Topic

Investing

Investing lessons, market structure, capital allocation, venture capital, public markets, and investor profiles.

Lessons from Peter Thiel

Peter Thiel, entrepreneur and venture capitalist, is a contrarian Silicon Valley thinker whose “Zero to One” philosophy asks builders to create what does not yet exist, treating genuine innovation as a departure from imitation and conventional wisdom.

Lessons from Prayank Swaroop of Accel

Prayank Swaroop, a partner at Accel India with engineering experience at Adobe, brings first-principles product and technology thinking to B2B, SaaS, and enterprise investing, especially the challenge of building global companies from India and finding overlooked industries.

Lessons from Ravi Gupta of Sequoia

Ravi Gupta, a Sequoia Capital general partner and former Instacart CFO and COO, combines operator and investor perspectives to examine disciplined growth, operational excellence, organizational fitness, and the make-or-break “Crucible Moments” that test a company’s resilience.

Lessons from Sam Lessin

Sam Lessin, a general partner at Slow Ventures, former Facebook product executive, and founder of Drop.io and Fin, brings candid, often contrarian thinking to venture capital, startups, and technology through writing, interviews, and podcasts.

Lessons from Yoni Retchman

Yoni Rechtman, a partner at Slow Ventures and the writer behind “99% Derisible,” offers prolific, counterintuitive perspectives on venture capital, startups, and technology, making his work a study in questioning the assumptions that organize conventional investment thinking.

Lessons from Joe Lonsdale

Joe Lonsdale, co-founder of Palantir Technologies and Addepar and founder of 8VC, brings contrarian thinking to mission-driven company building, transformative technology, broken industries, and how entrepreneurial ambition can serve critical societal needs.

Lessons from Trae Stephens

Trae Stephens, Founders Fund partner and Anduril Industries co-founder and executive chairman, connects venture capital with national security, championing ambitious hard-tech solutions while examining generational companies, the future of warfare, and the philosophical foundations behind his work.

Lessons from Rehan Yar Khan

Rehan Yar Khan, managing partner of Orios Venture Partners and an early Indian angel investor, looks for non-obvious opportunities and “Misfit” founders, offering a field-tested lens on market timing, early-stage investing, and the deeper drivers of entrepreneurial success.

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