Episode (200)
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Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)
May 19, 2022We sit down with the CEO founders of two of the most capital efficient success stories of all time — Zoom and Veeva Systems — to understand how they grew to billions of dollars in revenue (and tens of...
Arena Show Part II: Brooks Running (with CEO Jim Weber)
May 16, 2022For the final act of the Arena Show, we’re joined by Brooks CEO Jim Weber to tell the amazing story of how he transformed the company from a 3rd tier, deeply cashflow negative “also-ran” into one of t...
Arena Show Part I: Idea Dinner + YC Continuity
May 12, 2022We did an Arena Show!! This evening was so big and so special, we had to split it into two episodes for the podcast feed. First up is the Idea Dinner with our best internet buddies, Packy McCormick an...
Nvidia Part II: The Machine Learning Company (2006-2022)
Apr 20, 2022By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a...
Platforms and Power (with Hamilton Helmer and Chenyi Shi)
Apr 06, 2022We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his impressive Strategy Capital colleague Chenyi Shi — to discuss plat...
Nvidia Part I: The GPU Company (1993-2006)
Mar 28, 2022He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves. He’s cheated death — both corporate and personal — too many times to count, and he runs the 8...
Altimeter (with Brad Gerstner)
Mar 15, 2022We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston n...
SONY
Mar 07, 2022Born in the unlikeliest of places — the terrible, wasteland-like aftermath of post WWII Japan — Sony rose to capture the imaginations (and wallets) of consumers and engineers around the world. The com...
Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt)
Feb 22, 2022We sit down with two of the most talented and respected people in Hollywood — Brian Koppelman and Joseph Gordon-Levitt — to talk about the process of adapting Mike Issac’s story of Uber, “Super Pumped...
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave)
Feb 15, 2022We sit down with perhaps the only person besides Marc Andreessen who’s had a major influence on each of the Web 1, 2 and 3 eras: Brave Browser CEO (and former Netscape + Mozilla Chief Architect) Brend...