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How do you build proprietary deal flow? (22 acquisitions, and mostly off-market) Grant attended a one-day event that he said was the most valuable single day of M&A professional development he has ever had. A testament to its value: Grant himself has raised over $11 million and completed more...

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PrivateEquityGuy (Mikk Markus)

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18,032 Aufrufe • vor 10 Monaten •via X (Twitter)

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Nathan rolled up 11 tiny (<$1M EBITDA) HVAC companies, paying low 3x multiples. Now PE is interested in buying the group, and Nathan is already planning to do it all over again. “I see a lot of opportunity in taking these really small mom-and-pop shops and building them up to the lower end of what a PE firm would be interested in acquiring. You can pick them up at 3x, sell them at 10x and repeat that process over and over.” But this story almost ended before it began... After acquiring his first two companies with an SBA loan, Nathan watched revenue collapse, burned through his cash, nearly lost his father's retirement savings and came dangerously close to bankruptcy. The turning point was a complete rethink of incentives, compensation and how to build an acquisition platform that actually compounds. Give it a listen. I hope you appreciate Nathan Lindley extreme transparency on everything, even him sharing how he overcame daily stress through drinking and how, to this day, he is still paying down his SBA note of $8,500 a month… Year six of 10 years on that. It’s very hard out there. Timestamps: 0:00 Nathan's 11 acquisitions and $16M run-rate HVAC platform 0:25 From the first deal in 2020 to acquisition #11 1:24 From book publishing to buying HVAC businesses 3:55 Selling real estate to fund the first acquisition 4:33 Buying a one-technician HVAC company—and the costly assumptions that followed 7:58 Losing 40% of revenue almost immediately after closing 10:26 Acquisition #2 makes every problem much bigger 11:20 Running out of cash—twice 14:18 The decision to put everyone on commission 15:15 Every employee quits on the same day 16:21 The Indeed hire who changed the entire business 18:59 Fear, alcohol and nearly going bankrupt 23:13 One technician outperforms the rest of the company 25:52 Why Nathan waited a full year before doing acquisition #3 27:00 Acquisitions #3 and #4—and buying businesses the second time around 28:46 How his M&A due diligence completely changed 29:30 The "buying at-bats" framework for acquisitions 33:08 Why Lindley spends almost nothing on marketing 34:15 Turning acquired customer databases into new revenue 36:27 Hiring exceptional technicians and building repeatable systems 37:35 The company today: 50 employees across three markets 39:13 How Lindley integrates acquired businesses 42:38 Teaching acquired technicians to double their income 43:17 The acquisitions that didn't work—and why 46:47 Planning an exit and doing it all over again 49:04 Where to connect with Nathan
49:35

Nathan rolled up 11 tiny (<$1M EBITDA) HVAC companies, paying low 3x multiples. Now PE is interested in buying the group, and Nathan is already planning to do it all over again. “I see a lot of opportunity in taking these really small mom-and-pop shops and building them up to the lower end of what a PE firm would be interested in acquiring. You can pick them up at 3x, sell them at 10x and repeat that process over and over.” But this story almost ended before it began... After acquiring his first two companies with an SBA loan, Nathan watched revenue collapse, burned through his cash, nearly lost his father's retirement savings and came dangerously close to bankruptcy. The turning point was a complete rethink of incentives, compensation and how to build an acquisition platform that actually compounds. Give it a listen. I hope you appreciate Nathan Lindley extreme transparency on everything, even him sharing how he overcame daily stress through drinking and how, to this day, he is still paying down his SBA note of $8,500 a month… Year six of 10 years on that. It’s very hard out there. Timestamps: 0:00 Nathan's 11 acquisitions and $16M run-rate HVAC platform 0:25 From the first deal in 2020 to acquisition #11 1:24 From book publishing to buying HVAC businesses 3:55 Selling real estate to fund the first acquisition 4:33 Buying a one-technician HVAC company—and the costly assumptions that followed 7:58 Losing 40% of revenue almost immediately after closing 10:26 Acquisition #2 makes every problem much bigger 11:20 Running out of cash—twice 14:18 The decision to put everyone on commission 15:15 Every employee quits on the same day 16:21 The Indeed hire who changed the entire business 18:59 Fear, alcohol and nearly going bankrupt 23:13 One technician outperforms the rest of the company 25:52 Why Nathan waited a full year before doing acquisition #3 27:00 Acquisitions #3 and #4—and buying businesses the second time around 28:46 How his M&A due diligence completely changed 29:30 The "buying at-bats" framework for acquisitions 33:08 Why Lindley spends almost nothing on marketing 34:15 Turning acquired customer databases into new revenue 36:27 Hiring exceptional technicians and building repeatable systems 37:35 The company today: 50 employees across three markets 39:13 How Lindley integrates acquired businesses 42:38 Teaching acquired technicians to double their income 43:17 The acquisitions that didn't work—and why 46:47 Planning an exit and doing it all over again 49:04 Where to connect with Nathan

PrivateEquityGuy (Mikk Markus)

137,437 Aufrufe • vor 2 Monaten

If you can survive the worst you can possibly imagine - in today’s guest’s case, it was a painful divorce - what else can be as scary in this world? Turns out, really nothing… which led Steve to quit his corporate job at Illinois Tool Works (ITW) to go and acquire manufacturing companies himself. So far, he has done 5 acquisitions (churning out 200M+ parts per year). Even though we briefly cover the painful divorce being the motivator at the end, knowing the whole story, this one is very emotional. (Hey, this is still 99% of business podcast where Steve shared the financing, structure, how he finds deals, post-acquisition strategy, and everything in between. That said, I find it interesting that we simply never know what drives people who build large investment firms and companies overall.) TIMESTAMPS 0:00 From corporate manager to 5 acquisitions in manufacturing 1:06 The moment Steve knew he was done with corporate life 2:54 The “measured exit” that turned into months of uncertainty 4:59 The first deal: tiny business, bad structure, and a lucky failure 5:42 The seller starts ghosting -- and the deal unravels 7:01 Losing the deal, burning cash, and rebuilding his entire approach 8:57 Why most people shouldn’t pursue acquisitions (the “strong why” test) 9:55 Sponsor: CapitalPad -- backing real operators in overlooked markets 11:06 How to tell if a seller is actually ready to sell 14:02 The exact outreach message that landed his first acquisition 19:04 Structuring and closing the first deal + brutal first 90 days 20:57 Sponsor: Spacebar Studios -- building newsletters for HoldCos & investors 23:18 Implementing EOS: turning chaos into an operating system 39:45 80/20 thinking in manufacturing: cutting noise, expanding margins
53:49

If you can survive the worst you can possibly imagine - in today’s guest’s case, it was a painful divorce - what else can be as scary in this world? Turns out, really nothing… which led Steve to quit his corporate job at Illinois Tool Works (ITW) to go and acquire manufacturing companies himself. So far, he has done 5 acquisitions (churning out 200M+ parts per year). Even though we briefly cover the painful divorce being the motivator at the end, knowing the whole story, this one is very emotional. (Hey, this is still 99% of business podcast where Steve shared the financing, structure, how he finds deals, post-acquisition strategy, and everything in between. That said, I find it interesting that we simply never know what drives people who build large investment firms and companies overall.) TIMESTAMPS 0:00 From corporate manager to 5 acquisitions in manufacturing 1:06 The moment Steve knew he was done with corporate life 2:54 The “measured exit” that turned into months of uncertainty 4:59 The first deal: tiny business, bad structure, and a lucky failure 5:42 The seller starts ghosting -- and the deal unravels 7:01 Losing the deal, burning cash, and rebuilding his entire approach 8:57 Why most people shouldn’t pursue acquisitions (the “strong why” test) 9:55 Sponsor: CapitalPad -- backing real operators in overlooked markets 11:06 How to tell if a seller is actually ready to sell 14:02 The exact outreach message that landed his first acquisition 19:04 Structuring and closing the first deal + brutal first 90 days 20:57 Sponsor: Spacebar Studios -- building newsletters for HoldCos & investors 23:18 Implementing EOS: turning chaos into an operating system 39:45 80/20 thinking in manufacturing: cutting noise, expanding margins

