Michael Mauboussin – The Four Sources of Alpha - [Invest Like the Best, EP.126]

Michael Mauboussin – The Four Sources of Alph...

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Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shorta ...  Show more

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which everything else gets built. We talk about what he calls the cone of uncertainty, ...  Show more

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