Podcast
Invested by Aleph
Hosted by Michael Eisenberg · EN
How can values create value? Join Venture Capitalist and Author Michael Eisenberg as he speaks with global business leaders to explore the values and purpose behind their businesses, the impact of technology on humanity, and the humanity behind digitization. Michael Eisenberg is Co-Founder and General Partner of Aleph, an early-stage venture capital fund with $850M under management in Tel Aviv, Israel. Aleph is an early stage venture capital fund focused on partnering with great Israeli entrepreneurs to build large, meaningful companies and impactful global brands.
22episodes
Episodes
Newest firstAll episodes
Zach Greenberger & Eran Shir on Nexar’s Dominating the AV Market, Real-World Data Moats & the Playbook for Building an Agentic Company
Feb 1801:06:15Tap to summarizeOn this episode of Invested, Michael sits down with Eran Shir and Zach Greenberger of Nexar. Eran Shir is the Co-Founder, CPO & Chairman at Nexar. He is a serial entrepreneur and investor. Previously, he served as Entrepreneur in Residence at Aleph, focusing on IoT, big data, cryptocurrencies, and network-driven market disruption. Before that, Eran led Yahoo's global Creative Innovation Center following the acquisition of Dapper, a dynamic advertising startup that he co-founded. He began his career as a physicist specializing in complex systems and networks, later founding the DIMES Internet research project and co-founding the machine learning company Cogniview. Zach Greenberger is the CEO of Nexar, leading the company’s mission to build AI for the physical world using real-world driving data. Under his leadership, Nexar powers one of the largest connected vehicle networks, generating hundreds of millions of miles of data each month to advance mapping, mobility, and road safety. Prior to Nexar, Zach served as Chief Business Officer at Lyft and held leadership roles at Tesla, focusing on strategic partnerships and new growth initiatives. Nexar provides a vehicle-to-vehicle (V2V) network that prevents road collisions and enables autonomous mobility. They do this through a global, connected, and intelligent network of mobile cameras on the road that use data to deliver valuable insights, so Nexar can ultimately build transformative products in vehicle autonomy and safety. Nexar's technology is being used by the public sector, autonomous vehicle makers, OEMs, fleets, and insurance companies. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 - Intro 02:10 - Uber Is 10 Years Too Late 05:20 - Fancy AV Fleets Were a Mistake 06:03 - Nexar Got Paid to Collect 1.2 Billion Miles of Data 07:39 - Nexar Dominates Waymo in Data Collection 09:19 - Google Burns $50 Per Mile 09:38 - Tesla and Nexar: the Only Market Players 12:48 - 100,000 Uber Drivers Already Use Nexar 16:40 - LLMs Won’t Solve the Real World 19:25 - Synthetic Data is Not Enough 21:55 - Rare Edge Cases Caught on Camera 24:09 - NVIDIA Needed Our Data 33:27 - Inside an “Agentic” Organization 40:51 - We Pay Employees to Use AI 52:44 - Nexar’s World Model Outperforms ADAS 01:05:27 - Leading a Cross-Global Team RESOURCES Follow Zach on Linkedin: https://www.linkedin.com/in/zach-greenberger-a3a3444a/ Follow Eran on Linkedin: https://www.linkedin.com/in/eranshir/ Learn more about Nexar: https://www.nexar-ai.com/ Subscribe to Invested: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to Aleph's YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://x.com/aleph?s=20 Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Nadav Elovic Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring, Jackie Goldberg Design: Rony Karadi
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SpotitEarly CEO Shlomi Madar on How Their Dogs Can Sniff Early-Stage Cancer, Why Dogs + AI is a Critical Combination, and Whether Cancer Screening Should be Regulated
