EP13 The Power Law by Sebastian Mallaby, Part 3
In Part 3, we discuss the decline of Kleiner Perkins, the institutionalization of growth equity with DST & Tiger Global, a16z’s emergence, Sequoia’s sustained dominance, and the main takeaways for the...
22 Nov 202249min
EP12 The Power Law by Sebastian Mallaby, Part 2
In Part 2, we discuss Google’s origin story, Brian Arthur’s increasing returns to scale, Peter Thiel’s founder-friendliness & competition is for losers philosophies, Paul Graham’s founding of YCombina...
21 Nov 202251min
EP11 The Power Law by Sebastian Mallaby, Part 1
Sebastian Mallaby’s The Power Law is an incredible account of the history and evolution of the venture capital industry. We explore how power laws shape returns within a VC fund, where one investment ...
20 Nov 202259min
EP10 Superforecasting by Phil Tetlock & Dan Gardner
Superforecasting describes how we live in a probabilistic and uncertain world, but we seek out certainty and absolutes in our everyday lives. Using examples across Fantasy Football, Inverse Jim Cramer...
17 Nov 202234min
EP9 Healing Back Pain by John Sarno, MD
Healing Back Pain, by Dr. John E Sarno, is an interesting exploration into the role our repressed emotions play in creating physical pain. The physical pain behind chronic back and neck pain distracts...
12 Nov 202217min
EP8 Am I Being Too Subtle? by Sam Zell
Zell is a phenomenal real estate investor to study, with core investing tenets that we should all look to emulate. His investment mantras include: failure is not in my lexicon; simplify risk down to i...
8 Nov 202256min
EP7 The Chip War by Chris Miller, Part 2
In Part 2, we’ll discuss the evolution of the chip industry from the mid-90s to its current state, based on Chris Miller's excellent new book The Chip War. We'll cover ARM's power-efficient chip archi...
7 Nov 20221h 7min
EP6 The Chip War by Chris Miller, Part 1
Part 1: Today we’ll discuss the evolution of the chip industry from its founding to the mid-90s, based on Chris Miller's excellent new book The Chip War. We'll cover Fairchild and the early days of se...
6 Nov 202257min
