Podcast Episodes

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI

Episode 451

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. 

I wi…

8 months, 3 weeks ago

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David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth

Episode 450

My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has …

8 months, 4 weeks ago

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Palmer Luckey - Inventing the Future of Defense

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations wit…

9 months ago

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Martín Escobari - Inside General Atlantic

Episode 449

My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic.

We talk about General Atlantic’s uniq…

9 months, 1 week ago

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Ari Emanuel - The Anti-AI Bet

Episode 448

My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which inc…

9 months, 1 week ago

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Wolfgang Hammer - The Power of Story

Episode 447

My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several ma…

9 months, 3 weeks ago

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Luca Ferrari - Building Bending Spoons

Episode 446

My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent tech…

9 months, 4 weeks ago

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Kevin Kelly - Be Generous and Unique

Episode 233

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations wit…

10 months ago

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Ken Langone - The American Dream

Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is al…

10 months ago

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Karim Atiyeh - Building Ramp

Episode 445

My guest today is Karim Atiyeh. Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1…

10 months, 1 week ago

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