Episodes (Page 11)
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Doug Leone led Sequoia's expansion from a $150M early-stage fund to an $85B global powerhouse over 25 years
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Tim Urban discusses his new book 'What's Our Problem,' which investigates major societal issues after six years of intensive writing
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Dan Rose spent 20 years at Amazon and Facebook in their early stages, working closely with Bezos, Jassy, Zuckerberg, and Sandberg
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Jeff Green discusses parallels between The Trade Desk and equity exchanges, built as second advertising exchange
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Carl Kawaja, portfolio manager at Capital Group, discusses major regime change occurring across capital markets since their previous conversation in mid-2021
Regime Change
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Daryl Morey pioneered analytics movement in basketball alongside Sam Hinkie, creating 'Moreyball'
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Miles Grimshaw applies biological approach to software investing, having made early-stage bets on Segment, Benchling, and Airtable before 30 employees
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John Fiorentino bootstrapped four consumer products (Gravity Blanket, Moon Pod, Moon Pals, Birthdate Candles) generating hundreds of millions in revenue
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Amjad Masad founded Replit to bring the next billion software creators online through a browser-based coding environment emphasizing fun and collaboration
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Rebecca Lynn co-founded Canvas Ventures in 2013 and is recognized as one of the top venture capitalists using deep go-to-market expertise
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Michael Mauboussin examines market share, returns on capital, and capital allocation
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Jeremiah Lowin, founder of Prefect, explains the new AI paradigm.
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Bill Lenehan, CEO of Four Corners Property Trust, provides insight into commercial real estate investment as an asset class
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Ron Howard and Brian Grazer discuss their legendary partnership at Imagine Entertainment, founded in 1985 and winner of 49 Emmy Awards, 11 Golden Globes, and 10 Academy Awards
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Shane Battier, multiple championship-winning basketball player, discusses the value of non-statistical analysis and contextual understanding in sports through conversation with Sequoia partner Ravi...
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Parker Conrad is building Rippling as a 'compound company' with interrelated products serving HR, Finance, and IT functions simultaneously rather than a single-product focus
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Bob Elliott, CEO of Unlimited, provides a macro tour.
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Kirsten Green, founder of Forerunner Ventures, discusses investing in consumer change.
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Jason Droege built Uber Eats from a blank canvas starting in 2014 into a $20 billion GMV global operation within six years through product-market fit refinement and scaling
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Paul Orfalea founded Kinkos, growing it into a $2 billion operation.