Episodes (Page 2)
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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
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Sam Hinkie leverages decade-plus NBA experience with Houston Rockets and Philadelphia 76ers to inform venture capital investing at 87 Capital
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Sean Feeney left trading career to build Grove House Hospitality Group, co-founding acclaimed restaurants Lilia and Misi with Michelin-starred chef Missy Robbins
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Justin Ishbia details acquiring 586 companies with Shore Capital.
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Joe Liemandt discusses building Alpha School and a $1 billion bet on AI education.
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Mark Bertolini shares his leadership journey through chronic pain and Aetna's turnaround.
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Peter Lacaillade built notable private equity allocation platform at SCS Financial with pooled vehicle structure enabling competition against institutional giants
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Andrew Milgram discusses distressed investing in middle market, highlighting 20-25% EBITDA decline since 2019 creating a 'K-shaped economy'
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Ramtin Naimi built Abstract Ventures into a $2 billion AUM seed fund through unconventional path: hedge fund at high school age, bankruptcy at 24, then bootstrapping via AngelList