Podcast Episodes

Walmart

Season 11 Episode 1

We kick off Season 11 with the incredible story of the retail “granddaddy of them all” Walmart, and its founder Sam Walton. Once you study Walmart, y…

3 years, 8 months ago

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The Playbook: Lessons from 200+ Company Stories

Season 10

When Patrick O'Shaughnessy and Brent Beshore asked us to give a talk at their incredible Capital Camp conference, we knew we had to bring something s…

3 years, 9 months ago

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American Dynamism (with Katherine Boyle)

Season 10

We sit down with a16z General Partner Katherine Boyle to discuss investing in “American Dynamism”, why it’s so important and why now is the right tim…

3 years, 10 months ago

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Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)

Season 10

We sit down with the CEO founders of two of the most capital efficient success stories of all time — Zoom and Veeva Systems — to understand how they …

3 years, 10 months ago

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Arena Show Part II: Brooks Running (with CEO Jim Weber)

Season 10 Episode 8

For the final act of the Arena Show, we’re joined by Brooks CEO Jim Weber to tell the amazing story of how he transformed the company from a 3rd tier…

3 years, 10 months ago

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Arena Show Part I: Idea Dinner + YC Continuity

Season 10 Episode 7

We did an Arena Show!! This evening was so big and so special, we had to split it into two episodes for the podcast feed. First up is the Idea Dinner…

3 years, 11 months ago

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Nvidia Part II: The Machine Learning Company (2006-2022)

Season 10 Episode 6

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash…

3 years, 11 months ago

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Platforms and Power (with Hamilton Helmer and Chenyi Shi)

Season 10

We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his impressive Stra…

4 years ago

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Nvidia Part I: The GPU Company (1993-2006)

Season 10 Episode 5

He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves. He’s cheated death — both corporate and pe…

4 years ago

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Altimeter (with Brad Gerstner)

Season 10 Episode 4

We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approa…

4 years, 1 month ago

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