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Reed Hastings discusses the founding and growth of Netflix, focusing on key strategies like talent density, content portfolio approach, and long-term vision from DVD rental to streaming, while also sharing insights on leadership, board roles, and his current interests in education and AI.
Kyle Grieve reflects on the key investing lessons he learned in 2025, including the importance of flexible conviction, understanding company culture, focusing on downside protection, and recognizing the power of incentives.
Henry Ellenbogen discusses his investment philosophy of identifying and backing the rare 1% of companies that drive long-term returns, focusing on understanding people, change, and the potential for durable growth across various industries.
A deep dive into recruiting the top 0.1% of engineering talent in the AI ecosystem, exploring how talent density, not headcount, is the key predictor of startup success in the current technology landscape.
In this episode, Scott and Ed discuss OpenAI's new SORA technology, AI-generated video platforms, and the potential impact on Hollywood and content creation, while exploring the broader implications of AI "slop" and social media trends.