The Billion Dollar PDF
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摘要
Jeremy Giffon joins us for his second conversation on Invest Like the Best. This episode is a window into one of those conversations about how power, status, capital, and attention are shifting in America.
We discuss the billion dollar PDF, why narratives shape capital formation, how the timeline became market infrastructure, why America’s billionaire class may be losing status to the “poaster” class, the hidden philosophers behind Silicon Valley, lessons from the last 18 months in private markets, East Coast versus West Coast finance, Buffett, beating the market, and much more.
TIMESTAMPS
0:00 Intro
5:50 The Billion Dollar PDF
11:31 Algorithms and Power Laws
20:28 Peak Guy
31:19 Opting Out of the Timeline
36:14 AI and White-Collar Jobs
43:31 The Next Era of Finance
53:56 The New Economics of Software
1:03:22 Underwriting Emerging Managers
1:18:17 Silicon Valley’s Hidden Philosophy
Presented by Ramp:
https://ramp.com/invest
Sponsored by Vanta, WorkOS, Rogo, and Ridgeline:
https://www.vanta.com/invest
https://workos.com/
https://rogo.ai/invest
https://www.ridgelineapps.com/
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Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc
#InvestLikeTheBest #JeremyGiffon #VentureCapital #CapitalMarkets #SiliconValley
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