Episodes
Topics: (1:05) - Life updates and catching up from Al’s Quilting Capital: Hamilton, MO (20:08) - Fund updates for end of Q2 (25:15) - Fund updates for Q3: Omello, Ohm, Driv.ly & Glyph (49:35) - Closing out Q3 (50:28) - Updates on old portfolio companies: StableCoin, Terran, Gently  (55:23) - How to get involved with Rolling Fun!   Links: Rolling Fun #1 Rolling Fun #2 Portfolio Al on Twitter Bo on Twitter Wongo Puzzles Positive Food Co. Omella Smart Ohm Driv.ly Glyph   To support the costs...
Published 10/18/22
Topics:   (5:53) - Start of Balaji Interview (6:24) - How would you introduce yourself to a stranger? (8:19) - Do you think of your work as “whatever it takes” to advance your ideology? (10:05) - What would you like to see most achieved? (13:14) - What are the things you believe you are the best at? (20:52) - What are the ideas you are most confident telling others that you know for certain? (30:22) - Balaji’s upbringing & growing up in an age before the internet (1:03:35) - Have you...
Published 10/04/22
Topics: (7:05) - Updates from Zach: hiring, firing, building software, and finding PMF (13:41) - What drove the decision to focus more on the marketplace rather than services? (20:18) - How different was it working with a fund rather than angels? (23:03) - Cost cutting measures (24:35) - What was it about services that made them not repeatable or scalable? (37:00) - Fear mongering (38:19) - Regional focused marketplaces (41:07) - Corporate Enterprise focuses (45:15) - Rebuilding community...
Published 09/20/22
Topics:   (1:46) - Who are your heroes?   (7:25) - Sebastian’s affinity for studying history, sports, art & professional gamers   (11:30) - How do you take lessons learned from these studies and apply them to entrepreneurship?     (13:01) - Why do you approach life and work with a lens of ruthless optimization? (18:12) - Breaking down the concept of ‘productivity’   (26:56) - Non-value producing work   (28:11) - Do you find that you have a higher sense of baseline after experimenting...
Published 09/06/22
Topics:   (3:15) - Mark’s career & background   (4:40) - Do you think there is a popular renaissance behind Nuclear Energy?   (6:27) - Realizing the regulatory problem holding back energy advancement   (15:35) - The costs behind Nuclear   (18:06) - The Nuclear customer & Europe’s approach to Nuclear   (31:46) - France’s energy price crisis   (37:00) - The history of Nuclear Power   (51:07) - The next wave: Advanced Nuclear   (1:01:51) - Who’s behind the push for Advanced...
Published 08/23/22
Topics:   (5:14) - Matt & Ben’s friendship origin   (8:42) - Starting Texts From Last Night   (18:17) - Matt’s early career with Google, Coachella & Lafayette American   (43:33) - Mille Mitten   (58:34) - Tik Tok, Ads and Algorithms   (1:06:55) - Elon Musk & Twitter   (1:15:38) - Fixing Movie Theaters & car charging infrastructure   (1:38:07) - Fixing conferences   (1:50:50) - Exercise: Rebranding the podcast   Links:   Texts from Last Night   Lafayette...
Published 08/09/22
Links: Rohun on Twitter JT Capital The Sovereign Individual by James Davidson CBRE JLL 4 Hour Work Week by Tim Ferriss Loom Maven The Fear Setting Exercise - Tim Ferriss Topics: (6:10) - Why Eric and Rohun Should have been friends 10 years ago (8:30) - Rohun’s Heroes & family dynamic (15:44) - Journeying into Real Estate (20:52) - Getting Reps: Underwriting Deals (26:57- The importance of scale (30:14) - What is the order of operations for buying a deal? (33:17) - How...
Published 07/26/22
Topics:   (6:21) - What is your specific knowledge?   (7:20) - Taylor’s career   (12:38) - Transaction Cost Economics   (20:02) - The work behind Taylor’s first book: The End of Jobs   (21:20) - Was publishing that book a major inflection point in your career?   (23:53) - Taylor’s writing on the crypto space and work in investing & finance   (29:03) - Mutiny Funds   (32:57) - The Long-Volatility Strategy   (36:33) - The Thousand-Year Portfolio   (40:49) - Who is using the long-volatility...
