Episodes (Page 12)
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Tobi Lütke discusses Shopify's evolution from pure software into physical infrastructure through its fulfillment network, moving 'from bits to atoms'
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Tyler Cowen and Daniel Gross co-authored 'Talent,' a book about identifying and spotting talent across fields based on their respective expertise in economics and startup acceleration
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Jeff Jordan shares expertise on building and investing in marketplaces.
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Eric Glyman's Ramp uses corporate cards as a marketing wedge to build a broader suite of finance software products helping teams save money and time
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Dmitry Balyasny built BAM as a multi-strategy, multi-PM hedge fund model producing consistent absolute returns since 2001
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Henry Ward co-founded Carta in 2012 to manage cap tables, equity plans, and ownership for companies and investors
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Alexandr Wang founded Scale AI to solve the infrastructure gap in producing high-quality training data for AI models
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Antonio Gracias' Valor Equity Partners applies operational expertise to high-growth private companies, leveraging his experience as early Tesla institutional investor and director from 2007-2021
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David Rubenstein, Carlyle Group co-founder, discusses building a $300 billion investment institution while pursuing careers in government, philanthropy, publishing, and media
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Gaurav Kapadia founded XN investment firm in 2020 after rising to partner at TPG Axon and co-founding Soroban Capital
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Marko Papic, chief strategist at Clocktower Group, analyzes geopolitical and macroeconomic trends including Ukraine-Russia conflict impacts on global markets
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Garry Tan discusses systematizing venture investments and what he learned from Paul Graham during his time at Y Combinator and founding Initialized Capital
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Eric Mandelblatt explores why energy and materials represent a small market share and the massive opportunity from global decarbonization trends
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Sebastian Kanovich built dLocal to bridge infrastructure gaps between developed and emerging market payments, enabling merchants like Uber and Spotify
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Frank Slootman has successfully taken three enterprise software businesses
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Tim Flannery's Passthrough removes friction from fundraising by automating investor onboarding and subscription document completion
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Joey Levin manages IAC as an anti-conglomerate holding company that has produced 11 public companies including Match Group, Expedia, and Live Nation
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Peter Chernin built a Hall of Fame career running News Corp and Fox for 15 years before co-founding The Chernin Group as a leading consumer investment firm
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John Pfeffer discusses the difference between value creation and wealth creation across his diverse investment career at KKR and through Pfeffer Capital
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Geoffrey Moore discusses category-defining businesses and his life cycle of adoption framework as master strategy lessons