Apr 23
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completel ... Show More
45m 19s
Mar 2024
Graham Weaver - Founder & CEO, Alpine Investors - On Finding Purpose & Exceptional Investing
In today's episode, Wesley Aster and Djavaneh Bierwirth host Graham Weaver, the founder and managing partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses.
Tune in to hear about:
- Graham's journey from starting Alpine i ... Show More
54m 53s
Jan 2025
How to break out of autopilot and create the life you want | Graham Weaver (Stanford GSB professor, founder of Alpine Investors)
<p><strong>Graham Weaver</strong> teaches a top-rated course at Stanford’s Graduate School of Business (GSB), where he often unexpectedly ends up helping students figure out what to do with their lives. He is also the founder and CEO of Alpine Investors, a people-driven private e ... Show More
1h 12m
Aug 2025
Robert Wallace: Managing Stanford’s Endowment, Balancing Risk, and Driving Innovation
What shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet ... Show More
47m 58s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Sep 2025
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s
Feb 2022
Chris Sacca (Lowercarbon Capital) - Cleantech 2.0
<p>Alongside his wife Crystal, Chris Sacca built Lowercase Capital into an extraordinarily successful VC firm, leveraging very early-stage investments in transformational technology companies like Twitter, Uber, Instagram, and Stripe. He retired in 2017, but came out of retiremen ... Show More
54m 31s
Feb 2025
ASML CEO: EUV Technology, Microchips and Long-term Mindset
<p>In this episode, Nicolai Tangen speaks with Christophe Fouquet, President and CEO of ASML - the company that makes the ultra-sophisticated machines needed to produce the world's most advanced computer chips. They discuss ASML's groundbreaking technology, the fut ... Show More
59m 47s
Sep 2025
$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder)
Ben Horowitz is the co-founder of Andreessen Horowitz, Silicon Valley’s largest and most influential venture capital firm, with over $46B in committed capital across multiple funds. He took Loudcloud public with just $2 million in revenue (dubbed “the IPO from hell”), sold it for ... Show More
1h 37m
My guest today is Graham Weaver. My guest today is Graham Weaver. Graham is the founder of Alpine Investors, a large private equity firm targeting an interesting market inefficiency. Alpine focuses on the thousands of $20 million revenue businesses whose baby boomer owners want to retire, but lack succession plans. Alpine buys companies and installs 28-year- ... Show More
