Released May 25th, 2021
Invest Like the Best
Justin Fishner-Wolfson - Secondary Investing in Private Markets
Justin Fishner-Wolfson is the founder of 137 Ventures. We cover what early career experiences led Justin to start 137 Ventures, the counter-intuitive information asymmetry between public and private markets, and the interesting trend of digitization in the physical world.
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Brad Gerstner- Public and Private Investing
A conversation with Brad Gerstner on lifecycle investing and discussing investment opportunities in Internet-enabled businesses.
Ryan Petersen - Where There Is Mystery, There Is Margin
Ryan is the founder of Flexport. We cover the past, present, and future of global supply chains, Flexport's business, and what he's learnt.
Tim Urban, Andrew Finn - Grand Theft Life
Tim Urban discusses what he learned from writing about Elon Musk, including SpaceX.
Why VCs Should Care More About Cost of Capital and Less About Ownership
A conversation with Justin Fishner-Wolfson that further explores his thoughts on liquidity, price sensitivity, and investing lessons.
What is a tech company?
Stratechery's Ben Thompson discusses the defining characteristics of what really is a tech company in the modern world today.
Palantir and the Chaos Dance
A very detailed deep dive into the S-1 and business of Palantir.
Zero To One: Notes on Startups, or How to Build the Future
An inside look at Peter Thiel’s philosophy and strategy for entrepreneurs.
7 Powers: The Foundations of Business Strategy
Hamilton Helmer develops a practical theory of strategy from first principles which create the potential for persistent differential returns
Liftoff: Elon Musk and the Desperate Early Days That Launched SpaceX
The story of SpaceX, from a struggling start up to one of the most powerful players in the aerospace industry.