Feb 401:02:36Tap to summarizeOn this episode of Invested, Michael sits down with Dr. Shlomi Madar, the CEO of SpotitEarly. Madar is a PhD-trained molecular biologist with more than 15 years of leadership experience spanning oncology, diagnostics, and healthcare business development. At SpotitEarly, he leads the company’s U.S. buildout, overseeing strategic partnerships, clinical collaborations, and fundraising. He has held multiple leadership roles at the intersection of product strategy, commercialization, and clinical execution in high-stakes healthcare settings, across several biotech and digital health companies. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 - Intro 02:50 - Theranos vs. Dogs: Why This Is Real 04:56 - Three Minutes to Detect Cancer 06:41 - Why Beagles Beat Other Dogs 09:02 - AI Watches Dogs’ Every Move 13:01 - Dogs + AI Break 90% Accuracy 13:43 - Blood Tests Miss Early Cancer Detection 16:26 - Stage One Cancer = 90% Survival 17:26 - Why Grail Fails at Early Detection 18:55 - Early Cancer Smells Stronger 22:26 - Selling Cancer Tests Direct-to-Consumer 27:22 - $250 a Year to Save Your Life 29:33 - Different Dogs for Different Cancers 30:10 - “This One’s for Ty” 42:22 - AI Can’t Replace Biological Sensors 46:00 - Dogs Smelled Disease 100 Years Ago 48:55 - You Can’t Buy a Cancer Test 50:46 - Message to RFK: Save Lives, Save Money 53:00 - Missile Strike Hit Cancer Labs 55:44 - Saving Lives vs Building Profits RESOURCES Follow Shlomi on Linkedin: https://www.linkedin.com/in/shlomimadar/ Learn more about SpotitEarly: https://www.spotitearly.com/ Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://x.com/aleph?s=20 Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Ron Baranov, Nadav Elovic Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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Lightspark Co-Founder David Marcus on Bitcoin Hitting 7 Figures, Lessons from Building and Losing Libra (Diem), Why College is Cancer & Fighting for Existential Values
Jan 2101:09:24Tap to summarizeOn this episode of Invested, Michael sits down with David Marcus, the CEO and co-founder of Lightspark. Most recently, he led all payments and crypto efforts on Meta/Facebook. In 2018, David started Diem (fka Libra). He joined Meta in 2014 to lead Messenger, which he took from under 200M monthly users to over 1.5B. Previously, he was PayPal’s President. A lifelong entrepreneur, David launched two companies in Europe and then founded mobile payments company Zong in Silicon Valley, which was acquired by PayPal in 2011. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 - Intro 01:54 - Dropping Out of College 05:07 - Elite Colleges Are Radicalizing Students 07:45 - AI Makes College Mostly Obsolete 15:30 - Libra Threatened the Global Financial Order 17:36 - Janet Yellen Personally Killed Libra 18:55 - Why Centralized Crypto Always Fails 19:40 - Bitcoin Is the Only Neutral Money 23:38 - Bitcoin Can’t Work - Until Lightning 26:05 - Bitcoin Replaces SWIFT and Banks 30:11 - Stablecoins Are Corporate Control Tools 33:45 - Bitcoin Enables Real De-Dollarization 36:10 - Most Financial Crime Isn’t Crypto 41:30 - Bitcoin Is the Ultimate Bar Mitzvah Gift 43:10 - Bitcoin Will Hit Seven Figures 44:05 - US Education Is a National Security Threat 47:35 - Parents Are Letting Kids Be Radicalized 54:20 - Mark Zuckerberg Backed Libra Until End 56:10 - Why Governments Fear Neutral Money 57:30 - Politics Destroyed My Faith in DC 59:10 - Israel, Iran, and Regime Change Hopes 01:03:45 - Europe’s Point of No Return RESOURCES Follow David on X: https://x.com/davidmarcus Learn more about Lightspark: https://www.lightspark.com/ Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Ron Baranov, Nadav Elovic Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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Special Episode: A Lookback on Some of the Strongest Business Leaders of 2025
