Today
Zach Reitano - Building Ro and Why Healthcare Should Be 50% of GDP - [Invest Like the Best, EP.500]
My guest today is Zach Reitano, the co-founder and CEO of Ro, the country’s leading provider of GLP-1s. In four years, Ro has grown from a $250 million run rate to over $3 billion, with fewer people than it had in 2021. The heart of our conversation is what he sees as the central ... Show More
1h 16m
Nov 6
Ramtin Naimi - The State of Venture - [Invest Like the Best, EP.499]
My guest today is Ramtin Naimi, the founder of Abstract Ventures, back for our second conversation. Few people see as many companies as Ramtin and his firm, so this time we zoom in on what they’re seeing right now. The question he keeps coming back to is whether this is 2019 or 2 ... Show More
46m 24s
Nov 4
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
Aug 2025
Downstream: China Is Building While the West Crumbles w/ Dan Wang
Dan Wang is a technology analyst and author whose life experience, spent partly in North America, partly in China, sets him up as an authoritative observer of the differences and similarities between the American and Chinese empires. In conversation with Aaron Bastani, Wang share ... Show More
2h 1m
Sep 2025
Exploring China's Digital Belt & Road with Louis-Vincent Gave
Dan Nathan and Peter Boockvar host Louis-Vincent Gave, founder and CEO of Gavekal, to discuss the evolving dynamics of China trade. The conversation explores China's response to U.S. restrictions on technology, particularly semiconductors, and the broader implications of the grow ... Show More
48m 19s
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
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>In his new book “Breakneck,” Dan Wang argues that the U.S. has a lot to learn from China. He also says that “no two peoples are more alike.” We have questions.</p><p> </p><ul><li><strong>SOURCES:</strong><ul><li><a href="https://danwang.co/about/">Dan Wang</a>, research fellow ... Show More
