Episode Appearances
The a16z Show · May 5, 2026
Building Blackstone, Backing Costco, with Tony James
“Co-founder; hired James in 2002; partnership lasted 18 years; delegated day-to-day operations while maintaining strategic oversight.”
Building and scaling investment firms across decadesMerchant banking and principal investing strategyPrivate equity and LBO market evolution (1980s-2000s)
View Analysis
The Knowledge Project · Dec 23, 2025
Be Your Best in 2026: The Most Important Lessons from The Knowledge Project (2025)
“Discussed observation that analysts know numbers but don't understand what numbers mean; experience teaches judgment”
First-principles thinking and root-cause analysisAI's impact on financial analysis and decision-makingTrust engineering and relationship psychology
View Analysis
All-In with Chamath, Jason, Sacks & Friedberg · Nov 14, 2025
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
“Attended White House dinner with Trump and other financial leaders”
Michael Burry Short Position Against PalantirAI Infrastructure Depreciation Accounting PracticesHousing Affordability Crisis and First-Time Buyer Demographics
View Analysis