Episodes (Page 14)
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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
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Gavin Baker analyzes the recent bloodbath in growth equities and underlying market dynamics
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Sam Englebardt and Richard Kim founded Galaxy Interactive to invest in thesis that immersive digital experiences become dominant engagement medium
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Ricky Sandler founded Eminence Capital managing over $8 billion across hedge fund strategies
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Orlando Bravo co-founded Thoma Bravo managing $90+ billion specializing in software buyouts with 350+ acquisitions
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Nick Saltarelli co-founded Mid-Day Squares functional chocolate bar business with wife and brother-in-law around modernizing chocolate brands
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Jenny Johnson became CEO of Franklin Templeton in 2020, managing $1.5 trillion in assets after joining in 1988
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Doug Colkitt built CrocSwap decentralized exchange bringing modern trading functionality and infrastructure to crypto markets like NASDAQ has for equities
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Philip Rosedale created Second Life in early 2000s building largest virtual 3D world with persisting billion-dollar economy still active today
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Francis Davidson founded Sonder in 2013 as a design-focused, technology-driven alternative to traditional hotels and rentals
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Niraj Shah built Wayfair by consolidating 240 independent category-specific websites into one platform in 2011, growing to 22 million products from 16,000 suppliers
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Episode launches Web3 Breakdowns, a new dedicated podcast series exploring Web3 companies and projects