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I sat down with Miles Grimshaw (Miles Grimshaw), General Partner at Thrive Capital. We spoke about trillion dollar companies, Silicon Valley as an idea, business genetics, practicing scales, and Swedish House Mafia. 0:00 - Intro 2:14 – “The Era of Doing” 6:15 – Startup Capital Intensity in the Age...

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Alex LaBossiere

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23,603 次观看 • 11 个月前 •via X (Twitter)

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139,220 次观看 • 1 年前

I sat down with Keith Rabois (Keith Rabois), General Partner Founders Fund and CEO of OpenStore. We spoke about spotting talent, the intricacies of founding vs investing, companies as cults, why you shouldn’t stretch, Keith’s requests for startups, and much more. 0:00 - Intro 2:35 - Bomb-Building and the PayPal Mafia 5:10 - Spotting Talent 11:32 - Where Keith is 1000:1 16:14 - PayPal, Regulation, and Law 22:00 - Regulatory Arbitrage 25:03 - AI 27:46 - Keith’s 5 Bosses 31:04 - How to Operate 34:16 - OpenStore 39:33 - Founding vs Investing 42:48 - Requests for Startups 47:39 - Early-Stage Investing 53:46 - Companies as Cults 56:42 - The Future of Venture 1:00:56 - Not Stretching, Engineering Serendipity, and How to Ask Better Questions 1:06:40 - On Keith 1:08:45 - Time Allocation, Self-Grading, Values, Reading and Legacy 1:16:11 - What Should More People be Thinking About?
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11,971 次观看 • 1 年前

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While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era

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388,953 次观看 • 1 年前

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Episode 1 of Origins with Jack Altman (Jack Altman): Jack is the founder of Lattice, a multi-billion dollar company. Now, he manages Alt Capital, a $150M early-stage venture fund. He’s one of the most thoughtful and genuine people we’ve had the privilege of sitting down with, and a good friend of ours and Origins. We discuss Jack’s early upbringing, time in college, and going from Princeton to investment banking. Soon quitting, he invested as a venture capitalist with Sam Altman and joined the fastest-growing YC startup... which later failed. This led to the formation of Lattice, a multi-billion dollar company, and now Alt Capital. Timestamps: 0:00 Intro 1:38 Childhood and growing up 5:23 Parents, school and brothers 13:33 Getting into banking 15:29 Jack's wife 17:40 Career & investing 28:52 Building Lattice 35:25 Strengths, weaknesses, and tradeoffs 36:55 Hobbies and children 41:48 Alt capital 43:42 What drives you? 45:50 Today’s youth 49:33 Intuition 50:35 Predicting the future 52:25 Cold email, rejection, and competing 58:27 Kindness and helpfulness 01:00:15 Day trading and stocks 01:02:00 What people don’t know about Jack

Sonith

43,886 次观看 • 1 年前

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My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

Patrick OShaughnessy

163,516 次观看 • 1 年前

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
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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

960,234 次观看 • 20 天前

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.)
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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

430,283 次观看 • 10 个月前

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History
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Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Raoul Pal

326,827 次观看 • 1 年前

I spoke with Nick Grossman about his "Rebel Alliance" thesis for AI. He believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI 7:15 - General-purpose vs. specialized models in USV's portfolio 8:40 - Compute costs & the rise of model routing 11:14 - Inside USV's internal multi-agent system 16:25 - AI's role in venture capital & autonomous investing 22:46 - How AI reshapes market signals & information edges 27:02 - Apps building models & the fight over your data 35:26 - Five-year outlook for the AI stack 37:53 - US vs. China: the "philosophy" of AI models 40:26 - Personalized AI & where the Rebel Alliance thesis plays 43:49 - The dark side: jobs, data centers & society 47:40 - AI as a personal superpower & neural implants
51:37

I spoke with Nick Grossman about his "Rebel Alliance" thesis for AI. He believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI 7:15 - General-purpose vs. specialized models in USV's portfolio 8:40 - Compute costs & the rise of model routing 11:14 - Inside USV's internal multi-agent system 16:25 - AI's role in venture capital & autonomous investing 22:46 - How AI reshapes market signals & information edges 27:02 - Apps building models & the fight over your data 35:26 - Five-year outlook for the AI stack 37:53 - US vs. China: the "philosophy" of AI models 40:26 - Personalized AI & where the Rebel Alliance thesis plays 43:49 - The dark side: jobs, data centers & society 47:40 - AI as a personal superpower & neural implants

