Robert Smith - Investing in Enterprise Softwa...

My guest today is Sam Altman, CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip. We discuss the early decision to buy compute at a scale nobody thought was ration ...  Show more

My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, ...  Show more

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental i ...

This is Matt Reustle. Today, we are breaking down D.R. Horton, America’s largest homebuilder. Our guest is Ed Wachenheim, Founder of Greenhaven Associates. Ed takes us through an incredible discussion of D.R. Horton and homebuilders broadly, including how much has changed with th ...  Show more

This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Roper Technologies. Roper is a fascinating case study in how an old industrial business can pivot into a new world focused on software and technology. Roper was founded in 1890 as a manufacturer of in ...  Show more

<span style="font-size: 10pt;">Are you curious about the intersection of entrepreneurship, investing, and SEO expertise? In today's episode, I'm joined by Travis Jamison, a man of many talents and ventures. Travis is not only the force behind SmashDigital.com—a long-standing, ...