Nvidia Part II: The Machine Learning Company (2006-2022)
By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a...
20 Apr 20222h 13min
Platforms and Power (with Hamilton Helmer and Chenyi Shi)
We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his impressive Strategy Capital colleague Chenyi Shi — to discuss plat...
6 Apr 20221h 25min
Nvidia Part I: The GPU Company (1993-2006)
He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves. He’s cheated death — both corporate and personal — too many times to count, and he runs the 8...
28 Mar 20222h 1min
Altimeter (with Brad Gerstner)
We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston n...
15 Mar 20221h 54min
SONY
Born in the unlikeliest of places — the terrible, wasteland-like aftermath of post WWII Japan — Sony rose to capture the imaginations (and wallets) of consumers and engineers around the world. The com...
7 Mar 20223h 4min
Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt)
We sit down with two of the most talented and respected people in Hollywood — Brian Koppelman and Joseph Gordon-Levitt — to talk about the process of adapting Mike Issac’s story of Uber, “Super Pumped...
22 Feb 20221h 4min
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave)
We sit down with perhaps the only person besides Marc Andreessen who’s had a major influence on each of the Web 1, 2 and 3 eras: Brave Browser CEO (and former Netscape + Mozilla Chief Architect) Brend...
15 Feb 20221h 44min
Peloton
The Peloton journey has been one seriously wild ride. From can’t raise money to one of Tiger Global’s first venture investments, to pandemic darling to the stock being down 85% in 6 months... there’s ...
10 Feb 20222h 20min
