14 Jan 2026Eleven Labs $300M ARR, Claude Cowork, Google’s Apple, HartmanAI $200M
Max Teicher, Track Titan: Strava for Motorsport
Max Teicher, founder and CEO of Track Titan, describes the product as 'Strava for motorsport' - an app that ingests sim and real-world racing data to deliver automated coaching, targeting 200M racing gamers with broader F1 fan engagement as the bigger opportunity. He traces his path from professional virtual racing to real race cars, the 2021 founding, pre-seed backing from Concept Ventures and APX, the $5M seed, and 2026 plans for real-time voice coaching and enterprise APIs. He also explains why building a consumer company around personal passion is worth the difficulty.
Apple Taps Gemini & Alphabet's $4T Valuation
The hosts react to Apple and Google's multi-year collaboration making Gemini the foundation for next-generation Apple models and a more personalized Siri, contrasting it with Microsoft-OpenAI's Copilot positioning. They cover Alphabet hitting a $4 trillion valuation, Larry Page's roughly $100B wealth jump, and argue OpenAI's 'code red' leak was a comms misstep while Google now looks near-unstoppable.
Adam Lasry, Yellow VC: Pre-Seed Investing in 2026
Adam Lasry, co-founder and GP of Yellow VC, explains the fund's €400-500K pre-seed tickets into 20+ European teams - often as first check in - and its three value props: operational support from his unicorn-founder partners, commercial intros, and 'in-house VC counselling' on storytelling. He predicts 2026 seed dynamics of shrinking dry powder with capital concentrating into top founder profiles, argues pre-seed is venture's hardest stage (betting purely on people, winning access, and building conviction before consensus), and shares advice for aspiring investors plus the traits he screens for: obsession, adaptability, and attractive power.
Bolderton's $2B Revolut Cashout & Nico Rosberg's Fund
The hosts cover Bolderton Capital cashing out roughly $2B of its Revolut stake from an early £1M pre-seed check, with Revolut at a $57B valuation and IPO chatter, and show off a commemorative plate from the firm's anniversary party. They announce Bolderton partner James Wise joining Thursday's show, then close out part one on Nico Rosberg Ventures closing a $100M third fund, with hopes of getting Rosberg on the show, after briefly teeing up Anthropic's CoWork launch.