Podcasts about network effects

Many healthcare organizations face the challenge of centralizing marketing initiatives across local offices or different departments. In this week's episode, our CEO Jenny shares a model for successfully implementing shared marketing services that's especially useful for private equity groups, expanding hospital systems, and nationwide organizations that offer local autonomy. By collaborating with individual teams, rather than forcing mandates, organizations can minimize teams “going rogue” and producing off-brand materials.The Four-Pillar Shared Marketing ModelSelf-Serve Brand Toolkit: Provide an easy-to-use digital asset management (DAM) system or use tools like Canva Enterprise, to allow teams to customize approved templates with relevant information, making it easier for them to stay on-brand than to create their own materials from scratch.Network Effect and Knowledge Sharing: Treat the organization like a marketing laboratory by testing strategies in one market and productizing successful results to roll out to other locations. This ensures offices benefit from collective intelligence rather than just purchasing individual services.Centralized Strategy with Local Execution: Have the headquarters handle time-consuming, expensive tasks like strategy development and creative asset production. This offers a financial incentive for local offices to opt in, while still allowing them to manage their own local media buys.Shared Reporting Dashboard: Develop a performance dashboard that provides leadership with a macro view of the total marketing ecosystem while allowing teams to drill down into their specific micro performance. This provides value for local offices by solving complex infrastructure and analytical challenges.Connect with Jenny:Email: jenny@hedyandhopp.comLinkedIn: https://www.linkedin.com/in/jennybristow/If you enjoyed this episode, we'd love to hear your feedback! Please consider leaving us a review on your preferred listening platform and sharing it with others.

My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

Are you facing the challenge of breaking into a new vertical with no prior experience? Wondering how to accelerate credibility and revenue in unfamiliar markets? Curious about how effective networking can create exponential sales opportunities in cybersecurity? This episode tackles these questions by unpacking hands-on strategies for rapid market entry and leveraging the power of the network effect.In this conversation we discuss

Is the internet too far gone or can we still fix it? Neil deGrasse Tyson, and co-hosts Negin Farsad and Gary O'Reilly, sit down with Jaron Lanier, Microsoft scientist, and father of virtual reality, to diagnose what went wrong with the web, how it's changed with AI, and ideas for a new path back. NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here:  https://startalkmedia.com/show/fixing-the-internet-with-jaron-lanier/ Thanks to our Patrons Pam Komm, Domin Vernetti, Hank Thundercloud, Home, Rsnd341, Michelle Box, PSR, Pierre Henry, Diana Vastardis, Ronald Vink, Tylor, Martin Lutonský, Timothy McIntosh, Omar Austin, Terry Tarpley, Albert Lyons, Jefferson Buttram, James Boddie, Camerun Pippin, Pitcher Rendon, Jonathan Farmer, Jeremy, Geir Sanne, Bee Dot, Christian Garcia, Bartizan, Sooraj Meyanamannil, Gert Coppens, Justin Brock, Daniel Stowens, Austin, Maurice Brown, Nathaniel A. Lordes Jr., MonzyL, Professor Deadly Robot, Lola ₍^. .^₎Ⳋ, Tim Moorehead, Nancy Cliff, Peter McAuley, Nathan Sprow, Ryan Hadley, TechCadet, Mike Ernst, James, Elliott Stevenson II, Caleb Williams, Rat Poison Vendor, Sebastian Weber, Smoke Dogg 414, The Anomaly of Two Systems, Patrick Kilduff, Stuffy979, Dan Yaroch, Agasthya Suresh, Brian Entman, Steve Vance, Simon Osadchii, Judas, Michelle Don Carlos, John Janney APR, ALottOfIdeas, BJ Verheyen, Tuomas Liimatta, Kuchi Kopi, Robin Maher, Evan Esau, Elhoufi Mbarek, Ezra Amador, Fallen Angel, Lyd, John D., Dread Maps, David Roth, Bogdan Rus, The_pink_boots, Randy Wallace, J K, Jim Lee, Melvin Chapple, Ryan Vaughn, Kelley Bie, Jai, Robert Ayan, Mikael Emsing, C George, Mark Nichols, Shantanusinh Parmar, Kyla, Carlos Sosa Denis, Honk, Terrance Jones, Brandt S, Steve Litz, Nathaniel Fodor, David Bunting, Christopher Velasquez, Flubbels, Nicholas Scott, Elhoufi Mbarek, and Patrick Snyder for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks us through Europe's largest vertically integrated online marketplace for used cars. Auto1 is often shorthanded as the Carvana of Europe, and the comparison directionally fits, but the differences are what make the company worth understanding on its own terms. The core of the conversation is how Harrison frames the company. He argues that Auto1 is best understood as a pan-European clearing house for used vehicles rather than a dealer with a website, and that the model only works because the company built its consumer sourcing engine and its wholesale dealer liquidity for nearly a decade before ever launching the consumer retail business. Owning the sourcing, logistics, refurbishment, and financing stack across thirty fragmented national markets gives Auto1 a pricing and routing advantage that local dealers and asset-light classifieds cannot replicate. Please enjoy this Breakdown of Auto1. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠⁠⁠⁠ here.⁠⁠⁠⁠⁠⁠⁠ ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Business Breakdowns (00:03:35) Auto1 Business Overview  (00:07:06) European Market & C2B Model  (00:12:31) Founding Story & Sequencing  (00:16:39) Why Cazoo Failed  (00:16:42) Cazoo vs. Auto1 Approach  (00:18:29) How a Transaction Works  (00:22:11) Dealer Buying Patterns  (00:25:49) Retail vs. Wholesale  (00:26:18) Consumer Financing & ABS  (00:27:57) ABS Lowers Funding Costs  (00:28:16) Unit Economics by Segment  (00:32:37) Network Effects & Data Moat  (00:37:35) Path to Margin Expansion  (00:42:23) Balance Sheet & Working Capital  (00:44:40) Four Growth Levers  (00:48:27) Dealers: Customers Not Competitors  (00:53:17) Four Key Business Risks  (00:54:12) Inventory Risk & Mitigants  (00:58:32) Valuation Framework & Multiples  (01:03:14) Vertical Integration & Capital Cycles

On the podcast: why retention is the only real moat, how dropping paid conversion from 20% to 9% increased revenue, and why he sees the rise in competition as a net positive for Opal.Top Takeaways:

