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
Oct 13
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More
1h 11m
Sep 2022
Rapid Response: How Covid lessons get tested by inflation, w/Shake Shack founder Danny Meyer
After slashing his NYC restaurant team from 2,400 people to just 45 in the teeth of the pandemic, Danny Meyer has rebuilt Union Square Hospitality Group back to its former size. But in his fifth appearance on Rapid Response since Covid struck, Danny says he isn’t yet triumphant. ... Show More
32m 18s
Jun 2023
The New World Of Wealth In Experiential Hospitality | Josh McCallen | Replay
<p>In this episode of the <em>Millionaire Mindcast</em>, we have a great guest, Josh McCallen who shares advice and wisdom on the secret to making money in hospitality, how it creates own demand, how to mitigate risks, how to be a great operator, why hospitality is a better ... Show More
51m 57s
Nov 2023
First Time Founders vs. Second Time Founders
Episode 65: Alex Lieberman (@businessbarista) chats with Dan Siroker (@dsiroker), a serial entrepreneur who is currently the co-founder and CEO of Rewind, a personalized AI that captures everything you’ve ever seen, said, or heard. Prior, he was the co-founder and CEO of Optimize ... Show More
25m 2s
Sep 2020
#113 - From Furniture Store to Water Delivery: The Millions in Boring Businesses
(0:46) The guys break down Frank Slootman (Snowflake founder’s) Linkedin post, (7:45) Sam brings up Rocket Internet, a German company that clones mainstream startups in smaller geographic markets. They scale quickly and are formulaic, (8:30) Sam is fascinated by Danny Meyer, foun ... Show More
47m 41s
Jul 2022
Billion Dollar Business Philosophies With Hubspot Co-Founder Dharmesh Shah
Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk to Co-Founder & CTO of HubSpot, Dharmesh Shah (@dharmesh), about why a bad economy is a good time to start a business, creating an alternative to Wordle, and the trillion dollar Venn diagram of success.
Also, want $5,000? Chec ... Show More
1h 30m
Today, we're replaying my conversation with Danny Meyer. He is the founder and CEO of Union Square Hospitality Group, which comprises some of the most acclaimed restaurants in New York, like Gramercy Tavern and Union Square Café. Danny is also the founder and chairman of Shake Shack, which began in NYC but is now a publicly traded company with hundreds of lo ... Show More
