Episodes (Page 13)
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TransDigm is an aerospace components manufacturer that has appreciated 1,750X since inception nearly three decades earlier
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Alice Bentinck discusses Entrepreneur First's model for systematizing startup creation.
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Jess Lee shares insights on designing investment products and her journey at Sequoia.
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Ken Stanley explores the idea that setting big goals can hinder greatness.
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Lydia Jett discusses investing in e-commerce and her role at SoftBank.
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Josh Wolfe and Chris Power discuss modernizing factories for space and defense.
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Martin Casado, a16z partner, focuses on the past, present, and future of digital infrastructure.
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Aswath Damodaran offers a masterclass on key investing concepts.
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This episode breaks down Anduril, a company building high-tech defense solutions.
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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