Anjney Midha, founder of AMP PBC, speaks with Ben Horowitz, cofounder of a16z, about how venture capital changed from a small, relationship-driven business into a scalable system for backing new technology companies. They discuss network effects, firm design, leadership, culture, and how AI is reshaping both the capital race and the kinds of companies that can be built now.   Resources: Follow Ben on X: https://x.com/bhorowitz Follow Anjney on X: https://x.com/AnjneyMidha Watch more from CS 153: Frontiers: https://www.youtube.com/@CS153Team Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode originally aired on The Kevin Rose Show. Kevin Rose speaks with Anish Acharya, general partner at a16z, about how AI is rewriting the rules of consumer software, the defensibility of network effects in a world where anyone can spin up an app in 48 hours, and why the real threat to consumer founders may be the cost of inference, not competition. They also discuss model pricing, the future of the four-day work week, and peptides.   Resources: Follow Anish on X: https://x.com/illscience Follow Kevin on X: https://x.com/kevinrose   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this Complex Care Journal Club podcast episode, Drs. Ryan Coller, Jay Berry, Allysa Ware, and Ms. Dania Champion describe the Systems and Policy Research Network (SPRNetwork), a multi-site research collaborative focused on children with special healthcare needs. They discuss the network's core research areas — child quality of life, family well-being, and family engagement — as well as recent work leveraging national Medicaid and hospitalization data to inform federal policy. They also highlight the network's Early Investigator Program, its lived experience partner advisory model, and pathways for researchers and families to get involved at SPRnetwork.org. SPEAKERS Ryan Coller, MD, MPH Co-Director, SPRNetwork Associate Professor, Chief, Division of Hospital Medicine & Complex Care, University of Wisconsin School of Medicine and Public Health, UW Health American Family Children's Hospital Jay Berry, MD, MPH Executive Director, SPRNetwork Co-Director of the Children's Hospital Association Health Services Research Academy Chief of Complex Care in the Division of General Pediatrics, Department of Pediatrics and Department of Plastic and Oral Surgery, Boston Children's Hospital Associate Professor of Pediatrics, Harvard Medical School‌ Allysa Ware, PhD, MSW Co-Director, SPRNetwork Executive Director, Family Voices Dania Champion, MS, BS Network Manager, SPRNetwork University of Wisconsin School of Medicine and Public Health HOST Kristina Malik, MD Assistant Professor of Pediatrics, University of Colorado School of Medicine Medical Director, KidStreet Pediatrician, Special Care Clinic, Children's Hospital Colorado DATE Initial publication date: April 13, 2026. JOURNAL CLUB ARTICLE Systems & Policy Research Network. Research. Accessed March 18, 2026. https://sprnetwork.org/research/ OTHER ARTICLES REFERENCED Berry JG, Williams DJ, Wright SM, Sanders LM, Agarwal D, Foster C, Vasquez J, Perrin JM, Lomangino S, Hall M. US Pediatric Hospitalizations Among Children Enrolled in Medicaid. JAMA Pediatr. 2026 Jan 1;180(1):101-103. doi: 10.1001/jamapediatrics.2025.4537. PMID: 41247751; PMCID: PMC12624467. TRANSCRIPT https://cdn.bfldr.com/D6LGWP8S/as/wgbphpxjfcg8npb66hc7jj7/Final_CCJCP_april_transcript_4-9-26‌ Clinicians across healthcare professions, advocates, researchers, and patients/families are all encouraged to engage and provide feedback! You can recommend an article for discussion using this form: https://forms.gle/Bdxb86Sw5qq1uFhW6. Please visit: http://www.openpediatrics.org OPENPediatrics™ is an interactive digital learning platform for healthcare clinicians sponsored by Boston Children's Hospital and in collaboration with the World Federation of Pediatric Intensive and Critical Care Societies. It is designed to promote the exchange of knowledge between healthcare providers around the world caring for critically ill children in all resource settings. The content includes internationally recognized experts teaching the full range of topics on the care of critically ill children. All content is peer-reviewed and open-access thus at no expense to the user. For further information on how to enroll, please email: openpediatrics@childrens.harvard.edu CITATION Coller R, Berry J, Ware A, Champion D, Malik K. Network Effects: Multi-Site Research for Children with Medical Complexity. 04/2026. OPENPediatrics. Online Podcast.

In this insightful interview, Shreesha Ramdas, CEO and co-founder of Lumberfi, shares his entrepreneurial journey, startup growth frameworks, and the transformative impact of AI on construction. Discover practical lessons on scaling, culture, and innovative strategies for founders navigating the evolving industry landscape   key  topics Startup evolution stages: problem fit to scale fit AI's impact on construction and product management Building company culture with high agency teams Fundraising and acquisition strategies in construction Leadership lessons from startup founder   Chapters 00:00 Journey of a Startup Founder 04:38 The Evolution of Skills in Entrepreneurship 09:22 Navigating Acquisitions and Growth Strategies 14:10 The Future of Work and AI Integration 19:12 Inspiration Behind Lumberfi 23:34 Building a Culture of Innovation  

Today's guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity research for Morningstar, where he led the growth of Morningstar's equity research group from 20 to 90 analysts. Pat was instrumental in the development of Morningstar's economic moat ratings, as well as the methodology behind Morningstar's framework for analyzing competitive advantage. Pat is also the author of two books, The Five Rules for Successful Stock Investing, and The Little Book That Builds Wealth. Pat holds a master's degree in political science from Northwestern University and a bachelor's degree in government from Wesleyan University. Pat is a CFA charterholder. Episode Highlights 00:00:00 Defining Economic Moats and Moat Source Mistakes 00:05:34 Shifting Landscape for Returns on Invested Capital as a Metric 00:07:52 Inevitable vs. Noninevitable Moats 00:09:36 Moat Durability, Network Effects, and Lessons From PayPal 00:13:46 Management Quality, Founders, and Pricing Discipline 00:24:02 High-Quality Companies, “Too Hard” Bucket, and AI Uncertainty 00:29:29 Premortem, Behavioral Edge, and Opportunity Cost More From Morningstar AI Isn't an Economic Moat Killer, but It Will Disrupt Industries Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable' How to Measure a Company's Competitive Advantage If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Xiao-Xiao is the President of Jupiter, the leading DeFi super app on Solana, and former digital assets lead at KKR, one of the world's top private equity firms. In this episode, he reveals why he left Wall Street to go all-in on crypto - and how Jupiter is building zero-fee global payments that could disrupt a $5 trillion market. THE SHIFT NEWSLETTER

For the past three years, Omdia has modeled and forecasted the impact of AI on network traffic through a cross-team effort spanning business and consumer trends, networks, hardware, software, devices, and facilities. In this week's episode, Brian Washburn, Chief Analyst, Telco B2B Solutions, Omdia, joins Gary Bolton, President & CEO of the Fiber Broadband Association, to discuss Omdia's latest AI network traffic reports, including its surveys, trackers, and forecasts. As AI accelerates, network providers worldwide must strike a balance between protecting their core business—mobile and fixed connectivity—and participating in the broader AI opportunity. Brian shares his analysis of the significant challenges providers will face as AI reshapes network demand, as well as where the potential exists to capture greater revenue from this adjacent opportunity—if they move strategically. Register now! With Special Guest: Brian Washburn, Chief Analyst, Telco B2B Solutions, Omdia

This week on Riding Unicorns, Matt Wilson returns to the podcast. Matt previously joined us in September 2022 to talk about Omnipresent, which has since been acquired by Deel. He is now back building Jack and Jill, one of the most talked-about venture-backed companies in Europe right now.Jack and Jill is bringing conversational AI to job hunting and hiring, with two agents built for two audiences:Jack, an AI agent for individuals that learns who you are, what you want, and monitors the job market for you, while also helping with career coaching, CVs, and interview prep.Jill, an AI agent for companies that learns what you are hiring for, then works with Jack to make high-signal introductions at scale.In this episode, we cover:Why careers and hiring remain massively under-optimised, and why that mattersHow Jack and Jill avoids the marketplace cold start by winning in “single-player mode” firstWhy Matt is building a flatter, leaner org this time, and staying closer to the actionTalent density in an AI-native company, and why paying above-market is a deliberate strategyWhat “escape velocity” looks like in a two-sided marketplace, and the metric they trackThe long-term moat: network effects over featuresMatt's future unicorn picks, plus dinner party guests (with Steve Jobs, Reid Hoffman, and a very specific competitive curiosity)If you care about AI agents, marketplaces, or how recruiting changes when everyone has an AI working on their behalf, you'll enjoy this one.

In this episode, Reid and Aria are live from New York as they unpack why predictions about the “death” of San Francisco and New York keep missing the mark and how network effects continue to anchor these cities as the world's leading tech and finance hubs. Reid also shares advice for young founders choosing where to build and explains how to align your startup with the right economic network by breaking down lessons from companies like Shopify and Spotify that scaled outside Silicon Valley. The conversation then shifts to the future of AI in biotech as Reid offers an update on Manas AI and why curing disease hinges on regulation as much as technological breakthroughs. The episode closes with a candid discussion on media, political pressure, and the dangers of “pre-obeying” authority. Reid reflects on free speech, institutional courage, and what a volatile post-midterm landscape could mean for American democracy.

