This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, which was an early investor in companies like Lyft, Kickstarter, and Reddit. We cover Craig’s investing roots, his process for sourcing and evaluating investment opportunities, and the very useful “villain test.” ... Show More
Sep 8
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
My guest today is Walter Russell Mead. Walter is a columnist at the Wall Street Journal and the author of Special Providence and God and Gold, two of the best books written on American power. He has spent decades studying how the United States came to dominate the world, and our ... Show More
1h 18m
Sep 1
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]
My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining t ... Show More
59m 46s
Aug 25
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that ... Show More
1h 18m
Nov 2015
#5 Chris Dixon: The State of Venture Capital
In this episode, a16z partner Chris Dixon and I discuss the history of venture capital, artificial intelligence, what makes a great entrepreneur, and why companies fail. *** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable transcripts, m ... Show More
57m 41s
Dec 2021
TIP401: The Most Important Company Is Going Public w/ Chris DeMuth Jr.
Trey Lockerbie brings on the founder and principal of Rangeley Capital, Chris DeMuth. After discussing a company called Planet with Josh Wolfe on episode 399, Trey wanted to explore the SPAC merger with DMY Technologies which has a definitive vote scheduled for December 3rd, 2021 ... Show More
1h 4m
Apr 2025
TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve
On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace simplicity, asymmetric bets, and the power of cloning proven ideas. IN THIS EPIS ... Show More
1h 1m