Vanguard: The Alpha Disrupter

Josh Kushner is the founder and managing partner of venture firm, Thrive Capital. We cover Thrive's origin story and early investments, why investing in raw potential is important, and what it's like to wear the hats of both founder and builder at the same time.

Robert Smith is the founder, Chairman, and CEO of Vista Equity Partners. We cover what makes a business an ideal fit for Vista, the importance of capital cycles on price and sentiment, and what he's learned from building an iconic investing franchise.

Tracy Graham is the founder and managing principal of Graham Allen Partners. We cover why he believes companies in tertiary markets are undervalued, the opportunities that businesses have to use data to increase profitability, and the business values driving Graham Allen.

Brent Beshore is the Founder and CEO of Permanent Equity, a family of companies that invests in family-owned companies. We cover industries Brent is interested in, cyclical businesses, and how to scale a fund.

Brent Beshore is the CEO and founder of adventur.es. We cover how he got started and built his company, how they source, evaluate, and acquire businesses, and how he and his team work to improve profitability at their portfolio companies after acquisition.

Matt Tonge is a fund manager at Liontrust Asset Management. We cover why Renishaw's precision measurement machines are like 'picks and shovels' for semiconductor manufacturers, the sticky nature of its customer base, and what it can teach investors about the current CapEx cycle.

Bret Taylor is the co-founder of Sierra and chairman of the board at OpenAI. We cover his legendary experience rewriting Google Maps in one weekend, the myriad applications of AI agents beyond chat bots, and the one question every company should ask itself.

Matt Reustle is the host of Business Breakdowns. We cover five previous episodes in search of the best frameworks for thinking about end markets and explore lessons on the power of scale, pricing power, geography, collaboration, and licensing.

Sarah Guo is the founder and CEO of Conviction. We cover the experience of building and recruiting for a new venture firm, how Conviction is serving the rapidly evolving AI landscape, and why the investing opportunities in AI applications dwarf that of previous technology cycles.

Rick Buhrman and Paul Buser are the co-Founders and co-CEOs of Sator Grove Holdings. In this special episode, they are joined by their favorite podcasters and entrepreneurs to look back at the first year of the podcast, reflect on what summer means to them, and more.

Hemant Taneja is the CEO and Managing Director of General Catalyst. We cover the motivation behind GC's focus on critical industries such as healthcare, the value of a long-term approach to building deals and relationships, and how to be successful at succession.

Delian Entchev is a portfolio manager at Aoris Investment Management. We cover the evolution of Cintas' business model over its 100-year history, how it became the industry leader in uniform rentals, and why remaining family-owned has helped the business navigate tough decisions.