Tiger Global, a crossover hedge fund, is moving at an unprecedented speed and scale in venture capital. Everett Randle of Founder's Fund joins Jason to break down Tiger Global's strategy, discuss the implications for the investing ecosystem (13:14), explain his "Walmart of VC firms" mental model (24:42), and more! Pod Notes: http://bit.ly/E1207Tnotes
Yesterday
Orchestrating Smarter AI Systems with AI21 Labs’ Yoav Shoham | AI Basics with Google Cloud
In this episode of AI Basics, Jason sits down with Yoav Shoham — Stanford professor emeritus and co-founder of AI21 Labs, creators of Jurassic-2, Wordtune, and the new orchestration system Maestro.They unpack:Why enterprise AI struggles with reliabilityWhat orchestration really m ... Show More
22m 26s
Jul 9
Starlink + Tesla? $4T Nvidia? Perplexity Browser? Linda Yaccarino Steps Down? | E2149
On a brand new TWiST, Jason and Alex ponder… What if every Tesla doubled as a Starlink-powered Wi-Fi hotspot? Plus, Nvidia’s historic $4T valuation, Perplexity’s fancy new AI browser that literally books flights, Linda Yaccarino steps down as X CEO, Waymo launches teen accounts, ... Show More
1h 6m
Aug 2021
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds ... Show More
1h 31m
Aug 2022
20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
Marcelo Claure is an entrepreneur and investor who has founded and led some of the world’s most iconic businesses. He is currently the Chairman & CEO of Claure Capital, a newly founded multi-billion-dollar global investment firm. Before this, Marcelo was COO @ Softbank Group, the ... Show More
28m 3s
May 2022
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic loss and where they ... Show More
1h 41m
Feb 2021
11:FS Co-Founder Simon Taylor - The State of Crypto, CBDCs, NFTs, and Clubhouse!
Worlds collide today as the two gold-standards of fintech content come together on the Wharton Fintech Podcast. Ryan Zauk sits down with Simon Taylor, Co-Founder and Head of Ventures at 11:FS, a challenger consultancy and emerging fintech empire. They help the world’s top founder ... Show More
36m 58s
Apr 2022
1954: The Boston Based VC Fund With 15 Exits and 3 Unicorns
Flint Capital is a Boston-based international VC fund that has raised $250M in two funds and announced that it closed its second fund. Its portfolio includes 45 companies like Flo, Socure, Walkme, CyberX, Cyolo, and 15 successful exits, 3 of which are unicorns. But what is the st ... Show More
31m 44s
Jan 2024
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More
1h 26m
Feb 2022
The Tiger Global Memo: From Sequoia Capital to Benchmark and Thrive: The World's Best on the Rise of Tiger Global
Tiger Global are one of the most discussed venture firms on the planet. With a deal cadence and capital deployment speed that is unmatched, they have made their mark on the venture landscape like no other over the last 24 months. Today we are joined by leaders from Sequoia, Bench ... Show More
20 m