Episodes (Page 4)
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Patrick Collison reflects on Stripe's early choices and API design.
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This AI investment cycle is unique, blurring lines between venture and growth.
Alessio Fanelli
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Kavak built Latin America's largest online used car marketplace.
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Katherine Boyle discusses investing in companies supporting national interest.
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Vasant Narasimhan on transforming Novartis into a medicines company.
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Balaji Srinivasan and Dan Wang on China's industrial rise.
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Anish Acharya discusses SaaS's future with AI.
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Magic Johnson shares 30-year journey from athlete to billionaire, crediting mentors Michael Ovitz and Dr. Jerry Buss for deal-making lessons.
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Marc Andreessen argues AI could break a 50-year productivity slump but emphasizes stakes for America winning the AI race against China.
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AI companies demonstrate 2.5x faster growth than traditional software while spending less on sales and marketing due to massive market pull.
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Balaji Srinivasan and Benedict Evans discuss disruption mechanics, arguing peak conversation occurs during technology transition periods rather than at adoption extremes.
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Martin Casado explains AI spending boom differs fundamentally from dot-com era with tech giants holding hundreds of billions in reserves versus WorldCom's $40 billion debt.
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Justin Mares (TrueMed CEO) attributes America's poor health outcomes to incentive misalignment, highlighting crop subsidies creating unhealthy food systems.
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Palmer Luckey discusses hardware scaling challenges, technological bottlenecks, and why innovation optimism remains warranted despite geopolitical constraints.
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Goldman Sachs CEO David Solomon describes current macro environment as 'sweetest spot' in 40 years and details 'One GS 3.0' AI initiative.
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Netlify CEO reveals 16,000 daily signups
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Marc Andreessen discusses 2025 as a potentially significant year for tech.
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Ben Horowitz and Balaji Srinivasan explore building countries from the internet up.
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Jay Rughani and Nikhil Krishnan discuss the shift in healthcare access.
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Jen Kha and David George discuss the evolution of late-stage private markets.