Caitlin Long is the founder and CEO of Custodia Bank and a pioneer at the intersection of traditional finance and crypto. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we break down stablecoins, tokenized deposits, and U.S. banking regulation, explaining why stablecoins were pushed outside the banking system and how tokenized dollars could reshape payments and markets. We also discusses custody risk, bank account closures, bitcoin ETFs, and the key barriers still slowing crypto's integration into traditional finance.========================Bitget (⁠https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew⁠) is the world's largest Universal Exchange (UEX) (⁠https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew⁠), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (⁠https://bitget.com/support/articles/12560603846859⁠). For more information, visit: Website (⁠https://bitget.com/⁠) | Twitter (⁠https://x.com/bitget⁠) | Telegram (⁠https://t.me/BitgetENOfficial⁠) | LinkedIn (⁠https://linkedin.com/company/bitget-global/⁠) | Discord (⁠https://discord.com/invite/bitget⁠)For media inquiries, please contact: media@bitget.com========================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit ⁠https://www.simplemining.io/⁠========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at ⁠https://www.archpublic.com⁠ and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================0:00 - Intro0:24 - Stablecoins, regulation & government control 4:00 - Bridging tradfi & crypto, bank closures 6:16 - How tokenization plays into all of this 8:05 -  Bitcoin, custody risk & “not your keys” 9:51 - Bitcoin vs Gold14:06 - What are some big milestones left?15:28 - 7 Network Effects of Bitcoin: where are we now?18:59 - Big banks, infrastructure risk & legacy systems 22:09 - What is next for Custodia Bank?

You spent a year building a feature. Someone just replicated it in a day using AI.This isn't hypothetical. Roei Samuel is watching it happen in real-time. As founder of Connected - a marketplace helping 5,700 fractionals work with scale-ups - he's spinning up products daily that took his team a year to build in 2020.His conclusion? Unless you're building quantum computing or genuine deep tech, your technology moat is dead. AI killed it.Here's what makes this different:Roei isn't being dramatic. He built and sold a media company that scaled to 9 million monthly users, worked with the Premier League, NBA, and NFL, and joined the senior management team of a PLC at 26. He's seen what creates lasting value.And his take is clear: product doesn't create defensibility anymore. Network effects do. When every feature can be replicated in weeks, the only moat is how your users create value for each other - and how hard that is to reproduce.You'll learn:Why AI just eliminated technology moats. What took a year to build in 2020 now takes a day. Your 10% optimization? It'll be copied in months. The only defensible businesses are built on network effects and brand—mechanisms competitors can't easily replicate.What network effects actually mean. It's when one user's participation improves the experience for all users. Could be data (more users = better matching), could be multi-sided supply (Roei's fractionals average 3 roles each, solving the liquidity problem), could be customers becoming promoters.How most businesses can access network effects. You don't need to be a marketplace. If you're good at turning customers into promoters—testimonials, LinkedIn posts, word-of-mouth - you're building network effects. The best businesses layer multiple mechanisms.Why hiring full-time is becoming the last resort. Smart founders now think: (1) What can I automate? (2) What requires a fractional specialist? (3) Only then, do I need full-time? This isn't theory - startups on Connected average 3.7 fractionals each.How to solve marketplace liquidity problems when starting. Don't try to build both sides simultaneously - it kills companies. Use SaaS-enabled networks: give one side free tools (dashboards, benchmarking) while you populate the other side. Roei did this launching Connected in the US.Why you shouldn't scale until you nail cohort metrics. Don't worry about growth. Start with 150-200 users. Measure daily active usage, retention, behaviors that drive engagement. Roei invested in Lapse based purely on cohort analysis—they raised £8M seed, then £30M Series A from Greylock. Zero monetization. Just strong network effect metrics.How to identify your specialty if going fractional. Lean into where you deliver tangible results fastest. Not what you're best at. Not what's most fun. Where can you prove ROI in 6 months? That's your first case study. That's how you build track record.Why living out of alignment destroys everything. Roei's real mission isn't about fractional work - it's about helping people live authentically. The reality check:This isn't anti-product. Product still matters. But product alone won't save you when competitors can replicate features in weeks. Network effects create the compounding advantages that turn good products into defensible businesses.If you're building a business in 2026 and you haven't thought about network effects, you're building on sand. AI just raised the stakes.One action: Listen to the end for Roei's hiring sequence every founder should use immediately.More from James: Connect with James on LinkedIn or at peer-effect.com

In April 2025, we made a strategic move to trim our Pinterest position and buy into Reddit. Now, two years into its life as a public company, we're looking at the data: Can Reddit survive the AI software apocalypse and clear the high growth hurdle the market is pricing in? We break down Reddit's 2025 year-end performance, including a staggering 70% year-over-year revenue growth. However, beneath the surface, there are concerns—from the sunset of key user metrics to stock-based compensation that currently eats up 16% of revenue.We also take you inside our new research platform, Semi Insider, to run a Reverse DCF (Discounted Cash Flow) to find the "fair value" for RDDT stock today.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 — Why We Swapped Pinterest for Reddit 1:02 — AI Licensing: The "Sidecar" Business Model 2:15 — Revenue Breakdown: Ads vs. Data Licensing 3:20 — Scaling the Network Effect & International Growth 4:01 — The Metric Shift5:10 — Q1 2026 Outlook: 53% Growth? 6:30 — Stock-Based Compensation & Dilution 8:40 — The $1 Billion Buyback Program 9:45 — Reverse DCF: Calculating Reddit's Fair Value If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#RedditStock #RDDT #Investing #TechStocks #StockAnalysis #SemiInsider #ChipStockInvestor #GrowthInvesting #AI #FinanceNick and Kasey own shares of Reddit

