Jeremy Giffon, the first employee and general partner at Tiny, shares his unique insights into private equity, focusing on special situations created by misaligned incentives. He discusses mastering investment dynamics by understanding buyer-seller relationships and emphasizes the importance of qualitative assessments in identifying high-quality investments. The conversation also delves into resilience shaped by personal adversity, the significance of navigating cultural differences in funding, and the value of managing resentment in partnerships, all while encouraging individuality and personal growth.

Jeremy Giffon, a general partner at Tiny and co-founder of MediaCore, dives into the world of private markets. He discusses identifying unique investment opportunities stemming from misaligned incentives. The conversation covers the challenges faced by founders in a saturated market and the need for clear communication. Giffon shares insights on simplicity in investment strategies, the power of passion in professional life, and the significance of personal resilience. He emphasizes the value of uncovering hidden insights and maintaining open dialogue in business partnerships for lasting success.

Jeremy Giffon, the first employee at Tiny Capital, shares how the firm skyrocketed from $5 million to a staggering $500 million by acquiring cash-flow businesses. He discusses effective negotiation tactics and the importance of understanding market trends. Giffon recounts lessons learned from both the worst deals—where he ignored red flags—and the best, like the meal planning app that yielded a 25X return. His insight into spotting genuine opportunities and managing business relationships provides valuable guidance for aspiring entrepreneurs.

Jeremy Giffon is the former general partner of Tiny, a holding company for cash-flowing businesses. Jeremy and I talk about Tiny and acquiring businesses, science and religion, the origins of culture, why you shouldn’t take advice, and what he’s working on next. — (00:31) Jeremy’s background (4:52) Starting MediaCore while in high school (7:24) How to get more high schoolers startup-like experience sooner (11:02) What is Tiny & how is it different (14:41) What’s enabled Tiny to be great (19:47) Growing popularity of acquisition entrepreneurship and holding companies (27:29) Qualities of great companies (32:03) Greatest lessons from Tiny’s founders, Andrew Wilkinson and Chris Sparling (38:21) Why advice is overrated (41:48) Why he left Tiny and what’s next (46:22) On the origins of Western culture (51:32) Science and religion (58:59) Pre- and post-fall (01:10:34) What he’s optimizing for in life (01:14:56) His take on enlightenment (01:17:31) His question for listeners (01:18:51) Whether there are “true desires” — Spencer’s Twitter: https://twitter.com/sp1ns1r Spencer’s blog: https://spencerkier.substack.com Jeremy’s Twitter: https://twitter.com/jeremygiffon

Shaun Maguire, an expert on Elon Musk's ventures, dives into the intersection of politics and technological progress. Nic Carter, a cryptocurrency investor, discusses CoreWeave and the potential challenges in the crypto market amidst political shifts. Jeremy Giffon, a venture capitalist, shares strategies for helping struggling businesses regain profitability. Together, they explore topics like the legal complexities of OpenAI's for-profit transition, the role of sleep in tech leadership, and the evolving dynamics within the AI startup ecosystem.