vanessa larcoFormer GP at a large venture firm, launched Premise to invest in pre-seed/seed AI startups with a founder-first thesis, avoiding overpriced repeat-founder rounds.
joel shulmanManages an ETF that held ~$300M in SpaceX pre-IPO (14% position), generated $130M profit, and now tracks SpaceX's Nasdaq 100 inclusion and fundamental thesis.
ryanHost of the podcast (Long Strange Trip). Previously worked at PTC in the 1990s. Built HubSpot through 'founder mode' flat organization. Experimented with eliminating org charts/titles 4 years in but reverted due to lack of intelligence systems. Now exploring 'Dorsey mode' AI-centered organization.
peter elstromLeads Bloomberg's coverage of Asian technology companies, particularly Korean semiconductor makers Samsung and SK Hynix.
kunjan sobhaniCovers semiconductor industry with focus on server design, data center infrastructure, memory cycles, and sovereign AI spending trends.
robert shipmanAnalyzes corporate bond markets and credit fundamentals, particularly for large tech issuers funding AI infrastructure.