Episode (200)
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Reed Hastings - Building Netflix
Jan 06, 2026My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first i...
Nick Kokonas - Know What You Are Selling
Dec 30, 2025Today, I am replaying my conversation with Nick Kokonas, one of my favorites from the show. Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as...
Ric Elias - The Art of Living Well
Dec 23, 2025Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS] Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of...
Henry Ellenbogen - Man Versus Machine
Dec 16, 2025My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of ...
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI
Dec 09, 2025My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I ...
David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth
Dec 02, 2025My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era –...
Palmer Luckey - Inventing the Future of Defense
Nov 28, 2025Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless buil...
Martín Escobari - Inside General Atlantic
Nov 25, 2025My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its long-term structure,...
Ari Emanuel - The Anti-AI Bet
Nov 19, 2025My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chai...
Wolfgang Hammer - The Power of Story
Nov 11, 2025My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Mir...