Invest Like The Best

Former DoD Advisor on Iran, China and AI Warfare

Gavin Baker on Orbital Compute, TSMC, and Frontier Models

The AI revolution represents the most extraordinary moment in the history of capitalism, characterized by unprecedented growth rates in companies like Anthropic that dwarf historical SaaS benchmarks. The current infrastructure build-out, centered on the critical "watts and wafers" bottleneck, is being managed by Taiwan...

Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao

Anthropic’s business strategy centers on the disciplined, high-stakes allocation of compute, which serves as the foundational canvas for developing frontier intelligence. By utilizing Amazon, Google, and Nvidia chip platforms fungibly, the company maximizes efficiency and maintains a competitive edge in an exponentiall...

How Brian Chesky Is Redesigning Airbnb for the AI Era

Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett

Trading demands exquisite execution and rigorous risk management, distinct from the long-term, compound-interest-driven strategies of value investors. Paul Tudor Jones, a veteran macro trader, emphasizes that market success hinges on identifying supply-demand imbalances and maintaining a disciplined, plan-based approac...

The Supply and Demand of AI Tokens | Dylan Patel Interview

The shift from difficult execution to near-instant implementation has fundamentally reordered business competitive advantages, making the selection of high-value ideas the primary driver of success. AI adoption has moved from experimental to essential, with firms experiencing exponential growth in token usage—often exc...

GLP-1s, Peptides, and The Trillion-Dollar Health Revolution

From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem

What 100 Years of American Finance Tells Us About Today

World's Top Researcher on AI, LLMs, and Robot Intelligence

Why Now is the Best Time to Buy Public Software Companies

How to bet on yourself (without venture capital)

How AI Is Changing Warfare | Palantir CTO

Shyam Sankar, CTO of Palantir Technologies, examines the role of "heretics"—founder-figures who defy bureaucratic orthodoxy to deliver critical innovations—in shaping American military and industrial success. Historical examples like Hyman Rickover demonstrate that true progress often requires individuals willing to en...

The World's Greatest Energy Trader on Markets, China, and AI

John Arnold, former energy trader and now philanthropist, explores themes of competition, innovation, and problem-solving across sectors. Arnold recounts a trip to China, emphasizing the country's rapid development, manufacturing capabilities, and the evolving relationship between China and the West. Drawing parallels ...

Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX

The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital)

Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview

Ben Horowitz discusses the state of America, particularly its competitiveness and entrepreneurial culture, noting that while other countries possess talent and universities, they lack the cultural emphasis on succeeding, making the world better. He believes the tech sector is healthy, and AI will significantly impact p...

He Built The Revenue Engines for Google, Facebook & Square

The discussion centers on the evolving landscape of product development in the age of AI, particularly how AI is reshaping the roles of product managers, designers, and engineers. It emphasizes the shift towards a bottoms-up approach where product managers act as "keepers of the why," while engineers and researchers co...

How Ladder Became #1 Strength Training App

The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview

The conversation centers on talent density, a concept Reed Hastings learned from experience at Pure Software, and how it applies to building successful companies like Netflix. Hastings emphasizes the importance of honesty over conventional niceness in the workplace and compares a company to a professional sports team r...