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Leadership | Leaders, Investors & Entrepreneurs

Leadership · Profiles, playbooks, and lessons from leaders, investors, and founders | Showing 24 of 134

Leadership | Leaders, Investors & Entrepreneurs

Profiles, playbooks, and lessons from leaders, investors, and founders.

Leadership · Showing 24 of 134

Peter Thiel on How to Build a Creative Monopoly | 11 Jul 2026 | Founders

> "The greatest thing Jobs designed was his business Apple imagined and executed definitive multi-year plans to create new products and distribute them effectively. Forget minimum viable products." - **David Senra / Peter Thiel** [[00:00:11](http://www.youtube.com/watch?v=b9tB9Q1XOM0&t=00m11s)] > "Brilliant thinking is rare but courage is even in shorter supply than genius." - **David Senra / Peter Thiel**…

Jul 11, 2026·AI
Peter Thiel on How to Build a Creative Monopoly | 11 Jul 2026 | Founders

The Man Who Took India to the International Space Station | Shubhanshu Shukla | 10 Jul 2026 | South Park Commons India

> "Astronaut training is nothing but making you comfortable in being uncomfortable." - **Wing Commander Shubhanshu Shukla** [[00:00](http://www.youtube.com/watch?v=gLf0is7UyTw&t=0m00s)] > "I never thought I could be an astronaut. I'm only the second Indian to go to space in 41 years. It is mindboggling it is just amazing." - **Wing Commander Shubhanshu Shukla**…

Jul 11, 2026
·Leaders, Investors & Entrepreneurs
The Man Who Took India to the International Space Station | Shubhanshu Shukla | 10 Jul 2026 | South Park Commons India

How Founders Should Think About Product, Brand & Scale | The Founder's Meet: Pune Edition | 3 Jul 2026 | TBWS Season 5

**Quotes** - > "Being an entrepreneur is like flying an aeroplane with these two engines: one engine is product, the other engine is brand... If one of them is running faster than the other, the aeroplane is flying in circles." - **Shantanu Deshpande** [[00:24:19](http://www.youtube.com/watch?v=8Hdx8IGL1sc&t=00h24m19s)] - > "Brand is actually two things: how much more will a consumer pay for what you're selling…

Jul 6, 2026·India
How Founders Should Think About Product, Brand & Scale | The Founder's Meet: Pune Edition | 3 Jul 2026 | TBWS Season 5

Nithin Kamath on startup moats, differentiation, and business risk | 4 Jul 2026 | Rainmatter by Zerodha

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Business moats are not static constructs but dynamic priorities that must continuously shift from pricing models to product quality and, ultimately, to institutional credibility. True risk management requires an absolute survival mindset: ensuring no single tail-risk event can completely deplete your capital or remove you from the game. - **Top Key…

Jul 5, 2026·India
Nithin Kamath on startup moats, differentiation, and business risk | 4 Jul 2026 | Rainmatter by Zerodha

The Man Behind Grand Theft Auto 6: Strauss Zelnick | 17 May 2026 | David Senra

> "Most human beings are wired to believe that which is going on now will never change. But the actual state of play is exactly what is going on now will change." - Strauss Zelnick [[00:04:48](https://youtu.be/1ZgUcrR0K7I?si=ehwTPX2DaRwkObcZ&t=4m48s)] > "You can never have a competitive advantage in the entertainment business through distribution only." - Strauss Zelnick…

Jul 3, 2026·AI
The Man Behind Grand Theft Auto 6: Strauss Zelnick | 17 May 2026 | David Senra

Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | 29 Jun 2026 | Energy Sovereignty & The Future of Power

> "To lose is something I simply cannot contemplate. There's nothing that I do where I put effort, I put time, and I think of failure as an option." - **KR Sridhar** [[00:00:00](http://www.youtube.com/watch?v=p6rjlXLDpcc&t=0h0m0s)] > "For the first time in human history, we are manufacturing intelligence. When was the last time any person, anywhere in any civilization, said 'We have too much intelligence, let's…

Jun 30, 2026·AI
Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | 29 Jun 2026 | Energy Sovereignty & The Future of Power

