Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds - [Invest Like the Best, EP.329]

Karen Karniol-Tambour - Macro Headwinds vs. T...

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Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]

My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining t ...  Show more

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that ...  Show more

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