PrivateEquityGuy (Mike Markus)

24,615 Aufrufe • vor 8 Monaten

From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇
58:52

From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇

Ruslan Khairullin

16,872 Aufrufe • vor 2 Monaten

New The Peel with Michael Tannenbaum Employee #1 at Brex. Founder of the modern billboard ad. We talk joining Brex when they were in a kitchen, almost walking away right before the launch, scaling to $300M+ revenue, the time Masa offered him a billion dollars, why you should take the hardest job available, and how he’s learned to think like a founder at Sofi, Brex, and taking Figure public as CEO. Timestamps: 0:00 From Brex employee #1 to public-company CEO 1:28 Operating vs managing a career 3:23 Why he took the worst business at SoFi 7:34 The Big Rock framework 11:01 How to get real customer feedback 14:56 The best nose for value in fintech 17:46 Why banking the affluent beats down-market 21:11 What Figure is, and $1,000 vs $12,000 25:41 How blockchain kills double-sold-loan fraud 26:59 Do you actually need to use blockchain? 28:06 Why memecoins took over crypto 30:46 Masa's billion-dollar offer 36:29 Leaving SoFi for two kids in a kitchen 38:25 Look for a hair-on-fire problem 41:20 Six months from quitting to a unicorn 44:10 The finance guy who ran Brex's marketing 46:20 Inside Brex during the SVB collapse 51:16 The two SoFi insights behind Figure 54:46 From direct-to-consumer to marketplace 56:41 AI can’t get you better credit ratings 58:56 Figure is a modern Fannie Mae 1:00:26 Not everyone wants tokenization 1:01:31 Buyers who commit before the loan exists 1:04:06 Following customers into first-lien mortgages 1:06:41 Buying Kiavi, the fix-and-flip leader 1:12:26 Why more fintechs don't become marketplaces 1:14:46 The AI risk in outsourcing customer acquisition 1:18:26 What going public actually takes 1:20:16 Life as a public-company CEO 1:22:51 Getting shorted 1:24:11 The gas station test 1:25:46 The reverse pyramid of big corporates
1:27:30

New The Peel with Michael Tannenbaum Employee #1 at Brex. Founder of the modern billboard ad. We talk joining Brex when they were in a kitchen, almost walking away right before the launch, scaling to $300M+ revenue, the time Masa offered him a billion dollars, why you should take the hardest job available, and how he’s learned to think like a founder at Sofi, Brex, and taking Figure public as CEO. Timestamps: 0:00 From Brex employee #1 to public-company CEO 1:28 Operating vs managing a career 3:23 Why he took the worst business at SoFi 7:34 The Big Rock framework 11:01 How to get real customer feedback 14:56 The best nose for value in fintech 17:46 Why banking the affluent beats down-market 21:11 What Figure is, and $1,000 vs $12,000 25:41 How blockchain kills double-sold-loan fraud 26:59 Do you actually need to use blockchain? 28:06 Why memecoins took over crypto 30:46 Masa's billion-dollar offer 36:29 Leaving SoFi for two kids in a kitchen 38:25 Look for a hair-on-fire problem 41:20 Six months from quitting to a unicorn 44:10 The finance guy who ran Brex's marketing 46:20 Inside Brex during the SVB collapse 51:16 The two SoFi insights behind Figure 54:46 From direct-to-consumer to marketplace 56:41 AI can’t get you better credit ratings 58:56 Figure is a modern Fannie Mae 1:00:26 Not everyone wants tokenization 1:01:31 Buyers who commit before the loan exists 1:04:06 Following customers into first-lien mortgages 1:06:41 Buying Kiavi, the fix-and-flip leader 1:12:26 Why more fintechs don't become marketplaces 1:14:46 The AI risk in outsourcing customer acquisition 1:18:26 What going public actually takes 1:20:16 Life as a public-company CEO 1:22:51 Getting shorted 1:24:11 The gas station test 1:25:46 The reverse pyramid of big corporates

Turner Novak 🍌🧢

32,336 Aufrufe • vor 11 Tagen

Ramsey Sahyoun is the Co-Founder of Evergreen, one of America’s most interesting acquisition machines. He and Jeff Totten started the firm when they were 25 and 27 years old. Today, they’ve acquired over 160 companies and completed 47 acquisitions in 2025 alone. The portfolio does $1.5 billion in sales and $250 million in EBITDA. We discuss: - Why they chose MSPs - The lessons from their first acquisition - What went wrong with an early roll-up attempt - How they built a proprietary sourcing engine - Why 80% of their deals are proprietary - How talent, goal setting, and value creation became central to Evergreen’s operating system Enjoy! Timestamps: 0:00 Evergreen’s scale and long-term hold model 2:06 Discovering private equity and buying private companies 4:14 Meeting Jeff Totten at Alpine Investors 5:53 First acquisition and current portfolio 10:23 Leaving Alpine and starting young 12:18 The first 6-18 months after closing 13:15 What went wrong with an early MSP roll-up 18:44 Building Evergreen’s sourcing engine 23:07 The value of having a large acquisition database 26:09 How to build trust with business owners 34:02 Evergreen’s M&A, talent, and playbook flywheel 41:54 Lessons from 160 acquisition post-mortems 44:22 Setting big goals and planning backward 47:16 One-page plan and quarterly renewals 48:53 What Evergreen learned from Alpine and Graham Weaver 51:27 How Ramsey and Jeff’s roles changed as Evergreen scaled 54:21 What people misunderstand about Evergreen 56:48 Closing thoughts from Ramsey
58:11

Ramsey Sahyoun is the Co-Founder of Evergreen, one of America’s most interesting acquisition machines. He and Jeff Totten started the firm when they were 25 and 27 years old. Today, they’ve acquired over 160 companies and completed 47 acquisitions in 2025 alone. The portfolio does $1.5 billion in sales and $250 million in EBITDA. We discuss: - Why they chose MSPs - The lessons from their first acquisition - What went wrong with an early roll-up attempt - How they built a proprietary sourcing engine - Why 80% of their deals are proprietary - How talent, goal setting, and value creation became central to Evergreen’s operating system Enjoy! Timestamps: 0:00 Evergreen’s scale and long-term hold model 2:06 Discovering private equity and buying private companies 4:14 Meeting Jeff Totten at Alpine Investors 5:53 First acquisition and current portfolio 10:23 Leaving Alpine and starting young 12:18 The first 6-18 months after closing 13:15 What went wrong with an early MSP roll-up 18:44 Building Evergreen’s sourcing engine 23:07 The value of having a large acquisition database 26:09 How to build trust with business owners 34:02 Evergreen’s M&A, talent, and playbook flywheel 41:54 Lessons from 160 acquisition post-mortems 44:22 Setting big goals and planning backward 47:16 One-page plan and quarterly renewals 48:53 What Evergreen learned from Alpine and Graham Weaver 51:27 How Ramsey and Jeff’s roles changed as Evergreen scaled 54:21 What people misunderstand about Evergreen 56:48 Closing thoughts from Ramsey

PrivateEquityGuy (Mikk Markus)