Airwallex's Jack Zhang on Fintech, Failure, and Growth | 29 Jun 2026 | Grit Podcast

- > "The first time I actually understand what money is is actually when I don't have it. So that when I lost everything, I was trying to buy a $150 chocolate and I couldn't afford it." - **Jack Zhang** [[00:04:20](https://youtu.be/odrX6VrbUyw?si=Q1M7zTGYWksqNk0g&t=0h4m20s)] - > "I describe myself as a professional athlete. It's like a basketball player, right, and I have a team. If you are the lead player... you…

Jun 30, 2026·Leaders, Investors & Entrepreneurs
Airwallex's Jack Zhang on Fintech, Failure, and Growth | 29 Jun 2026 | Grit Podcast

Cognition’s Scott Wu: Building The World's First AI Software Engineer | 28 Jun 2026 | David Senra

> "I just hated losing like my first competitive memory ever is like when I was in second grade... I was waiting for my name to get called and then I was none of them and I just remember being so pissed about that." - **Scott Wu** [[00:00:07](https://youtu.be/PYobZzjW_ic?si=0wYk1SmnCdswgVEZ&t=0h0m7s)] > "we've been spending all this time living in survival mode as a species... and now we're going to be living in…

Jun 29, 2026·AI
Cognition’s Scott Wu: Building The World's First AI Software Engineer | 28 Jun 2026 | David Senra

Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | 25 Jun 2026 | The Foundery

- > "ask 10 people what an entrepreneur is you get 10 answers selfish savior gambler builder maybe all of it honestly... you cannot learn this in a classroom the syllabus changes every morning the only education is actually doing it" - **Nikhil Kamath** [[00:00:19](https://youtu.be/JppIFIKz7uA?si=JUk-8hx9ggAo5HHa&t=0h0m19s)] - > "the street believes struggle makes the founder we just removed the struggle... kb…

Jun 29, 2026·India
Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | 25 Jun 2026 | The Foundery

Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | 25 Jun 2026 | The Foundery

- > "The street believes struggle makes the founder. We just removed the struggle." - **Nikhil Kamath** [[00:01:19](https://youtu.be/JppIFIKz7uA?si=hems3hh3CwnB_bS6&t=00h01m19s)] - > "The day of a dad or a mom sitting down on dinner table and say if you marry this man you'll be happy for the rest of your life is out of the question because there are no guarantees in life." - **Ronnie Screwvala**…

Jun 26, 2026·Leaders, Investors & Entrepreneurs
Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days |  25 Jun 2026 | The Foundery

How This Multi-Millionaire Investor Spots Billion-Dollar Ideas Ft. Josh Wolfe (Lux Capital) | 24 Jun 2026 | Term Sheet | Fortune Magazine

> "You will see the megas go public, you will see the minnows go extinct." — Josh Wolfe [[00:00:05](https://www.youtube.com/watch?v=XTVTmlCWCXk&t=0h0m5s)] > "What the wise do in the beginning, the fools do in the end." — Josh Wolfe (quoting Warren Buffett) [[00:00:44](https://www.youtube.com/watch?v=XTVTmlCWCXk&t=0h0m44s)] > "The company that goes out first is going to get to tell its story to America... They get…

Jun 25, 2026·Leaders, Investors & Entrepreneurs
How This Multi-Millionaire Investor Spots Billion-Dollar Ideas Ft. Josh Wolfe (Lux Capital) | 24 Jun 2026 | Term Sheet | Fortune Magazine

Joe Tsai on the Future of AI | 19 Jun 2026 | Alibaba Group

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Artificial Intelligence represents a fundamental shift in generating units of human intelligence and productivity, expanding its total addressable market (TAM) far beyond traditional IT and software budgets. Alibaba is executing a integrated, full-stack infrastructure and model strategy—anchored by its dominant open-source "Qwen" Large Language Model…

Jun 20, 2026·AI
Joe Tsai on the Future of AI | 19 Jun 2026 | Alibaba Group

Value Investing Legend Seth Klarman: Masters in Business (19 Jun 2026) | Masters In Business | Bloomberg Podcasts

