Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

My guest today is Martin Casado, General Partner at Andreessen Horowitz. Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approaches to ...

4 Nov 1h 5min

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 smarte...

27 Okt 1h

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 b...

20 Okt 57min

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 s...

13 Okt 1h 11min

Andrew Huberman is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For d...

6 Okt 1h 12min

My guest today is Noah Shinn. Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can...

28 Sep 1h 11min

Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to b...

22 Sep 1h 4min

Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era. In his new memoir, Ausländer, he turns his attention to his own family, Jewis...

16 Sep 1h 12min