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Episodes
Showing 20 of 26- Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]7/7/20261 hr 15 min
- Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]6/30/20261 hr 27 min
- Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]6/23/20261 hr 10 min
- Kareem Amin - Re-Enchanting the World6/16/202657 min
- Alex Sacerdote - How to Invest Through Technology Cycles6/9/20261 hr 12 min
- Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App6/3/20261 hr 7 min
- Dan Loeb - Lessons from 30 Years of Investing5/28/20261 hr 3 min
- Darren Farber on Iran, China, and the Rise of Neoprimes5/26/202646 min
- Gavin Baker - Watts and Wafers5/20/20261 hr 17 min
- Krishna Rao - Anthropic's CFO on Managing Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence5/13/20261 hr 16 min
- Brian Chesky - AI Founder Mode5/5/20261 hr 15 min
- Paul Tudor Jones - Lessons From 50 Years in Markets4/28/20261 hr 7 min
- Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints4/23/202645 min
- Alex Karnal - The Trillion-Dollar Health Revolution4/21/20261 hr 32 min
- Scott Nolan - SpaceX, Founders Fund, and the Future of Nuclear Fuel4/14/20261 hr 16 min
- Alan Waxman - Private Credit and the Modern Financial System4/8/20261 hr 2 min
- Sergey Levine - Building LLMs for the Physical World3/31/20261 hr 7 min
- Mitchell Green - Lessons from Cold Calling 10,000 Companies3/24/202654 min
- William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy3/17/20261 hr 11 min
- Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]3/10/20261 hr 22 min

