![Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]](https://cdn.podme.com/podcast-images/A572B2E45D022A152A380E3FCB5D0DA8_small.jpg)
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I ...
9 Des 20251h 25min
![David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]](https://cdn.podme.com/podcast-images/F4FF34FDAB3FD324454178B6D4B4E763_small.jpg)
David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]
My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era –...
2 Des 20251h 7min
![Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]](https://cdn.podme.com/podcast-images/171165258740E0341D9B854F5F463D47_small.jpg)
Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless buil...
28 Nov 20251h 15min
![Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]](https://cdn.podme.com/podcast-images/CFA9F7DFCDFABD99B538989FAF0C271F_small.jpg)
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]
My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its long-term structure,...
25 Nov 20251h 10min
![Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]](https://cdn.podme.com/podcast-images/17632AA8CFE58E42F683E76EB6E6711D_small.jpg)
Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]
My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chai...
19 Nov 20251h 2min
![Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]](https://cdn.podme.com/podcast-images/9B7A3A493724619D8E0C16509EE16218_small.jpg)
Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]
My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Mir...
11 Nov 202542min
![Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]](https://cdn.podme.com/podcast-images/93E464CC62676B720B9F45E065ABE494_small.jpg)
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]
My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons ful...
4 Nov 20251h 21min






