226,463 Aufrufe • vor 3 Monaten

how to operate a company: complete breakdown 00:00 The goal of operations 01:23 A product is not a company 03:25 Why US investors won't fund foreign companies 05:38 Why everyone uses a Delaware C Corp 06:47 The 10M shares / 10% option pool standard 07:28 Why your strike price has to be tiny 07:49 The 83(b) election (file in 30 days) 08:38 The mistake that costs founders millions 09:28 External GC vs Stripe Atlas vs Clerky 11:39 Don't grift your metrics on Twitter 12:36 What investors actually want to see 13:17 Founder breakups all start with one question 14:14 Financials tell a story, what does yours say? 14:38 Real dilution numbers: pre-seed to Series A 16:08 Why advisor shares are usually a scam 17:34 Most "advisors" disappear after they sign 19:05 Incentivized customers aren't real customers 20:30 The right way to actually pay yourself 21:58 Don't pay unauthorized personnel 23:22 When do you actually need a board? 25:17 Stop hiring expensive lawyers 26:17 The 100x rule for early hires 27:15 Never hire someone you can't learn from 28:08 Equity over cash signals real belief 29:11 How to poach a Meta engineers 29:53 "Ask for advice" hiring trick 30:55 What a real trial offer looks like 32:16 Why working with friends is a trap
33:16

how to operate a company: complete breakdown 00:00 The goal of operations 01:23 A product is not a company 03:25 Why US investors won't fund foreign companies 05:38 Why everyone uses a Delaware C Corp 06:47 The 10M shares / 10% option pool standard 07:28 Why your strike price has to be tiny 07:49 The 83(b) election (file in 30 days) 08:38 The mistake that costs founders millions 09:28 External GC vs Stripe Atlas vs Clerky 11:39 Don't grift your metrics on Twitter 12:36 What investors actually want to see 13:17 Founder breakups all start with one question 14:14 Financials tell a story, what does yours say? 14:38 Real dilution numbers: pre-seed to Series A 16:08 Why advisor shares are usually a scam 17:34 Most "advisors" disappear after they sign 19:05 Incentivized customers aren't real customers 20:30 The right way to actually pay yourself 21:58 Don't pay unauthorized personnel 23:22 When do you actually need a board? 25:17 Stop hiring expensive lawyers 26:17 The 100x rule for early hires 27:15 Never hire someone you can't learn from 28:08 Equity over cash signals real belief 29:11 How to poach a Meta engineers 29:53 "Ask for advice" hiring trick 30:55 What a real trial offer looks like 32:16 Why working with friends is a trap

Founders Inc

20,344 Aufrufe • vor 4 Monaten

I’m always amazed how few investors can explain the specific thing they can do better than others. When I first asked Ramtin (Ramtin Naimi) this question, he gave one of the most specific answers I’ve heard (about how he helps founders end up owning more of their company, along with his specific method for doing so). He details that and a ton more in refreshingly honest fashion. He seems willing to answer any question about himself, and we explore his entire rags to riches to rags to riches story. The stuff on the intense parallels between art and investing is a first, too: how to work the playing field and win. A unique convo with an investor who has never done an interview like this before. Timestamps 0:00 Intro 0:25 The Art of Collecting 4:36 Parallels Between Art and Venture Capital 6:59 Challenges and Strategies in Art Collecting 18:19 The Role of Status and Reputation in Art 20:10 The Business of Art Galleries & Auction Houses 26:43 Building a Successful Venture Capital Firm 41:29 Leading Seed Financings 44:27 The Power of AngelList 46:40 Scaling and Building a Team 49:33 Identifying Exceptional Founders 52:32 The Importance of Dilution Sensitivity 54:18 Efficient Investment Processes 1:05:51 Winning Competitive Deals 1:15:29 The Value of Strong Board Members 1:21:37 The Importance of Personal Branding in VC 1:24:28 The Health of the AI Investment Ecosystem 1:28:11 Early Life and Entrepreneurial Beginnings 1:35:12 Starting a Hedge Fund and Lessons Learned 1:44:59 Building Abstract and Family Life 1:54:06 Insights on LPs and Venture Capital Trends 2:02:18 The Kindest Thing
2:03:41

I’m always amazed how few investors can explain the specific thing they can do better than others. When I first asked Ramtin (Ramtin Naimi) this question, he gave one of the most specific answers I’ve heard (about how he helps founders end up owning more of their company, along with his specific method for doing so). He details that and a ton more in refreshingly honest fashion. He seems willing to answer any question about himself, and we explore his entire rags to riches to rags to riches story. The stuff on the intense parallels between art and investing is a first, too: how to work the playing field and win. A unique convo with an investor who has never done an interview like this before. Timestamps 0:00 Intro 0:25 The Art of Collecting 4:36 Parallels Between Art and Venture Capital 6:59 Challenges and Strategies in Art Collecting 18:19 The Role of Status and Reputation in Art 20:10 The Business of Art Galleries & Auction Houses 26:43 Building a Successful Venture Capital Firm 41:29 Leading Seed Financings 44:27 The Power of AngelList 46:40 Scaling and Building a Team 49:33 Identifying Exceptional Founders 52:32 The Importance of Dilution Sensitivity 54:18 Efficient Investment Processes 1:05:51 Winning Competitive Deals 1:15:29 The Value of Strong Board Members 1:21:37 The Importance of Personal Branding in VC 1:24:28 The Health of the AI Investment Ecosystem 1:28:11 Early Life and Entrepreneurial Beginnings 1:35:12 Starting a Hedge Fund and Lessons Learned 1:44:59 Building Abstract and Family Life 1:54:06 Insights on LPs and Venture Capital Trends 2:02:18 The Kindest Thing

Patrick OShaughnessy

228,047 Aufrufe • vor 1 Jahr

How he built a $12 billion gaming company at 19 One of the coolest life stories ever shared with justin waldron on building Zynga for @countersignalpd episode 7! Timestamps: 0:00 – Intro 0:35 – Building games on MySpace, AOL Instant Messenger 5:37 – Dropping out at 19 to Co-found Zynga, Realizing Facebook would be HUGE 11:03 – Shipping Farmville, Inventing New Social Games 12:28 – Printing 9 figs off games 14:49 – BEING DELUSIONAL on early trends you spot 18:16 – Standoffs with Facebook, Pulling in the elders of Silicon Valley 23:59 – Seeing a Billion-User Opportunity Early 27:02 – Early Bitcoiners were Gamers 29:38 – Value in Crypto 34:23 – What is real, what's a grift 36:33 – Psychoanalyzing Justin, Can you do nothing and be happy? 40:37 – Why are you not corrupted, the real reason why money is important 43:40 – Growth Hacking, Social Engineering, Virality 47:49 – High Leverage things college students should do 50:54 – Why Justin is based in Japan (beating the allegations :)
59:15

How he built a $12 billion gaming company at 19 One of the coolest life stories ever shared with justin waldron on building Zynga for @countersignalpd episode 7! Timestamps: 0:00 – Intro 0:35 – Building games on MySpace, AOL Instant Messenger 5:37 – Dropping out at 19 to Co-found Zynga, Realizing Facebook would be HUGE 11:03 – Shipping Farmville, Inventing New Social Games 12:28 – Printing 9 figs off games 14:49 – BEING DELUSIONAL on early trends you spot 18:16 – Standoffs with Facebook, Pulling in the elders of Silicon Valley 23:59 – Seeing a Billion-User Opportunity Early 27:02 – Early Bitcoiners were Gamers 29:38 – Value in Crypto 34:23 – What is real, what's a grift 36:33 – Psychoanalyzing Justin, Can you do nothing and be happy? 40:37 – Why are you not corrupted, the real reason why money is important 43:40 – Growth Hacking, Social Engineering, Virality 47:49 – High Leverage things college students should do 50:54 – Why Justin is based in Japan (beating the allegations :)

sracha

41,790 Aufrufe • vor 10 Monaten

My first interview with Sam Altman, Co-Founder of OpenAI. 0:04 How to start a startup 3:30 Trusting exponentials 4:57 Operating in chaotic environments 6:12 Learning to enjoy painful experiences 8:03 Creating abundant intelligence 11:15 Keeping core suppliers on OpenAI’s timelines 12:10 Invention of the joint-stock company 15:30 The best CEOs aren’t sociopaths 16:46 We are in the singularity 18:09 AI authoritarianism vs liberty 19:24 Texting 300-400 people a day 20:32 Having a small number of deep beliefs about the future 21:41 Critical path 22:25 Thinking about what’s next 23:38 Getting on planes in marginal situations 28:16 Buying lots of compute 30:51 Ambition 34:00 Google shouldn’t have let OpenAI survive 37:54 Having his life shot through a cannon after the launch of ChatGPT 41:20 The growth of Codex 42:02 The Death Star tweet 44:46 Status games and desire to be useful 47:57 Not being ambitious enough on compute investments 50:26 Execution 51:45 Ask for what you want 54:11 First few weeks of OpenAI 55:15 Shutting down Sora to focus on Codex 57:44 Designing beautiful products 59:01 Getting addicted to TikTok 1:01:03 Inventing a new device 1:02:53 Try to get better at your strengths 1:05:57 Masa is an n of 1 1:07:11 Real trends vs fake trends
1:09:38

