Episodes (Page 21)
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Katrina Lake discusses Stitch Fix's innovative e-commerce model combining data science, technology, and personal stylists
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Brian Armstrong discusses Coinbase's vision for cryptocurrency and decentralized finance's role in modernizing financial systems
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Matthew Ball covers the past and future of media including movies, music, television, video games, and the metaverse
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Kat Cole shares her remarkable career trajectory and lessons from operating major brands like Cinnabon, Carvel, and Jamba
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Eric Vishria explains why public software companies trade at high multiples and the generations of software business evolution
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Turner Novak analyzes the past, present, and future of consumer social companies and their network effects
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Charlie Songhurst shares lessons learned from personally investing in nearly 500 companies throughout his career
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Blake Robbins covers the video gaming industry including major companies, monetization models, and in-game economies
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Brad Gerstner discusses the evolution of internet-enabled business investing and the shift toward private markets for value creation
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John Collison discusses Stripe's mission to increase internet GDP, starting the company at 19 with his brother Patrick to grow it to a $36B valuation
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Jeremy Grantham describes the current crisis as the fourth major event of his investing career, characterized by unprecedented uncertainty
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Ben Thompson's aggregation theory explains how the internet fundamentally changed business models by shifting power to platforms that control user relationships
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Shishir Mehrotra explains bundling as a powerful business strategy that combines multiple products/services at a single price, benefiting all parties
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Hamilton Helmer presents the seven business powers framework from his seminal book that determine how companies earn and maintain competitive advantages
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Tobi Lutke discusses Shopify's role powering digital commerce, particularly as world shifted aggressively online during COVID pandemic
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Ali Hamed provides market update on private credit including which segments remain frozen and where opportunities exist post-crisis
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Chris Bloomstran analyzes public equity market conditions and structural headwinds making strong returns unlikely for the next decade
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Josh Kopelman shares First Round Capital's early-stage investing success investing in Square, Uber, and Roblox at seed stage
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Manny Stotz founded Kingsway Capital as leading frontier markets investor in equities across Egypt, Bangladesh, and Pakistan
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Sarah Tavel is general partner at Benchmark with experience as early product leader at Pinterest and long career in investing and operations