Notable Guests
EM
Economic Moats
2x
BB
Brent Beshore
2x
GB
Gavin Baker
1x
AK
Alex Karnal
1x
DP
Dylan Patel
1x
DF
Darren Farber
1x
DS
Dan Sundheim
1x
EV
Eric Vishria
1x
GS
Gabe Stengel
1x
BT
Ben Thompson
1x
AW
Alan Waxman
1x
Recent Episodes
✨
Neuroscience is shifting from reading brain signals to actively writing to the brain.
✨
Noah Shinn discusses Instinct, a personal assistant you can text, call, or email.
Noah Shinn
✨
Gabe Stengel discusses AI's role in finance and Rogo's infrastructure.
Gabe Stengel
✨
Moritz shares insights from 40 years of investing and writing, focusing on his memoir about his refugee parents.
✨
Walter Russell Mead discusses the five-step playbook for global leadership.
✨
Sarah Guo, founder of Conviction, invests in early-stage AI-native companies.
Sarah Guo
✨
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.