Evan Skorpen
Partner and head of public equity markets at Lead Edge Capital, focusing on software valuations, public markets, and investment strategy.
Best podcasts with Evan Skorpen
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97 snips
Feb 20, 2026 • 48min
Inside OpenAI’s Smart Speaker and the Minds Behind It, Social Media Stocks Under Pressure
Stephanie Palazzolo, AI reporter covering OpenAI’s device efforts; Evan Skorpen, public-equity partner focused on software valuations; Amy Dockser Marcus, health reporter tracking longevity experiments. They discuss OpenAI’s hush-hush smart speaker and related device plans. They debate why software multiples look cheap and where AI fits for SaaS. They explore mitochondrial transplants and Silicon Valley’s rush into longevity treatments.
9 snips
Dec 22, 2025 • 1h 12min
Investing in growth tech with Lead Edge Capital's Evan Skorpen
Evan Skorpen, an investor at Lead Edge Capital, specializes in concentrated public investments in growth tech. He discusses the challenges and strategies in navigating valuation dislocations, known as 'air pockets,' and the evolving impact of AI on software companies. Skorpen emphasizes the importance of aligning long-term KPIs with executive incentives and the necessity of clear communication during investor days. He also shares insights on managing CEO performance metrics and how quality management can influence investment decisions.
