Podcast Episodes

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints

Episode 469

This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI …

4 months, 1 week ago

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Alex Karnal - The Trillion-Dollar Health Revolution

Episode 485

My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 y…

4 months, 1 week ago

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Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment

Episode 467

Scott Nolan spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical…

4 months, 2 weeks ago

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Alan Waxman - Private Credit and the Modern Financial System

Episode 466

My guest today is Alan Waxman, co-founder and CEO of Sixth Street, a $130B global investment firm.

Private credit is one of the most discussed topics…

4 months, 3 weeks ago

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Sergey Levine - Building LLMs for the Physical World

Episode 465

My guest today is Sergey Levine, a professor at UC Berkeley and co-founder of Physical Intelligence. The company is building robotic foundation model…

5 months ago

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Mitchell Green - Lessons from Cold Calling 10,000 Companies

Episode 464

My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 …

5 months, 1 week ago

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William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy

Episode 463

William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury…

5 months, 2 weeks ago

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Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

Episode 462

My guest today is Shyam Sankar, the CTO of Palantir Technologies.

In this conversation, we explore the ideas that shape how Shyam thinks about techno…

5 months, 3 weeks ago

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John Arnold - China, Energy Markets and Fixing America's Systems

Episode 461

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John t…

5 months, 4 weeks ago

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Dan Sundheim - The Art of Public and Private Market Investing

Episode 460

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners.

He thinks about markets and businesses constantly, and has built a…

6 months, 1 week ago

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