My first interview with Sam Altman, Co-Founder of OpenAI. 0:04 How to start a startup 3:30 Trusting exponentials 4:57 Operating in chaotic environments 6:12 Learning to enjoy painful experiences 8:03 Creating abundant intelligence 11:15 Keeping core suppliers on OpenAI’s timelines 12:10 Invention of the joint-stock company 15:30 The best CEOs aren’t sociopaths 16:46 We are in the singularity 18:09 AI authoritarianism vs liberty 19:24 Texting 300-400 people a day 20:32 Having a small number of deep beliefs about the future 21:41 Critical path 22:25 Thinking about what’s next 23:38 Getting on planes in marginal situations 28:16 Buying lots of compute 30:51 Ambition 34:00 Google shouldn’t have let OpenAI survive 37:54 Having his life shot through a cannon after the launch of ChatGPT 41:20 The growth of Codex 42:02 The Death Star tweet 44:46 Status games and desire to be useful 47:57 Not being ambitious enough on compute investments 50:26 Execution 51:45 Ask for what you want 54:11 First few weeks of OpenAI 55:15 Shutting down Sora to focus on Codex 57:44 Designing beautiful products 59:01 Getting addicted to TikTok 1:01:03 Inventing a new device 1:02:53 Try to get better at your strengths 1:05:57 Masa is an n of 1 1:07:11 Real trends vs fake trends

Ti Morse

967,389 Aufrufe • vor 1 Monat

Since founding the firm in 2006, Brett has completed more than 90 acquisitions, compounded revenue at over 30% annually and built a business expected to generate roughly $50 million in EBITA in 2026. My conversation with Brett Kelly, the founder and CEO of Kelly Partners Group. Enjoy. Timestamps: 0:00 Brett's early years and losing his job at 22 3:57 Writing to 80 successful Australians while unemployed 9:13 The moment Brett decided to start his own firm 12:24 Launching Kelly Partners with a clear long-term vision 13:22 Inspired by Disney, McDonald's, Ritz-Carlton & Berkshire Hathaway 17:10 Choosing the right clients and creating a business system 18:36 The 204-step operating system 19:01 The acquisition strategy: becoming #1 or #2 in local markets 24:05 Winning clients through a differentiated value proposition 28:27 Lessons learned from 95 acquisitions 29:06 Why the 51/49 ownership model works 31:39 What types of firms Kelly Partners acquires 32:59 Capital allocation and building a capital-efficient roll-up 34:30 Doubling profits after acquisitions: the biggest lever 36:28 Permanent capital vs. traditional private equity 37:20 The biggest challenge today: financing growth 37:53 Kelly Partners' 17-step hiring process 38:28 Building a global accounting platform 39:45 Focus, systems and operating at world-class standards 43:05 How accountants can genuinely improve people's lives 44:24 Final thoughts on leadership, culture, and making a difference 45:32 30% revenue CAGR, 35% book value growth & 90+ acquisitions
46:56

Since founding the firm in 2006, Brett has completed more than 90 acquisitions, compounded revenue at over 30% annually and built a business expected to generate roughly $50 million in EBITA in 2026. My conversation with Brett Kelly, the founder and CEO of Kelly Partners Group. Enjoy. Timestamps: 0:00 Brett's early years and losing his job at 22 3:57 Writing to 80 successful Australians while unemployed 9:13 The moment Brett decided to start his own firm 12:24 Launching Kelly Partners with a clear long-term vision 13:22 Inspired by Disney, McDonald's, Ritz-Carlton & Berkshire Hathaway 17:10 Choosing the right clients and creating a business system 18:36 The 204-step operating system 19:01 The acquisition strategy: becoming #1 or #2 in local markets 24:05 Winning clients through a differentiated value proposition 28:27 Lessons learned from 95 acquisitions 29:06 Why the 51/49 ownership model works 31:39 What types of firms Kelly Partners acquires 32:59 Capital allocation and building a capital-efficient roll-up 34:30 Doubling profits after acquisitions: the biggest lever 36:28 Permanent capital vs. traditional private equity 37:20 The biggest challenge today: financing growth 37:53 Kelly Partners' 17-step hiring process 38:28 Building a global accounting platform 39:45 Focus, systems and operating at world-class standards 43:05 How accountants can genuinely improve people's lives 44:24 Final thoughts on leadership, culture, and making a difference 45:32 30% revenue CAGR, 35% book value growth & 90+ acquisitions

PrivateEquityGuy (Mikk Markus)

55,835 Aufrufe • vor 2 Monaten

My first interview with Peter Beck, Founder & CEO of Rocket Lab. Rocket Lab is scaling launch cadence faster than SpaceX scaled Falcon 9. 0:44 The biggest bottleneck to increasing launch cadence and mass to orbit 1:25 Growth of new space startups 3:05 Why governments have been ineffective at scaling launch 3:53 Tall Poppy Syndrome 4:38 Starting Rocket Lab without having $100 million 7:24 Scaling Electron vs focusing on Neutron 9:17 Rocket Lab hustle 11:10 Creating a culture of “F*ck it, let’s do it” 11:40 Worst supplier experiences 13:54 Having an engine explode before an important meeting 18:52 Rocket Lab’s first mission to the moon 20:55 Chewing glass and forcing the outcome to be good 22:57 Similarities in how Elon and Peter operate 25:05 Elon time and how to structure timelines 27:13 Designing a culture where everyone runs towards the fire 28:44 Making the Ferrari of rockets — the importance of creating beautiful things 31:20 “You don’t need to equate a price tag to beauty” 32:12 Why Peter hates launch day 34:48 “After a launch failure this place is a morgue” 35:22 Moving forward after a failure 36:40 Transitioning from an R&D organization to scaling rocket production 38:07 Production hell with rockets 39:09 Taking learnings from Electron to Neutron 41:03 Having dinner with Elon 42:00 Keeping the hiring bar extraordinarily high 44:05 “My job is to fix sh*t” 44:56 Rocket Lab’s first NASA launch 45:55 “The great thing about America is anything is possible” 47:40 Coming to Silicon Valley — meeting with Vinod Khosla 51:22 Why he decided to take $RKLB public 54:12 Creating a company that will outlive you 55:41 Turning Rocket Lab into a profitable business 57:23 The best space companies will all build their own rockets 1:00:35 Scaling Neutron 1:01:32 Why they’re using carbon fiber instead of steel 1:02:56 “Going public was a great capital unlock” 1:04:10 The importance of relentless optimism
1:05:18

My first interview with Peter Beck, Founder & CEO of Rocket Lab. Rocket Lab is scaling launch cadence faster than SpaceX scaled Falcon 9. 0:44 The biggest bottleneck to increasing launch cadence and mass to orbit 1:25 Growth of new space startups 3:05 Why governments have been ineffective at scaling launch 3:53 Tall Poppy Syndrome 4:38 Starting Rocket Lab without having $100 million 7:24 Scaling Electron vs focusing on Neutron 9:17 Rocket Lab hustle 11:10 Creating a culture of “F*ck it, let’s do it” 11:40 Worst supplier experiences 13:54 Having an engine explode before an important meeting 18:52 Rocket Lab’s first mission to the moon 20:55 Chewing glass and forcing the outcome to be good 22:57 Similarities in how Elon and Peter operate 25:05 Elon time and how to structure timelines 27:13 Designing a culture where everyone runs towards the fire 28:44 Making the Ferrari of rockets — the importance of creating beautiful things 31:20 “You don’t need to equate a price tag to beauty” 32:12 Why Peter hates launch day 34:48 “After a launch failure this place is a morgue” 35:22 Moving forward after a failure 36:40 Transitioning from an R&D organization to scaling rocket production 38:07 Production hell with rockets 39:09 Taking learnings from Electron to Neutron 41:03 Having dinner with Elon 42:00 Keeping the hiring bar extraordinarily high 44:05 “My job is to fix sh*t” 44:56 Rocket Lab’s first NASA launch 45:55 “The great thing about America is anything is possible” 47:40 Coming to Silicon Valley — meeting with Vinod Khosla 51:22 Why he decided to take $RKLB public 54:12 Creating a company that will outlive you 55:41 Turning Rocket Lab into a profitable business 57:23 The best space companies will all build their own rockets 1:00:35 Scaling Neutron 1:01:32 Why they’re using carbon fiber instead of steel 1:02:56 “Going public was a great capital unlock” 1:04:10 The importance of relentless optimism