Jan 1400:22:08Tap to summarizeOn this special episode of Invested, Michael Eisenberg curates the most compelling conversations and sharpest ideas from across our 2025 episodes. From Gavin Baker’s contrarian argument that climate change is already economically solved, to Nas Daily’s declaration that followers - and organic reach - are effectively dead, this episode captures the ideas that sparked the most debate, reflection, and conviction. We revisit investing legends through Sender Cohen’s comparison of George Soros and Stan Druckenmiller, explore post-acquisition realities inside Big Tech with Noam Bardin’s unfiltered reflections on Google, and unpack how companies like Fiverr and Wix reinvent perception and scale by building boldly for their next ten million users. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 - Intro 00:46 – Gavin Baker: Why Global Warming Is a Solved Problem 03:54 – Sender Cohen on George Soros vs. Stan Druckenmiller 06:52 – Nas Daily: “Followers Are Dead” 07:45 – Noam Bardin’s Letter After Leaving Google 11:11 – Gali Arnon: the Genius Strategy for Growing Fiverr 13:01 – Micha Kaufman: Companies Don’t Owe You Career Growth 17:19 – Omri Casspi: Life After the NBA 19:07 – Adam Fisher: Sacrificing a Million Users for the Next 10 Million RESOURCES Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Sofi Levak, Myron Shneider, Dalit Merenfeld Video and Editing: Ron Baranov, Nadav Elovic Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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David Magerman on Building Renaissance Technologies, Why AI is “An Automatic Machine Gun We’re Giving Children,” and Sacrificing Relationships for Success
Jan 701:21:17Tap to summarizeOn this episode of Invested, Michael sits down with David Magerman, a co-founder and Managing Partner at Differential Ventures, a New York-based venture capital fund investing in deep technology companies that help power the data-driven economy. Previously, he spent the entirety of his career at Renaissance Technologies, widely recognized as the world’s most successful quantitative hedge fund management company. He helped found the equities trading group at Renaissance, joining the group in its earliest days, playing a lead role in designing and building the trading, simulation, and estimation software. David holds a PhD in Computer Science from Stanford University where his thesis on Natural Language Parsing as Statistical Pattern Recognition was an early and successful attempt to use large-scale data to produce fully-automated syntactic analysis of text. David is also the founder and president of Tzemach David, an education-focused foundation working to make education in Israel more accessible to English-speaking immigrants. Outside of his foundation's work, he is a significant contributor to the OU-JLIC in Israel, Koren Publications, Lori Palatnik's Momentum Unlimited, The City of David, and Rabbi Shlomo Katz's Shirat David, as well as some other more under-the-radar projects supporting the development and strength of the Land of Israel. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 - Intro 02:55 - Why Wall Street’s Smartest Fund Rejected Finance People 06:04 - If You Can’t Close, You’re Useless 08:42 - The Hedge Fund That Invented Google Culture 12:58 - We Got Rich Solving Problems That Didn’t Matter 15:55 - How Jim Simons Proved Economists Were Wrong 17:23 - Success Was the Only Thing That Made Me Happy 18:28 - Why My Team Was Afraid of Me 21:56 - The Day I Realized No One Actually Cared 25:42 - Why Renaissance Was a Moral Failure 27:51 - I’m Glad I Made All the Wrong Choices 39:08 - AI Has Always Been a Scam 41:53 - The Truth About AI Demos No One Admits 44:55 - We Gave a Dangerous Technology to Children 45:33 - This AI Bubble Makes the Dot-Com Crash Look Small 52:38 - AI Is Killing the Next Generation of Engineers 55:47 - We’re Raising a Workforce That Can’t Think 56:42 - Most AI Use Cases Are Stupid 1:03:39 - How Tech Makes Money by Hurting People 1:08:34 - Why “Startup Nation” Is the Wrong Story RESOURCES Follow David on LinkedIn: https://www.linkedin.com/in/david-magerman-954b25174/ Learn more about Differential Ventures: https://www.differential.vc/ Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov, Nadav Elovic Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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Founding Partner of Uncork Jeff Clavier on Being the First Seed Investor, When Your First LP is Your Wife, Passing on Uber & LinkedIn and the ‘3 Asses’ Rule