> "I think every investor needs to be a student of history that um we it it may not repeat exactly but it certainly rhymes and it is very valuable to understand." - **Seth Klarman** [[00:09:28](https://youtu.be/EkpBGR0zVHw?si=Vx1WrN3cVtJMLVog&t=0h9m28s)] > "What I deeply believe is that value investors make money staying in the bottom up. That you might have a top down view... But bottom up is where you're going…

Jun 19, 2026·Leaders, Investors & Entrepreneurs
Value Investing Legend Seth Klarman: Masters in Business (19 Jun 2026) |  Masters In Business | Bloomberg Podcasts

Inside Oolka: Money, Trust & AI for Bharat | ft. Utkrishta Kumar | 18 Jun 2026 | Lunchbreak With Lightspeed

> "its relevance to India to actually solve very difficult problems at scale which was not feasible in preAI era because of the cost it would take to solve those is where we are going to see a massive massive movement" - **Utkrishta Kumar** [[00:02:26](https://youtu.be/EqRgMlE8FBI?si=MyW4HrP3RN4y32yr&t=146s)] > "when it comes to consumer AI in a few years India will be world's biggest if not one of the biggest…

Jun 19, 2026·India
Inside Oolka: Money, Trust & AI for Bharat | ft. Utkrishta Kumar | 18 Jun 2026 | Lunchbreak With Lightspeed

A New View on Disruption Ft. Robert F. Smith (Founder, Chairman, and CEO, Vista Equity Partners) | 10 Jun 2026 | Fortune Conversations

- **Main Speaker:** Robert F. Smith (Founder, Chairman, and CEO of Vista Equity Partners) [[00:00:03](https://youtu.be/jBUwFbCjFp0?t=3s)] - **Interviewer / Host:** Ally (Fortune) [[00:00:05](https://youtu.be/jBUwFbCjFp0?t=5s)] **The "SaaS Apocalypse" and the Rule of 70** - **The Wave of Innovation:** The "SaaS Apocalypse" narrative is an expected reaction to a new wave of innovation…

Jun 18, 2026·AI
A New View on Disruption Ft. Robert F. Smith (Founder, Chairman, and CEO, Vista Equity Partners) | 10 Jun 2026 | Fortune Conversations

Software's on Sale. Is the Correction Over? Ft. (Steve Tananbaum, Founder & CIO, GoldenTree Asset Management) | 18 Jun 2026 | The Bridge Ep. 9

> "The bullcase is you can buy growing companies revenue and ibida for 70% off what private equity firms paid... software is on sale." - **Steve Tannenbaum** [[00:00:51](https://youtu.be/C1doRWFtaCI?t=51s)] > "You still have several hundred basis points you've only made about half the move... it's usually gone well over a thousand basis points and you might be only six or 700 basis points from 400 basis points." -…

Jun 17, 2026·Leaders, Investors & Entrepreneurs
Software's on Sale. Is the Correction Over? Ft. (Steve Tananbaum, Founder & CIO, GoldenTree Asset Management) | 18 Jun 2026 | The Bridge Ep. 9

Inside Mankind & Dr. Reddy's: How "Generic" Built A Giant | WTF is Pharma? | 17 Jun 2026 | WTF is with Nikhil Kamath

> "india makes medicines that heals billions of people across the world most of them have no idea who's behind it" - **Nikhil Kamath** [[00:00:07](https://youtu.be/WMRO9dvD5T0?si=ZAcQmfOyKpD3PKH0&t=0h0m7s)] > "india is called the pharmacy of the world but that's by volume by revenue we're barely a rounding error we make the drugs but someone else makes the money" - **Nikhil Kamath**…

Jun 17, 2026·India
Inside Mankind & Dr. Reddy's: How "Generic" Built A Giant | WTF is Pharma? | 17 Jun 2026 | WTF is with Nikhil Kamath

Building Enduring Companies Outside Silicon Valley | Santiago Suárez of Addi | a16z Deep Dives | 17 Jun 2026

> "don't let your ambition fall prey of conventional wisdom if you're a consensus play there's just no alpha" - Santiago Suárez [[00:37:05](https://youtu.be/7616Z13Q6pM?si=W-eGQQWf01VnBkTT&t=0h37m05s)] > "remember you're a technology company if there's one thing we did extremely well but only became obvious 5 years down the line was our investments in technology" - Santiago Suárez…

