Notable Guests
EM
Economic Moats
2x
BB
Brent Beshore
2x
AK
Alex Karnal
1x
DP
Dylan Patel
1x
DF
Darren Farber
1x
DS
Dan Sundheim
1x
EV
Eric Vishria
1x
GB
Gavin Baker
1x
BT
Ben Thompson
1x
AW
Alan Waxman
1x
AH
Ail Hamed
1x
Recent Episodes
✨
Neil Movva founded Sail, a company focused on reducing AI inference costs.
Neil Movva
✨
Ben Thompson discusses Big Tech's dominance and the potential AI bubble.
Ben Thompson
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
✨
Eric Vishria shares lessons from a decade investing in software and hardware.
✨
Gavin Baker discusses the disconnect between public AI stock performance and real-world company growth.
✨
Sam Altman discusses OpenAI's history, ChatGPT, Codex, and hardware plans.
Sam Altman
✨
Matthew Smith, CIO of Chronometer Partners, discusses energy investments.
Natural Gas
✨
John Kim, a top fundraiser, shares his expertise.
✨
Jeremy Giffon shares insights from hundreds of founder and investor conversations.
✨
Founders Gavin Uberti and Rob Wachen discuss Etched's AI hardware.
✨
Vlad Barbalat discusses Liberty Mutual's $120 billion investment platform.
✨
Kareem Amin discussed building the fast-growing software company Clay.
✨
Alex Sacerdote, founder of Whale Rock Capital, discusses investing through technology S-curves.
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
✨
Dara Khosrowshahi discusses Uber's future in AVs and AI.
✨
Dan Loeb founded Third Point in 1995, now managing over $24 billion.
✨
Darren Farber discusses winning in Iran and industrial base.
✨
Gavin Baker discusses 'watts and wafers' as physical constraints for AI.
✨
Krishna Rao, Anthropic's CFO, discusses compute procurement and allocation as the foundational element for AI development.
✨
Brian Chesky, Airbnb CEO, discusses his journey from industrial design to leading Airbnb.
Brian Chesky
✨
Paul Tudor Jones, legendary macro trader, shares insights from 50 years in markets.
✨
Dylan Patel discusses explosive demand for frontier AI models.
Dylan Patel