Intents are reshaping cross-chain infrastructure, but where does value actually accrue?Haseeb Qureshi, Avichal Garg, and Matt Kummel break down the intents investment thesis, how to allocate capital across the stack (apps, protocols, solvers), and why institutions will drive trillions in intent volume. We discuss:- Why NEAR Intents Hit $11B in Volume- The Intents Investment Thesis: Where to Allocate Capital- Value Accrual Across the Stack (Apps, Protocols, Solvers)- Network Effects & Competitive Moats- The Stripe/Twilio Comparison for Cross-Chain- Why Institutions Will Drive Trillions in Intent Volume- Physically Delivered Assets vs. Derivatives- The Agent Economy & AI's Role in IntentsTimestamps:00:00 Intro01:09 Matt Hummel Introduction01:36 Investing in the Intents Stack02:55 NEAR Investment History04:37 Intents Stack Value Accrual06:11 $11B Volume, 500K Users08:45 The Stripe/Twilio Analogy10:02 Monetization Strategy & Fee Competition11:33 Hibachi, Trezor, YEET Ads12:27 Centralized Exchange UX in DeFi13:33 Market Structure & Solver Economics16:15 User Experience & Value Delivery17:25 Winner-Takes-Most Dynamics19:01 Network Effects & Scaling Strategy21:11 Physically Delivered Assets vs. Perps21:38 infiniFi, Halliday, Kalshi Ads22:50 Structural Risks to the Intents Thesis23:24 DeFi Growth & AI Agent Economy26:59 Counterparty Risk for InstitutionsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Check out my newsletter at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://TKOPOD.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and join my community at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://TKOwners.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠━"How'd You Do It?" Podcast: My new passion project with my wife where we ask parents how they raised their kids in the faith: https://open.spotify.com/show/3ILzjEkp0dW8vPVR7Ywy1K━It's a wrap on 2025. This is my annual deep dive where I break down everything: the businesses I started, the ones that failed, and exactly where I'm making money. I'm sharing specific net profit numbers across 7+ income streams, not just revenue. I also talk about why I finally killed the Secret Pickleball Club idea , the "return on headache" that led me to move on from other ventures , and my investment strategy for the year, from "NEFL" stocks to angel investing. Plus, a look at why I impulsively signed up for an ultra marathon with zero trainingMentioned in this episode:My 2024 Year-End Recap: If you're interested in how my 2024 went (filmed from a hotel room in San Francisco), you can watch that here: https://youtu.be/kd3wxK_FAO8"Middle of Nowhere" Video: This video is my pride and joy. I had a lot of fun filming it—"I started a business in the middle of nowhere": https://youtu.be/zdqqBELJQ1QAppliance Rental Video: My first long-form video to hit a million views, featuring Kyler: https://youtu.be/UCdWRg1KQLYBook Flipping Video: Mindi turning $1 into $5,000 from books: https://youtu.be/kHRKeDqsoG8NEFL Stocks: My breakdown of why Founder-Led companies with Network Effects outperform the market: https://neflstocks.com/⁠TKOwners: My community for business owners: https://www.tkowners.com/PlaymakersAI: My community for AI consultants and automation: https://playmakersai.com/Fast Tree Care: The tree trimming business I own with my partner James. It's been flat lately and we've been a bit complacent, but it's still profitable: https://fasttreecare.comBackyard Funhouse: My sport court and installation business: https://backyardfunhouse.com/Texas Snacks: My Buc-ee's resale business (that finally got our tax refund!): https://texassnax.com/Enjoy! ---Watch this on YouTube instead here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tkopod.co/p-yt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ask me a question on or off the show here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://tkopod.co/p-ask⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about me: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://tkopod.co/p-cjk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn about my company: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://tkopod.co/p-cof⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow me on Twitter here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://tkopod.co/p-x⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free weekly business ideas newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://tkopod.co/p-nl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Share this podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://tkopod.co/p-all⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scrape small business data: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://tkopod.co/p-os⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---

This week on Swimming with Allocators, it's a bonus episode as Earnest talks about the "Best of Season Three" on the show, highlighting memorable moments and insights from the year's most popular shows. Topics include building intentionally diverse venture portfolios, the value of connecting distinct networks in the VC space, and innovative approaches to GP seeding and strategic partnerships for fund managers. Key takeaways for listeners are the importance of focusing on quality and flexibility over rigid investment categories, embracing discomfort to foster impactful professional connections, and looking beyond the largest funds to find unique opportunities and generate true alpha in venture capital. Don't miss a look back at some of the best moments on the podcast in 2025. Highlights from this week's conversation include: Welcome and Introduction to the Best Of Episode (0:02) Honorable Mention: Joshua Berkowitz on Venture Portfolios (3:43) Embracing “A Mess by Design” in Portfolio Strategy (4:03) Kevin and Raudline on Network Building and Connectivity (9:41) The Value of Bridging Networks and Network Effects (12:36) Capital Concentration and Middle-Market Allocators (14:33) Trends in Venture Capital for 2025 and Beyond (17:35) Jason Howard on GP Seeding and Strategic Partnerships (22:25) Partnership Benefits and Advisor Roles for GPs (27:02) Final Thoughts and Takeaways (35:57) Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does a real million-dollar offer actually look like?In this episode, Russell pulls back the curtain on a rare, behind-the-scenes breakdown of a seven-figure high-ticket offer—how it was structured, why it was created, and what makes it fundamentally different from transactional consulting or equity deals.Along the way, he shares hard-earned lessons on qualifying clients, building leverage through teams, running evergreen events, and why brand, community, and network effects are becoming the only defensible advantages in an AI-driven future.This is a masterclass in high-ticket strategy, long-term thinking, and designing offers that scale without burning out the founder. 

This week on Swimming with Allocators, Elizabeth Egan of TIFF Investment Management shares her journey through the investment industry, offering insights from her experiences as both an LP and GP, and highlighting the valuable lessons learned from her time in the consumer sector. The conversation also explores TIFF's focused approach to private markets, why brand and network effects matter in venture investing, and the necessity of diligence and unique perspectives to identify emerging managers in a competitive landscape. Key takeaways include the importance of building long-term relationships, the critical role of GP talent density, and how LPs can generate strong returns by backing early-stage, specialist managers. Also, don't miss our insider segment as Shane Goudey of Sidley discusses how fund managers are increasingly engaging with the secondary market and adopting creative structures like continuation funds and preferred equity to provide liquidity options and manage complex relationships with limited partners. Highlights from this week's conversation include: Welcome, Introductions, and Elizabeth's Career Journey (0:42) Benefits of Early LP Experience and Investment Perspective Shift (3:07) The Importance of Evaluating Deals with the "Sniff Test" (4:43) How Consumer Packaged Goods Experience Informs Investing (6:39) The Role of AI in Venture Capital and the Importance of Judgment (8:37) Human-Centric Strategies and Network Effects in Venture Capital (10:19) Defining Success at TIFF and Generating High Returns (14:07) Discussion of Venture and Private Equity Liquidity Strategies (18:12) The Negotiation Layers in SPV and Fund Structures (23:35) Rationale Behind TIFF's Focus on Specific Market Segments (26:19) How TIFF Selects and Builds Relationships With Early Managers (28:43) Communicating Early Investment Focus to Clients (31:10) Growing With Managers Through Direct and Fund Investments (32:55) Seeking Long-Term Vision in Fund Managers, Not Just Investors (35:09) The Future of Venture: GP Talent Density and Market Trends (37:59) The Importance of Finding Breakout GPs and Parting Thoughts (41:02) TIFF Investment Management TIFF is an OCIO (Outsourced Chief Investment Office) founded by the Rockefeller and MacArthur Foundations to serve the nonprofit community. TIFF manages approximately $10 billion in assets as of September 30, 2025, including roughly $3.0 billion overseen by the private markets team across venture capital, private equity, and direct equity strategies. Learn more at https://www.tiff.org. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Elizabeth Egan is a Director at TIFF Investment Management. The views expressed on this podcast are her own and are for informational purposes only. They should not be construed as investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services. Any examples or discussions are intended for general educational purposes and should not be relied upon for making investment decisions. Past performance is not indicative of future results. Investments in private funds involve a high degree of risk, including the potential loss of principal. TIFF does not endorse, sponsor, or approve any advertisements that may appear during this podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nik Sethi returns to the podcast four years after his first appearance alongside brother Sanjay, and what's changed reads like a masterclass in professional evolution. Now president of BAAD and founder of the Elevate education platform, Nik's story isn't about flashy techniques or groundbreaking discoveries—it's about something far more valuable. He's built his success on a simple premise that many overlook: getting the foundations right matters more than chasing the last 5%. Through honest reflections on juggling multiple practices, raising young children, and navigating the occasional courier disaster, Nik reveals how surrounding yourself with the right people and mastering the basics can transform not just your dentistry, but your entire relationship with the profession. His approach to breaking complex cases into manageable checkpoints, leveraging technology for better communication, and building genuine relationships through dental academies offers a blueprint for sustainable success that doesn't require sacrificing your evenings or your sanity.In This Episode00:02:10 - Return to the podcast00:08:00 - BAAD presidency and academy culture00:13:30 - Young BAAD initiative00:16:05 - Post-COVID events and networking value00:20:30 - Career transitions and taking the plunge00:23:15 - Keys to staying happy in dentistry00:26:10 - Elevate education platform origins00:28:00 - Focusing on foundations over the last 5%00:29:00 - Patient communication and relationship building00:36:50 - Building the Elevate diploma00:40:15 - Business ventures and collaboration00:57:25 - Learning from Dev Patel and Dental Beauty01:00:55 - Drew Shah and Dentinal Tubules influence01:02:40 - Leadership and financial education01:04:15 - Spinning multiple plates01:07:15 - Hands-on course disasters and problem solving01:18:05 - Lab relationships and communication01:25:15 - Trust and long-term lab partnerships01:31:20 - Physical impressions versus digital scanning01:33:15 - Using digital technology for patient education01:37:00 - Direct versus indirect treatment decisions01:38:05 - Check scans and real-time lab communication01:40:00 - Managing patient expectations and workflows01:42:30 - Complex case treatment planning in stages01:46:00 - Importance of mastering the basics01:50:35 - Materials knowledge and reducing variables01:54:00 - Continuous learning and accepting failuresAbout Nikhil SethiNikhil Sethi is a restorative dentist and current president of the British Academy of Aesthetic Dentistry (BAAD). He practises at Square Mile Dental Centre in London with his brother Sanjay and colleague Amit, and runs a second practice in Essex. During the COVID lockdown, Nik founded Elevate, an education platform focused on teaching foundational principles in restorative dentistry through webinars and hands-on courses.

