Dan Nathan, Rick Heitzmann, and Jesse Chasse discuss why 2026 could mark a true VC comeback as AI matures, growth stabilizes, and rates ease. They explore AI-driven disruption of legacy SaaS and whether upcoming IPOs signal a real supercycle or a bubble.
In this episode of The Longest View, Dez speaks with Don Muir, Co-Founder and CEO of F2, about his journey from private equity at Apollo Global Management to building AI-powered financial intelligence platforms. The conversation explores the evolution from rules-based fintech to model-agnostic AI systems, highlighting Muir’s perspective on entrepreneurship and the transformative impact of AI on financial services.
This week Dez is joined by Mitchell Jones, Co-Founder and CEO of Lava, a payments and billing infrastructure platform for AI companies. They discuss building fintech for the AI era, the importance of developer experience, and why real entrepreneurial progress comes from consistent execution, not hype.
