Episodes (Page 7)
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Martin Casado returns to discuss AI revolution since 2022, covering infrastructure implications, opportunities, and challenges
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Modest Proposal analyzes AI's frontier models versus open-source competition and potential commoditization pressures on capital requirements
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Robert Greene, author of 48 Laws of Power and Mastery, explores why people behave as they do and what drives great achievements
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Pat Grady at Sequoia shares investment philosophy behind legendary positions including Snowflake, Zoom, ServiceNow, and OpenAI
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Frank Blake led Home Depot from 2007-2014, delivering seven consecutive years of growth while preserving founder culture of inverted hierarchy
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Adam Sandow built ecosystem of media and materials businesses including beauty subscription model, magazine platform for high-net-worth individuals, and Material Bank
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Howie Liu built Airtable as no-code platform enabling 300,000+ organizations to create productive workflows on shared data
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Mark Groden founded Skyryse to make general aviation as safe as commercial aviation through universal flying system for helicopters
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Dev Ittycheria leads MongoDB as developer data platform serving tens of thousands of customers across 100 countries since becoming CEO in 2014
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Nico Wittenborn founded Adjacent venture firm focused on identifying adjacent possible investments in consumer subscription market
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Mitch Rales co-founded Danaher, achieving 21% annualized returns over four decades resulting in 1800x invested capital multiple
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Marc Lasry built Avenue Capital as distressed debt pioneer, managing $13 billion since co-founding with sister in 1995
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Bill Gurley and Michael Mauboussin discuss increasing returns to scale, regulatory capture, and their applications across markets
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Tim Ferriss shares insights from hosting billion-download podcast launched in 2014 featuring world-class performer interviews and deconstruction
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Ken Langone, Home Depot co-founder and former NYSE director, shares lifetime wisdom prioritizing employees and maintaining unwavering integrity
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Robin Dunbar explains Dunbar's number
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Sean Feeney transitioned from trading to co-founding Grovehouse Hospitality Group, building sought-after restaurants Lilia and Misi with thousands-person waitlists
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Dave Fontenot founded HF0, a twelve-week residency for repeat founders inspired by monastic principles of focused work
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Anne-Marie Peterson, equity portfolio manager at Capital Group (managing $2.5 trillion), brings three decades of investment experience with nearly 20 years at firm
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Aravind Srinivas built Perplexity as an AI-powered answer engine competing against Google and OpenAI with real-time sourced information