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Podcasts
AI Founder Mode
Brian Chesky is the co-founder and CEO of Airbnb. We cover the two types of people that won't survive the age of AI, why the best CEOs spend half their time on recruiting, and what changed when he stopped chasing adulation and started building things for the love of them.
Concentration and Conviction
Josh Kushner is the founder and Managing Partner of Thrive Capital. We cover the stories behind Thrive's defining investments in Stripe and OpenAI, how a culture of entrepreneurship allows Thrive to stay small while making concentrated bets, and the family history and famous artists that have shaped his worldview.
Building Netflix
Reed Hastings is the Chairman and former CEO of Netflix. We cover his philosophy of selecting for talent density, how Netflix funds original content in search of the next big hit show, and why the best board members are hands-off in daily operations but wise in a crisis.
Playing a Different Game
William Hockey is the founder and CEO of Column. We cover how he finds an edge by studying emerging markets and obscure books, why starting businesses has become too safe, and the surprising beneficiaries of the AI boom.
Building Ribbit
Micky Malka is the founder of Ribbit Capital. We cover the founding principles behind Ribbit's mission to innovate financial services, the exciting possibilities at the intersection of crypto and AI, and why there's no such thing as too much conviction when a team is aligned.
Investing for a Higher Purpose
Cyan Banister is a partner at Long Journey Ventures. We cover why spirituality is an increasingly investable area, the power of staying curious in the face of adversity, and her best stories about everything from Uber to Bill Murray.
Applied Intuition: A Billion Intelligent Machines
Qasar Younis and Peter Ludwig are co-founders of Applied Intuition. We cover the untapped potential of physical AI, the decade of lessons behind their agentic software platform, and why a boring business model pairs well with frontier technology.
Cloudflare: Leading Cybersecurity
Sam Eden is an investor at Square Peg's Global Tech Fund. We cover how Cloudflare protects its customers from 2.5 million outside attacks per second, the combination of simple onboarding and powerful network effects that enabled it to scale, and why recent outages have actually proved its moat.
Building a Beacon in the Fog of AI
Nilam Ganenthiran is the CEO and founder of Beacon. We cover why trust becomes more important as competence becomes a commodity, the hardest lessons from scaling Instacart, and how Beacon is equipping the real-economy businesses Silicon Valley forgot.
The Art of Compounding
Mitch Rales is the co-founder of Danaher. We cover the formula behind four decades of compounding success, why benchmarking and continuous adaptation are essential to building a winning organization, and the fishing trip that inspired his philanthropy.
#417: Arnold Schwarzenegger
David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading Arnold: The Education of a Bodybuilder by Arnold Schwarzenegger.
#295 I had dinner with Charlie Munger
David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from having dinner with Charlie Munger and rereading The Tao of Charlie Munger.