Jun 17, 2026·Leaders, Investors & Entrepreneurs
Building Enduring Companies Outside Silicon Valley | Santiago Suárez of Addi | a16z Deep Dives |  17 Jun 2026

Inside the Mind of Anthropic CEO Dario Amodei | The Circuit | 17 Jun 2026 | Bloomberg Originals

> "Suppose you were to accelerate away from earth on a spaceship at relativistic speed... you go to sleep and you wake up and two days have gone by on earth... that's a little bit what it feels like." - **Dario Amodei** [[00:00:26](https://www.youtube.com/watch?v=x2VHFgyawPE&t=0h0m26s)] > "When you feel that you can't trust someone, when you feel that their values are not what they say they are, when you feel that…

Jun 17, 2026·AI
Inside the Mind of Anthropic CEO Dario Amodei | The Circuit | 17 Jun 2026 | Bloomberg Originals

Snowflake CEO: How AI Agents Will Transform the Workplace | 17 Jun 2026 | In Good Company

> "The reality is that software has always been a little bit of a craft for the past 50 years... what these models represent with software is the industrialization of software at a scale that we have not seen before." - **Sridhar Ramaswamy** [[00:05:22](https://youtu.be/lbSeyzlAGLc?si=UocHmVKcz1gMFcuN&t=0h5m22s)] > "These coding agents are effectively abstraction agents. So even somebody that never wants to write…

Jun 17, 2026·Leaders, Investors & Entrepreneurs
Snowflake CEO: How AI Agents Will Transform the Workplace | 17 Jun 2026 | In Good Company

How Groww Turned Full Transparency Into India's Largest Investing Platform | 15 Jun 2026 | Y Combinator

> "most of the time like you would not build what customer is directly asking but you read between the lines... customer did not say okay show me all the products in transparency and make the payments frictionless... you have to kind of understand that that is the actual elephant in the room" - **Lalit Keshre** [[00:10:36](https://youtu.be/ObBAxL2dFzw?si=HjQMXAvgeuQx5zet&t=0h10m36s)] > "if a product has very low…

Jun 15, 2026·India
How Groww Turned Full Transparency Into India's Largest Investing Platform | 15 Jun 2026 | Y Combinator

Why Farmville, Words with Friends, and Mafia Wars worked | Mark Pincus | 14 Jun 2026 | Lenny's Podcast

> "if you're truly ambitious burn your resume" - Mark Pincus [[00:16:13](https://youtu.be/7eh9C3TUotc?si=WF9ZWdykRXChBoOI&t=0h16m13s)] > "your instincts are right 95% of the time your ideas are wrong 75% of the time" - Mark Pincus [[00:04:43](https://youtu.be/7eh9C3TUotc?si=WF9ZWdykRXChBoOI&t=0h4m43s)] > "kill hope before hope kills you" - Mark Pincus…

Jun 15, 2026·Leaders, Investors & Entrepreneurs
Why Farmville, Words with Friends, and Mafia Wars worked | Mark Pincus | 14 Jun 2026 | Lenny's Podcast

Vlad Tenev Pt. 2 | 29 May 2026 | Tetragrammaton with Rick Rubin

_Part 1 : [Vlad Tenev Pt. 1 (Youtube)](https://youtu.be/uAATDJdupx4?si=9BLRNI6GLNNF_EmA) , [Nuggets](https://www.nuggets.one/nuggets/01d9c6bd-a80f-458f-943a-be6614ca0fef/vlad-tenev-co-founder-and-ceo-of-robinhood-pt-1-28-may-2026-tetragrammaton-with-rick-rubin-01d9c6)_ > "I think that mathematics, hard mathematics, isn't computational at all. It's almost like art; it's really about figuring out an insight, a…

Jun 14, 2026·Leaders, Investors & Entrepreneurs
Vlad Tenev Pt. 2 | 29 May 2026 | Tetragrammaton with Rick Rubin

