Transcript
Introduction
Patrick
My guests today are Rich Barton and Brad Gerstner. Brad is the founder of Altimeter Capital and is one of my favorite active investors. Brad and Altimeter were one of the largest investors in Snowflake in its earlier days, and continue to invest in iconic modern businesses with an extreme focus. Rich has one of the most impressive resumes in the business world. He founded Expedia, Glassdoor, and Zillow. He's a long time Netflix board member since before they went public. He's a venture partner at Benchmark Capital. And he gives back through the Barton Family Foundation. Our conversation covers Rich's power to the people strategy, Brad and Rich's perspective on taking companies public through SPACs versus IPO's, and their perspectives on how to build a great company. This one is so fun, we even discuss how to come up with company names, talk about the importance of the Wizard of Oz, and explore the importance of big, hairy, audacious goals. I really enjoyed this conversation with two of the smartest people I know, and I hope you will too.
So Brad and Rich, we're going to cover a lot of different ground, but we have to begin with how you two know each other. Who wants to begin with the story of how you guys met?