Published 07/12/22
Topics:   (3:48) - David Hijacks the podcast: Eric’s Heroes, Munger as a copywriter and “Jeffisms”   (8:31) - How did you start Founders Pod and build it into a business?   (27:39) - How did you engrain this level of discipline in your craft?   (34:41) - Emulating Ed Thorpe   (43:59) - The power of podcasting   (50:43) - Eric and David discuss career goals   (57:46) - Thoughts on the ‘serial entrepreneur’   (1:08:18) - Deep dive into David’s approach to reading   (1:19:17) - Is this just a...
Published 06/28/22
Topics:   (7:11) - Brett’s earliest memories of his strengths   (9:58) - Understanding different skills and abilities   (13:36) - Brett’s early career   (18:08) - What was the moment of conception for Remind?   (26:03) - What were some pivotal moments early on?   (30:08) - How much did Twilio aid your growth?   (31:18) - What role did investor selection play into the success of Remind?   (35:00) - Transitioning into Omella   (44:18) - How many customers did you talk to before building the...
Published 06/14/22
(2:29) - How clear is the picture of how far you’ve come in the past 4 months? (3:27) - Recapping Track Zach #2 (10:36) - What are customers buying now and how have the service offerings changed? (20:06) - Do you know the bootstrapping process of these other industry marketplace products? (21:49) - How did you arrive at home security audit and family protection as the right first products to offer? (29:20) - What’s your ultimate revenue goal as it pertains to fundraising? (38:35) - What do...
Published 05/31/22
Topics:   (2:29) - How clear is the picture of how far you’ve come in the past 4 months?   (3:27) - Recapping Track Zach #2   (10:36) - What are customers buying now and how have the service offerings changed?   (20:06) - Do you know the bootstrapping process of these other industry marketplace products?   (21:49) - How did you arrive at home security audit and family protection as the right first products to offer?   (29:20) - What’s your ultimate revenue goal as it pertains to...
Published 05/31/22
Topics: (4:56) - Chris’ background and work at Athena (6:53) - What does a Chief Client Officer do? (10:20) - Robert’s background and work at Athena (17:00) - Robert recruiting Chris to Athena (20:20) - What distinguishes Robert as an operator (25:02) - Robert’s first year with Athena and how the company has scaled  (33:39) - Chris’ decision to join Athena (37:28) - Creating a great experience for both clients and the EAs (46:17) - What people use their EAs for at Athena (50:28) - How Athena...
Published 05/17/22
The sponsor for this week’s episode is Founders Podcast.   David Senra, the host of Founders Podcast, is a biography-reading machine. If you don’t have time to spend 40 hours reading the full-length biography of some gilded-age entrepreneur, listening to David’s high-quality recap is the next best thing. The Founders Podcast is a paid podcast that costs $99/year or $299 for lifetime access. Subscribing gives you access to more than 200 episodes including the back catalog with episodes about...
Published 05/03/22
Topics:   (2:11) - Tech Gossip about Elon, Twitter & Fast    (9:26) - Q1 Portfolio Recap: Gently & Terran Robotics   (28:36) - Q2 Portfolio Update: Lumo, Stablegains   (43:05) - How listeners can help portfolio companies   (46:07) - Fund Updates   (51:29) - Explaining how quarterly investments work in the fund and deadlines   (53:01) - Reasons we passed on companies   Links:    Rolling.Fun   Gently.com   Terran Robotics   Terran Robotics on YouTube   ...
Published 04/26/22
The sponsor for this week’s episode is Founders Podcast.   David Senra, the host of Founders Podcast, is a biography-reading machine. If you don’t have time to spend 40 hours reading the full-length biography of some gilded-age entrepreneur, listening to David’s high-quality recap is the next best thing.   The Founders Podcast is a paid podcast that costs $99/year or $299 for lifetime access. Subscribing gives you access to more than 200 episodes including the back catalog with episodes...
