Today
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]
This week is a special episode. Only David Senra could get me to be on the other side of the mic. Because I don’t plan on being interviewed often, I wanted to share this conversation, which I so enjoyed, with our audience. It went in a very different direction than I expected. We ... Show More
2h 6m
Jan 13
Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]
My guests today are Tom Digan and Greg Stewart. Tom is the co-founder of Ladder, and Greg is its CEO. Ladder was my first angel investment. What followed over the next seven years is one of the most unlikely and dramatic business stories I’ve been a part of. Today, Ladder is the ... Show More
1h 14m
Jan 6
Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]
My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first is finding a simple idea and taking it extraordinarily seriously. Reed talks about ... Show More
1h 2m
Aug 2025
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
Sep 2025
China Has Mass. Can America Catch Up?
<p>Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that arou ... Show More
56m 21s
May 2024
China's race to tech supremacy: Shenzhen speed
<p>How did China go from tech imitator to innovator? The FT’s James Kynge reports from Shenzhen, known as China’s Silicon Valley, where he explores the city’s vast electronics markets with inventor Noah Zerkin, an American who’s based himself in China, visits robot start-up Youib ... Show More
26m 16s
Aug 2025
America's lawyers vs. China's engineers
America has a hard time building stuff. Roads. Trains. Bridges. Housing. Everything takes seemingly forever. Meanwhile, China seems to have no trouble at all: high-speed rails, solar panels, electric cars, bridges, ports, all churned out at breakneck speed. Why is that? Sean's gu ... Show More
51m 37s
My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-China competition. We explore a critical asymmetry: it's far harder for the US to ... Show More
<p>(0:00) Introducing Eric Schmidt</p> <p>(1:59) Thoughts on remote work and work-life balance</p> <p>(3:49) Approaching AI: US vs China</p> <p>(8:04) Relativity Space, rockets, drones, defense, and more</p> <p>(17:32) Future role of America, and the decline of the West</p> <p>(2 ... Show More
