![Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]](https://cdn.podme.com/podcast-images/25AD6A91D8680ECCEEDC07FA9E80B275_small.jpg)
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 ...
25 Aug 1h 18min
![Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]](https://cdn.podme.com/podcast-images/E90D7E7E45C9316EE3B0B7C2551BDD93_small.jpg)
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We ...
18 Aug 1h 16min
![Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]](https://cdn.podme.com/podcast-images/3CBDD69BB0FA01BEBF78C28A5164EDC9_small.jpg)
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him s...
11 Aug 1h 5min
![Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]](https://cdn.podme.com/podcast-images/CD77DE9692B5453458336140DF1B8FB1_small.jpg)
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what th...
4 Aug 1h 5min
![Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]](https://cdn.podme.com/podcast-images/F651E1F87D11B4A987E0B78FE784C33C_small.jpg)
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]
My guest today is Sam Altman, CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip. ...
28 Jul 53min
![Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]](https://cdn.podme.com/podcast-images/42C55DCC3F32CB38C62A994993A28745_small.jpg)
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last...
21 Jul 56min
![John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]](https://cdn.podme.com/podcast-images/378DC8A66C901C90151175E9B131CEF1_small.jpg)
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]
Today my guest is John Kim. John is one of the world's top and most prolific fundraisers. He was chief client officer at General Catalyst, where he helped raise many of the firm's flagship funds. He...
14 Jul 50min
![Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]](https://cdn.podme.com/podcast-images/D43F9607FB733DA93C62B42A554F3518_small.jpg)
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]
My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy ...
7 Jul 1h 15min
