Sam Englebardt and Richard Kim - Investing in...

Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ...  Show more

My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ...  Show more

Sam (@TheSamParr) and Shaan (@ShaanVP) provide a sneak peak into their portfolio on this episode, breaking down recent investments they've both made. For each deal they discussed the company, why they invested, why it can be good, and why it might not work. If you like this episo ...  Show more

Episode 635: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Elad Gil ( https://x.com/eladgil ) about the three things he looks for when betting on startups, how he became an early investor in Anduril, plus 3 business ideas he thinks someone ...  Show more

Today we are re-sharing my Invest Like the Best conversation with Jesse Walden from March 2021. Jesse is the founder of Variant, an early-stage venture firm investing in crypto networks and platforms building the ownership economy. With all the hype surrounding NFTs, I wanted to ...  Show more