Sitemap - 2022 - Curious Compass

Holiday Special 2022

Stratechery (with Ben Thompson)

Crypto Self-Custody 101 (with Austin Federa)

Enron

Qualcomm

Netflix's Journey, Building TCV, and Investing Through Downturns (with TCV co-founder Jay Hoag)

Consumer Investing in 2022 (with Brian O'Malley of Forerunner Ventures)

The Profitable B2B Growth Playbook and Mutiny’s Story

Benchmark Part II: The Dinner

ACQ Sessions: Jason Calacanis

Kindergarten Ventures’ Vanta investment, and building a new Strategy for Venture (with Thomas McGannon)

Benchmark Part I

Reinsurance, Climate + Kindergarten Ventures (with Nat Manning)

Amazon Web Services

Howard Marks & Andrew Marks: Something of Value

The 2022 State of Crypto + Web3 with Solana's Austin Federa

Amazon.com

From NFL to Startup COO to Congressman Regulating Crypto (with Rep. Anthony Gonzalez)

Dissecting ProfitWell's Acquisition (with Patrick Campbell)

Walmart

The Playbook: Lessons from 200+ Company Stories

American Dynamism (with Katherine Boyle)

David Interviewed on "Unlimited Partners"

Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner)

Arena Show Part II: Brooks Running (with CEO Jim Weber)

Arena Show Part I: Idea Dinner + YC Continuity

Nvidia Part II: The Machine Learning Company (2006-2022)

Travel for the Creator Economy

Reverse Interview: Ben and David at Vanta

Platforms and Power (with Hamilton Helmer and Chenyi Shi)

Nvidia Part I: The GPU Company (1993-2006)

Composer (with CEO Benjamin Rollert)

Altimeter (with Brad Gerstner)

TradFi vs. Crypto, Explaining BNPL, and What's Next in Fintech (with Bain Capital Ventures' Christina Melas-Kyriazi)

SONY

Super Pumped (with Brian Koppelman and Joseph Gordon-Levitt)

Ben and David on "Capital Allocators"

10-K Diver: Building a Top Fintwit Account and Teaching Finance Principles to Everyone (Pseudonymously!)

The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave)

Peloton

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

Race Capital, Crypto Investing, and FTX + Solana’s Early Days

Taylor Swift (Acquired’s Version)

Italic & a New Era of Online Retail

2021 Recap: Acquired x Not Boring x The Generalist