Josh Wolfe and Tony Thomas - The Past, Presen...

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

IN THIS EPISODE, YOU’LL LEARN: 03:40 - Why Josh believes we are at an Entropic Apex in the current markets. 06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey’s new defense startup, Andruil. 27:06 - Why Stan Druckenmiller invested in Lux ...  Show more

Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss his thoughts on the tech regulations coming out of China, and how investors should be thinking about them. He also discusses the sectors he’s keeping tabs on, including space and the metaverse, and the ones that he ...  Show more

Tony Thomas is a retired 4-star General and was the 11th Commander of U.S. Special Operations Command (USSOCOM). General Thomas is one of our nation's greatest warfighters and he also happens to be an even better human being.  In this conversation, we discuss the wars in Afghanis ...  Show more