This episode is brought to you by:

Tegus. Tegus is the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can’t be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick.

Show Notes

(00:02:52) - (First question) - The core thesis behind the Great Founder Theory

(00:06:40) - Great ideas inevitably being discovered at some point in history

(00:08:45) - The historic implications of a global adoption of the Great Founder Theory

(00:10:51) - The different possible directions of future trends

(00:17:08) - Distinctions between great founders versus live players

(00:22:15) - Common misconceptions about what qualifies one as a great founder

(00:24:38) - Noteworthy great founders in the United States

(00:28:34) - Recurring observable traits and common themes of great founders

(00:31:29) - Using caution when projecting a mythic lens onto great founders

(00:37:53) - Social technology as the upstream effects of prior material technology

(00:43:32) - Whether or not institutions play a role in propagating the work of great founders

(00:49:08) - The role of power and differences between owned and borrowed power

(00:56:51) - Additional ideas that play an outsized role in shaping the world

(01:01:09) - A differing worldview to his own that he finds interesting

(01:04:53) - Whether or not capital allocators can benefit from the Great Founder Theory

(01:07:37) - The kindest thing anyone has ever done for him