エピソード

  • Phil Spencer's $68.7B Xbox Bet and What Came After

    Phil Spencer's $68.7B Xbox Bet and What Came After
    2026/08/24
    Phil Spencer spent twelve years rebuilding Xbox from a PR disaster into a subscription-first, cross-platform empire — then walked away on his own terms. Now his successor is publicly rolling back key pieces of his strategy, giving us a rare look at what a complete leadership run actually leaves behind. This episode breaks down the trust repair, the strategic pivots, and the billion-dollar bets that defined his tenure.
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    11 分
  • Satya Nadella's $145B AI Bet and Microsoft's Rebuild

    Satya Nadella's $145B AI Bet and Microsoft's Rebuild
    2026/08/02
    Satya Nadella inherited a profitable but internally fractured Microsoft in 2014 and rebuilt it from the culture up — killing stack ranking, embracing open source, and placing a multi-billion-dollar bet on AI that's still unfolding. This episode breaks down the three strategic moves behind one of the most dramatic corporate turnarounds in business history, and the hard tensions that come with it.
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    11 分
  • Tim Cook Bet Against AI Spending and Hit $4.9T

    Tim Cook Bet Against AI Spending and Hit $4.9T
    2026/07/26
    Apple just reclaimed the world's most valuable company title — and it did it by sitting out the AI spending war everyone said it had to join. This episode breaks down Tim Cook's 15-year run as CEO: the operational discipline, the strategic restraint, and the three leadership moves that built the greatest wealth-creation arc in corporate history. Cook is stepping down in September 2026, so it's a good moment to actually read the playbook.
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    11 分
  • Jensen Huang's CUDA Bet and NVIDIA's $5T Rise

    Jensen Huang's CUDA Bet and NVIDIA's $5T Rise
    2026/07/16
    Jensen Huang took NVIDIA from a near-bankrupt startup sketched out in a Denny's booth to the most valuable company in human history. This episode traces the leadership moves behind that arc — platform bets made before there was a market, organizational design built for unfiltered truth, and a survival paranoia that never went away. Three lessons you can actually use, plus an honest look at what's still unresolved.
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    11 分
  • Clive Davis: Signing Stars and Starting Over at 68

    Clive Davis: Signing Stars and Starting Over at 68
    2026/07/06
    Clive Davis signed Janis Joplin, built Whitney Houston's career, and revived Santana at sixty-seven — all without ever playing an instrument. This episode pulls three sharp business lessons from his six-decade run: owning the judgment call everyone else dodges, converting a public firing into a founder's equity stake, and staying close enough to the craft that superstars never want to leave.
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    11 分
  • Brynn Putnam's $500M Exit and the Bet on Board

    Brynn Putnam's $500M Exit and the Bet on Board
    2026/06/28
    Brynn Putnam turned a ballet career into Mirror, a wall-mounted fitness display Lululemon bought for $500 million. Then she walked away from the beach and built Board, a $400 touchscreen device designed to get people off their phones and playing games face-to-face. This episode traces her pivot from self-optimization to human connection — and the strategy underneath it.
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    11 分
  • Susan Kare built a visual language in 1,024 pixels

    Susan Kare built a visual language in 1,024 pixels
    2026/06/14
    Susan Kare arrived at Apple in 1983 with a Ph.D. in sculpture, no computer background, and a stack of graph paper, and what she built on that grid, one pixel at a time, became the visual language every human on earth now uses to navigate a screen. This episode traces how a fine arts outsider invented GUI icon design from scratch inside extreme constraints, why her decision to ground digital interfaces in physical metaphor, trash cans, folders, paintbrushes, determined whether ordinary people would ever trust a computer, and what her career teaches about the competitive advantage of hiring from completely outside your field.
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    11 分
  • Naval Ravikant gave away the secrets VCs didn't want founders to know

    Naval Ravikant gave away the secrets VCs didn't want founders to know
    2026/06/08
    Naval Ravikant got financially burned in his first startup, and instead of walking away from the system, he built a new one inside it. This episode traces how the co-founder of AngelList turned that early wound into Venture Hacks, Venture Hacks into a marketplace, and that marketplace into the infrastructure layer that reshaped how startups raise money, from Syndicates in 2013 to Rolling Funds in 2020 to a $500-minimum venture fund in 2026 that lets retail investors into deals alongside institutions. The real lesson is the one Naval has been demonstrating the whole time: specific knowledge shared freely compounds into something no amount of capital can replicate.
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    12 分