Dec 1701:01:23Tap to summarizeOn this episode of Invested, Michael sits down with Jeff Clavier, the Founding Partner at Uncork Capital, a seed-stage venture firm in Palo Alto and San Francisco. Clavier founded Uncork Capital in 2004 (then called SoftTech VC) to provide active support and capital for companies in their first 18 months of life. Jeff has helped numerous companies reach successful outcomes, including Fitbit (NYSE: FIT), SendGrid (NYSE: SEND, Twilio), Eventbrite (NYSE: EB), Postmates (Uber), and Poshmark (NASDAQ: POSH). His current investments include ClassDojo, DroneDeploy, Shippo, Front, Loft Orbital, and Carrot Fertility. Jeff was born in France and graduated from Université Paris Descartes with an M.S. in Computer Science. He was formerly the CTO and an early employee at Effix, a fintech startup that sold to Reuters. In 2000, he immigrated to the U.S. and joined RVC, Reuters’ $450 million corporate venture capital fund, as a general partner. He recently wrapped up his four-year term on the board of the National Venture Capital Association. One of the early VC bloggers in 2004, Jeff is now a popular conference speaker and social media/TV commentator. When he is not spending time with Uncork’s portfolio companies, Jeff enjoys traveling, skiing, hiking, scuba diving, collecting wine, and hanging out with friends and family. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 - Intro 03:52 - Is Seed Investing Just “VC Tourism”? 06:08 - Why Being a “VC Lifer” Matters 08:35 - How Uncork Wins 91% of its Term Sheets 11:59 - GP Fundraising is Harder Than Startup Fundraising 14:15 - Capital Bottleneck in Private Markets 16:38 - Now it Takes 15 Years to Prove You’re a Good VC 20:46 - The Real Choke Point in Venture Isn’t Seed 26:13 - The “Three Asses” Rule 29:00 - Gut Feel vs. Process 32:54 - Passing on LinkedIn and Uber 37:45 - How Do You Know if You’re Actually Good at Venture? 41:19 - Succession Planning: Stepping Back After 21 Years 46:09 - Uncork Can’t Depend on One Person 47:05 - From Venture to Winemaking 52:15 - Go Narrow First RESOURCES Follow Jeff on X - https://x.com/jeff Learn more about Uncork Capital - https://uncorkcapital.com Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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USVP GP Jacques Benkoski on What Entrepreneurs Get Wrong About Go to Market, Building Value as an Investor & Why ‘Crossing the Chasm’ is Outdated
Dec 301:09:20Tap to summarizeOn this episode of Invested, Michael sits down with Dr. Jacques Benkoski, a seasoned technologist, operator, and venture capitalist with a career spanning research, corporate, startups, and international investing. As a partner at U.S. Venture Partners (USVP), Jacques brings decades of experience investing in the U.S. and Israel across cloud infrastructure, enterprise software, and cybersecurity. A speaker and mentor, he has taught his Market Entry Strategy seminar to over 5,000 entrepreneurs and released an expanded version of these materials in the eponymous book to help entrepreneurs turn vision into execution, and scale with purpose. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 - Intro 03:59 - Riding the Dot-Com Wave 08:09 - Joining USVP & the Israel Strategy 12:06 - Bubbles Are Good 14:50 - AI Adoption Will Follow Workflows, Not Replace Them 17:44 - 95% of AI Projects Fail - and That’s Normal 19:21 - Israel’s Biggest Founder Weakness 20:45 - Why Being Founder-Friendly isn’t Helpful 24:16 - The Wiz Effect 31:20 - Jacques’s Market Entry Strategy 38:49 - Why ‘Crossing the Chasm’ Is Obsolete 47:19 - War Doesn’t Affect Investment in Israel 52:00 - Israeli Trait That Hurts Sales 56:16 - The Galapagos Syndrome RESOURCES Follow Jacques on LinkedIn: https://www.linkedin.com/in/jacques-benkoski-ab9133 “The Market Entry Strategy” Book: https://a.co/d/etw96SX Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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Carta CEO Henry Ward on the Death of CartaX, a Controversial AI Take, Only Hiring Missionaries & the EQ Mistakes That Break Companies
