My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect guest to discu ... Show More
Aug 5
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]
My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discuss his unique approach to distressed investing in the middle market, revealing h ... Show More
1h 33m
Oct 2021
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valua ... Show More
1h 23m
Sep 2024
Human Data is Key to AI: Alex Wang from Scale AI
What if the key to unlocking AI's full potential lies not just in algorithms or compute, but in data? In this episode, a16z General Partner David George sits down with Alex Wang, founder and CEO of Scale AI, to discuss the crucial role of "frontier data" in advancing artificial i ... Show More
30m 56s
Sep 2024
Grand Challenges in Healthcare AI
Vijay Pande, founding general partner, and Julie Yoo, general partner at a16z Bio + Health, come together to discuss the grand challenges facing healthcare AI today.The talk through the implications of AI integration in healthcare workflows, AI as a potential catalyst for value-b ... Show More
37m 40s
Dec 2024
TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria
On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more.Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly succes ... Show More
1h 6m
Mar 2024
Reacts: Figure AI Robots Funded, Musk/OpenAI Lawsuit & AI’s Manhattan Project
The insiders are back and just in time - tech news this week has been MASSIVE!
Together they discuss: Figure AI Funding: Discover how Figure AI secured a staggering $675M investment to advance humanoid robot technology from the biggest names in AI (Google, NVIDIA and more!) , des ... Show More
37m 57s
Jul 2024
Founders Playbook: Lessons from Riot, Discord, & More
Gaming is not just entertainment—it's a revolution reshaping our culture, technology, and economy. a16z’s Jonathan Lai and Andrew Chen dive into the current gaming renaissance and its future impact. Joining them are Michael Chow, CEO and Steven Snow, CPO of The Believer Company, ... Show More
25m 56s