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invest-like-the-best
13 pages
Episodes (13)
Brian Chesky on Founder Mode, the CEO Job, and Redesigning Airbnb for AI
Dan Loeb on Activist Investing, AI, and Third Point's Credit Playbook
Dara Khosrowshahi on Uber, AI, and the Autonomous Vehicle Future
Dylan Patel on the Token Economy, AI Supply-Demand, and the Permanent Underclass
Gavin Baker on AI Infrastructure, Power Constraints, and Semiconductor Investing
Gavin Uberti on Etched, Transformer ASICs, and Challenging Nvidia
Jeremy Giffon on the Billion-Dollar PDF, the Poaster Class, and the Next Era of Finance
Krishna Rao on Anthropic's Compute Economics, the $100 Billion Commitment, and Financing Frontier AI
Paul Tudor Jones on Trend-Following, Risk Management, and the AI Bubble
Scott Nolan on Uranium Enrichment, Founders Fund, and Reindustrialising America
Sergey Levine on Robot Foundation Models, Generalisation, and Embodied AI
Shyam Sankar on Palantir, Reindustrialising America, and AI in Warfare
Vlad Barbalat on Permanent Capital, Branded Capital, and AI's Repricing of Risk