Yesterday
E319: GP Stakes Investing: Liquidity, Alignment, and the Real Risk
Why would an LP invest in the GP instead of the fund… and what problem is GP stakes really solving? In this episode, I sit down with Todd Owens, Managing Partner of Cantilever Group, to unpack the world of GP stakes. Todd explains what investors are actually buying when they take ... Show More
38m 33s
Mar 4
E317: Why Most Real Estate Investors Optimize the Wrong Return Metric
What if the biggest untapped source of alpha isn’t better investments… but better tax structure? In this episode, I sit down with Andrew Berman, Co-Founder and Managing Partner of Arcitell, to explore the overlooked power of tax-aware private real estate investing. After starting ... Show More
15m 49s
Mar 3
E316: How Family Offices Design Portfolios for 30-Year Outcomes
What if the easiest alpha in public markets isn’t stock picking… but taxes? In this episode, I sit down with Zach Wainwright, Founder of Twin Oak ETF Company, to break down structural alpha, ETF tax efficiency, and how high-net-worth investors can compound capital more intelligen ... Show More
28m 59s
Jan 2025
How the New Administration Will Impact Crypto, AI & Tech Globally w/ Ben Horowitz & Salim Ismail | EP #145
In this episode, Ben, Peter, and Salim discuss recent tech, AI, robotics, and crypto news and what the new administration means for tech enthusiasts.
Recorded on Jan 23rd, 2024
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ben Horowitz is a prominent bus ... Show More
1h 5m
Jul 2025
#85 AI CEO: How To Make A $10M Business With AI Employees (Amjad Masad, CEO @ Replit)
In this episode, host Codie Sanchez sits down with Amjad Masad, CEO of Replit, to discuss the transformative potential of AI in the tech industry. Amjad shares his journey from coding at age six in Jordan to leading one of the fastest-growing AI companies. He offers insights into ... Show More
1h 37m
Jan 2025
Brex President & CPO on embedding Product team into sales process to accelerate revenue growth | Karandeep Anand | E251
<p>In this episode, Carlos Gonzalez de Villaumbrosia interviews Karandeep Anand, President and Chief Product Officer at Brex, one of the fastest-growing fintech companies in the world.<br/><br/>Founded in 2017, Brex quickly became the go-to financial services partner for most Sil ... Show More
40m 7s
May 2024
The Software Behind Silicon (with Synopsys Founder Aart de Geus and CEO Sassine Ghazi)
If you’ve been waiting for us to venture back to the land of semiconductors, you’re in luck! On our NVIDIA and TSMC episodes, we explored two components of the silicon value chain: the fabless chip companies that design chips and the foundries that manufacture them. Today, we div ... Show More
1h 15m
Oct 2025
The World Reacts to Sora 2, Slop vs. Farming Debate | Reece Chowdhry, Jim Gao, Fan-Yun Sun, Carl Pei, Shehzan Maredia, Victor Riparbelli, William Fedus, Jayanth Madheswaran
(05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 milli ... Show More
3h 17m
Dec 2024
How Diamond Cooling Could Power the Future of AI, with Akash Systems
In this episode of No Priors, Sarah sits down with Felix Ejeckam and Ty Mitchell, founders of Akash Systems, a company pioneering diamond-based cooling technology for semiconductors used in space applications and large-scale AI data centers. Felix and Ty discuss how their backgro ... Show More
42m 21s
Sep 2024
1,036: The Power of AI in Shaping Strategic Finance Leadership | Zane Rowe, CFO, Workday
In 2012, after nearly two decades in the airline industry, Zane Rowe made a bold career pivot. Leaving behind his role as CFO at United Airlines, Rowe stepped into the tech world, joining Apple in a sales role—a move many saw as risky but one that would ultimately shape his persp ... Show More
37m 45s
What separates elite venture LPs from everyone else… and why do most family offices underestimate the governance required to win?
In this episode, I sit down with Michael P. Larsen, a longtime Partner at Cambridge Associates, to unpack nearly two decades of building venture and private equity portfolios for leading institutions and family offices.
Michael ... Show More
