Today
Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]
My guest today is Martin Casado, General Partner at Andreessen Horowitz. Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approaches to investing often fail to capture disruptive technologies, how AI is reshaping the e ... Show More
1h 5m
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
Apr 2022
Innovation, Investments, Blockchain, Family - Naguib Sawiris
In today's episode I am sharing my conversation with the chairman of Weather Investments's parent company, the former chairman and CEO of Orascom Telecom Holding, my former boss and mentor, Naguib Sawiris, at this amazing event, RiseUp Summit in Egypt. Back in 2017, I interviewed ... Show More
32m 3s
Aug 2023
Introducing Innovators’ Exchange Podcast Series
Introducing the Innovators’ Exchange podcast, hosted by Hiten Patel, Global Head of Financial Infrastructure Technology, and Services at Oliver Wyman. Join Hiten as he engages in insightful conversations with CEOs and founders who are shaping the landscape of financial technology ... Show More
2 m
Jan 2025
First Time Founders with Ed Elson – How This German Founder Built The Nation’s Most Valuable Startup
Ed speaks with Alex Rinke, co-founder and co-CEO of Celonis, a process mining and intelligence company. They discuss how his management style evolved as the company scaled, the challenges facing Europe’s startup scene, and his advice for founders navigating the fundraising proces ... Show More
55m 35s
May 2020
TIP295: Mohnish Pabrai on Value Investing & Philanthropy (Business Podcast)
On today's show, we talk to entrepreneur and value investing legend, Mohnish Pabrai. Mohnish is the founder of Pabrai Investment Funds and has outperformed the S&P500 for two decades. IN THIS EPISODE, YOU'LL LEARN: How Mohnish Pabrai thinks about biases. Why and how Mohnish Pabra ... Show More
55m 4s
May 2023
How to pull off the ‘zoom-in pivot,’ and other lessons in early-stage building with Luminai’s Kesava Kirupa Dinakaran
Todd Jackson is back on the mic to guest host another product-focused episode. This time, he chats with Kesava Kirupa Dinakaran, co-founder and CEO of Luminai, a B2B software tool that helps automate any manual process down to just one click.
Dinakaran’s personal and profession ... Show More
58m 37s
Feb 2021
Responsible Innovation and Venture Capital
Hemant Taneja, a managing director at General Catalyst and the founder of the firm’s Silicon Valley operations, joins Scott to discuss the venture capital space, why he’s bullish on the healthcare sector, and why responsible innovation is more important than ever. Hemant also sha ... Show More
1h 3m
Nov 2015
#5 Chris Dixon: The State of Venture Capital
In this episode, a16z partner Chris Dixon and I discuss the history of venture capital, artificial intelligence, what makes a great entrepreneur, and why companies fail. *** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable transcripts, m ... Show More
57m 41s
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
My guest today is Dinakar Singh. Dinakar is the founder and CEO of Axon, the family office successor to TPG-Axon, which was a successful global long-short hedge fund. We wanted to share his story on Father’s Day to honor the person and the dad that Dinakar is. He shares one of the most extraordinary stories at the intersection of finance and medicine I've ev ... Show More