The Path from The Soviet Union to Building Multi-Billion Dollar Companies — Max Levchin | 11 Jun 2026 | Tim Ferriss

> "Whenever there is any doubt, there is no doubt." - **Max Levchin (quoting the movie *Ronin*)** [[00:01:18](https://youtu.be/uOjgVxOfxXo?si=rRwL2f4AgyfzyESL&t=0h1m18s)] > "The secret for my marriage is I'm still trying to impress this girl every day." - **Max Levchin** [[00:26:07](https://youtu.be/uOjgVxOfxXo?si=rRwL2f4AgyfzyESL&t=0h26m7s)] > "Don't go to bed angry, stay up and fight." - **Max Levchin (quoting…

Jun 12, 2026·Leaders, Investors & Entrepreneurs
The Path from The Soviet Union to Building Multi-Billion Dollar Companies — Max Levchin | 11 Jun 2026 | Tim Ferriss
Source
AILeaders, Investors & EntrepreneursPE/VC
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Peter Thiel on How to Build a Creative Monopoly | 11 Jul 2026 | Founders

"The greatest thing Jobs designed was his business Apple imagined and executed definitive multi-year plans to create new products and distribute them effectively. Forget minimum viable products." - David Senra / Peter Thiel [00:00:11]

"Brilliant thinking is rare but courage is even in shorter supply than genius." - David Senra / Peter Thiel…

View Full Article
UJ
Jul 11, 2026
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Value Investing Legend Seth Klarman: Masters in Business (19 Jun 2026) | Masters In Business | Bloomberg Podcasts

"I think every investor needs to be a student of history that um we it it may not repeat exactly but it certainly rhymes and it is very valuable to understand." - Seth Klarman [00:09:28]

"What I deeply believe is that value investors make money staying in the bottom up. That you might have a top down view... But bottom up is where you're going…

Source
IndiaLeaders, Investors & EntrepreneursPE/VC
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AILeaders, Investors & EntrepreneursPE/VC
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The Man Who Took India to the International Space Station | Shubhanshu Shukla | 10 Jul 2026 | South Park Commons India

"Astronaut training is nothing but making you comfortable in being uncomfortable." - Wing Commander Shubhanshu Shukla [00:00]

"I never thought I could be an astronaut. I'm only the second Indian to go to space in 41 years. It is mindboggling it is just amazing." - Wing Commander Shubhanshu Shukla…

View Full Article
UJ
Jul 11, 2026
Podcast
Technology

How Founders Should Think About Product, Brand & Scale | The Founder's Meet: Pune Edition | 3 Jul 2026 | TBWS Season 5

Quotes

  • "Being an entrepreneur is like flying an aeroplane with these two engines: one engine is product, the other engine is brand... If one of them is running faster than the other, the aeroplane is flying in circles." - Shantanu Deshpande [00:24:19]

  • "Brand is actually two things: how much more will a consumer pay for what you're selling…

View Full Article
UJ
Jul 6, 2026
Podcast

Nithin Kamath on startup moats, differentiation, and business risk | 4 Jul 2026 | Rainmatter by Zerodha

1. Executive Briefing (TL;DR)

  • The Core Thesis: Business moats are not static constructs but dynamic priorities that must continuously shift from pricing models to product quality and, ultimately, to institutional credibility. True risk management requires an absolute survival mindset: ensuring no single tail-risk event can completely deplete your capital or remove you from the game.
  • **Top Key…
View Full Article
UJ
Jul 5, 2026

The Man Behind Grand Theft Auto 6: Strauss Zelnick | 17 May 2026 | David Senra

"Most human beings are wired to believe that which is going on now will never change. But the actual state of play is exactly what is going on now will change." - Strauss Zelnick [00:04:48]

"You can never have a competitive advantage in the entertainment business through distribution only." - Strauss Zelnick…

View Full Article
UJ
Jul 3, 2026
Podcast

Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | 29 Jun 2026 | Energy Sovereignty & The Future of Power

"To lose is something I simply cannot contemplate. There's nothing that I do where I put effort, I put time, and I think of failure as an option." - KR Sridhar [00:00:00]

"For the first time in human history, we are manufacturing intelligence. When was the last time any person, anywhere in any civilization, said 'We have too much intelligence, let's…