Live from Money Rails by Polygon at Devconnect 2025.    00:00 Introduction to Boys Club Live at Devconnect 00:41 Setting the Scene: Dev Connect and Money Rails 02:48 Draft Tweets: A Fun Warm-Up 05:50 Shoutouts and Event Highlights 10:23 Exploring Argentina 15:44 Trending Topics at Devconnect 25:17 Interview with Sandeep Nailwal of Polygon 38:03 Polygon's Network Effects and Scalability 39:11 Real-World Utility and Daily Active Users 40:32 Big Announcements: Revolut and MasterCard 42:06 Shill Minute: Meditation and Spirituality 46:05 Interview with William Duran from Minto 46:40 The Importance of Local Stablecoins 52:59 Regulatory Environment in Latin America 01:08:34 Interview with Patrick Kearney from Relay 01:17:30 Reflecting on the Journey 01:17:50 Challenges and Security in Bridging 01:18:36 Popular Swaps and Trends 01:19:37 The Shill Minute: DJs 01:23:13 Phishing Scams and Security Tips 01:26:55 Upcoming Event and Networking 01:29:45 Interview with Grigore Rosu from Pi Squared 01:48:37 Conclusion and Farewell

with @cdixon @illscienceWelcome to web3 with a16z crypto. Today's episode digs into the forces shaping the next generation of consumer software — from AI-driven tools to the new economics of apps.Joining is Chris Dixon, a16z crypto founder and managing partner and one of the firm's original consumer investors. He sits down with a16z General Partner Anish Acharya to explore how exponential forces — like Moore's Law, composability, and network effects — help determine which products ultimately win.They talk about what it takes to build enduring consumer apps, how tools evolve into networks, and why niche communities like early crypto and open source movements can trigger massive technological shifts.Topics covered:- What exponential forces define tech progress- Moore's Law, composability, and network effects- How tools evolve into networks- The new economics of paid consumer software- Investing in “movements” — from 3D printing to crypto- What makes niche communities powerful- AI as a platform shift and the “idea maze”- Native vs skeuomorphic tech — and what's next for AI interfaces- The future of open-source AI and decentralizationFollow a16z crypto on...X: https://x.com/a16zcryptoLinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts/Spotify: https://open.spotify.com/show/7pMZvsNXEnb0CYcPiDQywEApple Podcasts: https://podcasts.apple.com/us/podcast/web3-with-a16z-crypto/id1622312549Youtube: https://www.youtube.com/@a16zcrypto

Revolut is doing $690M+ in crypto volume and there's a playbook behind that success.In this episode of Money Moves Fast, we sit down with Jamal Raees, Head of Payments at Polygon Labs, to discuss why blockchain companies without enterprise sales are cooked, how Mastercard's crypto credential vision works, and why cross-border payments need stablecoins.We discuss:- The Revolut integration: $690M+ volume- Why blockchain companies without enterprise sales are cooked- Mastercard's crypto credential vision- The Blockchain Payments Consortium- Building the "Clooney Effect" in BD- Why cross-border payments need stablecoins- Creating standards like EMV did for credit cardsTimestamps:00:00 Intro & Payment Standards Evolution00:52 Welcome to The Rollup01:10 Polygon x Revolut Partnership Deep Dive04:19 Revolut's $690M+ Integration Strategy08:24 Stablecoin Cross-Border Use Cases10:52 Kalshi Ad, Infinifi Ad, Halliday Ad11:28 Network Effects & Partnership Flywheel14:10 Trezor Ad, Relay Ad14:40 Mastercard Crypto Credentials Explained17:40 Visa vs Mastercard Landscape19:48 The Institutional Adoption Window21:35 Blockchain Payments Consortium Vision22:58 Creating Payment Standards That ScaleWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

If you think the IMF is winning in El Salvador, think again! Bitcoin Beach founder's Mike Peterson sits down with Jethro, Kiki, and Charlie to show the receipts from the ground. We talk real Bitcoin circular economies, the merchants who now prefer sats, and how everyday life in El Zonte, El Tunco, and beyond has changed when money is freedom money.San Salvador's historic center is about to become the stage for Bitcoin Histórico. El Salvador National Palace and National Theater will lit up with a VIP lineup most people said would never come here. Russell Brand's fireside chat will lead a heavyweight program with Max Keiser, Stacy Herbert, Jeff Booth, Preston Pysh, Lawrence Lepard, Zuby, Giacomo Zucco, Jimmy Song, and more. If you want to witness the moment Bitcoin goes mainstream in El Salvador, be there.@adoptingbitcoin 2025 doubles down on builders and the “Network Effect.” Kiki walks through Spanish and English tracks, high-signal technical workshops, and a live Lightning dashboard tracking spend across vendors. From education programs like Librería de Satoshi (@libsatoshi) to Cubo+ alumni now working in Bitcoin, this is what it looks like when a conference runs Bitcoin only and measures real adoption.Up in the mountains, Economía Bitcoin turns @BitcoinBerlinSV in Berlin, El Salvador, into a two-day masterclass on circular economies. Charlie and Jethro bring merchants who price in sats, not dollars, and entrepreneurs like BitDriver, Bitcoin Travel, and BitTasker who keep value inside the loop. Panels range from core tech to coffee and commerce, with a festival vibe that still stays high signal.Between events, the coast lights up. Bitcoin Coast has El Tunco onboarding fast, and Punta Mango hosts a surf week where athletes receive sats to spend locally. We're soft-launching our Bitcoin Villas there to keep the mission sustainable and the community thriving. If this is the El Salvador you want to see more of, subscribe, drop a comment, and share this with the friend who still asks, “But who actually uses Bitcoin?”Guest Links:Jethro Toro: https://x.com/JethroToroKiki: https://x.com/bitcoinbabeyCharlie: https://x.com/TheNaturalInve1Economía Bitcoin conference: X https://x.com/EconomiaBtchttps://www.bitcoinberlinsv.com/economia-bitcoin-2025Adopting Bitcoin conference: X https://x.com/AdoptingBTChttps://sv25.adoptingbitcoin.org/Bitcoin Histórico: X https://x.com/btchistoricosvhttps://bitcoinhistorico.com/Support and follow Bitcoin Beach:X: @BitcoinBeachIG: @bitcoinbeach_svTikTok: @livefrombitcoinbeachhttps://bitcoinbeach.comBrowse through this quick guide to learn more about the episode:0:00 Why is “Bitcoin Month” kicking off in El Salvador now?2:32 What is the Bitcoin Country podcast and who's on it?5:19 What's the story behind the Bitcoin “Hollywood” sign studio?8:47 What is Bitcoin Histórico at San Salvador's National Palace?11:54 How are El Zonte merchants using the Lightning Network and saving sats?16:15 Did the Chivo wallet actually drive Bitcoin adoption in El Salvador?21:07 Bitcoin Histórico dates and tickets, plus the Russell Brand fireside chat?22:38 What makes the Adopting Bitcoin conference different this year?34:52 How will the live Lightning dashboard track spend across vendors?52:18 What's happening in Punta Mango?Live From Bitcoin Beach

Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.01:25 Debating the Existence of Moats04:01 Intangible Asset Moats: Apple and Nike15:12 Pharmaceutical Moats and Patent Protection16:42 Cost Advantages and Efficient Scale24:13 Amazon's Distribution Network Moat24:44 The Amazon Shopping Experience26:05 Amazon's Cost Advantage and Business Model28:18 Switching Costs and Market Stickiness29:12 Shopify's Role in E-commerce31:15 The Risk of Complacency in Companies with High Switching Costs36:59 Network Effects in Business43:55 The Importance of Competitive AdvantagesCompanies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In this episode, Andrew Arthurs, President and Chief Operating Officer at Actabl, shares how hospitality professionals can accelerate their careers by creating value through problem-solving. Drawing on his experience as a former Chief Information Officer for major hotel management companies, Andrew explains why the most successful leaders start by asking the right questions, focusing on the real problems to solve rather than the technology itself. He also reveals a simple framing question that helps you identify opportunities to drive value in your role, scale solutions across properties, and unlock career growth in the process.Also see: Building Trust & The Network Effect in Hospitality A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Cyber breaches are never far from the news and, as Nokia releases its latest Threat Intelligence Report, Kal De, SVP of Product and Engineering for Cloud and Network Services at Nokia, talks to the Network Effect about the current threat landscape and what businesses should focus on right now.

This week, Josiah Mackenzie and Andrew Arthurs are in Phoenix for The Lodging Conference, talking about what's top of mind for hotel owners and investors today. Andrew, who is President and COO of Actabl, shares how the smartest owners are thinking about people, partnerships, and technology to protect and grow asset value.Also see: Building Trust & The Network Effect in Hospitality A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Andrew Arthurs was previously CIO for some of the world's largest hotel management companies and is now President and Chief Operating Officer of Actabl, embodying what it looks like to live and lead with hospitality.In this episode, Andrew teaches us about the network effect in hospitality: how trust and relationships built over time shape careers, companies, and leadership.Also see: Brené Brown's "marble jar" analogy and building trustWhy Great Hospitality Leaders Always Return to the Front Desk - Andrew Arthurs A few more resources: If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestions If you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free. Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram. If you want to advertise on Hospitality Daily, here are the ways we can work together. If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve! Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Subscription businesses live and die by churn—but its impact goes far beyond lost customers. In this episode, Professor Barak Libai discusses research he and his colleagues conducted that reveals how churn reshapes growth, revenue, and market potential -- and what that means for anyone building or investing in a subscription model.  

Have you ever considered what lessons counterterrorism could offer to the world of entrepreneurship? In this fascinating episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Niccola Milnes to uncover the surprising parallels between building a startup and combating extremism. The conversation kicks off with a thought-provoking look at how understanding the spread of ideas, from dangerous ideologies to innovative products, can be crucial to startup success.Niccola Milnes brings a truly unique perspective to the table. With 14 years of experience in counterterrorism across Africa, Niccola has devoted her career to analyzing how extremist organizations effectively spread their messages and recruit followers. Now a founder, she's turned her analytical skills toward the wellness industry, launching the children's supplement brand Little Boosties. Her journey from data-driven counterterrorism analysis to product development offers not just an unusual story, but real strategies for entrepreneurs.This episode dives deep into how psychological tools, network effects, and trust-building—techniques honed in counterterrorism—are also the foundation of ethical and powerful marketing. Niccola shares first-hand insights on launching a purpose-driven company, the critical importance of community, and why transparency and integrity must undergird every decision. Whether you're a founder, investor, or just curious about how cross-disciplinary thinking can spark innovation, this candid conversation is a must-listen. It challenges assumptions and offers actionable advice for anyone looking to authentically engage their audience and build something meaningful. To get the latest from Katica Roy, you can follow her below!https://www.linkedin.com/in/niccola-milnes-51b39234/www.littleboosties.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Vikrant Sharma, better known as Vik, is the CEO and founder of Cake Wallet: the first Bitcoin wallet to support both Silent Payments and PayJoins. In this episode, we talk about the wallet's Monero roots & what is next in terms of features. Time stamps: 00:01:05 - Introducing Vik 00:01:24 - Cake Wallet Features for Bitcoin and Monero 00:03:08 - Background Sync Improvements 00:03:49 - Monero.com Wallet Discussion 00:04:41 - Monero Community Insights 00:05:01 - Privacy in Monero Transactions 00:06:33 - Funding and Revenue Model 00:08:29 - Vik's Background in Steel and Tech 00:10:34 - Discovering Bitcoin and Privacy Apps 00:13:22 - Launching Cakewallet for Monero 00:14:23 - Why Start with Monero Over Bitcoin 00:15:35 - Origin of the Name "Cake Wallet" 00:17:36 - Order of Coins Added to Cake Wallet 00:19:09 - PayJoins and Silent Payments 00:21:11 - Citrea 00:22:34 - Layer 2 Labs and Drivechains 00:24:32 - Silent Payments Address Drama 00:25:35 - Qubic Mining Drama in Monero 00:30:42 - Monero's Resilience to Attacks 00:32:53 - Monero as a Stablecoin 00:33:41 - Use It to Win: Spending vs Hodling 00:36:38 - Treasury Company Plans 00:39:28 - Future of Privacy Coins 00:42:58 - SideShift.ai 00:44:20 - NoOnes.com 00:45:29 - Bitcoin.com News 00:46:37 - Taxes and Privacy Coins 00:48:42 - Layers of Privacy 00:59:00 - Zcash and Privacy Experiments 01:00:36 - Growing the Crypto Space 01:02:44 - Supported Coins: Ethereum 01:06:17 - Litecoin and MWEB Integration 01:08:43 - Dogecoin Addition 01:10:37 - Wownero for Monero Community 01:11:17 - Bitcoin Cash Support in Cake Wallet 01:13:30 - Polygon and Tron for Low Fees 01:15:44 - Nano for Feeless Payments 01:17:00 - Decred and Community Overlap 01:18:14 - Zano and Confidential Assets 01:20:06 - Lightning Network Plans 01:21:46 - Zcash Future Integration 01:23:02 - Cupcake Airgapped Wallet 01:26:00 - Considering Kaspa 01:29:56 - Dash Privacy Debate 01:32:20 - Network Effects and Wallet Choices 01:34:57 - Raven Coin Experiment 01:35:43 - Hiring Developers 01:36:18 - Custom Wallpapers and UI Overhaul 01:37:12 - One Seed for All Wallets 01:38:31 - How Many of the Supported Coins Will Survive? 01:39:46 - Multi-Coin Payment Services 01:40:32 - Pay Invoice Feature 01:42:03 - User Data and Privacy Policy 01:45:49 - Node Data Handling 01:47:04 - Advice on Self-Custody 01:48:17 - Where to Follow Vik and Cake Wallet 01:48:51 - Closing Remarks

