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Hugo Shong, founding chairman of IDG Capital and a pivotal figure in Chinese venture capital, pairs decades of technology and media investing with a central operating challenge: how to recognize durable opportunities while markets, companies, and entrepreneurial conditions keep changing.
Neil Mehta’s focus on investment philosophy and strategy invites close study of the principles behind capital allocation: how an investor forms conviction, weighs uncertainty, and builds a coherent approach when individual opportunities resist easy comparison.
Scott Kupor, an Andreessen Horowitz managing partner and author of Secrets of Sand Hill Road, examines venture capital, startups, and Silicon Valley. His perspective reveals the investment philosophy and industry dynamics that founders should understand.
Nathan Benaich, investor and co-author of the annual State of AI Report, interprets artificial intelligence for entrepreneurs, researchers, and policymakers. His perspective is worth studying at the intersection of artificial intelligence, investment judgment, and public policy.
Mitch Lasky, Benchmark general partner and veteran of video games and venture capital, studies interactive entertainment, consumer behavior, and enduring franchises. His perspective connects product, culture, and business with the investment judgment required to build lasting franchises.
Michael Mauboussin, investment strategist, author, and professor, connects decision-making, complex systems, and the interplay of luck and skill in markets. His work bridges academic theory and practice, offering investors and leaders a clearer lens on process.
Bill Gurley, a venture capitalist and general partner at Benchmark, combines sharp analysis of technology trends with practical counsel for startups. His investment thinking examines how founders can navigate competition, pursue innovation, and keep strategy grounded.
François Rochon, founder of Giverny Capital, practices long-term investing inspired by Warren Buffett and Philip Fisher. His philosophy centers on buying high-quality businesses at reasonable prices, then holding them with patience rather than reacting to short-term noise.