Episodes (Page 2)
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Alex Karnal discusses the "health stack" and existing medicines for major diseases.
Alex Karnal
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Scott Nolan discusses his transition from Founders Fund to starting General Matter.
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Alan Waxman, CEO of Sixth Street, discusses private credit's role in finance.
Alan Waxman
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Sergey Levine discusses building foundation models for robots.
Sergey Levine
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Mitchell Green co-founded Lead Edge Capital, a growth equity firm focused on consistent returns.
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William Hockey discusses building Column, a software company that owns a bank.
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Shyam Sankar discusses Palantir's forward-deployed engineering and identifying talent superpowers.
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John Arnold shares insights on cultivating the best perspective in your industry.
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Dan Sundheim details managing $30B across public and private markets.
Dan Sundheim
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Josh Kushner discusses Thrive Capital's concentrated, high-conviction investment strategy.
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3G Capital's distinctive model focuses on making one transformative investment per fund with significant personal capital commitment
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Ben Horowitz reflects on personal influences including Nas, Andy Grove, and his father that shaped his approach to building Andreessen Horowitz
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Gokul Rajaram leverages experience investing in 700+ companies and building core products at Google, Facebook, Square, and DoorDash to analyze AI's impact
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Patrick O'Shaughnessy discusses finding organizing principles for life and the philosophy that 'the reward for good work is more work'
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Ladder grew from near-bankruptcy with debt collectors to become the #1 grossing fitness app with $100M ARR and 300K+ paying members
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Reed Hastings built Netflix on two core ideas: taking a simple concept extraordinarily seriously and maintaining exceptional talent density
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Nick Kokonas co-founded three acclaimed restaurants (Alinea, Next, The Aviary) and Tock booking platform, bringing business discipline to hospitality
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Ric Elias built Red Ventures into global platform with portfolio including Lonely Planet, The Points Guy, and Bankrate since 2000 founding
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Henry Ellenbogen founded Durable Capital after leading T. Rowe Price's New Horizons Fund, focusing on identifying transforming companies versus failing ones
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Gavin Baker discusses Nvidia's two-decade evolution and competitive dynamics with Google's TPUs, analyzing how semiconductor companies have shaped the AI infrastructure landscape