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 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
Jun 2025
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stoc ... Show More
1h 52m
Jul 2025
Startup Valuations, Biotech's Crunch & AI's Massive TAM | E2147
Today's show: It's another blockbuster panel of insiders, as Alex sits down with Astasia Myers from Felicis, Matt Turck from First Mark Capital, and D.A. Wallach of Time BioVentures. AI is reshaping early-stage investing, with startups raising record-setting rounds adn chasing $1 ... Show More
1h 16m
Jun 2025
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show More
1h 1m
May 2025
TCP094: The AI IT Consultant Is Here!
In this episode of The Tech Chef Podcast, Skip Kimpel welcomes Chris Herd, co-founder and CEO of Olive, the AI-powered platform that’s redefining how businesses approach vendor selection, RFPs, and strategic sourcing. Chris shares his journey from tech sales to entrepreneurship, ... Show More
35m 28s
Oct 2024
AI Startups: The Next Big Thing
In this episode, Jaeden and Jamie discuss the latest trends in AI investment, highlighting key players and innovative startups that are shaping the future of technology. They explore the significance of funding in driving disruption across various industries, including finance, h ... Show More
13m 28s
Aug 2025
The Acceleration Of AI Growth And Adoption With Ben Miller, CEO of Fundrise
On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into AI, venture capital, and what it really takes to get into the best deals. Key Takeaways from the Podcast 1. AI Growth and Market Dynamics Revenu ... Show More
50m 13s
My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Both are good friends and frequent guests on the show, but this is the first time they have appeared together. And the timing couldn’t be bette ... 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
<p>(0:00) Bestie intros: Chamath flies public + Poker recap</p> <p>(8:12) FED pauses hikes momentarily, IPO window status, state of the market</p> <p>(25:10) Film, cold plunge, and sauna talk</p> <p>(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$ ... Show More