Ti Morse

165,782 Aufrufe • vor 5 Monaten

I asked Dan Martell to walk me through every level of making money with AI. He gave me the most simple, practical advice I've ever heard on this subject. Level 1 - Making $0 - $100k Level 2 - Making $1m - $10m Level 3 - Building a $10m++ enterprise. 0:00 Only 5% of the World Has Ever Paid for AI 0:46 The Easiest Thing to Sell With AI Right Now 1:56 The Marcus and Sophie Framework 4:24 Theory of Constraints (Right Problem to Solve) 5:33 What Is the Number One Business Constraint 7:13 How to Leave Your Job and Go All In 8:27 Business Is Simple Find a Problem and Solve It 9:08 Stop Getting Ready to Get Ready 9:33 The Sarah Story One Text and $10K 9:53 Pull Up Your Phone and Message Your Contacts 11:05 Dan's Son Gets His First Client at $800/Month 12:41 Best Employee vs. Best Employer 13:59 What Other Services Can You Sell With AI 14:44 Sales Is Not Talking It's Asking 17:01 What to Do When You Hate Your Business 18:40 Pain and Pleasure Are the Only Two Motivators 19:13 They Haven't Made It a Must Yet 20:29 Make It a Must Not a Nice to Have 21:06 The Jen Story and the Gasping Moment 22:17 How to Find Your First 10 to 15 Clients 28:38 The Personal Brand Play 33:06 Vision Is What AI Cannot Do 34:55 Hard for Computers Easy for Humans 36:13 Level 2 Making Your First Million With AI 37:18 The Replacement Ladder Framework 37:39 Admin First Then Delivery Then Marketing 39:09 Why Marketing Is the Biggest AI Category 39:32 Why You Should Keep Sales for Yourself 40:00 Level 5 Leadership and AI Agents 41:41 What a Fully AI Systems Business Looks Like 43:13 The Gym Owner With Three Locations 46:16 Shutting Down the Company for Two Days 46:37 Teaching the Whole Team to Code in Claude 49:28 Wayne the 62 Year Old Who Made $12K a Month 52:38 I Only Share What Actually Works 53:21 Whisper Flow and Talking to Your AI 56:41 Claude Chat Claude Coworker and Claude Code 57:57 The Claude Browser Extension 58:49 Claude Code Is Not Just for Developers 1:00:06 How to Migrate Your AI Memory Across Tools 1:01:08 Level 3 $1M to $10M and the Brand Play 1:02:05 Nobody Buys AI They Buy Trust 1:03:25 Brand Is Association and Association Is Trust 1:05:12 A Million Followers Is $10M in Activated Revenue 1:07:03 How to Keep AI From Becoming Slop 1:07:42 Human in the Loop 1:08:16 The 10 80 10 Rule and Why AI Is Now the 80 1:10:01 The Team FIRED Themselves 1:11:45 Dan's Free AI Curriculum for Your Team
1:13:20

I asked Dan Martell to walk me through every level of making money with AI. He gave me the most simple, practical advice I've ever heard on this subject. Level 1 - Making $0 - $100k Level 2 - Making $1m - $10m Level 3 - Building a $10m++ enterprise. 0:00 Only 5% of the World Has Ever Paid for AI 0:46 The Easiest Thing to Sell With AI Right Now 1:56 The Marcus and Sophie Framework 4:24 Theory of Constraints (Right Problem to Solve) 5:33 What Is the Number One Business Constraint 7:13 How to Leave Your Job and Go All In 8:27 Business Is Simple Find a Problem and Solve It 9:08 Stop Getting Ready to Get Ready 9:33 The Sarah Story One Text and $10K 9:53 Pull Up Your Phone and Message Your Contacts 11:05 Dan's Son Gets His First Client at $800/Month 12:41 Best Employee vs. Best Employer 13:59 What Other Services Can You Sell With AI 14:44 Sales Is Not Talking It's Asking 17:01 What to Do When You Hate Your Business 18:40 Pain and Pleasure Are the Only Two Motivators 19:13 They Haven't Made It a Must Yet 20:29 Make It a Must Not a Nice to Have 21:06 The Jen Story and the Gasping Moment 22:17 How to Find Your First 10 to 15 Clients 28:38 The Personal Brand Play 33:06 Vision Is What AI Cannot Do 34:55 Hard for Computers Easy for Humans 36:13 Level 2 Making Your First Million With AI 37:18 The Replacement Ladder Framework 37:39 Admin First Then Delivery Then Marketing 39:09 Why Marketing Is the Biggest AI Category 39:32 Why You Should Keep Sales for Yourself 40:00 Level 5 Leadership and AI Agents 41:41 What a Fully AI Systems Business Looks Like 43:13 The Gym Owner With Three Locations 46:16 Shutting Down the Company for Two Days 46:37 Teaching the Whole Team to Code in Claude 49:28 Wayne the 62 Year Old Who Made $12K a Month 52:38 I Only Share What Actually Works 53:21 Whisper Flow and Talking to Your AI 56:41 Claude Chat Claude Coworker and Claude Code 57:57 The Claude Browser Extension 58:49 Claude Code Is Not Just for Developers 1:00:06 How to Migrate Your AI Memory Across Tools 1:01:08 Level 3 $1M to $10M and the Brand Play 1:02:05 Nobody Buys AI They Buy Trust 1:03:25 Brand Is Association and Association Is Trust 1:05:12 A Million Followers Is $10M in Activated Revenue 1:07:03 How to Keep AI From Becoming Slop 1:07:42 Human in the Loop 1:08:16 The 10 80 10 Rule and Why AI Is Now the 80 1:10:01 The Team FIRED Themselves 1:11:45 Dan's Free AI Curriculum for Your Team

Grant

167,714 Aufrufe • vor 2 Monaten

My conversation with Tracy Britt Cool. Warren Buffett called her his "fireman" because of her reputation at Berkshire Hathaway for turning around struggling businesses. In this conversation, you'll learn exactly how she did it, how she evaluates businesses, and the mistake that most people make when hiring. (0:00) Intro, recent reading, and family life (3:04) Alan Mulally's Turnaround at Ford (4:22) The Work Test (5:03) The Pampered Chef Turnaround (7:06) How Value Creation is Changing (8:38) Why Companies Fail to Adapt (10:09) Lessons from the Farm (16:57) Lessons from Warren Buffett (18:25) Ad Break (20:57) Buying Companies at Kanbrick (22:38) The 3 Components of Long-Term Thinking (25:11) Avoiding the Complexity Trap (26:23) How to Turnaround a Declining Business (28:03) Attracting Talent to a Declining Business (30:29) Matching Structure to Time Horizon (32:00) Growing Margins (33:25) The Process: What to Focus on (35:10) The 3 Buckets of Putting People First (37:00) How to Specifically Evaluate Talent (40:16) Identifying the People to Avoid at All Costs (42:23) Sourcing Deals (43:56) 5 Lenses to Evaluate a Business (45:14) How to Evaluate a Moat (49:29) How Quantitative Analysis Misleads (50:25) A Detailed Look at Return on Invested Capital (53:18) What Makes an Attractive Market (54:33) Finding High-Potential Businesses (57:00) The Post Close Playbook (1:02:03) Repeatable Business Systems (1:04:06) Why Copying What Works is Hard (1:06:01) Mistakes in the Past 5 Years (1:10:13) Debt and Leverage (1:12:20) 3 Ways to Think about AI (1:15:13) What Most People Get Wrong When Hiring (1:21:12) Businesses to Avoid (1:22:35) What Not to Do (1:24:31) Public vs. Private Company Boards (1:27:04) How Warren Buffett Taught Katharine Graham Business (1:29:28) Each Hire is a Million Dollar Decision (1:31:02) Evaluating Integrity (1:32:36) The One Word That Keeps People Honest (1:35:52) Principles & Lessons from Business History (1:36:59) Inflation (1:40:22) Public Company Heroes (1:41:41) Companies & Political Opinions (1:42:46) What is Success for you? Tracy Britt Cool is the co-founder of Kanbrick and the former CEO of Pampered Chef. At Berkshire Hathaway, she worked directly with Warren Buffett and was on the board of Kraft Heinz, Benjamin Moore, and Dairy Queen. (Includes paid partnerships. If you're interested in sponsoring, reach out.)
1:43:51

