that the real risk isn’t just geopolitical competition, but losing control of the systems we’re building. He makes the case for treating AI like any other high-stakes industry by implementing binding safety standards and independent oversight before the technology outpaces our ability to manage it. A broad coalition, including Tegmark's Future of Life Institute have released The "Pro-Human AI Declaration" outlining a path forward in which AI would best serve humanity. View the statement here. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on StrictlyVC Download, Connie Loizos talks with Bill Gurley, longtime venture capitalist, former Benchmark partner, and author of the new book Running Down a Dream. After stepping back from day-to-day investing, Gurley has turned his focus to a different question: how people build meaningful, enduring careers—and what they might do differently if given the chance to start over.In this conversation, Gurley reflects on why nearly 60% of professionals say they would rethink their career paths, how to know when it’s time to pivot, and why “regret minimization” can be a powerful decision-making framework. He shares his views on mentorship, peer networks, and the risks of following conventional career tracks in the age of AI. Gurley also weighs in on Silicon Valley’s shifting work culture, the resurgence of 996-style intensity, and why he believes the best way to future-proof your career isn’t to avoid technology—but to run straight at it. It’s a candid discussion about ambition, reinvention, and designing a career you won’t second-guess. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on StrictlyVC Download, Connie Loizos talks with Stacy Brown-Philpot, founder and managing partner of Cherryrock Capital. After a decade at Google and leading TaskRabbit through its acquisition by IKEA, Brown-Philpot is now building a venture firm focused on Series A and Series B software companies led by under-invested founders—targeting what she sees as a critical gap in today’s venture ecosystem. In this conversation, Brown-Philpot explains why she launched Cherryrock in a difficult fundraising environment, how the firm evaluates product-market fit at scale, and why quality revenue matters more than headline ARR. She discusses how AI is reshaping enterprise software, how her board roles at HP and StockX inform the way she assesses companies, and why she believes strong businesses will continue to get funded despite a bifurcated venture market. It’s a grounded look at building durable companies—and backing them at a pivotal stage of growth. Learn more about your ad choices. Visit megaphone.fm/adchoices