Anthony Pompliano 🌪

60,709 次观看 • 24 天前

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 次观看 • 1 年前

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing
1:26:50

My conversation with Dan Sundheim (Daniel Sundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing

Patrick OShaughnessy

1,212,199 次观看 • 5 个月前

My conversation with Kate McAndrew (katepmcandrew). Kate McAndrew is the Co-Founder and General Partner of Baukunst, a $100 million pre-seed venture fund that backs founders at the earliest stages of company building. Over the past decade, she has invested in more than 100 pre-seed companies, giving her a front-row seat to what separates exceptional founders from everyone else. In this episode we discuss: - What makes a startup worth investing in - How investors actually evaluate founders - How to spot an exceptional entrepreneur - The secret to building institutions that outlive you - Kate's unconventional path into venture capital - The investing philosophy behind a $100M fund Enjoy! Timestamps: 0:00 Intro 1:37 Kate’s Biggest Struggle 3:55 How Going To An All-Girls School Impacted Kate's Life 8:38 What Going To An All-Girls School Is Actually Like 11:21 How Kate Thinks About Investing 12:41 What Makes A Great Founder 14:23 How Companies Survive 100+ Years 17:14 Kate’s Unconventional Path To VC 23:15 The Philosophy Of Building A Great Company 27:54 How Kate Got Her First Job In VC 30:04 Kate’s Best Advice For Entrepreneurs 33:29 What Makes A Brand’s Identity 36:49 Why Kate Makes Content 43:30 The Purpose Behind Baukunst 48:04 How Baukunst Operates Internally 52:34 What Kate’s Most Excited To Invest In 54:57 Every VC Hates A Creator Business 58:04 The Value Of Creator Businesses 59:37 Rapid Fire Questions
1:12:17

My conversation with Kate McAndrew (katepmcandrew). Kate McAndrew is the Co-Founder and General Partner of Baukunst, a $100 million pre-seed venture fund that backs founders at the earliest stages of company building. Over the past decade, she has invested in more than 100 pre-seed companies, giving her a front-row seat to what separates exceptional founders from everyone else. In this episode we discuss: - What makes a startup worth investing in - How investors actually evaluate founders - How to spot an exceptional entrepreneur - The secret to building institutions that outlive you - Kate's unconventional path into venture capital - The investing philosophy behind a $100M fund Enjoy! Timestamps: 0:00 Intro 1:37 Kate’s Biggest Struggle 3:55 How Going To An All-Girls School Impacted Kate's Life 8:38 What Going To An All-Girls School Is Actually Like 11:21 How Kate Thinks About Investing 12:41 What Makes A Great Founder 14:23 How Companies Survive 100+ Years 17:14 Kate’s Unconventional Path To VC 23:15 The Philosophy Of Building A Great Company 27:54 How Kate Got Her First Job In VC 30:04 Kate’s Best Advice For Entrepreneurs 33:29 What Makes A Brand’s Identity 36:49 Why Kate Makes Content 43:30 The Purpose Behind Baukunst 48:04 How Baukunst Operates Internally 52:34 What Kate’s Most Excited To Invest In 54:57 Every VC Hates A Creator Business 58:04 The Value Of Creator Businesses 59:37 Rapid Fire Questions

