![Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]](https://cdn.podme.com/podcast-images/4B1732988103018BDCAFF3A782C16F73_small.jpg)
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's...
20 Maj 1h 16min
![Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]](https://cdn.podme.com/podcast-images/FBA8BFDB0FD786D6C84698EED76639DE_small.jpg)
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]
My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which ...
13 Maj 1h 16min
![Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]](https://cdn.podme.com/podcast-images/61A0ED8644A32DB02E72AD1A208C0507_small.jpg)
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]
My guest today is Brian Chesky, the co-founder and CEO of Airbnb. Our conversation traces the path from his early training as an industrial designer at RISD through the pandemic moment that forced him...
5 Maj 1h 15min
![Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]](https://cdn.podme.com/podcast-images/B5B23FA1E47E0591617217A7497395D5_small.jpg)
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]
My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compo...
28 Apr 1h 6min
![Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]](https://cdn.podme.com/podcast-images/4ADB1CB84FDCDDE86CB1A1E8A5289A35_small.jpg)
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is abou...
23 Apr 45min
![Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]](https://cdn.podme.com/podcast-images/043DE7F4083ECC614715DD4B71DA8B21_small.jpg)
Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]
My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use th...
21 Apr 1h 32min
![Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]](https://cdn.podme.com/podcast-images/43D4E782EC2BF73BF12F6256172373E9_small.jpg)
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Scott Nolan spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical, and so ignored, that he couldn't find a company t...
14 Apr 1h 15min
![Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]](https://cdn.podme.com/podcast-images/66F43D3B3AE194109EAF68BF90BE0E79_small.jpg)
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
My guest today is Alan Waxman, co-founder and CEO of Sixth Street, a $130B global investment firm. Private credit is one of the most discussed topics in markets right now, and there is a lot to make ...
8 Apr 1h 2min
