Miles Grimshaw - The DNA of Software Companies - [Invest Like the Best, EP.312]

Miles Grimshaw - The DNA of Software Companie...

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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 ...  Show more

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Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

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

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