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
May 26
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy Under Secretary of Defense. We recorded this conversation in ... Show More
46m 19s
May 20
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shorta ... Show More
1h 16m
Aug 2024
How to consistently go viral: Nikita Bier’s playbook for winning at consumer apps (co-founder of TBH, Gas, advisor, investor)
<p><strong>Nikita Bier</strong> is one of the most in-demand consumer, social, and growth experts in the world. He’s the co-founder of TBH (sold to Meta for more than $30 million) and Gas (sold to Discord for millions more) and has helped more consumer apps that have hit #1 in th ... Show More
1h 38m
Nov 2023
Exploring Beauty and Entrepreneurship with Hind Sebti of Waldencast
In this episode of the Leading Brands podcast, we're joined by Hind Sebti, the co-founder and Chief Growth Officer of Waldencast PLC (NASDAQ: WALD). Join us as we dive into how she's leading Waldencast to become a global "house of brands."In this episode, the following topics are ... Show More
41m 45s
Sep 2025
Throwback: Role Modelling Vulnerability with Kensho’s Bhavesh Dayalji
What does allyship look like when you’re leading a company? For Bhavesh Dayalji, it often means being honest about the challenges of balancing work and family, and choosing to show up as a husband and father first. This is a throwback episode, but Bhavesh’s reflections on leaders ... Show More
25m 46s
Jun 2024
The Future of Shopping: 3D Experiences W/ Neha Singh of Obsess.vr
In this podcast episode, Neha Singh, Founder and CEO of Obsess.vr, delves into her journey and the innovative strides her company is making in the world of e-commerce. Singh, whose background uniquely blends computer science from MIT and fashion studies from FIT, has channeled he ... Show More
49m 50s
Jun 2021
How Disney+ Strives to Deeply Understand Their Customer as a Strategy for Exponential User Growth
<span style="font-weight: 400;">Andrea Cutright,</span> <span style="font-weight: 400;">VP, Global Subscriber Marketing and Insights for Disney Streaming, including Disney+ discusses the strategies and tactics they used to surpass their four year growth target, in only 14 months. ... Show More
26m 33s
Aug 2023
376: The Global Customer Growth and Innovation Evangelist at Salesforce, Tiffani Bova — The Experience Mindset: Changing the Way You Think About Growth
<p dir="ltr">Welcome to Strategy Skills episode 376, an interview with the author of <em>The Experience Mindset: Changing the Way You Think About Growth</em>, Tiffani Bova. This book details exactly how your company can adopt an Experience Mindset, at scale. It's not enough to kn ... Show More
45m 40s
Sep 2025
A 4-step framework for building delightful products | Nesrine Changuel (Spotify, Google, Skype)
Nesrine Changuel helped build Spotify, Google Chrome, and Google Meet. Her work has helped her discover the importance of emotional connection in building successful products. At Google, she served as a dedicated “delight PM,” a role specifically focused on making products more d ... Show More
1h 24m
Aug 2025
How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)
Asha Sharma leads AI product strategy at Microsoft, where she works with thousands of companies building AI products and has unique visibility into what’s working (and what’s not) across more than 15,000 startups and enterprises. Before Microsoft, Asha was COO at Instacart, and V ... Show More
57m 11s
Aug 2025
Twilio CPO on Integrating AI into Product Strategy to Grow Revenue | Inbal Shani | E272
In this episode, Carlos Gonzalez de Villaumbrosia interviews Inbal Shani, Chief Product Officer at Twilio, the $18B customer engagement powerhouse trusted by over 320,000 businesses worldwide.Inbal is a trailblazer in AI-first product development. Before joining Twilio, she led t ... Show More
41m 42s
Sep 2025
The Power of Seeking Discomfort with Prudential’s Carolynn Smith
What happens when you’re suddenly asked to lead the very people who used to be your peers?For Carolynn Smith, that moment came with her first big promotion. It taught her lessons about courage, discomfort, and how leadership often begins by stepping into the unknown.Today, Caroly ... Show More
24m 53s
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. In the midst of her transition to OpenAI, we are spotlighting the force that is Fidji Simo. She is the former CEO of Instacart and grew up in a small town in the South of France and was the firs ... Show More
