Shows
Sam Altman - Audio BiographySam Altman's Trillion-Dollar Gambit: OpenAI's Audacious FutureSam Altman BioSnap a weekly updated Biography.Sam Altman has dominated the headlines in the past week with the kind of drama and audacity that fits a man currently steering what many now describe as the world’s most valuable private company. OpenAI’s CEO toggled between tech visionary and embattled executive, all set against an air of sharpening skepticism about his ambitions. During a November 1 podcast with Altimeter Capital’s Brad Gerstner and Microsoft chief Satya Nadella, Altman faced repeated, pointed questions about how OpenAI plans to back up its staggering $1.4 trillion in compute spending commitments with what’s...
2025-11-0404 min
Business BreakdownsJim Chanos: A Short Thesis on Data CentersCompound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and today we continue with that theme, but with a twist. Our guest is Wall Street Legend Jim Chanos, famed for bringing a skeptical eye to a credulous world. Together, we walked through his short thesis on the US Data Center REITs, his bear case for commercial real estate, and some broader wisdom on how management can thoughtfully respond to short sellers. Let's get started. For the full show notes, transcript, and links to the best co...
2023-03-2943 min
Business BreakdownsJim Chanos: A Short Thesis on Data CentersCompound248 is back to host another episode of Business Breakdowns. His most recent podcasts have focused on digital infrastructure and today we continue with that theme, but with a twist. Our guest is Wall Street Legend Jim Chanos, famed for bringing a skeptical eye to a credulous world. Together, we walked through his short thesis on the US Data Center REITs, his bear case for commercial real estate, and some broader wisdom on how management can thoughtfully respond to short sellers. Let's get started.For the full show notes, transcript, and links to the...
2023-03-2942 min
The Razor’s EdgeCompound248 on Twitter’s New Era and the SBF/FTX MeltdownAll-star guest Compound248 joins us to follow up on a wild week in the markets. We talk Elon Musk’s high volume start as owner of Twitter and the SBF, FTX, crypto crisis. Akram's Razor and Compound go back and forth on the import for the cryptosphere, why Elon and team could have taken easier shots on goal, and break down what breaking the buck means, among other topics. It's a story of the Hindenburg and the Titanic, and we see how things got to where they are and what might change.
5:00 minute mark – Twitter – the Twitter turmoil...
2022-11-151h 42
The Logan Bartlett ShowEP 41: FTX Part 2 and the Twitter Breakdown: Aztec’s Jon Wu joins to talk FTX then Former Twitter Director Ryan Sarver & Fintwit Poster Compound248 Break Down Elon’s Takeover, Paid Verification, Advertisers Fleeing and the FTCIn episode 41 we get a visit from Aztec’s Jon Wu to talk briefly about FTX and then former Twitter Director Ryan Sarver joins along with Fintwit Personality Compound248 to try to explain everything that’s happened with the Twitter take private. From Elon firing half the staff, desperately trying to rehire them, advertisers bailing, and paid verification leading to fake companies and celebrities. As well as explaining why this has gotten so bad so quickly, why Twitter is unique, and what could have been done differently.(0:00) Intro(1:54) Welcome Rashad(4:12) “Verified” Twitter Accounts(7...
2022-11-121h 49
Yet Another Value PodcastLionel Hutz explains why Elon will own Twitter $TWTRLionel Hutz, author of the excellent lionelhutz substack, comes on the podcast to talk about the ongoing drama with Twitter and Elon Musk. In this episode, we exclusively discuss the Twitter case as it stands on October 13th, the odds the deal closes at the end of the month, why it might not, and what happens if it doesn’t. If you’re looking for more background on the deal, please see my podcast from May with Evan Tindell or August with Professor Ann Lipton and Compound248.Lionel's Twitter: https://twitter.com/LionelHutz_EsqMay pod with...
2022-10-141h 08The Logan Bartlett ShowEP 31: Anonymous Fintwit Personality Compound248 Joins to Talk LP Allocation Strategy, the Yale Model, Spotify and TwitterIn the 31st episode Twitter poster Compound248 joins to discuss his own background, and why he chooses to stay anonymous on Twitter. Plus explanations on venture and endowments, thoughts on Spotify compared to TV streaming, the Twitter whistleblower and Elon deal, and his experiences starting his own private investment fund.(0:00) Intro(0:52) Compound248’s Background(4:24) Why be anonymous(9:15) Responsibilities of asset allocation(14:53) Why endowments led the way(18:15) Science of asset allocation(23:11) More triaging and less manager(25:32) Venture is building, not buying(30:06) Hypothetical en...
2022-08-261h 21Yet Another Value PodcastProfessor Ann Lipton and Compound248 on $TWTR vs. MuskTulane Law Professor Ann Lipton and Fintwit personality Compound248 discuss the latest in Twitter’s lawsuit against Elon Musk. Note that we dive directly into all the nuisances of the trial; for more background on how we got here and what’s at stake you can listen to my podcast from May with Evan Tindell.My May pod with Evan on TWTR: https://twitter.com/AndrewRangeley/status/1529452942931238914?s=20&t=7yi3kr0wvPY0nduenfVdSAProfessor Lipton's Twitter: https://twitter.com/AnnMLiptonCompound's Twitter: https://twitter.com/compound248Chapters0:00 Intro2:40 Overall case thoughts to d...
2022-08-091h 17
Business BreakdownsGogo: Internet for Private JetsI am @Compound248 and this is the next installment in our Business Breakdowns mini-series focused on Digital Infrastructure. In this episode, we will talk about a company that delivers that airbourne experience, Gogo. Known for its eponymous inflight WiFi service, Gogo is frequently misunderstood, having undergone a transformation to focus purely on the business, or private, aviation industry. It sells equipment that gets installed on a private aviation airplane, and then, in infrastructure like fashion, monetizes that equipment with high margin service revenue for decades. We’re fortunate to be joined by Oak Thorne, who has led Gogo for 20 ye...
2022-06-221h 07
Business BreakdownsDigitalBridge - Pioneering Digital InfrastructureI am Compound248 and today we are pleased to announce and kick-off a Business Breakdowns mini-series focused on Digital Infrastructure. This inaugural episode of the Digital Infrastructure Business Breakdowns mini series will begin with one of the broadest, most important companies in the industry, DigitalBridge. A company that is part private equity firm, part asset owner, and part infrastructure operator of assets across the digital infrastructure spectrum. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. -----
2022-04-2958 min
Business BreakdownsTwitter: Towing the Clown Car Out of the GoldmineI’m Zack Fuss, and today we are breaking down Twitter, a business that needs little introduction. Founded by Jack Dorsey in 2006, Twitter has become one of the most visited and influential platforms in the world. Yet, despite its rising social status, investors and users have been left frustrated by the company’s pace of innovation and shareholder returns. To help me break down Twitter’s business, I’m joined by anonymous professional investor, @Compound248. Please enjoy this breakdown of Twitter. For the full show notes, transcript, and links to the best content to learn more, che...
2022-02-021h 01