20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity

20VC: 13 of the Great Investing Minds on When...

Harry StebbingsHarry Stebbings

Up next

20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nik ...  Show more

 . 1h 14min
20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport

Ryan Peterson is the Founder & CEO @ Flexport, the logistics darling of the venture capital world that has raised $900M+ with the last round valuing the company at $8BN. Today, the company does $450M in revenue growing 30% YoY. AGENDA: 00:00 — Why Does Ryan Petersen Call Remote W ...  Show more

 . 1h 18min

Recommended Episodes

The Deal Room: The IPO market starts to thaw & CVC Capital Partners raises €26bn for the largest buyout fund in history
Market Maker

Stephen Barnett, our Director of Corporate Finance goes solo this week to cover three major topics in focus:


Oddity IPO - The Israeli company ('where beauty meets Israeli technology') debuted on the Nasdaq. Lead book-running managers Morgan Stanley, ...

  Show more

 . 23min 29sec
Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ...  Show more

 . 1h 19min
Dan Rose - How Stunning Founders Operate - [Invest Like the Best, EP.316]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Dan Rose. Dan is the chairman of Coatue Ventures and has one of the most interesting collections of experiences of anyone I’ve talked to. He spent 20 years at Amazon and Facebook in their early days, working closely with Jeff Bezos, Andy Jassy, Mark Zuckerberg, ...  Show more

 . 1h 14min
Steve Klinsky, New Mountain Capital – Private Equity Titan | #489
The Meb Faber Show - Better Investing

Today’s guest is Steve Klinsky, founder and CEO of New Mountain Capital, a private equity firm with over $37 billion in assets under management. Steve began his time in private equity when he co-founded Goldman Sachs’ Leverage Buyout Group back in 1981 when there were very few pr ...  Show more

 . 56min 15sec