Michael Kelley - Building Business and Life

Michael Kelley - Building Business and Life

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Evan Vanderveer - Customers are the North Star

Evan Vanderveer of Vanshap Capital joins The Brew to discuss investing in businesses built around a deep commitment to their customers. His approach combines on-the-ground research, a focus on founder-led cultures, and the willingness to hold a concentrated portfolio through unce ...  Show more

Steve Hou - Data Over Narrative

Steve Hou, Head of Research at Silicon Data, stops by to discuss solving problems associated with AI capex financing. Silicon Data provides users with a number of indices and data sets tracking everything from token costs to chip residual values.Much of the "debate" around financ ...  Show more

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