My conversation with Tracy Britt Cool. Warren Buffett called her his "fireman" because of her reputation at Berkshire Hathaway for turning around struggling businesses. In this conversation, you'll learn exactly how she did it, how she evaluates businesses, and the mistake that most people make when hiring. (0:00) Intro, recent reading, and family life (3:04) Alan Mulally's Turnaround at Ford (4:22) The Work Test (5:03) The Pampered Chef Turnaround (7:06) How Value Creation is Changing (8:38) Why Companies Fail to Adapt (10:09) Lessons from the Farm (16:57) Lessons from Warren Buffett (18:25) Ad Break (20:57) Buying Companies at Kanbrick (22:38) The 3 Components of Long-Term Thinking (25:11) Avoiding the Complexity Trap (26:23) How to Turnaround a Declining Business (28:03) Attracting Talent to a Declining Business (30:29) Matching Structure to Time Horizon (32:00) Growing Margins (33:25) The Process: What to Focus on (35:10) The 3 Buckets of Putting People First (37:00) How to Specifically Evaluate Talent (40:16) Identifying the People to Avoid at All Costs (42:23) Sourcing Deals (43:56) 5 Lenses to Evaluate a Business (45:14) How to Evaluate a Moat (49:29) How Quantitative Analysis Misleads (50:25) A Detailed Look at Return on Invested Capital (53:18) What Makes an Attractive Market (54:33) Finding High-Potential Businesses (57:00) The Post Close Playbook (1:02:03) Repeatable Business Systems (1:04:06) Why Copying What Works is Hard (1:06:01) Mistakes in the Past 5 Years (1:10:13) Debt and Leverage (1:12:20) 3 Ways to Think about AI (1:15:13) What Most People Get Wrong When Hiring (1:21:12) Businesses to Avoid (1:22:35) What Not to Do (1:24:31) Public vs. Private Company Boards (1:27:04) How Warren Buffett Taught Katharine Graham Business (1:29:28) Each Hire is a Million Dollar Decision (1:31:02) Evaluating Integrity (1:32:36) The One Word That Keeps People Honest (1:35:52) Principles & Lessons from Business History (1:36:59) Inflation (1:40:22) Public Company Heroes (1:41:41) Companies & Political Opinions (1:42:46) What is Success for you? Tracy Britt Cool is the co-founder of Kanbrick and the former CEO of Pampered Chef. At Berkshire Hathaway, she worked directly with Warren Buffett and was on the board of Kraft Heinz, Benjamin Moore, and Dairy Queen. (Includes paid partnerships. If you're interested in sponsoring, reach out.)

Shane Parrish

430,846 Aufrufe • vor 10 Monaten

I asked a top 0.1% YouTube Strategist (Vexian - Algorithm Alchemist) to take me from 0 to 10m subscribers. This is every level of YouTube growth. 0:00 Education vs Entertainment 1:51 The Biggest Mistake New Creators Make 2:45 You Don't Need Gear You Need Reps 3:53 The One Thing That Guarantees 1K Subs 4:58 What Is the Impression Snowball 5:54 Consistency as Compound Interest 6:57 How to Come Up With Content Ideas 7:28 Track the Top 20% in Your Niche 8:18 Reverse Engineering Titles That Work 9:06 How to Remix Without Copying 10:00 Why People Actually Watch 11:30 90 Ideas in 30 Minutes 17:29 Level 2 (1K to 10K Subscribers) 21:00 How to Hook in 3 Seconds 24:40 YouTube Is a Zero Sum Game 25:11 Collabs and the Anchor Effect 26:48 Using Bigger Creators to Grow 28:21 What Separates Creators After 100K Videos 29:41 Consistency in Amount Type and Focus 30:05 How to Know When to Quit Your Niche 31:37 What Gaming YouTube Teaches Everyone 33:31 Storytelling From Minecraft YouTubers 34:22 Mini Stories and Escalating Stakes 37:47 Level 3 (10K to 100K Subscribers) 42:00 Package Your Video Like a Movie Poster 44:00 The Pre-Post Checklist 49:00 Seven Levels of Rapper and Viral Permutations 51:05 CTAs Where to Put Them and Where Not To 53:26 Subscribers Are a Vanity Metric 55:46 Replace Ad Reads With Your Own Content 58:49 Level 4 (100K to 1M Subscribers) 59:08 What Is Impact 1:00:01 Pattern Breaking and Absurdism 1:01:15 How to Title a Podcast for Absurdism 1:02:27 Melding Interest Topics Together 1:04:36 Parasocial Reciprocity 1:05:57 The Third Thing Nobody Talks About 1:06:05 What Is Sauce 1:08:20 How Long Does 100K Actually Take 1:09:31 When to Start Outsourcing 1:12:00 Your Niche Has a Ceiling 1:21:42 The Invisible Katana and 25M Views 1:23:27 One Word Across 5 Niches and 13 Years 1:25:38 What Channels Will Hit 1M 1:29:00 Level 5 (1M to 10M Subscribers) 1:29:34 Outlier vs Presence of Mind Ideation 1:30:50 Oppenheimer Barbie and the Minecraft Movie 1:38:00 Why the Best Channels Stop Growing 1:44:41 What Happens When You Beat YouTube 1:46:18 When You Become an Idea Not a Person 1:49:48 The Two Things That Actually Matter
1:52:04

I asked a top 0.1% YouTube Strategist (Vexian - Algorithm Alchemist) to take me from 0 to 10m subscribers. This is every level of YouTube growth. 0:00 Education vs Entertainment 1:51 The Biggest Mistake New Creators Make 2:45 You Don't Need Gear You Need Reps 3:53 The One Thing That Guarantees 1K Subs 4:58 What Is the Impression Snowball 5:54 Consistency as Compound Interest 6:57 How to Come Up With Content Ideas 7:28 Track the Top 20% in Your Niche 8:18 Reverse Engineering Titles That Work 9:06 How to Remix Without Copying 10:00 Why People Actually Watch 11:30 90 Ideas in 30 Minutes 17:29 Level 2 (1K to 10K Subscribers) 21:00 How to Hook in 3 Seconds 24:40 YouTube Is a Zero Sum Game 25:11 Collabs and the Anchor Effect 26:48 Using Bigger Creators to Grow 28:21 What Separates Creators After 100K Videos 29:41 Consistency in Amount Type and Focus 30:05 How to Know When to Quit Your Niche 31:37 What Gaming YouTube Teaches Everyone 33:31 Storytelling From Minecraft YouTubers 34:22 Mini Stories and Escalating Stakes 37:47 Level 3 (10K to 100K Subscribers) 42:00 Package Your Video Like a Movie Poster 44:00 The Pre-Post Checklist 49:00 Seven Levels of Rapper and Viral Permutations 51:05 CTAs Where to Put Them and Where Not To 53:26 Subscribers Are a Vanity Metric 55:46 Replace Ad Reads With Your Own Content 58:49 Level 4 (100K to 1M Subscribers) 59:08 What Is Impact 1:00:01 Pattern Breaking and Absurdism 1:01:15 How to Title a Podcast for Absurdism 1:02:27 Melding Interest Topics Together 1:04:36 Parasocial Reciprocity 1:05:57 The Third Thing Nobody Talks About 1:06:05 What Is Sauce 1:08:20 How Long Does 100K Actually Take 1:09:31 When to Start Outsourcing 1:12:00 Your Niche Has a Ceiling 1:21:42 The Invisible Katana and 25M Views 1:23:27 One Word Across 5 Niches and 13 Years 1:25:38 What Channels Will Hit 1M 1:29:00 Level 5 (1M to 10M Subscribers) 1:29:34 Outlier vs Presence of Mind Ideation 1:30:50 Oppenheimer Barbie and the Minecraft Movie 1:38:00 Why the Best Channels Stop Growing 1:44:41 What Happens When You Beat YouTube 1:46:18 When You Become an Idea Not a Person 1:49:48 The Two Things That Actually Matter