Erica Wenger

12,689 次观看 • 1 个月前

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

227,760 次观看 • 1 年前

E104: Haseeb ＞|＜ : How to Master Crypto Investing Haseeb Qureshi is a Managing Partner at Dragonfly ＞|＜ , a global crypto-focused investment fund Timestamps 0:00 Intro 2:35 California’s Yin and Yang 4:28 Tech Giants and Psychedelics 9:38 Psychology of Good Bets 15:50 Who is Haseeb ? 16:25 Turning Crypto Into a Team Sport 18:49 Mastering Unstructured Learning 23:04 The Weirdo Advantage in Crypto 27:15 Why Money Doesn’t Buy Happiness 34:32 Starting Over with $10K 38:54 Imposter Syndrome 40:19 Outsider Advantage in Investing 44:41 Donating Money and Effective Altruism 46:36 Corruption of Effective Altruism 51:59 Crypto World Fascination 53:35 Crypto is Inevitable 59:33 How to Make It In Crypto 1:00:15 Get More Technical 1:01:46 Start Writing & Talking in Public 1:05:14 What New Investors Always Get Wrong 1:06:28 Becoming a Crypto Native 1:09:00 Followers ≠ Influence 1:14:46 What is Dragonfly? 1:15:46 Joining Dragonfly 1:19:35 Missing Uniswap: A $200M Lesson 1:26:06 From Rockstar to Outcast in Crypto 1:29:28 Prediction for the next 12 Months
1:30:56

E104: Haseeb ＞|＜ : How to Master Crypto Investing Haseeb Qureshi is a Managing Partner at Dragonfly ＞|＜ , a global crypto-focused investment fund Timestamps 0:00 Intro 2:35 California’s Yin and Yang 4:28 Tech Giants and Psychedelics 9:38 Psychology of Good Bets 15:50 Who is Haseeb ? 16:25 Turning Crypto Into a Team Sport 18:49 Mastering Unstructured Learning 23:04 The Weirdo Advantage in Crypto 27:15 Why Money Doesn’t Buy Happiness 34:32 Starting Over with $10K 38:54 Imposter Syndrome 40:19 Outsider Advantage in Investing 44:41 Donating Money and Effective Altruism 46:36 Corruption of Effective Altruism 51:59 Crypto World Fascination 53:35 Crypto is Inevitable 59:33 How to Make It In Crypto 1:00:15 Get More Technical 1:01:46 Start Writing & Talking in Public 1:05:14 What New Investors Always Get Wrong 1:06:28 Becoming a Crypto Native 1:09:00 Followers ≠ Influence 1:14:46 What is Dragonfly? 1:15:46 Joining Dragonfly 1:19:35 Missing Uniswap: A $200M Lesson 1:26:06 From Rockstar to Outcast in Crypto 1:29:28 Prediction for the next 12 Months

MR SHIFT 🦁

112,312 次观看 • 1 年前

For this episode of Uncapped I got to sit down with my close friend Max Mullen, cofounder of Instacart 🥕 We talked about the key moments of Instacart...how it got started, critical wins, tough losses, competitive dynamics, earned insights, going public, and Instacart's future. Max is also an awesome startup investor, and we talked about what he looks for in founders, consumer investing, and what he's building with Workshop. He's one of the best people I know, hope you enjoy. (0:00) Intro (0:36) The inception of Instacart (4:55) Finding product market fit (7:20) Landing Trader Joe’s (11:04) Big levers for growth (13:36) Operationally complex businesses (14:55) Amazon’s acquisition of Whole Foods (17:50) COVID and Instacart’s IPO (20:02) Prioritizing profitability (23:21) Avoiding temptations (24:59) The future of Instacart (25:53) Investing in consumer (28:21) Irrationally optimistic founders (29:49) B2B vs consumer founders (30:35) How to work with investors (33:38) Building Workshop
35:28

For this episode of Uncapped I got to sit down with my close friend Max Mullen, cofounder of Instacart 🥕 We talked about the key moments of Instacart...how it got started, critical wins, tough losses, competitive dynamics, earned insights, going public, and Instacart's future. Max is also an awesome startup investor, and we talked about what he looks for in founders, consumer investing, and what he's building with Workshop. He's one of the best people I know, hope you enjoy. (0:00) Intro (0:36) The inception of Instacart (4:55) Finding product market fit (7:20) Landing Trader Joe’s (11:04) Big levers for growth (13:36) Operationally complex businesses (14:55) Amazon’s acquisition of Whole Foods (17:50) COVID and Instacart’s IPO (20:02) Prioritizing profitability (23:21) Avoiding temptations (24:59) The future of Instacart (25:53) Investing in consumer (28:21) Irrationally optimistic founders (29:49) B2B vs consumer founders (30:35) How to work with investors (33:38) Building Workshop

Jack Altman

231,447 次观看 • 4 个月前