Invested by Aleph Special Episode: A Lookback on Some of the Strongest Business Leaders of 2025
Jan 14, 2026
Gavin Baker, a macro investor, argues that solar and batteries offer an economic solution to climate change. Sender Cohen shares insights on George Soros and Stan Druckenmiller’s unique investing styles. Gali Arnon discusses how celebrity campaigns helped Fiverr attract quality users. Micha Kaufman emphasizes personal responsibility for career growth in the face of AI. Lastly, former NBA player Omri Casspi advises athletes on networking and preparing for life beyond sports.
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Economics Will Win On Climate
- Gavin Baker argues that economics — falling solar and battery costs — will solve global warming over time.
- He expects the world to run on sunlight within his or his children's lifetime, driven by cost trends and deployment.
Two Styles Of Legendary Investing
- Sender Cohen contrasts George Soros and Stan Druckenmiller by how they handle market messes: Soros gets in and out, Stan avoids the mess entirely.
- He praises Stan's consistent ability at size and highlights both men's talent for simple distillation.
Followers Don't Guarantee Reach
- Nas Daily says follower counts no longer guarantee reach because algorithms block access to audiences.
- He claims you cannot reliably sell to 'followers' since most won't see your content anymore.