Dan Benton

CEO at Benton Capital Management and a legendary former technology analyst at Goldman Sachs. He shares his experiences from the 90s to the present and delves into his '20 investing rules' for technology.

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May 9, 2025 • 1h 3min

Dan Benton's Rules For Tech Investing In 2025

Dan Benton, CEO of Benton Capital Management and a former tech analyst at Goldman Sachs, shares his wisdom from decades in the industry. The conversation covers his '20 investing rules' for technology, the evolution of giants like Apple and Microsoft, and the pivotal shift toward AI and AR/VR. Benton emphasizes innovation and management quality as key drivers in tech investing. He also speculates about the future of companies like Nvidia and SpaceX, stressing the significance of strategic foresight in navigating this dynamic landscape.

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