View Full Article
UJ
Jun 30, 2026

Airwallex's Jack Zhang on Fintech, Failure, and Growth | 29 Jun 2026 | Grit Podcast

  • "The first time I actually understand what money is is actually when I don't have it. So that when I lost everything, I was trying to buy a $150 chocolate and I couldn't afford it." - Jack Zhang [00:04:20]

  • "I describe myself as a professional athlete. It's like a basketball player, right, and I have a team. If you are the lead player... you…

View Full Article
UJ
Jun 30, 2026
Technology

Cognition’s Scott Wu: Building The World's First AI Software Engineer | 28 Jun 2026 | David Senra

"I just hated losing like my first competitive memory ever is like when I was in second grade... I was waiting for my name to get called and then I was none of them and I just remember being so pissed about that." - Scott Wu [00:00:07]

"we've been spending all this time living in survival mode as a species... and now we're going to be living in…

View Full Article
UJ
Jun 29, 2026
PE/VC
Podcast

Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | 25 Jun 2026 | The Foundery

  • "ask 10 people what an entrepreneur is you get 10 answers selfish savior gambler builder maybe all of it honestly... you cannot learn this in a classroom the syllabus changes every morning the only education is actually doing it" - Nikhil Kamath [00:00:19]

  • "the street believes struggle makes the founder we just removed the struggle... kb…

View Full Article
UJ
Jun 29, 2026
Markets & Investments
PE/VC
Podcast
Technology

Abundance vs Scarcity: We Built 20 Brands With 30 Strangers In 90 Days | 25 Jun 2026 | The Foundery

  • "The street believes struggle makes the founder. We just removed the struggle." - Nikhil Kamath [00:01:19]

  • "The day of a dad or a mom sitting down on dinner table and say if you marry this man you'll be happy for the rest of your life is out of the question because there are no guarantees in life." - Ronnie Screwvala…

View Full Article
UJ
Jun 26, 2026
Podcast

How This Multi-Millionaire Investor Spots Billion-Dollar Ideas Ft. Josh Wolfe (Lux Capital) | 24 Jun 2026 | Term Sheet | Fortune Magazine

"You will see the megas go public, you will see the minnows go extinct." — Josh Wolfe [00:00:05]

"What the wise do in the beginning, the fools do in the end." — Josh Wolfe (quoting Warren Buffett) [00:00:44]

"The company that goes out first is going to get to tell its story to America... They get…

View Full Article
UJ
Jun 25, 2026
Technology

Joe Tsai on the Future of AI | 19 Jun 2026 | Alibaba Group

1. Executive Briefing (TL;DR)

  • The Core Thesis: Artificial Intelligence represents a fundamental shift in generating units of human intelligence and productivity, expanding its total addressable market (TAM) far beyond traditional IT and software budgets. Alibaba is executing a integrated, full-stack infrastructure and model strategy—anchored by its dominant open-source "Qwen" Large Language Model…
View Full Article
UJ
Jun 20, 2026
View Full Article
UJ
Jun 19, 2026
Podcast
Technology

Inside Oolka: Money, Trust & AI for Bharat | ft. Utkrishta Kumar | 18 Jun 2026 | Lunchbreak With Lightspeed

"its relevance to India to actually solve very difficult problems at scale which was not feasible in preAI era because of the cost it would take to solve those is where we are going to see a massive massive movement" - Utkrishta Kumar [00:02:26]

"when it comes to consumer AI in a few years India will be world's biggest if not one of the biggest…

View Full Article
UJ
Jun 19, 2026
Podcast
Technology

A New View on Disruption Ft. Robert F. Smith (Founder, Chairman, and CEO, Vista Equity Partners) | 10 Jun 2026 | Fortune Conversations

  • Main Speaker: Robert F. Smith (Founder, Chairman, and CEO of Vista Equity Partners) [00:00:03]
  • Interviewer / Host: Ally (Fortune) [00:00:05]

The "SaaS Apocalypse" and the Rule of 70

  • The Wave of Innovation: The "SaaS Apocalypse" narrative is an expected reaction to a new wave of innovation…
View Full Article
UJ
Jun 18, 2026
Podcast

