Episodes

In today’s episode, we'll be discussing the management philosophy and investment strategies of Mark Leonard, the CEO of Constellation Software. Over the years, Leonard has developed a cult following for his unique approach to...

Mark Robichaux’s phenomenal book “Cable Cowboy: John Malone and the Rise of the Modern Cable Business” dives into the fascinating evolution and history of the cable industry through the lens of its robber baron pioneer, John ...

William Thorndike's "The Outsiders" provides a masterclass in capital allocation like no other! The book highlights 8 successful CEOs who have defied conventional management styles and adopted unique investment strategies, su...

Felix Gillette and John Koblin’s influential book "It's Not TV" chronicles the rise of HBO as a premium cable channel and its eventual competition with Netflix in the streaming wars. The book shares countless stories of HBO's...

Ed Catmull's inspiring book Creativity Inc is a must-read for anyone looking to build a culture of innovation and creativity. Ed Catmull is the co-founder of Pixar Animation Studios and one of the pioneers of the computer ani...

Bob Iger’s book The Ride of a Lifetime chronicles his inspiring journey from the bottom of ABC to CEO of Disney, where he successfully pulled off 3 of the biggest media acquisitions over the last two decades, bringing in Pixa...

The Innovator’s Dilemma is a powerful business framework, characterizing when incumbent businesses ignore disruptive technologies for 3 main reasons: listening too closely to their mainstream market customers, targeting highe...

We build on the last episode by discussing lessons learned from historical periods of irrational exuberance, going through examples given by John Kenneth Galbraith in his impactful book, A Short History of Financial Euphoria....

In today's episode, we'll be diving into the dot-com boom and bust with Bull! by Maggie Mahar. This book delves into the characteristics that define market cycles and examines the events and players that shaped the dot-com 19...

Ron Chernow's Titan is an epic biography of John D. Rockefeller, the man who defined the oil industry in the late 1800s. We discuss the monumental impact Rockefeller had on modern-day American capitalism and philanthropy, thr...

Kai-Fu Lee’s book AI Superpowers is particularly useful right now as we’re seeing AI reach the mainstream consumer, from ChatGPT to Lensa magic avatars to DALL-E and Stable Diffusion image generators. This episode will serve ...

In The Hard Thing About Hard Things, Ben Horowitz shares some of the key lessons he learned during his entrepreneurial journey, including how to manage, train, and incentivize employees, the importance of courage as a CEO, an...

I’m excited to share my conversation with Jimmy Soni, the author of the incredible book The Founders! In this episode, we discuss the power of the people around you, Brad Stone’s influence on Jimmy’s writing process, the valu...

Jimmy Soni's The Founders tells the incredible story of the founding of PayPal and the influential characters behind the online payments provider. From monopoly-forming mergers to multiple backstabbings and intense competitiv...

Joe Coulombe shares his insightful lessons from founding Trader Joe’s, spanning from his early focus on the overeducated and underpaid customer segment to later innovations across intensive buying and double-entry retailing. ...

Ed Thorp is a remarkable figure, achieving great success in the casinos of Las Vegas and Wall Street, while also investing in Berkshire at $1K, contributing the first LP check to Ken Griffin’s fund Citadel, and calling the Be...

In Part 3, we discuss the decline of Kleiner Perkins, the institutionalization of growth equity with DST & Tiger Global, a16z’s emergence, Sequoia’s sustained dominance, and the main takeaways for the VC industry going forwar...

In Part 2, we discuss Google’s origin story, Brian Arthur’s increasing returns to scale, Peter Thiel’s founder-friendliness & competition is for losers philosophies, Paul Graham’s founding of YCombinator, Neil Shen’s Sequoia ...

Sebastian Mallaby’s The Power Law is an incredible account of the history and evolution of the venture capital industry. We explore how power laws shape returns within a VC fund, where one investment can more than pay off for...

Superforecasting describes how we live in a probabilistic and uncertain world, but we seek out certainty and absolutes in our everyday lives. Using examples across Fantasy Football, Inverse Jim Cramer, Inflation, and Chipotle...

Healing Back Pain, by Dr. John E Sarno, is an interesting exploration into the role our repressed emotions play in creating physical pain. The physical pain behind chronic back and neck pain distracts our attention from the t...

Zell is a phenomenal real estate investor to study, with core investing tenets that we should all look to emulate. His investment mantras include: failure is not in my lexicon; simplify risk down to its most important variabl...

In Part 2, we’ll discuss the evolution of the chip industry from the mid-90s to its current state, based on Chris Miller's excellent new book The Chip War. We'll cover ARM's power-efficient chip architecture, Apple's in-house...

Part 1: Today we’ll discuss the evolution of the chip industry from its founding to the mid-90s, based on Chris Miller's excellent new book The Chip War. We'll cover Fairchild and the early days of semiconductors, Intel and t...