investing strategies, business breakdowns, and conversations with the world's best investors and operators. Hosted by Patrick O'Shaughnessy.
In this episode, Shyam Sankar discusses the importance of 'heretics' in American history—individuals who challenge the status quo and drive...
John Arnold, renowned energy trader and philanthropist, discusses China's advancements in technology, the complexities of energy markets, and the...
John Arnold shares insights from his exploration of China's rapid transformation, particularly in technology and energy markets, and discusses the...
Dan Sundheim shares his unique approach to investing across both public and private markets, emphasizing the synergies between them, particularly in...
Dan Sundheim, founder and CIO of D1 Capital Partners, shares insights on successfully navigating both public and private markets. He discusses his...
Josh Kushner, founder of Thrive Capital, discusses his firm's unique approach to venture investing, focusing on small, concentrated teams and...
In this episode, Josh Kushner discusses the unique approach of Thrive Capital, emphasizing a concentrated investment strategy and deep involvement...
3G Capital's unique investment model focuses on making one significant investment per fund, emphasizing long-term growth and leadership development....
3G Capital's investment philosophy revolves around focusing deeply on one great business per fund rather than diversifying broadly. This concentrated...
In this episode, Ben Horowitz shares his optimistic view on America's entrepreneurial spirit and the transformative potential of AI, highlighting the...
Ben Horowitz discusses the transformative impact of AI on society and the economy, emphasizing the potential for technology to democratize...
Gokul Rajaram shares insights from his extensive experience in product building and investing, highlighting how AI is transforming the landscape of...
Gokul Rajaram shares insights from investing in over 700 companies, emphasizing the evolving landscape of product development with AI and the...
In this episode, Patrick O'Shaughnessy shares his philosophy of championing others and the importance of learning from unique individuals. He...
Tom Digan and Greg Stewart share the remarkable journey of building Ladder, the leading strength training app, emphasizing the challenges and...
Tom Digan and Greg Stewart share the remarkable journey of Ladder, a fitness app that rose from near failure to become the top-grossing fitness app...
In this episode, Patrick O'Shaughnessy speaks with Reed Hastings about the foundational principles that guided Netflix's success, emphasizing the...
Reed Hastings reveals how Netflix's early vision for streaming and talent density strategy fueled its success. He also discusses lessons learned from...
In this episode, Nick Kokonas shares insights from his journey in the restaurant industry, emphasizing the importance of ownership, decision-making,...
Nick Kokonas emphasizes the importance of understanding what your business truly sells and implementing strategies to capitalize on that knowledge....