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E407: Why Venture Capital is Becoming a Winner-Take All Market
Episode 407
Venture capital has never been more competitive. Aram Verdian argues it has also never been more concentrated. Drawing on Accolade Partners' research…
11 hours ago
E406: Why AI Won't Transform Most Enterprises for 10 Years
Episode 406
Most companies use AI to make employees slightly more productive. Sushanth Raman believes AI should do the work instead. As the CEO of Pallet, Sushan…
2 days, 11 hours ago
E405: Why AI Has Made Venture Capital Harder (Not Easier)
Episode 405
The best venture investors don't just identify great markets. They recognize exceptional founders before everyone else does. Michael Gilroy shares le…
4 days, 11 hours ago
E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO
Episode 404
Most investors obsess over pre-tax returns. Scott Abookire argues they're measuring the wrong thing. As Chief Investment Officer of Pincus Capital, S…
1 week ago
E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder
Episode 403
Most investors believe raising more capital is always a sign of success. Stephen Ketchum has spent nearly two decades proving the opposite. As Founde…
1 week, 2 days ago
E402: $92B Coatue: Where the Value in AI Will Accrue
Episode 402
Everyone is asking which AI company will win. Lucas Swisher thinks investors are asking the wrong question. The biggest opportunities won't necessari…
1 week, 4 days ago
E401: Einstein Was Wrong About What Actually Compounds
Episode 401
After more than 400 conversations with investors, founders, CIOs, and capital allocators managing over $10 trillion, the tables finally turn. In this…
2 weeks ago
E400: Anthony Pompliano on Power Laws, Conviction, and Compounding
Episode 400
Most investors spend their lives searching for more ideas. Anthony Pompliano thinks the real money comes from finding the rare idea and refusing to l…
2 weeks, 2 days ago
E399: How General Catalyst Finds Billion-Dollar Startups
Episode 399
Most investors assume that once a venture firm reaches $43 billion in assets under management, the real opportunities shift toward writing larger che…
2 weeks, 4 days ago
E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets
Episode 398
What separates the venture investors who consistently outperform from those who simply get lucky? In this episode, I sit down with Miguel Luina, Co-H…
3 weeks, 1 day ago