Hal Varian

Supported by Greenhaven Road Capital, finding value off the beaten path. Hal Varian is the author of two economics textbooks and co-author of Information Rules: A Strategic Guide to the Network Economy. Varian spoke at the ESMT business school in Berlin in 2018. Varian’s talk is titled Artificial Intelligence Economics and Industrial Organization. AI EIO, … Continue reading “Hal Varian”

Howard Marks, may the odds be ever in your favor

Supported by Greenhaven Road Capital, finding value off the beaten path. This post will use quotes from Howard Marks’s fall 2018 interviews with Barry Ritholtz,  Tim Ferriss, and the The Investor’s Podcast as well as an August 2018 talk at Wharton. You can listen; iTunes, Overcast, or Soundcloud. Or read; ePub. Howard Marks’ advice is … Continue reading “Howard Marks, may the odds be ever in your favor”

Ed Catmull

Supported by Greenhaven Road Capital, finding value off the beaten path. In 2015, Tim Ferriss spoke with Ed Catmull, the computer scientist who leads Pixar and author of Creativity Inc.. In the podcast with Tim Ferriss, Catmull (briefly) lamented the IPO which christened Steve Jobs a billionaire. Catmull said November 1995 was the culmination of twenty … Continue reading “Ed Catmull”

James Aitken

Supported by Greenhaven Road Capital, finding value off the beaten path. James Aitken spoke with Ted Seides on the Capital Allocators podcast. What I liked most about this episode was Aitken’s approach to interestingness. We’ve written about that’s interesting moments before. Eric Maddox had his in Iraq. Brian Koppelman had his and it inspired Billions … Continue reading “James Aitken”

Andreessen & Horowitz 2

Supported by Greenhaven Road Capital, finding value off the beaten path. Ben Horowitz and Marc Andreessen released their (annual?) conversation from an a16z conference. That event included the podcasts with Charles Koch and Ted Sarandos. This is our second post with the a16z founders, almost to the day! Marc Andreessen and Ben Horowitz, July 15. … Continue reading “Andreessen & Horowitz 2”