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Most startup media exists to celebrate founders — not challenge them. The incentives are clear: if you’re too critical, no one will come on your show. So the questions stay soft. The tone stays positive. Everyone’s building “the future.”
But investor podcasts operate under a completely different set of incentives. They don’t need to attract founders to sell ads or build hype — they need to earn credibility among other investors. That credibility doesn’t come from cheerleading; it comes from insight. From asking the hard questions that expose how a founder really thinks about capital efficiency, competition, and risk.
When an investor hosts a podcast, it’s not about “platforming” a startup — it’s about testing ideas under pressure. It’s about seeing how a founder handles the uncomfortable truths most media avoids.
In startup media, flattery builds reach.
In investor media, rigor builds reputation.
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🔈BidCast - New Interview with @PrimordialAA
of @LayerZero_Core on $ZRO
📌Market share, financials, and moat of legacy $ZRO 📌How Stargate can help drive $100mm+ in ARR
📌What it’s ramping up IR but is hush-hush on roadmap
📌Stablecoin dynamics, Tether / Circle relationship, Tokenomics, and more
Timestamps 👇
00:00 Opening
01:16 Introduction to Layer Zero and Market Overview
04:09 Layer Zero's Market Share and Competitors
06:41 Adoption of Layer Zero and Future Prospects
09:22 Revenue Models and Financial Insights
12:31 Cost Structures and Messaging Protocols
14:56 Strategic Acquisitions and Business Growth
17:52 Consumer Experience and Product Development
20:39 Competitive Landscape and Market Positioning
23:36 Future Innovations and Consumer Engagement
30:58 Building the Stargate Experience
31:56 Exploring the Vault Concept
33:49 Establishing Trust with Consumers
37:17 The Role of Stablecoins
42:05 Switching Costs and Customer Retention
45:49 Future Growth Opportunities
47:57 Investor Sentiment and Market Dynamics
52:03 The Future of DATs
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