The Playbook: Lessons from 200+ Company Stories
When Patrick O'Shaughnessy and Brent Beshore asked us to give a talk at their incredible Capital Camp conference, we knew we had to bring...
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Episodes
Latest firstAmerican Dynamism (with Katherine Boyle)
We sit down with a16z General Partner Katherine Boyle to discuss investing in “American Dynamism”, why it’s so important and why now is the...
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Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)
We sit down with the CEO founders of two of the most capital efficient success stories of all time — Zoom and Veeva Systems — to understand...
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Arena Show Part II: Brooks Running (with CEO Jim Weber)
For the final act of the Arena Show, we’re joined by Brooks CEO Jim Weber to tell the amazing story of how he transformed the company from...
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Arena Show Part I: Idea Dinner + YC Continuity
We did an Arena Show!! This evening was so big and so special, we had to split it into two episodes for the podcast feed. First up is the...
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Nvidia Part II: The Machine Learning Company (2006-2022)
By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing...
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Platforms and Power (with Hamilton Helmer and Chenyi Shi)
We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his...
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Nvidia Part I: The GPU Company (1993-2006)
He wears signature leather jackets. He can bench press more than you. He makes cars that drive themselves. He’s cheated death — both...
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Altimeter (with Brad Gerstner)
We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of...
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