Episode Mentions
Founders · Jul 10, 2026
#424 Peter Thiel on How to Build a Creative Monopoly
“Edwin Land's company; founder's motto 'don't do anything someone else can do' exemplifies creative monopoly philosophy”
Creative Monopoly StrategyFirst-Principles Business ThinkingFounder-Led Company Dynamics
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Prof G Markets · Jun 12, 2026
The IPO Frenzy Has Begun — ft. Howard Marks
“1969 Nifty 50 stock example; illustrates disruption risk and moat erosion from technological change”
IPO Valuation and Pricing StrategyAI Investment Risk AssessmentHistorical Bubble Comparisons (Railroads, Radio, Internet, Dot-Com)
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The Journal. · Jan 29, 2026
A Wall Street Legend and His Penthouse Sex Dungeon
“Rubin's father worked at Polaroid; mentioned in biographical context of Rubin's early life”
Sex trafficking and labor exploitationWall Street trader misconduct and risk management failuresCriminal defense strategies in high-profile cases
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You Are Not So Smart · Jan 5, 2026
330 - A More Beautiful Question - Warren Berger (rebroadcast)
“Founder Edwin Land's daughter's question 'why do we have to wait for pictures' inspired the instant camera, transforming photography industry”
The Five Whys methodology for root cause analysisQuestion taxonomy and classification systemsNaive questioning and childlike curiosity in innovation
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