Episode (200)
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Sergey Levine - Building LLMs for the Physical World
Mar 31, 2026My guest today is Sergey Levine, a professor at UC Berkeley and co-founder of Physical Intelligence. The company is building robotic foundation models designed to control any embodied system to do any...
Mitchell Green - Lessons from Cold Calling 10,000 Companies
Mar 24, 2026My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investme...
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy
Mar 17, 2026William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against...
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
Mar 10, 2026My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the o...
John Arnold - China, Energy Markets and Fixing America's Systems
Mar 04, 2026My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your ind...
Dan Sundheim - The Art of Public and Private Market Investing
Feb 24, 2026My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages...
Josh Kushner - Concentration and Conviction
Feb 18, 2026This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital. I recorded this conversation in October after publishing the Colossus cover story about him and Thriv...
Alex Behring and Daniel Schwartz - Inside 3G Capital
Feb 10, 2026My guests today are Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital. 3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of...
Ben Horowitz - Backing America’s Future
Feb 03, 2026My guest today is Ben Horowitz, the co-founder of Andreessen Horowitz. Since its founding in 2009, a16z has grown into one of the most influential firms in venture capital, reshaping how technology co...
Gokul Rajaram - Lessons from Investing in 700 Companies
Jan 29, 2026My guest today is Gokul Rajaram, Founding Partner at Marathon Management. Gokul is one of the most prolific product builders and investors of the last twenty years. He has built the core ad and prod...