Today
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, ... Show More
55m 37s
Jul 14
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]
Today my guest is John Kim. John is one of the world's top and most prolific fundraisers. He was chief client officer at General Catalyst, where he helped raise many of the firm's flagship funds. He is now chairman and president of corporate development at Lila Sciences, a compan ... Show More
50m 20s
Jul 7
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]
My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of conversations with founders and with the capital behind their c ... Show More
1h 15m
Apr 2025
20VC: Benchmark's Victor Lazarte on Why Portfolio Construction is BS| Why SaaS Spreadsheet Investing is Dead | Why China is a Stabilising Force for the US | Three Traits All the Best Founders Have & The Lie All Big Tech Companies Have Been Telling
<p dir="ltr">Victor Lazarte is a General Partner @ Benchmark, one of the mot renowned venture firms in the world. At Benchmark, Victor has led deals into the likes of HeyGen and Mercor. As an angel, he was the first investor and board member of Brex, and as a Founder he scaled Wi ... Show More
1h 7m
Mar 2024
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
This is Matt Reustle. Today, we are breaking down D.R. Horton, America’s largest homebuilder. Our guest is Ed Wachenheim, Founder of Greenhaven Associates. Ed takes us through an incredible discussion of D.R. Horton and homebuilders broadly, including how much has changed with th ... Show More
1h 5m
Mar 2024
Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.
Today, we sit down with an example of next-generation talent in ... Show More
1h 37m
Feb 2022
Africa Startup Series – Peter Ngunyi, EarlyBird Venture Lab – Accelerating Africa’s Startup Ecosystem | #394
Today’s guest is Peter Ngunyi, founder and CEO of EarlyBird Venture Lab, which provides growth, acquisition and funding strategy for early-stage tech startups. In today’s episode, we’re talking to someone who’s seen the growth of the continent first hand over the last 40 plus yea ... Show More
38m 49s
My guests this week are Peter Fenton and Victor Lazarte. Peter and Victor are both General Partners at Benchmark. Of the six equal partners at the storied venture firm, Peter is the longest serving and Victor is the newest, having spent the past decade founding and building Wildlife Studios into one of the biggest independent mobile gaming companies in the w ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/peterfenton">Peter Fenton</a> is a General Partner @ <a href= "https://www.crunchbase.com/organization/benchmark">Benchmark</a>, one of the great venture firms of the last 3 decades with a portfolio including the likes ... Show More
<p><a href="https://twitter.com/@chetanp"><span style= "font-weight: 400;">Chetan Puttagunta</span></a> <span style= "font-weight: 400;">is a General Partner @</span> <a href= "http://www.nea.com/"><span style= "font-weight: 400;">NEA</span></a><span style="font-weight: 400;">, o ... Show More