Grant

19,207 Aufrufe • vor 4 Monaten

E181: The Wolf Of All Streets - Bitcoin and chill. That's the whole thesis Scott Melker hosts The Wolf Of All Streets and just launched the first daily crypto show on a mainstream network with Yahoo Finance. He was a DJ before he was a trader, got wrecked as a top creditor in the Voyager collapse, and rebuilt his entire approach to money around one asset. We get into why he's almost entirely Bitcoin now, what he actually tells his audience to do with their cash, and what guests say once the cameras stop rolling. Timestamps: 00:00 Intro 01:52 Why Scott dressed up for this Podcast 02:54 Where does the optimism come from? 03:41 Something that never got better? 04:43 Who are you? 07:05 Why do DJs fall down the crypto rabbit hole? 08:48 Did you actually make money trading? 09:51 When did you go beyond trading? 11:42 Sponsor: Variational , Bitwise 12:34 Is crypto still relevant in 2026? 13:33 Does crypto go higher from here? 14:38 How do I participate without building a business? 16:11 What do you buy every month? 18:50 How do you form your opinions? 20:04 What about yield? 21:01 Can you still make it in crypto without a business? 21:52 Will Bitcoin trade much higher? 23:42 Taking a media business to the next level 25:14 How did the Yahoo Finance show happen? 26:29 How to not get bored when crypto gets boring? 28:06 Sponsor: KAST 28:58 Crypto media sucks - how do we grow the pie? 30:00 Biggest lessons from interviewing the best? 31:44 What do you tell the dad who wants to trade Bitcoin? 34:17 How does the average Joe get rich in 2026? 35:37 What did you learn in 2022? 38:05 What do you buy besides Bitcoin? 39:23 Scott's most unexpected best interview? 41:25 When did a personal brand become a game changer? 43:00 The biggest myth about investing 44:12 Sponsor: Jupiter , Ethena 44:52 What's your goal with your media company? 47:17 Do you have a number in mind? 49:05 What's the risk of not owning Bitcoin? 50:38 What do you hear behind the scenes? 52:01 How do you stay motivated in a bear market? 53:32 Give us your optimism
58:08

E181: The Wolf Of All Streets - Bitcoin and chill. That's the whole thesis Scott Melker hosts The Wolf Of All Streets and just launched the first daily crypto show on a mainstream network with Yahoo Finance. He was a DJ before he was a trader, got wrecked as a top creditor in the Voyager collapse, and rebuilt his entire approach to money around one asset. We get into why he's almost entirely Bitcoin now, what he actually tells his audience to do with their cash, and what guests say once the cameras stop rolling. Timestamps: 00:00 Intro 01:52 Why Scott dressed up for this Podcast 02:54 Where does the optimism come from? 03:41 Something that never got better? 04:43 Who are you? 07:05 Why do DJs fall down the crypto rabbit hole? 08:48 Did you actually make money trading? 09:51 When did you go beyond trading? 11:42 Sponsor: Variational , Bitwise 12:34 Is crypto still relevant in 2026? 13:33 Does crypto go higher from here? 14:38 How do I participate without building a business? 16:11 What do you buy every month? 18:50 How do you form your opinions? 20:04 What about yield? 21:01 Can you still make it in crypto without a business? 21:52 Will Bitcoin trade much higher? 23:42 Taking a media business to the next level 25:14 How did the Yahoo Finance show happen? 26:29 How to not get bored when crypto gets boring? 28:06 Sponsor: KAST 28:58 Crypto media sucks - how do we grow the pie? 30:00 Biggest lessons from interviewing the best? 31:44 What do you tell the dad who wants to trade Bitcoin? 34:17 How does the average Joe get rich in 2026? 35:37 What did you learn in 2022? 38:05 What do you buy besides Bitcoin? 39:23 Scott's most unexpected best interview? 41:25 When did a personal brand become a game changer? 43:00 The biggest myth about investing 44:12 Sponsor: Jupiter , Ethena 44:52 What's your goal with your media company? 47:17 Do you have a number in mind? 49:05 What's the risk of not owning Bitcoin? 50:38 What do you hear behind the scenes? 52:01 How do you stay motivated in a bear market? 53:32 Give us your optimism

MR SHIFT 🦁

205,594 Aufrufe • vor 29 Tagen

Scott Jennings has built a reputation for speaking truth to power on CNN, but what stood out to me in this conversation was his honesty, his perspective, and his heart. We filmed this episode over a month ago in Washington DC, and it was the perfect backdrop for a raw and real discussion about politics, faith, and family. We talked about what it takes to sit in the lion’s den night after night, debating politics in front of a national audience, and why authenticity matters more now than ever. Scott opened up about his career path from Kentucky to the Bush White House, to campaign war rooms, and now to CNN, where his voice has become one of the most recognizable conservative perspectives in America. He shared stories about Donald Trump, Mitch McConnell, and the lessons he has learned from decades inside politics and media. We also talked about faith, family, and why staying grounded matters when the world is coming at you full speed. Scott Jennings is sharp, candid, and passionate about America’s future, but what I walked away with was a reminder of his integrity and his courage to stand firm in the face of constant pressure. Chapters: 00:03:08:12 – Thoughts on Donald Trump's presidency so far 00:06:32:00 – How has President Trump improved since 2016 00:08:35:01 – How the incident in Butler PA changed everything 00:13:11:23 – Scott Jennings on CNN 00:18:10:19 – How the debates work on CNN 00:20:52:15 – How does Scott Jennings keep his cool while debating 00:24:25:11 – Any strained relationships on set 00:27:18:25 – Scott Jennings' best and worst moments on air 00:31:06:08 – How does Scott Jennings deal with being outnumbered 00:41:12:23 – Scott's career in politics 00:44:39:16 – Mitch McConnell 00:52:11:11 – Political run in Kentucky for Scott 00:54:37:24 – Family 01:00:11:02 – Closing thoughts 01:03:29:11 – The Yellow Ribbon
1:05:46

Scott Jennings has built a reputation for speaking truth to power on CNN, but what stood out to me in this conversation was his honesty, his perspective, and his heart. We filmed this episode over a month ago in Washington DC, and it was the perfect backdrop for a raw and real discussion about politics, faith, and family. We talked about what it takes to sit in the lion’s den night after night, debating politics in front of a national audience, and why authenticity matters more now than ever. Scott opened up about his career path from Kentucky to the Bush White House, to campaign war rooms, and now to CNN, where his voice has become one of the most recognizable conservative perspectives in America. He shared stories about Donald Trump, Mitch McConnell, and the lessons he has learned from decades inside politics and media. We also talked about faith, family, and why staying grounded matters when the world is coming at you full speed. Scott Jennings is sharp, candid, and passionate about America’s future, but what I walked away with was a reminder of his integrity and his courage to stand firm in the face of constant pressure. Chapters: 00:03:08:12 – Thoughts on Donald Trump's presidency so far 00:06:32:00 – How has President Trump improved since 2016 00:08:35:01 – How the incident in Butler PA changed everything 00:13:11:23 – Scott Jennings on CNN 00:18:10:19 – How the debates work on CNN 00:20:52:15 – How does Scott Jennings keep his cool while debating 00:24:25:11 – Any strained relationships on set 00:27:18:25 – Scott Jennings' best and worst moments on air 00:31:06:08 – How does Scott Jennings deal with being outnumbered 00:41:12:23 – Scott's career in politics 00:44:39:16 – Mitch McConnell 00:52:11:11 – Political run in Kentucky for Scott 00:54:37:24 – Family 01:00:11:02 – Closing thoughts 01:03:29:11 – The Yellow Ribbon

