Notable Guests
BB
Ben Black
1x
DB
Doug Beyer
1x
ET
Ethan Thornton
1x
JP
Jen Prosek
1x
JB
John Borthwick
1x
MG
Michael Green
1x
SR
Steven Rosenblatt
1x
WR
Will Robbins
1x
Recent Episodes
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John Borthwick discusses how AI might elevate founders, not replace them.
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Steven Rosenblatt shares insights from working with Steve Jobs on building great companies.
Steven Rosenblatt
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Ethan Thornton founded Mach Industries, a defense tech company, after leaving MIT.
Ethan Thornton
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Robbins Capital focuses on identifying exceptional founders early in Silicon Valley.
Will Robbins
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Douglas Beyer discusses emerging managers as an undercapitalized opportunity in alternative assets.
Doug Beyer
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Nnamdi Okike discusses venture capital as an experience-driven discipline, not pure instinct.
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Mighty Capital analyzed 550 companies to identify AI-era competitive moats.
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Private markets may underperform public markets due to higher rates and competition.
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AI is transforming financial analyst roles, automating tasks previously done overnight.
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Ted Koenig discusses private credit's growth to a $2 trillion asset class.
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Marty Kausas discusses building ambitious companies from first principles.
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AI's impact on talent as a competitive advantage in private equity.
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Dr. V questions traditional VC playbooks, suggesting a shift in investment strategy.
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Michael Green argues passive investing is a major active force in markets.
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Peter Hecht discusses diversification measured by underlying risk, not just investment count.
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Michael Fisch discusses American Securities' 30-year growth from $71.4M to $23B AUM.
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Byron Ling shares insights from 30,000 founder meetings on early-stage AI investment.
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Scott Malpass shares insights from 32 years as Notre Dame's CIO.
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Bryon Hargis discusses rebuilding America's defense manufacturing capacity.
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GPs often misunderstand LP priorities, focusing too much on track records.