The Split

The Split

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🎧🍌 Building Felicis from $4M to $4B | Aydin Senkut
Why every LP turned him down, the "CIA interview" that saved Fund 2, and the 1,000x deal everyone called idiotic
🎧🍌 Inside the Anthropic Bet That Made Menlo a Top AI Firm | Matt Murphy
Lessons sitting in Google’s pre-revenue board meetings, the LP’s who made over $1B each on an Anthropic SPV, and rebuilding Menlo into a top AI firm
 • Turner Novak 🍌🧢
🎧🍌 How Oren Zeev Invests $2.7B With No Employees
A fund with five companies, why most partnerships add negative value, how to be fast with no team, and the 30-year history of Israel’s startup economy
🎧🍌 Why Stripe’s 1st Employee Just Bought a Bank | Darragh Buckley, Increase
Building compliance as code, why the Fed has great technology, and lessons from the early days of Stripe
 • Turner Novak 🍌🧢
🎧🍌 This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures
Why the deployment layer is the most attractive part of physical AI, “hardware is still hard”, how small funds became outsourced associates for big…
 • Turner Novak 🍌🧢
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff
How to build a consumer hardware startup, why founders should always be going all-in, lessons from leaving and coming back to lead the company again…
 • Turner Novak 🍌🧢

September 2026

🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London
How to stay obsessed with your customers, why AI has changed M&A, the data proving AI’s impact on small businesses, and why you shouldn’t ship an MVP
 • Turner Novak 🍌🧢
🎧🍌 Building a Venture Firm Like a Product | Jeff Morris Jr, Chapter One
Running 50 experiments every fund cycle, how to evolve your portfolio construction over time, why picking rates are falling, and why investing outside…
🎧🍌 How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO
Leveraging investors for customer intros, how to crack usage-based pricing, running a sales org with AI, how messy data blocks AI adoption, and why…
🎧🍌 How Athletes Broke Into Silicon Valley | Ryan Nece, Next Legacy
Growing Next Play to $4B AUM, the biggest mistakes athletes make investing, winning the Super Bowl and going 0-16 in the same career, and the Next Play…
 • Turner Novak 🍌🧢

August 2026

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