Lydia Jett - Investing in E-commerce - [Invest Like the Best, EP.282]

Lydia Jett - Investing in E-commerce - [Inves...

‏التالي

Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]

My guest today is Martin Casado, General Partner at Andreessen Horowitz. Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approaches to investing often fail to capture disruptive technologies, how AI is reshaping the e ...  عرض المزيد

Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

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 ...  عرض المزيد

‏حلقات موصى بها

MI144: Investing in the Metaverse and Technology Trends w/ Beth Kindig
The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN: 06:04 - Beth’s approach to investing in the Metaverse. 10:17 - How large the Metaverse market could potentially become over the coming years. 10:17 - The companies that Beth is most excited about in relation to the Metaverse and other technology tre ...  عرض المزيد

The Potential of Blockchain Technology - Chris Dixon - [Invest Like the Best, Replay]
Making Markets

Today we are re-sharing our Invest Like the Best episode with Chris Dixon from April 2021. Chris is one of the leading minds in Web3 and a must-follow for anyone in the space. Chris is a general partner at Andreessen Horowitz, and a prolific investor and thinker, having been both ...  عرض المزيد

TIP334: Disruptive Innovation w/ Cathie Wood
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion doll ...  عرض المزيد