Call Links
Playback:
S&P DOW JONES
FLAT MONEY
TOROS
STRIKE PLAY
Apyx
Mark Andriessen Companies
AI / Infrastructure
• OpenAI
• Databricks
• xAI
• Anysphere
• ElevenLabs
• Mistral AI
• Cursor / Anysphere
• Shield AI
Fintech / Payments / Commerce
• Stripe
• Coinbase
• Mercury
• Deel
• Ramp
• Pipe
• Persona
• Capitolis
Crypto / Web3
• Uniswap
• Solana
• Dfinity
• Aptos
• EigenLayer
• LayerZero
• Yuga Labs
• OpenSea
• Avalanche
• Arweave
Consumer / Social / Media
• Airbnb
• Facebook
• Instagram
• Pinterest
• Substack
• BuzzFeed
• Clubhouse
• Discord
• BeReal
Enterprise / Cloud / Security / Software
• GitHub
• Slack
• Figma
• Notion
• Samsara
• Tanium
• Datadog
• Okta
• Robinhood
• Optimizely
Defense / Robotics / American Dynamism
• Anduril
• Applied Intuition
• Hadrian
• Apex Space
• Saronic
• Shield AI
• Castelion
Bio / Health
• Accolade
• BioAge Labs
• Cardiogram
• Ciitizen
• Devoted Health
• insitro
• Komodo Health
• Scribe Therapeutics
Gaming / Creator / Network businesses
• Roblox
• Epic Games
• Discord
• Substack
• Yuga Labs
• Medium