Hey everyone! I’ve mostly started sharing my favorite memos and transcripts over at A Letter a Day, but as it’s more of a tasting menu, I’m reticent to post multiple memos or transcripts from the same person. That said, I’m thinking about booting this website back up as a place to share interesting things fromContinue reading “2,851 Miles // Bill Gurley (Transcript + Slides)”
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Having studied many of the greatest conglomerates throughout history, regardless of geography, it’s been clear that success is often tied to a single leader. When that leader leaves, the company falls apart (ie Henry Singleton at Teledyne). However, LVMH may actually buck that trend – Alexandre Arnault has a special ability to marry modernity andContinue reading “(Transcript) Alexandre Arnault // Talks at GS”
Founders Fund Partner Keith Rabois recently launched a new podcast on Sirius XM – Series A with Keith Rabois. In the first episode, he interviewed Doordash cofounder and CEO Tony Xu. For this second episode, he’s interviewed Eventbrite CEO Julia Hartz. You can listen to the entire conversation on Sirius XM. But if you preferContinue reading “(Transcript) Eventbrite CEO Julia Hartz // Series A with Keith Rabois”
Founders Fund Partner Keith Rabois recently launched a new podcast on Sirius XM – Series A with Keith Rabois. For the first episode, he interviewed Doordash cofounder and CEO Tony Xu. You can listen to the entire conversation on Sirius XM. But if you prefer reading, I’ve transcribed the conversation below. Keith Rabois is aContinue reading “(Transcript) Doordash CEO Tony Xu // Series A with Keith Rabois”
Digging through my archives and wanted to share another Philippe Laffont transcript, this time of a panel with Benchmark’s Bill Gurley and Raine Group’s Jeff Sine. This is a rather unique panel, because while all three panelists are in tech, one focuses on early stage venture (Bill), one focuses on public markets (Philippe), and oneContinue reading “(Transcript) Philippe Laffont, Bill Gurley, Jeff Sine Panel // 2013”
Since I first learned of hedge funds, I’ve been fascinated by Julian Robertson and the Tiger Cubs. Of those, one of the most well known is Coatue Management. Coatue famously is very private, but with Philippe sending out his first Tweet (not a comment), I figured it would be a good time to resurface thisContinue reading “(Transcript) Philippe Laffont of Coatue”
*Books listed in alphanumeric order 7 Powers; Hamilton Helmer 21 Irrefutable Laws of Leadership; John C. Maxwell A Compass to Fulfillment; Kazuo Inamori A Short Guide to a Happy Life; Anna Quindlen Animal Farm; George Orwell Are You Ready to Succeed; Srikumar Rao Atlas Shrugged; Ayn Rand Atomic Habits; James Clear Awake at Work; MichaelContinue reading “Ann Miura-Ko Crowdsourced Startup/Leadership Course Reading List”
Prompt: What is a non-obvious trend that will see massive growth in the next 5 years? For 21 years, the Churchill Club hosted an annual Top 10 Tech Trends Panel where guest panelists would answer (bring their own) and debate (others’ views) the above prompt. Steve Jurvetson was a regular panelist — but what struckContinue reading “Steve Jurvetson bats 1.000 at the Churchill Club (2008-2017)”
If you’ve visited my compilations page, you’ll know that Peter Kaufman was one of the people responsible for my compilations. He encouraged me to take copious notes, organize them, and write them up. He doesn’t write/speak publicly often, but when he does, you’d be wise to listen. For those who don’t know him, Peter isContinue reading “(Transcript) Peter Kaufman Q&A at the Redlands Forum”
If you’ve visited my compilations page, you’ll know that Peter Kaufman is one of the people responsible for my compilations. He encouraged me to take copious notes, organize them, and write them up. He doesn’t write/speak publicly often, but when he does, you’d be wise to listen. For those who don’t know him, Peter isContinue reading “(Transcript) Peter Kaufman Speech at the Redlands Forum”
Kinetic Energy Ventures