Published 04/19/22
The sponsor for this week’s episode is Founders Podcast.   David Senra, the host of Founders Podcast, is a biography-reading machine. If you don’t have time to spend 40 hours reading the full-length biography of some gilded-age entrepreneur, listening to David’s high-quality recap is the next best thing.   The Founders Podcast is a paid podcast that costs $99/year or $299 for lifetime access. Subscribing gives you access to more than 200 episodes including the back catalog with episodes...
Published 04/12/22
The sponsor for this week’s episode is Founders Podcast.   David Senra, the host of Founders Podcast, is a biography-reading machine. If you don’t have time to spend 40 hours reading the full-length biography of some gilded-age entrepreneur, listening to David’s high-quality recap is the next best thing.   The Founders Podcast is a paid podcast that costs $99/year or $299 for lifetime access. Subscribing gives you access to more than 200 episodes including the back catalog with episodes...
Published 03/22/22
Topics:   (0:08) - Introducing the why behind this episode   (4:26) - Summing up the book in one passage   (8:17) - Invisible miracles in our current day   (10:08) - 4 different levels of humanity and existence & the miracle of the industrial revolution   (11:49) - The Great Stagnation   (15:48) - The core thesis of the book   (17:08) - The Second Industrial Revolution   (40:21)  - How does this all come together?   (45:52) - Final Thoughts Links:    Where Is My...
Published 03/15/22
Topics:   (1:31) - Al climbing Kilimanjaro   (6:43) - Introductions: Al’s background    (16:42) - Building an e-commerce giant in quilting   (17:23) - Buying a town   (23:54) - Introductions: Bo’s background building   (27:30) - Selling companies   (38:15) - Founder mode vs. Investor mode   (39:36) - The technology behind Density.io   (40:55) - Introductions: Eric the Problem Solver   (45:54) - Angel Investing track records   (1:08:45) - Why start a (rolling) fund?   ...
Published 03/08/22
Topics:   (3:53) - Who are your heroes?   (6:38) - What’s your specific knowledge?   (9:46) - Is being attractive a skill that is learned over time?   (12:23) - Self-awareness and reinvention as a skill   (15:48) - Chris’ career journey: Club Promotion   (29:11) - Small businesses to get your hands dirty in when starting out   (32:46) - When did you radically change your self-image?   (39:14) - How did you go about implementing change in your life and your values?   (43:36)...
Published 03/01/22
Topics:   (2:44) - Natalia and Adam’s backgrounds   (6:04) - Natalia’s journey to solve Title Fraud   (9:06) - Realizing the need to implement The Blockchain into Propy   (12:12) - What was the initial product development stage like?   (14:42) - Is the product built specifically for brokers?   (16:33) - When & Why Adam joined Propy   (18:31) - The different gatekeepers between a Real Estate Product and the end user   (20:11) - How does Propy compare to traditional Web2...
Published 02/22/22
Topics:   (1:34) - The misperceptions of HR   (4:26) - Fighting for the employee vs. holding employees accountable   (8:57) - How much time do you spend holding employees accountable to the company vs. holding the company accountable to employees?   (10:57) - The relationship between the CEO and the People Team   (14:09) - How much of recruiting feels like selling, dating or marketing?   (19:39) - The milestones of different company inflection points   (23:19) - How does HR...
Published 02/15/22
Will Barnes and Will Oliver are two fantastic individuals I met through Latticework and got to know by bonding over our fandom of Charlie Munger. They are the co-founders of In Practise, a company that conducts interviews with executives and sells them to investors looking at the companies and building conviction in their portfolio. They conduct one-to-one interviews in pursuit of finding the best investment opportunities for their clients. During our conversation, we talk about how they came...
Published 02/08/22
This episode is a conversation about investing in the DeFi space with my previous podcast guest Jason Hitchcock and his partners of Four Moons Capital, Adam and Boz. They talk about how they all got together to form Four Moons and came to partner with Kingsley Capital to create a 100-million-dollar fund to be invested in DeFi. Throughout the conversation, we chat about some of their favorite tokens, projects, and ecosystems and how early it is in the space. We talk about how they all keep up...
Published 02/01/22