Episodes (Page 5)
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Micky Malka founded Ribbit Capital, a venture firm exclusively focused on fintech, and declares 'fintech is dead' as the industry evolves and consolidates
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Chetan Puttagunta (Benchmark GP) and Modest Proposal (public markets capital manager) discuss pivotal shifts in AI development as leading labs hit scaling limits
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Ronnie Fieg began at age 13 at David Z. shoe store, earning first collaboration with ASICS in 2007 that sold out after Wall Street Journal feature
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Gabe Whaley founded MSCHF, evolving from viral internet pranks into a singular creative company releasing provocative work every two weeks challenging cultural assumptions
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Brad Jacobs founded seven billion-dollar+ companies, completed 500+ M&A transactions, and raised $30B in debt/equity capital across diverse industries
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Ernie Garcia navigated Carvana through 99% stock price decline, emerging as remarkable turnaround story while maintaining crystal clear vision for operations
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Andrew Homan and Chris Miller discuss semiconductor ecosystem from venture capital and geopolitical perspectives, covering AI-driven chip demand revolution
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Boyd Varty, a lion tracker and life coach, shares mechanisms for cultivating storytelling and becoming a 'meaning-maker' for organizations and audiences
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Tobi Lütke, Shopify co-founder and CEO, discusses AI's transformative impact on the company and reflects on recent organizational evolution
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Matt Perelman and Alex Sloane co-founded Garnett Station Partners in 2014, acquiring 23 Burger King restaurants as MBA students and expanding to 26+ multi-unit businesses
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Kareem Zaki, General Partner at Thrive Capital, co-founded three healthcare businesses valued over $1B and leads investments in financial services (Ramp, Robinhood)
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Ray Ozzie, creator of Lotus Notes and former Microsoft Chief Software Architect, pioneered collaboration tools and Azure cloud computing platform development
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Ted Seides discusses evolution of LP-GP relationships and institutional investing dynamics after stepping into neutral third-party role with Capital Allocators podcast
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Lulu Meservey founded Rostra to help founders level up communications around strategic initiatives: hiring, fundraising, crisis management
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Ric Elias built Red Ventures into global company with portfolio including Lonely Planet, The Points Guy, and Bankrate through resilience and humility
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Launches new Colossus show 'Glue Guys' hosted by Shane Battier, Alex Smith, and Ravi Gupta exploring what makes exceptional teammates and leaders
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Bret Taylor discusses AI agents as transformative technology that will perform substantial work for humans through conversational AI platforms like Sierra
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Gavin Baker provides detailed investment thesis on AI and semiconductors, drawing from two decades of Nvidia coverage starting at millennium's turn
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Charlie Munger emphasizes helping others gain knowledge as highest human calling in conversation with John Collison
Charlie Munger
John Collison
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Vlad Tenev discusses Robinhood's revolutionary zero-cost trading model and consumer-centric financial product philosophy