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Term Sheet

Fortune Magazine

Welcome to the Term Sheet podcast! In this series, Allie Garfinkle adapts her Term Sheet newsletter in audio and video format, diving deeper into the latest news and insights on private equity, venture capital and start-ups. Every week, the show features conversations with industry leaders, insights, and a roundup of the biggest funding news.

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  • 22 episodes
  • Avg 38 min
  • English

Episodes 22

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  • Oct 7, 2025 · 36 min

    "Bubbles have almost always preceded some important technological shift”: OpenAI's COO

    OpenAI has had a huge week. Fresh off launching the AI video generation and social app Sora 2, they closed a multibillion dollar partnership with AMD that sent the company’s stock soaring. This was quickly followed by the release of new features, like agent-building and ChatGPT app integration, meant to supercharge OpenAI’s hold on the culture. Allie sat down with OpenAI COO Brad Lightcap at the company’s DevDay in San Francisco to discuss where the company stands in the enterprise market, what he thinks of the “AI bubble,” that MIT study, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Oct 1, 2025 · 23 min

    The Sociology of Startup Success with VC Powerhouse Hans Tung

    Hans Tung first became a VC in his 20s and has gone on to invest in some of the most successful companies of our time––household names like Airbnb, Slack, Coinbase, and Peloton, among others. He was an early backer of Musical.ly, the app that became TikTok. Hans cofounded the firm GGV Capital, which then split into the Singapore-based operation, Granite Asia, and the U.S.-based Notable Capital, where he’s now managing partner. Allie and Hans talk about what makes a good investor, what he looks for in founders, his take on AI bubble anxieties, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Showing 21–22 of 22 episodes