Smart Humans with Slava Rubin

Atish Davda is the co-founder and CEO of EquityZen, a marketplace for private investments, where he has driven product development, built the leadership team, and led operations since its founding 12 years ago. Previously, he was VP of Product at Ampush, launching its New York office, and began his career at AQR Capital Management, helping manage the firm’s $4B Global Stock Selection strategy.

Marcelo Ballvé from Sacra joins Vincent founder Slava Rubin to dissect Stripe's meteoric rise. They dive into Stripe's unique business model and revenue streams, revealing how the company has transformed the digital payments landscape. The conversation explores the potential of stablecoins and AI to shape Stripe's future, along with a bullish outlook on its IPO prospects. Christine Healey also shares insights on investment opportunities, making the case for why accessing shares in Stripe is essential for savvy investors.

Christine Healey is the Founder of HEALEY PRE-IPO, a concierge Pre-IPO broker service helping people invest in private tech stocks – the simple, personal way. Previously, Christine was the Head of Private Markets at Destiny and the Portfolio Manager of Destiny’s Pre-IPO fund (NYSE:DXYZ), as well as early employee and Senior Director at Forge (NYSE:FRGE), working in both San Francisco and Hong Kong. Christine has closed ~$600m+ of private tech unicorn transactions to date and has spent close to a decade specializing in Pre-IPO investments. See healeypreipo.com for more information or to sign up for mailing list.This discussion is for informational purposes only and does not constitute an affiliation with or endorsement of any company, and does not constitute a recommendation, offer to sell, or solicitation of an offer to buy, any securities. Investments in private companies are offered only through appropriate offering materials and accreditation requirements apply as defined under SEC Regulation D. Investments in private companies involve high risk, including the risk of complete loss of capital. These investments are illiquid, through a variety of structures including SPVs, may be difficult or impossible to resell, and may not ever result in an IPO or other liquidity event. Past performance is not indicative of future results. The speaker may receive compensation in connection with certain transactions discussed. There is no guarantee these private companies will achieve any specific valuation, and returns can vary widely and may underperform public markets. They may also involve additional risks not present in public market investments.

Vincent founder Slava Rubin and Sacra's Jan-Erik Asplund discuss Klarna, a leading buy now, pay later (BNPL) company, exploring its business model, revenue streams, competitive landscape, and future outlook as it approaches a potential IPO.

Recorded 3/18/25Vincent founder Slava Rubin and Sacra's Jan-Erik Asplund break down CoreWeave, the AI infrastructure powerhouse about to IPO at a $35B valuation. They discuss that upcoming IPO, the competitive landscape, and CoreWeave’s future prospects. They also analyze the company's rapid growth, its relationship with NVIDIA and its unique market position.‍Since the discussion CoreWeave has gone public and seen its share price rise by 160% as of August 4.

James Altucher, a serial entrepreneur and bestselling author, shares his journey from losing $15 million to thriving through his 'choose yourself' philosophy. He delves into the volatile world of cryptocurrency, discussing Bitcoin's future and the rise of stablecoins and Tao, a new crypto aimed at enhancing AI. Altucher también predicts how AI will transform economies and job markets. His insights on resilient investing, especially in Ethereum and decentralized finance, provide listeners with actionable strategies for navigating this evolving landscape.

Nicholas Tommarello is the Founder and CEO of Wefunder, a pioneering crowdfunding platform that allows individuals to invest in startups. He co-founded Wefunder in 2012, leveraging provisions from the 2012 JOBS Act to enable unaccredited investors to purchase equity in early-stage companies, thereby democratizing access to investment opportunities that were traditionally available only to wealthy individuals. Tommarello holds an MBA in Entrepreneurship from Babson College and participated in the prestigious startup accelerator Y Combinator in 2013.

Mike Silvestrini is a seasoned renewable energy professional with a longstanding commitment to environmental sustainability. He has played a central role in developing over 500 solar projects across the United States, Brazil, and Africa—contributing meaningfully to the global transition to clean energy.Prior to Energea, Mike co-founded and served as CEO of Greenskies Renewable Energy LLC. What began with a desk in a basement and a $25,000 check grew into one of the country’s largest commercial and industrial solar firms before his exit in 2016.As Co-Founder and Managing Partner at Energea, Mike draws on his deep industry experience to expand access to renewable energy investments worldwide. His proven leadership and focus on sustainable infrastructure position him as a key voice in the fight against climate change.Outside of Energea, Mike serves on the board of the Big Life Foundation, which protects 1.6 million acres of wilderness in East Africa. His work supports community-based conservation and initiatives that preserve biodiversity through sustainable practices.

In this conversation, Vincent founder Slava Rubin and Sacra founder Jan-Erik Asplund discuss the rise of Anduril, the defense technology startup that has disrupted traditional defense contracting with innovative products and a unique business model. They explore the evolution of Anduril's offerings, and how the company has positioned itself as a potential sixth prime contractor in the defense sector. The discussion also covers Anduril's revenue growth, competition with established defense primes, and the opportunities and risks it faces in the global market, as well as its IPO prospects.

Bob Elliott is the Co-Founder/CEO of Unlimited Funds, a firm disrupting the investment landscape by empowering everyday investors with sophisticated tools reserved for the world’s financial elite.Unlimited uses machine learning to replicate the returns of 2&20 style high-cost alternative investments like hedge funds, venture capital, and private equity, at a low cost. Under Bob’s leadership, Unlimited has democratized access to sophisticated returns through cost-effective and liquid ETFs like the $HFND, one of the fastest-growing active ETF launches of 2022.A Harvard graduate, his expertise in decoding complex financial systems is transforming the way investors and advisors approach alternative investments, making him an invaluable voice in today's economic discourse. He speaks frequently on CNBC, Bloomberg TV, and Fox Business.