Sage Steele

111,471 Aufrufe • vor 11 Monaten

.David George leads a16z Growth, which has backed some of the most successful technology companies including Stripe, SpaceX, Waymo, Databricks, Figma, OpenAI, and Cursor. This conversation is a detailed look at how David built and runs the growth business. He shares how they win the most competitive deals, the principles behind its culture, and the framework he uses to evaluate companies. We discuss how a16z is investing across the AI stack -- from model providers to applications -- and why this platform shift creates a real window for startups to displace incumbents. Throughout the episode, David shares the models that guide his investing: why markets misprice consistent growth, what makes "pull" businesses so powerful, and why he likes to back a certain kind of founder he calls the "technical terminator." It’s fun to talk with students of the game, and David is certainly one of them. He's spent his career studying great companies, markets, and founders, and you can feel that depth in how clearly he connects patterns across cycles. Enjoy! Timestamps: 0:00 Intro 6:54 Enterprise AI 10:23 Lessons from Waymo 16:17 Technical Terminators 22:34 The "Glengarry Glen Ross" Rule 31:23 Winning Competitive Deals 42:24 The "Yankees" Mindset 46:13 Decision Making 51:12 Model Busters 53:42 Push vs. Pull Markets 1:10:23 How Startups Beat Incumbents 1:13:38 The Kindest Thing
1:14:50

.David George leads a16z Growth, which has backed some of the most successful technology companies including Stripe, SpaceX, Waymo, Databricks, Figma, OpenAI, and Cursor. This conversation is a detailed look at how David built and runs the growth business. He shares how they win the most competitive deals, the principles behind its culture, and the framework he uses to evaluate companies. We discuss how a16z is investing across the AI stack -- from model providers to applications -- and why this platform shift creates a real window for startups to displace incumbents. Throughout the episode, David shares the models that guide his investing: why markets misprice consistent growth, what makes "pull" businesses so powerful, and why he likes to back a certain kind of founder he calls the "technical terminator." It’s fun to talk with students of the game, and David is certainly one of them. He's spent his career studying great companies, markets, and founders, and you can feel that depth in how clearly he connects patterns across cycles. Enjoy! Timestamps: 0:00 Intro 6:54 Enterprise AI 10:23 Lessons from Waymo 16:17 Technical Terminators 22:34 The "Glengarry Glen Ross" Rule 31:23 Winning Competitive Deals 42:24 The "Yankees" Mindset 46:13 Decision Making 51:12 Model Busters 53:42 Push vs. Pull Markets 1:10:23 How Startups Beat Incumbents 1:13:38 The Kindest Thing

Patrick OShaughnessy

614,386 Aufrufe • vor 9 Monaten

Full episode of the first-ever Math Academy podcast with Jason Roberts: 0:00 - Introduction 4:00 - Applying the MA Way to X Growth 7:40 - Status of the ML Course and its Kick-Ass Coding Projects (Part 1) 25:50 - Jason's Near-Infinite List of Important Things 34:20 - The ML Course Has Been a Massive Undertaking 42:10 - Breadth-First Development 44:30 - Status of the ML Course and its Kick-Ass Coding Projects (Part 2) 50:15 - Why Math Academy Needs To Do a CS Course 56:45 - The Never-Ending Stream of Confusion 1:00:30 - The Story of Eurisko, the Most Advanced Math/CS Track in the USA 1:24:20 - Intuition Through Repetition: Machine Learning Edition 1:29:40 - The Importance of Spaced Review 1:43:30 - Upcoming Course Roadmap 1:47:40 - Spaced Repetition 2.0: Accounting For and Discouraging Reference Reliance 1:54:45 - Overhelping: A Pathology of the Over-Involved Parent/Tutor 1:59:21 - Yes, You Need to be Automatic on Math Facts (and Yes, Rapid-Fire Training is Coming) 2:04:55 - What Happens When Students Don't Know Their Math Facts 2:05:50 - The Horror of Attempting to Teach a Class When Students Have Multi-Year Deficits in Fundamental Skills 2:11:30 - Integrating Coding Into the Math Curriculum 2:18:00 - Combining Math and Coding is the Closest Thing to a Real-Life Superpower 2:18:55 - Creating a Full Math Degree and Getting Full College Credit 2:22:15 - The Power of Pre-Learning: The Greatest Educational Life Hack
2:36:12

Full episode of the first-ever Math Academy podcast with Jason Roberts: 0:00 - Introduction 4:00 - Applying the MA Way to X Growth 7:40 - Status of the ML Course and its Kick-Ass Coding Projects (Part 1) 25:50 - Jason's Near-Infinite List of Important Things 34:20 - The ML Course Has Been a Massive Undertaking 42:10 - Breadth-First Development 44:30 - Status of the ML Course and its Kick-Ass Coding Projects (Part 2) 50:15 - Why Math Academy Needs To Do a CS Course 56:45 - The Never-Ending Stream of Confusion 1:00:30 - The Story of Eurisko, the Most Advanced Math/CS Track in the USA 1:24:20 - Intuition Through Repetition: Machine Learning Edition 1:29:40 - The Importance of Spaced Review 1:43:30 - Upcoming Course Roadmap 1:47:40 - Spaced Repetition 2.0: Accounting For and Discouraging Reference Reliance 1:54:45 - Overhelping: A Pathology of the Over-Involved Parent/Tutor 1:59:21 - Yes, You Need to be Automatic on Math Facts (and Yes, Rapid-Fire Training is Coming) 2:04:55 - What Happens When Students Don't Know Their Math Facts 2:05:50 - The Horror of Attempting to Teach a Class When Students Have Multi-Year Deficits in Fundamental Skills 2:11:30 - Integrating Coding Into the Math Curriculum 2:18:00 - Combining Math and Coding is the Closest Thing to a Real-Life Superpower 2:18:55 - Creating a Full Math Degree and Getting Full College Credit 2:22:15 - The Power of Pre-Learning: The Greatest Educational Life Hack

Justin Skycak

66,588 Aufrufe • vor 10 Monaten

Is Trump A Racist? In this video I examine 14 of the most common incidents people cite as evidence that he is. I hope it helps critics reconsider their belief, and supporters feel properly informed. I also hope it helps correct misinformation and missing context. Timestamps: 2:00 Claim 1 - Trump undoing DEI 3:50 Claim 2 - Trump ending the Department of Education 5:27 Claim 3 - Puerto Rico Garbage-gate 7:02 Claim 4 - Immigration Policy 8:15 Claim 5 - Stand Down, Stand By 9:26 Claim 6 - Go Back To Your Country 10:33 Claim 7 - Muslim Ban 11:32 Claim 8 - Central Park 5 12:49 Claim 9 - Discriminatory Practices 14:03 Claim 10 - Obama Birther Conspiracy 15:04 Claim 11 - Emboldening Racists 15:59 Claim 12 - Jan 6 Storming The Capitol 17:16 Claim 13 - Very Fine People 19:22 Claim 14 - Haitians, Cats, and Dogs 21:37 Perception of Trump before Politics 23:00 Trump’s Positive Policies for Minorities 24:28 Hypothetically, What If Trump Were A Racist? 28:12 The Problem With Identity Politics I also started a new YouTube channel if you prefer to watch there:
32:39

Is Trump A Racist? In this video I examine 14 of the most common incidents people cite as evidence that he is. I hope it helps critics reconsider their belief, and supporters feel properly informed. I also hope it helps correct misinformation and missing context. Timestamps: 2:00 Claim 1 - Trump undoing DEI 3:50 Claim 2 - Trump ending the Department of Education 5:27 Claim 3 - Puerto Rico Garbage-gate 7:02 Claim 4 - Immigration Policy 8:15 Claim 5 - Stand Down, Stand By 9:26 Claim 6 - Go Back To Your Country 10:33 Claim 7 - Muslim Ban 11:32 Claim 8 - Central Park 5 12:49 Claim 9 - Discriminatory Practices 14:03 Claim 10 - Obama Birther Conspiracy 15:04 Claim 11 - Emboldening Racists 15:59 Claim 12 - Jan 6 Storming The Capitol 17:16 Claim 13 - Very Fine People 19:22 Claim 14 - Haitians, Cats, and Dogs 21:37 Perception of Trump before Politics 23:00 Trump’s Positive Policies for Minorities 24:28 Hypothetically, What If Trump Were A Racist? 28:12 The Problem With Identity Politics I also started a new YouTube channel if you prefer to watch there:

Kaizen D. Asiedu

29,009 Aufrufe • vor 1 Jahr