My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, whi ... Show More
Jun 9
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
My guest today is Alex Sacerdote, founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing ... Show More
1h 10m
Jun 3
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not about happiness, it is about impact. We talk about what the ... Show More
1h 7m
May 28
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
My guest today is Dan Loeb, the founder and CEO of Third Point. Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance. He is best known for his activist work ... Show More
1h 3m
Oct 2025
Google Part III: The AI Company
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis H ... Show More
4h 3m
Sep 2025
Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody (CEO of Mercor)
Brendan Foody is the CEO and co-founder of Mercor, the fastest-growing company in history to go from $1M to $500M in revenue (in just 17 months!). At 22, he is also the youngest American unicorn founder ever. Mercor works with 6 of the Magnificent 7 and all top 5 AI labs to help ... Show More
1h 6m
Jul 2025
What’s Next for Fintech: AI, IPOs and Stablecoins
<p>In this episode of Deciphered, Jeff Tijssen, partner and global head of Fintech, Bain & Company is joined by Georgios Kolovos, EMEA Payments & Fintech Leader, NVIDIA and Phoebe Wallis, Chief Revenue Officer, Griffin to discuss what’s next for Fintech.</p><p>Timestamps:</p><ul> ... Show More
34m 23s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
<p>Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.</p><p><br></p><p>In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered ... Show More
50m 3s
Oct 2025
Sam Altman on Sora, Energy, and Building an AI Empire
<p>Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.</p><p>In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis be ... Show More
48m 25s
Sep 2024
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.
Afte ... Show More
1h 3m
<p>My podcast with the brilliant <a target="_blank" href="https://twitter.com/pmarca">Marc Andreessen</a> is out!</p><p>We discuss:</p><p>* how AI will revolutionize software</p><p>* whether NFTs are useless, & whether he should be funding flying cars instead</p><p>* a16z's bigge ... Show More
