Alex Klein
@alexklein0x • 3,449 subscribers
founder @nucleus_talent | i like connecting talented people and creating spaces for them to collide. building for the next era of venture. NEXT | @therisepod
Videos
Nucleus 100 Growth episode of The Rise is live. Last year, Keith Rabois came on after the Early list dropped and the methodology put him at #1. For Growth, we broke the Nucleus 100 into three cuts. Early Growth, Growth, and MOIC. This week, Lucas Swisher from Coatue joins after landing #1 in Growth. The track record is absurd. OpenAI. Anthropic. OpenEvidence. Harvey. Attentive. Glean. Deel. Rippling. Scale. Grafana. Figma. 33 years old (!!), GP and co-lead of growth at Coatue, helping run one of the most meaningful growth practices at one of the best firms in the world. Crazy impressive, and just a very warm, easy-to-root-for human. Fan. I asked what got him there and he immediately turned it into a Coatue team answer: “We think about it like a basketball team. Every investment has everyone’s fingerprints on it.” ^ I like this. We got into how he built it, how Coatue invests across private and public markets, every layer of the AI stack, and some great advice for early-career investors / students trying to figure out if venture is the right path. Thanks for coming on Lucas Swisher 🙏 Go COATUE.
Alex Klein13,999 görüntüleme • 1 ay önce
New episode of The Rise is out. Sat down with Michael Gilroy (Michael B. Gilroy), who co-founded Marathon Management (Marathon) alongside product legend Gokul Rajaram (Gokul Rajaram). Michael rarely does media. I’m grateful he came on to share the vision for Marathon and the reality of leaving a Tier 1 platform to build a multi-decade firm (NYC, SF, LA) backing founders from inception to IPO. His track record speaks for itself: Mercury (Mercury), Atlas (Atlas HXM), Niural (@niural), Melio (Melio Payments), Cloudwalk (CloudWalk), Hugo (Clandestino), ContentSquare (Contentsquare). We cover his path from Canaan to Coatue to Marathon, the mechanics of firm building, the “Rule of 200” framework, and why 2025 has felt like the year of the spinout. Intro below. Full episode in comments. Highlights: (00:00) Inside Marathon w/ Michael Gilroy (00:59) 2025 as the year of the spinout (05:16) Founding the firm alongside Gokul Rajaram (10:00) Hosting startups in office (13:25) Investing in Mercury, Atlas, Melio & Cloudwalk (17:57) Path from Canaan to Coatue to Marathon (40:05) The "Rule of 200" Framework (43:35) Global expansion: Atlas & Hugo (49:54) Building a 4-pillar team (57:30) Marathon in 10 years (1:01:54) Advice for emerging managers
Alex Klein13,681 görüntüleme • 8 ay önce
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