Episodes (Page 2)
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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
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David George leads a16z's growth investing practice backing major companies (Databricks, Figma, Stripe, OpenAI) and new AI startups (Cursor, Harvey, Abridge) with a non-traditional decision-making ...
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Palmer Luckey founded Anduril to reshape defense technology through next-generation military systems for the US and allies, disrupting the established defense industry
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Martín Escobari explains General Atlantic's unique structure (permanent capital, single P&L, partnership culture) that enables different growth equity investing strategies than competitors
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Ari Emanuel's thesis that AI commoditizing digital content will concentrate value in live and physical experiences, informing his portfolio strategy across TKO (UFC, WWE), WME, and MARI
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Wolfgang Hammer, legendary film producer (House of Cards, Lionsgate, Miramax), teaches founders and CEOs how to use storytelling to understand and communicate their mission
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Luca Ferrari's Bending Spoons model (25% private equity, 75% technology) acquires and operationally transforms digital companies like Evernote, Meetup, Vimeo, and AOL
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Kevin Kelly explores media, family, money, and his concept of the Technium across three decades
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Ken Langone shares lifetime of wisdom from co-founding Home Depot into powerhouse
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Karim Atiyeh details Ramp's rapid growth to $1 billion revenue in over five years
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Dan Wang provides nuanced framework for understanding US-China competition based on six years in China
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Jesse Zhang describes Decagon's approach to finding product-market fit through systematic customer conversations
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Dylan Patel tracks semiconductor supply chain and AI infrastructure buildout through satellite imagery and capital flow mapping
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Ben Clymer discusses the history and appeal of Rolex watches.
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Barry Diller's five-decade career spans every major media transformation from Movie of the Week format through internet-era consolidation of 150+ deals
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Jeff Horing cofounded Insight Partners and built $100B+ AUM through legendary sourcing machine of 60-80 people systematically calling companies worldwide