Who Is Brad Jacobs and the Roll‑up Strategy

David Senra is the host of the Founders podcast. For the past nine years, David has intensely studied the life and work of hundreds of history’s greatest entrepreneurs. His new podcast, David Senra, showcases conversations with the best-of-the-best living founders and extreme winners.

This episode is brought to you by:

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Timestamps:

[00:00:00] Who is David Senra?

[00:01:11] Brad Jacobs: Roll-up king and positive-driven billionaire founder.

[00:02:26] Rare positive archetypes: Ed Thorp, Sol Price, Brunello Cucinelli.

[00:06:04] Michael Dell as another exception; fear of failure and motivation.

[00:06:47] Negative self-talk, excellence, and its ripple effects.

[00:08:26] Jensen Huang story: “Why do you suck so much?”

[00:08:54] Inspiration from Dan Carlin’s Hardcore History.

[00:10:00] Derek Sivers: unconventional, philosophical entrepreneur.

[00:11:04] Learning equals behavior change, not memorization.

[00:11:48] Jeremy Giffon insight: biographies as substitute mentors.

[00:12:37] Reading biographies as one-sided conversations.

[00:13:16] The chain of influence.

[00:14:09] Podcasting as “relationships at scale.”

[00:14:28] Coping with trauma and breaking cycles.

[00:20:18] Note-taking process: books, Post-its, ruler, Readwise.

[00:29:27] OCD tendencies and love of doing things the hard way.

[00:31:04] Comparing our reading/re-reading workflows.

[00:35:04] A family falling out and the randomness of student housing.

[00:38:58] David’s introduction to my work during his MySpace-era college years.

[00:40:07] Podcasting influences: Jocko Willink, Kevin Rose’s Elon Musk interview.

[00:44:14] Five-and-a-half years of obscurity before breakthrough.

[00:46:50] Graphtreon and experiments with subscription models.

[00:49:25] Patrick O’Shaughnessy’s endorsement sparks growth.

[00:51:23] Sam Hinkie and Patrick connections fuel momentum.

[00:52:19] Transition to ads and joining Patrick’s network.

[00:55:17] Edwin Land: patron saint of founders and Steve Jobs’ influence.

[00:57:02] Lessons from Sam Zell, Jay Pritzker, and William Zeckendorf.

[00:58:48] Need a generous, well-connected person? You can’t go wrong with Rick Gerson.

[01:03:04] Edwin Land’s philosophies: Differentiation and doing to excess.

[01:04:30] Entrepreneurial archetypes and conflicting advice.

[01:06:00] Daniel Ek as an alternative founder archetype and mentor.

[01:10:59] Further founder archetypes and contrasts.

[01:13:41] What is an anti-business billionaire?

[01:19:55] Advice from “shark” Michael Ovitz about the value of truth in one’s inner circle.

[01:22:30] The hands-on approach of practical founders who live for the love of their business.

[01:23:28] Doing one thing relentlessly.

[01:23:51] “This can’t be my life” as a powerful motivator.

[01:26:57] Low introspection as a common trait among founders — and its implications about human nature.

[01:30:15] Robert Caro: The only writer David believes should be allowed to write thousand-page biographies.

[01:32:40] James Dyson’s persistence vs. the risk of blind stubbornness.

[01:34:22] Todd Graves (Raising Cane’s) as an example of relentless focus on one idea.

[01:35:41] Separating fact from fiction in biographies/histories.

[01:41:55] Considering trainable vs. non-trainable attributes in potential role models.

[01:46:11] Perusing Charlie Munger’s library.

[01:49:35] Dealmaking lessons on Eddie Lampert’s superyacht.

[01:55:34] The smartest person David knows.

[01:56:55] David’s obsessive craftsman approach to podcast creation.

[01:58:51] Why David decided to begin a second podcast.

[02:01:21] The economics of trust.

[02:03:40] The benefits of cultivating a purposeful aloofness about current events.

[02:07:11] Using the pulpit of publicity for good, not evil.

[02:09:57] New show frequency/dynamic and how David plans to balance the burden of running two shows.

[02:13:30] Teamwork with essence of turtle.

[02:15:40] Adapting the Rockefeller “secret allies” strategy to podcasting.

[02:17:56] Chris Hutchins: The mad scientist of podcasting?

[02:18:30] Working with Rob Mohr and Andrew Huberman of SciComm.

[02:20:54] Why David focuses on 24-hour cycles over long-term planning.

[02:24:54] Does David worry the extra workload will disrupt his lifestyle?

[02:30:18] What makes one potential guest more interesting to David than another?

[02:34:34] Making an impact vs. happiness.

[02:36:32] Playing the status game when your heart’s not in it is for suckers.

[02:44:23] Travel observations and the rarity of truly unique experiences.

[02:46:26] Books as philosophical operating systems.

[02:48:39] Parting thoughts.

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