Software's on Sale. Is the Correction Over? Ft. (Steve Tananbaum, Founder & CIO, GoldenTree Asset Management) | 18 Jun 2026 | The Bridge Ep. 9

"The bullcase is you can buy growing companies revenue and ibida for 70% off what private equity firms paid... software is on sale." - Steve Tannenbaum [00:00:51]

"You still have several hundred basis points you've only made about half the move... it's usually gone well over a thousand basis points and you might be only six or 700 basis points from 400 basis points." -…

View Full Article
UJ
Jun 17, 2026
Podcast

Inside Mankind & Dr. Reddy's: How "Generic" Built A Giant | WTF is Pharma? | 17 Jun 2026 | WTF is with Nikhil Kamath

"india makes medicines that heals billions of people across the world most of them have no idea who's behind it" - Nikhil Kamath [00:00:07]

"india is called the pharmacy of the world but that's by volume by revenue we're barely a rounding error we make the drugs but someone else makes the money" - Nikhil Kamath…

View Full Article
UJ
Jun 17, 2026
Technology

Building Enduring Companies Outside Silicon Valley | Santiago Suárez of Addi | a16z Deep Dives | 17 Jun 2026

"don't let your ambition fall prey of conventional wisdom if you're a consensus play there's just no alpha" - Santiago Suárez [00:37:05]

"remember you're a technology company if there's one thing we did extremely well but only became obvious 5 years down the line was our investments in technology" - Santiago Suárez…

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UJ
Jun 17, 2026

Inside the Mind of Anthropic CEO Dario Amodei | The Circuit | 17 Jun 2026 | Bloomberg Originals

"Suppose you were to accelerate away from earth on a spaceship at relativistic speed... you go to sleep and you wake up and two days have gone by on earth... that's a little bit what it feels like." - Dario Amodei [00:00:26]

"When you feel that you can't trust someone, when you feel that their values are not what they say they are, when you feel that…

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UJ
Jun 17, 2026

Snowflake CEO: How AI Agents Will Transform the Workplace | 17 Jun 2026 | In Good Company

"The reality is that software has always been a little bit of a craft for the past 50 years... what these models represent with software is the industrialization of software at a scale that we have not seen before." - Sridhar Ramaswamy [00:05:22]

"These coding agents are effectively abstraction agents. So even somebody that never wants to write…

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UJ
Jun 17, 2026
Podcast
Technology

How Groww Turned Full Transparency Into India's Largest Investing Platform | 15 Jun 2026 | Y Combinator

"most of the time like you would not build what customer is directly asking but you read between the lines... customer did not say okay show me all the products in transparency and make the payments frictionless... you have to kind of understand that that is the actual elephant in the room" - Lalit Keshre [00:10:36]

"if a product has very low…

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UJ
Jun 15, 2026
Technology

Why Farmville, Words with Friends, and Mafia Wars worked | Mark Pincus | 14 Jun 2026 | Lenny's Podcast

"if you're truly ambitious burn your resume" - Mark Pincus [00:16:13]

"your instincts are right 95% of the time your ideas are wrong 75% of the time" - Mark Pincus [00:04:43]

"kill hope before hope kills you" - Mark Pincus…

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UJ
Jun 15, 2026

Vlad Tenev Pt. 2 | 29 May 2026 | Tetragrammaton with Rick Rubin

Part 1 : Vlad Tenev Pt. 1 (Youtube) , Nuggets

"I think that mathematics, hard mathematics, isn't computational at all. It's almost like art; it's really about figuring out an insight, a…

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UJ
Jun 14, 2026
Technology

The Path from The Soviet Union to Building Multi-Billion Dollar Companies — Max Levchin | 11 Jun 2026 | Tim Ferriss

"Whenever there is any doubt, there is no doubt." - Max Levchin (quoting the movie Ronin) [00:01:18]

"The secret for my marriage is I'm still trying to impress this girl every day." - Max Levchin [00:26:07]

"Don't go to bed angry, stay up and fight." - **Max Levchin (quoting…

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UJ
Jun 12, 2026