Episodes (Page 8)
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Ali Hamed's CoVenture has grown from managing hundreds of millions to $2.5 billion in six years through creative investing strategies
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Cyan Banister's remarkable personal journey from homelessness and high school dropout to elite angel investor despite suffering a rare stroke
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Danny Meyer, founder of Union Square Hospitality Group and Shake Shack chairman, centers business philosophy on hospitality as foundation for success
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Chuck Akre's 'three-legged stool' framework for evaluating companies across three critical dimensions
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Alex Telford's Convoke streamlines drug development and commercialization through software platform solutions
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Madhavan Ramanujam's pricing methodology used by major companies including Porsche, Uber, and LinkedIn for monetization strategy
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Daryl Morey's systems thinking approach that revolutionized basketball analytics, inspiring the term 'Moreyball'
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Michael Ovitz built CAA from 1975 into the world's most formidable talent agency, reshaping Hollywood's power structure
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Erik Serrano's Stable Asset Management focuses on backing emerging investment firms, providing capital and support to future Blackstones
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Doug Leone led Sequoia for 25+ years after being handed responsibility in 1996, transforming it into an $85 billion global powerhouse
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Justin Ishbia's Shore Capital deployed $7 billion across nearly 600 acquisitions in three years with average deal size of $12 million
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Gavin Uberti, 21-year-old Harvard dropout, founded Etched to build purpose-built AI chips optimized for specific model architectures versus general-purpose GPUs
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Charlie Munger reflects on investment philosophy and wisdom principles during his final recorded interview before his passing
Charlie Munger
John Collison
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Peter Fenton and Victor Lazarte represent continuity and transition at Benchmark
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Lior Susan founded Eclipse Ventures to solve deep physical industry problems through intersection of bits and atoms technology
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Brad Jacobs founded seven billion-dollar companies, completed 500 M&A transactions, and raised $30 billion in capital, now Executive Chairman of logistics company XPO
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Elizabeth Zalman (two-time founder, StrongDM co-founder) and Jerry Neumann (early-stage VC, seed investor in StrongDM) co-authored 'Founder vs Investor' exploring friction in relationships
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Palmer Luckey founded Anduril Industries in 2017 to create next-generation military technology, disrupting established defense industry practices
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Aswath Damodaran returns for second appearance, discussing macro risks, Nvidia's valuation, and personal investment philosophy development
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Patrick and John Collison discuss Stripe's strategy and culture designed to attract ambition and drive long-term mission progress