Notable Guests
BB
Brent Beshore
2x
EM
Economic Moats
2x
MG
Mitchell Green
1x
PE
Private Equity
1x
RC
Regime Change
1x
SL
Sergey Levine
1x
SS
Shyam Sankar
1x
SB
Small Bets
1x
TS
Ted Seides
1x
TN
The Darkest Night
1x
UB
Understanding Blockchains
1x
AH
Ail Hamed
1x
Recent Episodes
✨
Sergey Levine discusses building foundation models for robots.
Sergey Levine
✨
Mitchell Green co-founded Lead Edge Capital, a growth equity firm focused on consistent returns.
✨
William Hockey discusses building Column, a software company that owns a bank.
✨
Shyam Sankar discusses Palantir's forward-deployed engineering and identifying talent superpowers.
✨
John Arnold shares insights on cultivating the best perspective in your industry.
✨
Dan Sundheim details managing $30B across public and private markets.
Dan Sundheim
✨
Josh Kushner discusses Thrive Capital's concentrated, high-conviction investment strategy.
✨
3G Capital's distinctive model focuses on making one transformative investment per fund with significant personal capital commitment
✨
Ben Horowitz reflects on personal influences including Nas, Andy Grove, and his father that shaped his approach to building Andreessen Horowitz
✨
Gokul Rajaram leverages experience investing in 700+ companies and building core products at Google, Facebook, Square, and DoorDash to analyze AI's impact
✨
Patrick O'Shaughnessy discusses finding organizing principles for life and the philosophy that 'the reward for good work is more work'
✨
Ladder grew from near-bankruptcy with debt collectors to become the #1 grossing fitness app with $100M ARR and 300K+ paying members
✨
Reed Hastings built Netflix on two core ideas: taking a simple concept extraordinarily seriously and maintaining exceptional talent density
✨
Nick Kokonas co-founded three acclaimed restaurants (Alinea, Next, The Aviary) and Tock booking platform, bringing business discipline to hospitality
✨
Ric Elias built Red Ventures into global platform with portfolio including Lonely Planet, The Points Guy, and Bankrate since 2000 founding
✨
Henry Ellenbogen founded Durable Capital after leading T. Rowe Price's New Horizons Fund, focusing on identifying transforming companies versus failing ones
✨
Gavin Baker discusses Nvidia's two-decade evolution and competitive dynamics with Google's TPUs, analyzing how semiconductor companies have shaped the AI infrastructure landscape
✨
David George leads a16z's growth investing practice backing major companies (Databricks, Figma, Stripe, OpenAI) and new AI startups (Cursor, Harvey, Abridge) with a non-traditional decision-making ...
✨
Palmer Luckey founded Anduril to reshape defense technology through next-generation military systems for the US and allies, disrupting the established defense industry
✨
Martín Escobari explains General Atlantic's unique structure (permanent capital, single P&L, partnership culture) that enables different growth equity investing strategies than competitors