Oct 27
Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ... Show More
1 h
Oct 20
Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ... Show More
57m 29s
Oct 13
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More
1h 11m
Jan 2025
Product Strategy Masterclass by Gautham Krishnan, Product Leader @ Disney+ Hotstar
<p>In this episode, Gautham Krishnan shares his playbook for mastering product strategy, apply second-order thinking to uncover hidden opportunities, and leverage pre-mortems to minimize risk.</p><p>If you’re looking to sharpen your "product sense" to accelerate your career growt ... Show More
1h 16m
Jan 2023
Investing in transformative tech: EQT Ventures’ long view
On today’s episode of McKinsey on Startups, we talk to Gautam Nadella, an operating partner at EQT Ventures in the Bay Area, where he drives M&A, fundraising, and partnership efforts within their portfolio of more than 100 companies. EQT invests in a wide range of companies in bo ... Show More
22m 49s
Aug 2024
Driving Development Efficiencies for SaaS - with Akash Gupta of GreyOrange
<p>Today's guest is Akash Gupta, Co-founder and CEO of GreyOrange. GreyOrange is a warehouse robotics and software company that works in apparel, retail, consumer electronics, and home improvement, among other industries. In a special series focusing on software development chall ... Show More
22m 14s
Jun 2025
What VCs Get Wrong About Building Durable Startups with Tim Levene
<p>In this episode of Couchonomics with Arjun, we sit down with Tim Levene, CEO of Augmentum Fintech, the UK’s only publicly listed fintech venture capital firm.<br/><br/>From going public to backing infrastructure instead of hype, Tim shares what permanent capital allows that tr ... Show More
56m 57s
My guest this week is a good friend and a business mentor of mine. Chetan Puttagunta is a general partner at Benchmark Capital and has a remarkable track record of investing in early-stage software businesses, including several like Mulesoft, MongoDB, and Elastic that went on to be public companies.
Chetan has been my key guide for understanding the world o ... Show More
<p><a href="https://twitter.com/@chetanp"><span style= "font-weight: 400;">Chetan Puttagunta</span></a> <span style= "font-weight: 400;">is a General Partner @</span> <a href= "http://www.nea.com/"><span style= "font-weight: 400;">NEA</span></a><span style="font-weight: 400;">, o ... Show More
<p>Brought to you by <strong>Linear</strong>—The new standard for modern software development. | <strong>Eppo</strong>—Run reliable, impactful experiments. | <strong>Pando</strong>—Always-on employee progression.</p><p>—</p><p><strong>Gustaf Alströmer</strong> is a Group Partner ... Show More