Nov 1900:52:25Tap to summarizeOn this episode of Invested, Michael sits down with Henry Ward, the CEO and co-founder of Carta. Carta is trusted by more than 50,000 companies, over 8,500 investment funds and SPVs, and over 1.6 million equity holders to manage cap tables, compensation, valuations, liquidity, and more. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company’s Most Innovative list, and Inc.’s Fastest-Growing Private Companies. Prior to Carta, Henry was founder and CEO of Secondsight, a portfolio optimization platform for retail investors. He also held leadership positions at software companies including Reddwerks Inc. and BetweenMarkets. Henry graduated from University of Michigan with a BGS in Mathematics and Computer Science and holds a MSC in Market Finance from EDHEC Business School. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 – Intro 01:24 – The Value Proposition of Carta 03:56 – Disrupting Traditional Professional Services 09:18 – How Carta Implements AI 17:16 – The Future of Accounting and Determinism vs. Stochasticism 20:39 – Branding vs. Product Quality in Professional Services 24:46 – Competing, Copycats, and Execution at Scale 27:02 – Core Values: Transparency and EQ 28:48 – Missionaries vs. Mercenaries: Carta’s Hiring Philosophy 31:37 – How to Find Missionaries: Recruiting Strategies 34:55 – Writing, Transparency, and Thought Leadership 36:32 – Clock Speed: Becoming a Fast-Execution Organization 48:03 – Work–Life Integration and Parenting as a CEO 51:01 – Navigating Crises: Trust, Resilience, and the CartaX Shutdown 53:57 – Future Predictions: What Will Shock Us in 20 Years RESOURCES Follow Henry on LinkedIn - https://www.linkedin.com/in/heward/ Follow Henry on X - https://x.com/henrysward Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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Nuseir Yassin, AKA Nas Daily, on Being the First Israeli-Arab to Build a Unicorn, the Death of Organic Content & the New Marketing Playbook, and the Cost of Advocating for Peace Between Jews and Muslims
Nov 500:59:23Tap to summarizeOn this episode of Invested, Michael sits down with Nuseir Yassin - better known as Nas Daily. Nuseir rose to fame by taking on an ambitious challenge: creating 1,000 videos in 1,000 days. After graduating from Harvard, he made the bold decision to leave a stable engineering job in America to pursue content creation full-time. More than eight years, 68 million followers, and thousands of videos later, Nuseir has connected people from 197 countries through his signature one-minute videos across platforms.Today, while continuing to be one of the world’s most influential content creators, Yassin is the Founder and CEO of Nas Company - an ecosystem of businesses transforming how people connect, both online and offline. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 02:00 – The First 270 Failures and One Viral Video 03:40 – When Success Makes You a Target 06:20 – Redefining Winning 08:40 – The One-Minute Revolution 11:30 – Using AI to Bridge Cultures 15:23 – “I Feel Israeli”: Identity and Belonging 21:07 – From a Village in Israel to Harvard 24:47 – The Power of Saying Yes 27:18 – The Golden Age of Solopreneurs 29:28 – Building Nas.io and the Future of Work 33:30 – Finding Talent Where Others Don’t Look 38:00 – Why Organic Reach Is Dead 44:45 – Discovering Hidden Global Talent 45:54 – Founders, Investors, and Control 49:50 – The Hardest Videos to Make 52:00 – Creator. Entrepreneur. Bridge Builder. 