Today
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
My guest today is Alex Sacerdote, founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing ... Show More
1h 11m
Jun 3
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not about happiness, it is about impact. We talk about what the ... Show More
1h 7m
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
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
