Tag

invest-like-the-best

14 pages

Episodes (14)

Alex Sacerdote on S-Curves, the AI Boom, and Finding Technology Winners

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