Today
Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]
My guest today is Martin Casado, General Partner at Andreessen Horowitz. Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approaches to investing often fail to capture disruptive technologies, how AI is reshaping the e ... Show More
1h 5m
Oct 27
Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ... Show More
1 h
Oct 20
Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ... Show More
57m 29s
Nov 2021
The Potential of Blockchain Technology - Chris Dixon - [Invest Like the Best, Replay]
Today we are re-sharing our Invest Like the Best episode with Chris Dixon from April 2021. Chris is one of the leading minds in Web3 and a must-follow for anyone in the space. Chris is a general partner at Andreessen Horowitz, and a prolific investor and thinker, having been both ... Show More
1h 13m
Nov 2021
A Primer on NFTs - Jesse Walden - [Invest Like the Best, Replay]
Today we are re-sharing my Invest Like the Best conversation with Jesse Walden from March 2021. Jesse is the founder of Variant, an early-stage venture firm investing in crypto networks and platforms building the ownership economy. With all the hype surrounding NFTs, I wanted to ... Show More
48m 6s
Feb 2023
7. Angel Investor Insights for SMEs
This week's guest on the Women on the Rise Podcast is Olga Fleming - an angel investor specializing in tech-related investments such as Fintech, PropTech, Aviation Tech, and Travel Tech. She is a lawyer with a background in compliance, and she is passionate about helping startups ... Show More
43m 21s
Apr 2021
TIP343: How to Invest like the Best w/ Ted Seides
In today’s episode, Trey sits down with Ted Seides to talk about how the world’s elite money managers lead and invest. Ted has had an incredible career as an allocator, having started under the tutelage of David Swensen of the Yale Endowment, before starting his own multi-billion ... Show More
54m 31s
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1h 1m
Feb 2021
#161 – Jason Calacanis: Startups, Angel Investing, Capitalism, and Friendship
Jason Calacanis is an angel investor, entrepreneur, and co-host of All-In Podcast and This Week in Startups. Please support this podcast by checking out our sponsors: – Brave: https://brave.com/lex – Linode: https://linode.com/lex to get $100 free credit – Four Sigmatic: https:// ... Show More
2h 16m
My guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisers. Lydia leads the team’s consumer, internet, and e-commerce investments and has worked with many of the most significant consumer platforms in the world, including as a board member of Coupang and Flipkart. We cover all aspects of e-commerce and explore Lydia’s evolution as an inve ... Show More
