My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business.... See more

Sat down with @eladgil — entrepreneur, investor and future-forward optimist. We spoke about blank slates, declining institutions, optimism, investing versus operating, the deferral of adulthood, the deterioration of speed, defense tech, human capital flows, and what happens when AI exports French... See more

In case you missed it last week, I wrote an essay wondering aloud hard questions about product market fit and perhaps more importantly, business model product fit. This essay has been somewhat disingenuously cast as a “cliché”d critique of gross margins and a general pessimistic view. This couldn’t be further from the... See more