This week's podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the article on bundling by Chris Dixon.How bundling benefits sellers and buyersA lot of thinking on data as a moat comes from these articles by Martin Casado, Julian Wright and Andre Hagiu.The Empty Promise of Data MoatsWhen Data Creates Competitive AdvantageHere are 7 complications I mentioned about bundling.Bundling requires a a robust product suite.You want a low attach rate. So you don't cannibalize products by bundling.Bundling can complicate the customer experience and buying journey.Bundling works best when all customers have similar total willingness to pay. But different tastes.Unlimited bundles (subscriptions) can have problems if there are non-zero product costs.Unlimited bundles (subscriptions) do limit revenue per user. This is a problem when willingness to pay is positively correlated with demand for variety.Subscription models do not reward superstar creators very well. ----------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with the firm's Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak's rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.Luke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm's investment committees. He's been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.Luke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:How Luke went from growing up on a sheep farm to investing in infrastructure in New York.What Macquarie taught him about how to approach infrastructure investing.Why he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm's earliest days.Why infrastructure investing is more than toll roads, airports, and bridges.How there are elements of a private equity approach to investing in, building, and operating infrastructure assets.Where infrastructure fits in an investors' portfolio.Why individual investors should consider exposure to infrastructure assets.Has infrastructure proved itself through an inflation cycle?Why scale matters in infrastructure investing.How Stonepeak identified investing in data centers early on and well before the data center boom began.What type of demeanor and mindset makes for a successful infrastructure investor.Thanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Opening and Theme01:55 Episode Overview: Infrastructure Investing02:04 Guest Introduction: Luke Taylor02:45 Luke Taylor's Background and Journey04:49 Early Days at Macquarie07:19 Transition to Stonepeak08:04 Building Stonepeak 10:13 Value Creation in Infrastructure11:59 Mindset of an Infrastructure Investor13:08 Balancing Long-Term and Agile Thinking15:42 Key Drivers of Value Creation16:10 Underwriting and Risk Management18:00 Operational Intensity and Asset Utilization21:51 Network Effects in Infrastructure23:19 Infrastructure as a Defensive Investment26:13 Portfolio Construction and Infrastructure26:39 Private Infrastructure and Yield Benefits27:29 Productizing Infrastructure Investments27:41 Equity, Credit, and Real Estate Strategies29:23 Thematic and Opportunistic Investing29:53 Data Centers and Early Investments30:06 Identifying Investment Opportunities30:14 Evolution of Data Centers30:58 Interconnection Hubs and Carrier Hotels31:32 AI Boom and Data Centers33:22 Investing in AI Through Infrastructure34:42 Underwriting AI Thematics35:04 Capital Needs in Data Centers35:32 Downside Protection in AI Investments36:49 Navigating Increased Capital in Infrastructure37:35 Durability of Cash Flow in Infrastructure38:40 Scaling Stonepeak's Infrastructure Investments39:18 Diversification in Infrastructure Investments41:47 Developing an Edge in Origination42:36 Structural Elements in Deal Sourcing42:57 Competition and Market Structure43:26 New Entrants in Infrastructure43:44 Building New Assets in Infrastructure43:54 Exits and Evergreen Funds46:27 Private Wealth and Infrastructure51:25 Challenges in Starting a Wealth Business51:51 Deal Flow and Product Construction53:50 Volatile Markets and Opportunities54:20 Interest Rate Risks in Infrastructure55:18 Favorite Infrastructure Opportunities57:01 Closing Thoughts and Full CircleEditing and post-production work for this episode was provided by The Podcast Consultant.

Ever catch yourself in a room full of people but feeling like you're not really connecting?Like you're shaking hands, swapping business cards, maybe even following each other on Instagram, but it's all surface-level?In this episode of The Happy Hustle Podcast, I'm diving deep into the network effect—how to build relationships that matter and create real momentum in your life and business. This isn't about being a “networking guru” or collecting the most LinkedIn connections. It's about genuine, value-driven connections that lift you and open doors you didn't even know existed. Over the years, I've been blessed to build friendships with eight-figure entrepreneurs, pro athletes, celebrities, and industry leaders—not by chasing them down, but by showing up authentically, serving first, and playing the long game. And that's exactly what I'm sharing in this episode: the mindset, the framework, and the ninja hacks to level up your network without feeling fake or forced.One of the biggest lessons? Your network is like a bank account—you've gotta make consistent deposits before you can ever make a withdrawal. That means finding ways to add value first, whether it's solving a small problem, sending a thoughtful gift, or making an introduction that could be a game-changer for someone else. Relationships thrive when they're rooted in genuine care, not just what you can get out of them.Another big takeaway is the importance of engaging with intention. Don't be that spammy DM person or the fan who only asks for favors. Start small—comment on their posts, share their work, send a short video or audio message. These personal touches break through the noise and show that you're a real human, not just another contact request.I also share why you should connect like-minded people in your network, even when it doesn't directly benefit you. Some of my strongest relationships were built on simply being the bridge between two people who could help each other. The value you create in those moments always comes back around.And here's a hack you can start using today: stop sleeping on new connections. There's a short window after you meet someone where the relationship is most likely to stick. Snap a photo together, text it to them right away, and set a next step—coffee, a Zoom chat, whatever keeps the momentum going.If you've ever felt like networking was awkward, inauthentic, or just not your thing, this episode will flip that script. It's not about working the room—it's about working on the relationships that will grow with you over time.So if you're ready to turn casual contacts into powerful partnerships, tune in now. Let's Happy Hustle your way to a network that not only supports your goals but makes the journey way more fun.Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Coursehttps://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventurehttps://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body actually needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at bioptimizers.com/happy and use code HAPPY10 for 10% OFF.99 Designs- Need a killer logo, stunning website, or next-level brand design?Stop DIY-ing and start delegating like a boss with 99designs by Vista! Neurable- If you're looking to level up your focus, productivity, and mental well-being all at once, do yourself a favor and check out Neurable. You get a special hookup—just use the code HAPPY at checkout and get $100 off.

In this episode from the a16z Podcast, Dwarkesh Patel, Noah Smith, and Erik Torenberg discuss AGI, exploring how AI might transform labor markets, economic growth, space exploration, and geopolitical dynamics in the coming decades. – SPONSORS: Zcash Zcash offers private, encrypted digital money that protects users from AI-powered surveillance, allowing people to store and spend wealth without compromising their privacy.  Try it out. Download Zashi wallet and follow @genzcash to learn more: https://x.com/genzcash Notion AI meeting notes lives right in Notion, everything you capture, whether that's meetings, podcasts, interviews, conversations, live exactly where you plan, build, and get things done.  Here's an exclusive offer for our listeners. Try one month for free at notion.com/lp/econ102 NetSuite More than 42,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://netsuite.com/102⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Found  Found provides small business owners tools to track expenses, calculate taxes, manage cashflow, send invoices and more. Open a Found account for free at https://found.com/econ102 - Shownotes brought to you by Notion AI Meeting Notes - try one month for free at notion.com/lp/econ102 Defining AGI: Noah and Dwarkesh begin by establishing working definitions of Artificial General Intelligence - from systems that "can do almost any job at least as well as humans" to more near-term AI that "can automate 95% of white-collar work" Current AI Limitations: Present systems lack crucial continual learning capabilities that would allow them to build context over time and improve with experience like humans do Historical Parallels: The conquistadors' conquest of the Aztec and Inca empires provides a cautionary tale about information asymmetry and how technological advantages can lead to domination AI Cooperation: The hosts discuss the need for US-China cooperation on AI safety, similar to the "red telephone" during the Cold War, to prevent AI-related sabotage AI Market Competition: Analysis of the surprising trend of increasing rather than decreasing competitors at the AI frontier, despite rising costs of training frontier models Network Effects vs. Technical Capability: Discussion of whether brand recognition (like "ChatGPT") or technological advantages will determine market leaders Quotes: "If you make the best AI, it gets even better. So why enter that? That's the big question." - Noah Smith LINKS: The a16z podcast: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Noahpinion newsletter: https://noahpinion.substack.com/ Dwarkesh podcast: https://www.dwarkesh.com/ Erik Torenberg's Substack: https://eriktorenberg.substack.com/ Got questions for Noah and Erik to answer on air? Send them to Econ102@Turpentine.co - FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia

