Page 123 of 506 · Back to latest writing
Brad Jacobs is a serial entrepreneur who built large companies by consolidating regional businesses in waste management, equipment rental, and logistics. His M&A playbook centers on capital allocation, standardized operations, technology adoption, integration, and scalable hiring.
David George is an Andreessen Horowitz General Partner leading its Growth fund, mapping the expansion of modern AI companies and technology value’s migration from public to private markets while studying infrastructure constraints and outlier growth.
Luca Ferrari is Bending Spoons’ co-founder and CEO, operating consumer software like private equity by acquiring apps such as Evernote and Meetup, rebuilding them on a centralized platform, and emphasizing talent density, restructuring, and portfolio mathematics.
Alan Waxman co-founded and leads Sixth Street with a flexible, “go-anywhere” investment mandate, challenging private credit’s asset-gathering “factory model” while examining structural risk, sports investing, and how unconstrained teams can be built and sustained.
Alex Behring is 3G Capital’s co-founder and co-managing partner, directing strategy and operations behind major acquisitions through extreme operational immersion, a concentrated “one investment per fund” model, and rigorous approaches to management, talent, and capital.
Sridhar Ramaswamy led Google’s advertising business through massive growth, co-founded Neeva, an ad-free subscription search engine, and serves as Snowflake’s CEO. His experience exposes ad-supported products’ hidden costs, engineering scale, and the operational intensity of enterprise AI.
Jared Kushner is an American investor, real estate developer, and former senior advisor to President Donald Trump, known for brokering the Abraham Accords and applying private-sector management tactics to diplomacy, federal bureaucracy, business, and crisis management.
Daniel S. Loeb founded Third Point around event-driven value investing and forceful shareholder activism, becoming known for letters demanding management change or capital reallocation. His perspective joins market cycles, corporate governance, and institutional investing psychology.