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Cheeky Pint 7

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM

Tobi Lütke is still captivated by internet commerce, 20 years later

Serial entrepreneur Pieter Levels on building in public and living as a digital nomad

OpenAI cofounder Greg Brockman on the scaling hypothesis and refactoring as a killer AI use case

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley

David Senra 8

Michael Dell, Dell Technologies

James Dyson, Dyson

Brad Jacobs, QXO, XPO, United Rentals & United Waste

Jason Fried, 37signals (makers of Basecamp, HEY and ONCE)

Patrick O'Shaughnessy, Colossus & Positive Sum

Tobi Lütke, Shopify

Jimmy Iovine, Interscope Records & Beats by Dre

Daniel Ek, Spotify

Founders 23

#365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners

#217 Estée Lauder

#397 Jiro Ono: Simplicity Is The Ultimate Advantage

#380 Four Hundred Pages of Warren Buffett and Charlie Munger In Their Own Words

#282 Jeff Bezos Shareholder Letters

#383 Todd Graves and his $10 Billion Chicken Finger Dream

#385 Michael Dell

#299 Steve Jobs (Make Something Wonderful)

The Invisible Billionaire: Daniel Ludwig

#306 David Ogilvy (Confessions of an Advertising Man)

#333 Red Bull's Billionaire Maniac Founder: Dietrich Mateschitz

Michael Jordan (The Life)

#399 How Elon Works

#395 How Geniuses and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport

#191 Naval Ravikant (A Guide to Wealth and Happiness)

#398 Steve Jobs In His Own Words (Make Something Wonderful)

#117 : Chung Ju-yung founder of Hyundai (the most inspiring autobiography I've read)

#109 Adi Dassler (Adidas)

#23 The New New Thing: A Silicon Valley Story

#288 Ralph Lauren

#411 Tortured Into Greatness: The Life of Andre Agassi

#234 Sam Walton: Made In America

#321 Working with Jeff Bezos

Huberman Lab 1

Master Your Sleep & Be More Alert When Awake

Invest Like the Best with Patrick O'Shaughnessy 61

Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275]

Shishir Mehrotra – The Art and Science of the Bundle - [Invest Like the Best, EP.175]

Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432]

John Collison – Growing the Internet Economy - [Invest Like the Best, EP.178]

Frank Slootman - Narrow the Focus, Increase the Quality - [Invest Like the Best, EP. 265]

Marc Andreessen - Making the Future - [Invest Like the Best, EP. 232]

Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, EP.8]

Chris Bloomstran – What Makes a Quality Company - [Invest Like the Best, EP.141]

Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278]

Tyler Cowen & Daniel Gross - Identifying Talent - [Invest Like the Best, EP. 277]

Tobi Lütke - Building Islands of Innovation - [Invest Like the Best, EP.394]

Graham Duncan - Talent Whisperer - [Invest Like the Best, EP.409]

Gabriel Leydon - Designing Digital Economies - [Invest Like the Best, EP. 229]

Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]

Mike Maples, Jr. - A Playbook for Startups - [Founder’s Field Guide, EP. 48]

Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298]

Kenneth Stanley - Greatness Without Goals - [Invest Like the Best, EP.283]

Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286]

Ravi Gupta - Focus - [Invest Like the Best, EP.289]

Daniel Ek - Enabling Creators Everywhere - [Invest Like the Best, EP. 242]

David Senra - Passion & Pain - [Invest Like the Best, EP.292]

Stewart Butterfield - We Don’t Sell Saddles Here - [Founder’s Field Guide, EP. 43]

Sam Hinkie – Find Your People - [Invest Like the Best, EP.204]

Micky Malka - Building Ribbit - [Invest Like the Best, EP.401]

Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]

Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]

Matt Huang - Investing At The Frontier - [Invest Like the Best, EP.420]

Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378]

Patrick Collison & John Collison - A Business State of Mind - [Invest Like the Best, EP.348]

Chetan Puttagunta – Go Slow to Go Fast: Software Building and Investing - [Invest Like the Best, EP.156]

David Senra - Passion & Pain - [Invest Like the Best, Replay]

Eric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. 266]

Justin Mares - The US Health Crisis - [Invest Like the Best, EP.333]

Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]

Zack Kanter – All Things Business - [Invest Like the Best, EP.142]

David Epstein – Wide or Deep? - [Invest Like the Best, EP.133]

Michael Seibel – Lessons from Thousands of Startups - [Invest Like the Best, EP.190]

Michael Ovitz - Turning Potential into Prominence - [Invest Like the Best, EP.418]

David Senra - The Focused Few - [Invest Like the Best, EP.422]

Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323]

Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325]

Dan Rose - How Stunning Founders Operate - [Invest Like the Best, EP.316]

Scott Goodwin - Know The Names - [Invest Like the Best, EP.332]

Sarah Friar - Building the Local Graph - [Invest Like the Best, EP. 249]

Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, EP.336]

Robin Dunbar - Optimizing Human Connection (Dunbar's Number) - [Invest Like the Best, EP.367]

Alex Rampell - Investing in Operating Systems - [Invest Like the Best, EP. 248]

Daniel Ek – The Future of Audio - [Invest Like the Best, EP.147]

Miles Grimshaw - The DNA of Software Companies - [Invest Like the Best, EP.312]

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]

Chris Dixon - The Potential of Blockchain Technology - [Invest Like the Best, EP. 221]

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, EP.350]

Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]

Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352]

A Conversation with Charlie Munger & John Collison - [Invest Like the Best, EP.355]

Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314]

Bill Gurley – All Things Business and Investing - [Invest Like the Best, EP.137]

Sam Bankman-Fried - Creating a Perfect Market - [Invest Like the Best, EP. 247]

Cyan Banister - Investing for a Higher Purpose - [Invest Like the Best, EP.361]

Carl Kawaja - Wisdom from Decades of Investing - [Invest Like the Best, EP. 236]

Peter Reinhardt - Learning How to Sell – [Founder’s Field Guide, EP. 34]

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