About this episode
Yesterday
What Happens When a Public Company Goes All In on AI
David Haber speaks with Owen Jennings, executive officer and business lead at Block, about how the company rebuilt itself around AI agents, small squads, and internal tools like Goose and Builder Bot after restructuring more than 40% of its workforce. They discuss what it took to ... Show More
27m 51s
Mar 31
How Radiant and Heron Are Rethinking Power Generation and Delivery
a16z general partners Erin Price-Wright and Erik Torenberg speak with Doug Bernauer, founder and CEO of Radiant, and Drew Baglino, founder and CEO of Heron, about rebuilding American energy infrastructure. They discuss portable micro nuclear reactors, solid state power electronic ... Show More
49m 1s
Mar 30
Marc Andreessen on Evaluating Founders and AI's Consumer Surplus
This episode originally aired on The Twenty Minute VC with Harry Stebbings. Marc Andreessen explains why learning from past investment mistakes can be a trap, shares his framework for evaluating founder greatness through IQ, courage, and drive, and makes the case that venture inv ... Show More
1h 7m
Oct 2024
Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech
45m 31s
Oct 2025
Talk Your Book: Investing in Public and Private Credit
35m 5s
Nov 2025
50-year mortgages are a bad idea, how to check for ETF overlap & why the Big Banks are struggling
Fifty-year mortgages are being pushed by President Trump in the US. Could this be the fix for housing affordability, or a ticking time bomb for long-term financial stability?We also tackle a community question about the hidden dangers of ETF overlap and what it really means for y ... Show More
32m 24s
Mar 2025
An Introduction to WeRide (241)
<p>This week’s podcast is about WeRide. And about real-world AI.</p><p>You can listen to this podcast <a href='https://jefftowson.com/2025/03/an-introduction-to-weride-tech-strategy-podcast-241/'>here</a>, which has the slides and graphics mentioned. Also available at <a href='ht ... Show More
36m 14s
Dec 2024
3 Lessons from My Visit to Trip.com (234)
<p>This week’s podcast is about my visit to Trip.com in Shanghai.<br/><br/>You can listen to this podcast <a href='https://jefftowson.com/2024/12/3-lessons-from-my-visit-to-trip-com-tech-strategy-podcast-234/'>here</a>, which has the slides and graphics mentioned. Also available ... Show More
33m 37s
Sep 2025
Value-Based Oncology at Scale: Inside Thyme Care
<p>Cancer care in the U.S. costs over $250 billion each year, and nearly 2 million Americans receive a new diagnosis annually, yet too often the journey begins with silence: no call, no plan, no guide.</p><p>In this episode, a16z’s Vineeta Agarwala and Jay Rughani talk with Thyme ... Show More
41m 16s
Mar 2025
Lessons from My Visits to Xiaomi and Unitree Robotics (242)
<p>This week’s podcast is about my visits to Xiaomi and Horizon Robotics.</p><p>You can listen to this podcast <a href='https://jefftowson.com/2025/03/lessons-from-my-visits-to-xiaomi-and-unitree-robotics-tech-strategy-podcast-242/'>here</a>, which has the slides and graphics men ... Show More
53m 1s
Oct 2025
Big Bank's Big Warnings, core & satellite is dead & Pimp My Portfolio with Matt Ingram
Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio.That’s not all: Is luxury powerhouse LVMH at the beginni ... Show More
36 m
Oct 2025
Ep66 When (and When Not) To Listen to Investment Advice
<p>Solicited or not, advice on where to invest your money seems to be around every corner these days. But determining whether the advice is credible and worth listening to can be challenging. </p><p>On this episode, hosts and finance professors Jonathan Berk and Jules van Binsber ... Show More
26m 45s
Jun 2024
Talk Your Book: Growth Stock Concentration
On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ... Show More
38m 33s
Two trends in media have been abundantly clear since 2020: legacy media is dying, and independent media is rising.
a16z General Partners Erik Torenberg and Katherine Boyle sit down with Tablet founder and editor-in-chief Alana Newhouse to discuss the great media realignment, why real institutions will outlast the new “internet pirates", Alana’s deeply perso ... Show More
<p>Today’s guest is Michael Frazis, founder of <a href="https://www.fraziscapitalpartners.com/" rel="noopener noreferrer" target="_blank">Frazis Capital Partners.</a> </p><br><p>Michael is noted for his growth-investing framework searching for companies that are fast growing with ... Show More
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jason Duko, Executive Vice President and Portfolio Manager at PIMCO to discuss: PIMCO's outlook on ... Show More