56:00 – The Cost of Bridge-Building 57:50 – Gratitude and the People Who Believed First RESOURCES Follow Nuseir on LinkedIn - https://www.linkedin.com/in/nyassin/ Follow Nuseir on X - https://x.com/nasdaily/ Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Myron Shneider, Sofi Levak Video and Editing: Ron Baranov Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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Gavin Baker, Managing Partner of Atreides, on Everything You Wanted to Know About Semiconductors & Why Global Warming is a Solved Problem
Oct 2201:26:02Tap to summarizeOn this episode of Invested, Michael sits down with Gavin Baker who is the Managing Partner and Chief Investment Officer of Atreides Management, LP. In addition to overseeing investments and research at Atreides, he is responsible for the firm’s day-to-day portfolio management. Prior to founding Atreides in 2019, Gavin was at Fidelity Investments from 1999 to 2017, most recently as the portfolio manager of the Fidelity OTC Portfolio from 2009 to 2017. He also helped spearhead Fidelity’s venture capital investing from 2013 to 2017. Prior to managing the Fidelity OTC Portfolio, he was a portfolio manager of the Fidelity Select Wireless Portfolio from 2007 to 2011, the Fidelity Select Telecommunications Portfolio from 2007 to 2009 and the Fidelity Select Pharmaceuticals Portfolio from 2002 to 2005. Gavin started his career at Fidelity as an analyst, and focused on semiconductors, pharmaceuticals, retail, consumer packaged goods and telecommunications. Gavin earned an AB in economics and history from Dartmouth College. Please rate this episode 5 stars wherever you stream your podcasts! KEY TOPICS 00:00 Intro 02:10 Foundation Models: From Fastest Appreciating to Depreciating Assets 05:46 The Trillion-Dollar AI Club: OpenAI, Anthropic & xAI 10:25 The “Free Agency” Talent War and Religious Belief in ASI 12:55 Weaponizing Capital and the $600 Billion GPU Question 16:30 The 30-Year “Overnight Success” of Nvidia 20:22 Cerebras, NextSilicon, and the Power of Picking Niches 23:49 TSMC, Intel, and the Semiconductor “Chocolate Cake” Problem 26:40 Why Taiwan Semi’s Lead May Be Stabilizing, Not Existential 30:48 ”Intel Made Two Crucial Errors” 32:42 When Washington Bought a Piece of Intel 37:00 Israel’s Role in the Allied Semiconductor Supply Chain 40:54 The New Semiconductor Cold War 47:11 Toward an “Allied Supply Chain” for Chips and AI 50:54 Why Gavin Says Global Warming is a Solved Problem 55:34 Mars, Neuralink, and the Next Human Frontier 01:00:19 Would You Always Bet on Elon Musk? 01:03:01 Mission-Driven Investing and Avoiding “Bad for the World” Bets 01:07:37 Why Tel Aviv Feels Like the Most Exciting City in the World 01:09:43 The Charlie Kirk Assassination and the Return of Political Violence 01:15:37 X Saved the Truth About October 7th 01:23:57 SpaceX, Starlink, and the Future of Human Ambition RESOURCES Follow Gavin on LinkedIn - https://www.linkedin.com/in/gavinbaker-portfoliomanager/ Follow Gavin on X - https://x.com/GavinSBaker Subscribe to Invested here: https://content.aleph.vc/invested Learn more about Aleph: aleph.vc Sign up for Aleph’s monthly email newsletter: https://newsletter.aleph.vc/ Subscribe to our YouTube channel: https://www.youtube.com/@aleph-vc/ Follow Michael on Twitter: twitter.com/mikeeisenberg Follow Michael on LinkedIn: https://www.linkedin.com/in/mieisenberg/ Follow Aleph on Twitter: https://twitter.com/mikeeisenberg Follow Aleph on LinkedIn: https://www.linkedin.com/company/aleph-vc/ Follow Aleph on Instagram: https://www.instagram.com/aleph.vc/ CREDITS Executive Producer: Erica Marom Producer: Myron Shneider Video and Editing: Ron Baranov Music and Creative Direction: Uri Ar Content and Editorial: Kira Goldring Design: Rony Karadi
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