Not Investment Advice
Weekly conversation with Ian, Eric, and Kevin on venture capital, startup, tech, economy, investing, market, and many more...
Episodes
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 Investor Dynamics
12:56 - Middle Eastern Capital in AI
15:34 - The “Agent Future” and AI Representations
17:11 - AI Clones and Founder Outreach Experiments
23:39 - Personal Updates and AI-Washing
28:05 - Pr...
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 of Chinese Robotics and AI
* 27:20 Robinhood's Entry into Private Credit
* 33:27 Private Credit Market
* 40:28 Lucid Motors and EV Industry
* 47:12 Venture Capital and Accelerators
* 58:13 Social Me...
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 Rise and Competition with OpenAI
05:49 The Twitter Culture and Its Impact on AI Leaders
08:40 The Introduction of Ads in AI Models
11:50 The Future of AI: Local Models and Customization
17:47 Kakao's Dis...
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 Apocalypse: Market Reactions
05:59 The Future of SaaS Pricing Models
08:40 Elon Musk's Consolidation of Assets
12:07 The Anthropic vs. OpenAI Ad War
18:23 Waymo's Expansion and the Future of Autonomou...
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 Interfaces and AI in Technology
* 33:32 Literacy Challenges and Reduced Reading
* 40:57 AI Bots and Their Impact on Society
Follow the Hosts:
Eric: https://x.com/ericbahn?lang=en
Ian: https://ianpark.vc/
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 of Tech Giants
Follow the Hosts:
Eric: https://x.com/ericbahn?lang=en
Ian: https://ianpark.vc/
Kevin: @jiangkevin
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 voice interfaces, Meta’s acquisition of Manis, and whether 2026 will be the year of mega IPOs and overhyped “AGI” claims.
[00:00]Intro: CES, Koreans in Vegas, and networking vs. real tech
[02:00]Sam Altman’...
(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/
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, expose the misuse of "ARR" metrics by startups, and discuss the internal turmoil at Sequoia Capital.
00:00 - Intro: VC hibernation mode
01:26 - Nvidia Earnings & AI Bubble anxiety
03:53 - The Private Cred...
In this week’s episode of Not Investment Advice, Eric, Kevin, and Ian break down the most important tech and AI stories from the past few weeks in Silicon Valley.
As always, this show reflects our personal views and is not investment advice.
00:00 – Introduction
00:35 – Why Silicon Valley news cycles feel faster
02:10 – AI-generated music reaches Billboard #1
05:10 – Personalization and the rise of consumer AI music tools
0...
In the inaugural episode of "Not Investment Advice," emerging managers Eric Bahn, Ian Park, and Kevin Jiang, VCs of Asian descent, tackle representation and cultural barriers in Silicon Valley before diving into the week's hottest market debates. Topics include the legitimacy of prediction markets (Koshi/PolyMarket), the AI infrastructure "bubble" theory (trillion-dollar commitments and model convergence), the hyper-competitive AI ...
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