Special Situations in Private Markets expert, Jeremy Giffon, discusses unique investment opportunities, misaligned incentives, coordination issues, compensation advice, and meeting your heroes in this insightful replay episode.

David Senra, who studied history’s great founders and entrepreneurs, discusses themes like obsession and success, ego in entrepreneurship, learning & dedication, authenticity in podcasting, and generational impact on passion & pain.

Martin Casado, Partner at Andreessen Horowitz and pioneer of software-defined networking, discusses the implications of the AI revolution. Topics include creativity, policy-making, agentic systems, real-world data structures, AI in the 2030s, defensibility of business models, evolution of talent and data in the AI industry, investor relationships, AI safety debates, and the exciting future of technology and AI.

Modest Proposal, a thoughtful investor, discusses AI commoditization, overcapacity in post-COVID transportation, economic impacts of GLP-1 drugs. They delve into power consumption efficiency in AI advancements, investing in Nvidia, challenges of long-term drug adherence, and current state of capital markets.

Author Robert Greene discusses finding life's purpose, understanding human behavior, exploring power dynamics, good vs evil in human nature, limitations of AI in seduction, and the path to mastery.

Guest Pat Grady from Sequoia discusses stewardship in investing, crafting effective memos, sustainable competitive advantage, founder influence, desire for social charisma, investing with clarity, AI and platform building, conviction in investments, acts of kindness, and navigating role misunderstandings.

Former Home Depot CEO Frank Blake discusses the company's unique culture focused on putting customers first, his leadership style emphasizing listening and communication, lessons from leaders like Jack Welch, the importance of resource allocation for CEOs, crisis leadership during COVID, and the role of a supportive board. Touching stories of Home Depot employees finding success and the impact of kindness in challenging times are also shared.

Adam Sandow, CEO of SANDOW Companies, talks about founding businesses in media and materials. He shares stories of creating beauty subscription models, targeting pain points, and transforming the design industry with material sampling. Sandow discusses the importance of quality content in media, building interconnected businesses, and his love for print media like The Economist and Monocle.

Howie Liu, Co-founder and CEO of Airtable, discusses the future of the platform with AI integration, horizontal vs vertical software solutions, and his leadership journey. They explore AI applications, evolution of Airtable's product philosophy, and the transition from founder to capital allocator.

Mark Groden, founder of Skyryse, discusses revolutionizing helicopter flight for safety in general aviation. Topics include contrasting general and commercial aviation, advancements in aviation technology with SkyOS development, and the impact of kindness and self-reflection on business growth.