In this episode, Erik Torenberg is joined in the studio by Dwarkesh Patel and Noah Smith to explore one of the biggest questions in tech: what exactly is artificial general intelligence (AGI), and how close are we to achieving it?They break down:Competing definitions of AGI — economic vs. cognitive vs. “godlike”Why reasoning alone isn't enough — and what capabilities models still lackThe debate over substitution vs. complementarity between AI and human laborWhat an AI-saturated economy might look like — from growth projections to UBI, sovereign wealth funds, and galaxy-colonizing robotsHow AGI could reshape global power, geopolitics, and the future of workAlong the way, they tackle failed predictions, surprising AI limitations, and the philosophical and economic consequences of building machines that think, and perhaps one day, act, like us. Timecodes: 0:00 Intro0:33 Defining AGI and General Intelligence2:38 Human and AI Capabilities Compared7:00 AI Replacing Jobs and Shifting Employment15:00 Economic Growth Trajectories After AGI17:15 Consumer Demand in an AI-Driven Economy31:00 Redistribution, UBI, and the Future of Income31:58 Human Roles and the Evolving Meaning of Work41:21 Technology, Society, and the Human Future45:43 AGI Timelines and Forecasting Horizons54:04 The Challenge of Predicting AI's Path57:37 Nationalization, Geopolitics, and the Global AI Race1:07:10 Brand and Network Effects in AI Dominance1:09:31 Final Thoughts  Resources: Find Dwarkesh on X: https://x.com/dwarkesh_spFind Dwarkesh on YT: https://www.youtube.com/c/DwarkeshPatelSubscribe to Dwarkesh's Substack: https://www.dwarkesh.com/Find Noah on X: https://x.com/noahpinionSubscribe to Noah's Substack: https://www.noahpinion.blog/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let's Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape.This is more than just flying cars it's an entire tech and infrastructure stack.From aircraft manufacturing to consumer apps, software platforms, and vertiport networks — where will the real value accrue?We cover:• Why manufacturing might get commoditized• The risk/reward of owning the consumer relationship• Platform potential if Joby owns the software layer• Vertiports as the underrated competitive advantage• How Blade and Archer are approaching the market• What history tells us about margins and defensibilityWhether you're long, short, or just curious about air mobility, this one dives deep.—Hosted by: Sean Emory — Founder & Chief Investment Officer, Avory & Co. https://www.avory.xyzGuest: Travis Brooks — Operator & creator of Let's Talk JobyFollow Avory & Co or Sean Emory

If AI can amplify every employee's reach ten-fold, how ready is your organization to harness that network effect? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility isn't about adding more tech; it's about multiplying human impact. Today we're exploring the network effect of AI and how it helps employees create powerful experiences with Jay Pattisall, VP & Principal Analyst at Forrester. About Jay Pattisall Jay's research focuses on marketing services (creative, media, digital, in-house agencies); AI marketing (applications of generative and predictive AI to media and content); and genAI for visual content technologies. Jay helps CMOs and business leaders make sense of the complex and ever-changing marketing services landscape as it embraces AI and automation technologies as part of media management, creative services, and the future of agencies. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands. Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

If AI can amplify every employee's reach ten-fold, how ready is your organization to harness that network effect? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers.Agility isn't about adding more tech; it's about multiplying human impact. Today we're exploring the network effect of AI and how it helps employees create powerful experiences with Jay Pattisall, VP & Principal Analyst at Forrester. About Jay Pattisall Jay's research focuses on marketing services (creative, media, digital, in-house agencies); AI marketing (applications of generative and predictive AI to media and content); and genAI for visual content technologies. Jay helps CMOs and business leaders make sense of the complex and ever-changing marketing services landscape as it embraces AI and automation technologies as part of media management, creative services, and the future of agencies. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands.Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

In this episode, general partner Chris Dixon joins economist and author Tyler Cowen to explore the themes behind Chris's book, Read, Write, Own: Building the Next Era of the Internet.They trace the internet's evolution from open, decentralized beginnings to today's consolidated platforms—and ask: how can we build something better? From stablecoins, tokenized payments, and open blockchains to AI's impact on coding, media, and politics, this wide-ranging conversation dives deep into how technologies like crypto and AI could help redistribute power online and reshape the future of ownership and innovation.The two also debate:Whether banks and legacy institutions will adopt stablecoinsThe long-term role of NFTs and digital property rightsHow AI might rewrite venture capital, education, and economic planningWhether we're heading toward a creative renaissance—or a world of AI-generated monocultureListen to similar conversations, listen to web3 with a16z: https://web3-with-a16z.simplecast.com/ Resources: Listen to Conversations with Tyler: https://conversationswithtyler.com/Find Chris on X: https://x.com/cdixonFind Tyler on X: https://x.com/tylercowenJoin a16z's Crypto Substack:https://a16zcrypto.substack.com/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Recorded live from the Global Dollar Network event, Network Effect in New York City please enjoy this conversation with Ahmed Zifzaf, Head of Crypto Partnerships, WorldPay and CoinDesk Indices' Andy Baehr.#stablecoin #digitalfinance #finance #crypto #GlobalDollarNetworkSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Recorded live from the Global Dollar Network event, Network Effect in New York City please enjoy this conversation with Mike Dudas, Founder and Managing Partner, 6th Man Ventures and CoinDesk Indices' Andy Baehr.#stablecoin #digitalfinance #finance #crypto #GlobalDollarNetworkSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Recorded live from the Global Dollar Network event, Network Effect in New York City please enjoy this conversation with Paxos' Head of Product Ronak Daya and CoinDesk Indices' Andy BaehrSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Perry Marshall is one of the most expensive business strategists in the world. He is endorsed in FORBES and INC Magazine and has authored ten books. At London's Royal Society he announced the world's largest science research challenge, the 10 million dollars Evolution 2.0 Prize. His reinvention of the Pareto Principle is published in Harvard Business Review, and his Google book laid the foundations for the $400B digital advertising industry. He has a degree in Engineering and lives with his family in Chicago. Top 3 Value Bombs 1. The Network Effect is the most powerful moat you could possibly have around your castle (business). 2. The “If If or else guarantee” recognizes that in every transaction, somebody is taking the risk and it should not be the customer. 3. The only way to succeed is in the high end. A superior product for which you can command for a higher price with a good margin is literally the only way to make a lot of money for a small business. Get a copy of Perry's book on Amazon - Detox, Declutter, Dominate Sponsors Shopify Be ready to sell wherever your customers are scrolling or strolling — on the web, in your store, in their feed, and everywhere in between! Sign up for your 1 dollar per month trial period at Shopify.com/onfire NetSuite Over 41,000 businesses have future-proofed their business with NetSuite, by Oracle - THE number one cloud E.R.P. Download the CFO's Guide to AI and Machine Learning for free at NetSuite.com/fire