Ben Thompson on Big Tech, China, and the AI B...

My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his ability to use that history to make sense of today. We discuss what ...  Show more

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so fo ...  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, ...

My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ...  Show more

Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ...  Show more

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