My guest today is Dan Rose. Dan is the chairman of Coatue Ventures and has one of the most interesting collections of experiences of anyone I’ve talked to. He spent 20 years at Amazon and Facebook in their early days, working closely with Jeff Bezos, Andy Jassy, Mark Zuckerberg, and Sheryl Sandberg. He’s had a front-row seat to the defining products and foun ... Show More
Nov 6
Ramtin Naimi - The State of Venture - [Invest Like the Best, EP.499]
My guest today is Ramtin Naimi, the founder of Abstract Ventures, back for our second conversation. Few people see as many companies as Ramtin and his firm, so this time we zoom in on what they’re seeing right now. The question he keeps coming back to is whether this is 2019 or 2 ... Show More
46m 24s
Nov 4
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
Jul 2021
TIP363: The Game of Investing w/ Bing Gordon
In today’s episode, Trey Lockerbie sits down with Bing Gordon. Bing is a legend in the silicon valley world, having first been a co-founder of Electronic Arts (EA), then went on to be a director at Zynga, Audible, Zume, Duolingo, and others. For the last 18 years, he’s also sat o ... Show More
1 h
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
Nov 2024
The Authority Advantage: How to Dominate Your Industry | Bedros Keuilian | EP 46
<p>Today I sit down with Bedros Keuilian, the powerhouse entrepreneur behind multiple businesses, including one doing over $200 million annually. Together, we break down the secrets of building an impactful personal brand, collapsing time for success, and achieving peak performan ... Show More
45m 22s
May 2021
Jeff Bezos (Insights, Stories, and Secrets)
What I learned from Working Backwards: Insights, Stories, and Secrets from Inside Amazon by Colin Bryar and Bill Carr.
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[3:58] What is best for the customer? Do that: "Amazon believes that long-term growth is best produced by putting the customer first. If you held this conv ... Show More
1h 3m
May 2024
How to Identify Top 1% Talent (Keith Rabois, Investor in Doordash, YouTube, Airbnb & Lyft)
Episode 134: Today, I speak to legendary executive and investor Keith Rabois about his ability to identify top 1% founders and employees. Keith has invested in a billion-dollar business every year for the last 20 years, including Doordash, YouTube, and Lyft. Previously, he held s ... Show More
35m 55s
Apr 2025
TIP716: The Power of Customer Obsession: Amazon’s Secret Weapon w/ Kyle Grieve
On today’s episode, Kyle Grieve explores the DNA of Amazon by tracing Jeff Bezos’s early influences, strategic decisions, and relentless focus on customer experience, revealing how a bold vision and founder-led culture built one of the most dominant businesses in history. IN THIS ... Show More
1h 4m