Notable Guests
EM
Economic Moats
2x
BB
Brent Beshore
2x
DS
Dan Sundheim
1x
DP
Dylan Patel
1x
JK
Josh Kushner
1x
KR
Krishna Rao
1x
MG
Mitchell Green
1x
PE
Private Equity
1x
RC
Regime Change
1x
SN
Scott Nolan
1x
Recent Episodes
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Krishna Rao, Anthropic's CFO, discusses compute procurement and allocation as the foundational element for AI development.
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Brian Chesky, Airbnb CEO, discusses his journey from industrial design to leading Airbnb.
Brian Chesky
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Paul Tudor Jones, legendary macro trader, shares insights from 50 years in markets.
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Dylan Patel discusses explosive demand for frontier AI models.
Dylan Patel
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Alex Karnal discusses the "health stack" and existing medicines for major diseases.
Alex Karnal
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Scott Nolan discusses his transition from Founders Fund to starting General Matter.
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Alan Waxman, CEO of Sixth Street, discusses private credit's role in finance.
Alan Waxman
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Sergey Levine discusses building foundation models for robots.
Sergey Levine
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Mitchell Green co-founded Lead Edge Capital, a growth equity firm focused on consistent returns.
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William Hockey discusses building Column, a software company that owns a bank.
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Shyam Sankar discusses Palantir's forward-deployed engineering and identifying talent superpowers.
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John Arnold shares insights on cultivating the best perspective in your industry.
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Dan Sundheim details managing $30B across public and private markets.
Dan Sundheim
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Josh Kushner discusses Thrive Capital's concentrated, high-conviction investment strategy.
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3G Capital's distinctive model focuses on making one transformative investment per fund with significant personal capital commitment
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Ben Horowitz reflects on personal influences including Nas, Andy Grove, and his father that shaped his approach to building Andreessen Horowitz
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Gokul Rajaram leverages experience investing in 700+ companies and building core products at Google, Facebook, Square, and DoorDash to analyze AI's impact
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Patrick O'Shaughnessy discusses finding organizing principles for life and the philosophy that 'the reward for good work is more work'
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Ladder grew from near-bankruptcy with debt collectors to become the #1 grossing fitness app with $100M ARR and 300K+ paying members