Episode (200)
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Gavin Baker - Watts and Wafers
May 20, 2026My 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...
Krishna Rao - Anthropic's CFO on Managing Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence
May 13, 2026My 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 ...
Brian Chesky - AI Founder Mode
May 05, 2026My 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...
Paul Tudor Jones - Lessons From 50 Years in Markets
Apr 28, 2026My 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...
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
Apr 23, 2026This 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...
Alex Karnal - The Trillion-Dollar Health Revolution
Apr 21, 2026My 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...
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment
Apr 14, 2026Scott 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...
Alan Waxman - Private Credit and the Modern Financial System
Apr 08, 2026My 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 ...
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...