Today’s ticketing systems weren’t built for agents.
Over the past 3 months, we’ve been building a new product at Parahelp to solve this: Infrastructure purpose-built for your agents (like Claude, Grok Bot, or one built in-house) and team to resolve support tickets together.
Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a $9B growth equity firm he founded in 2011.
For 15 years, he and his partners have built one of the most disciplined investment machines in the business, designed to deliver consistent returns by hitting doubles and triples rather than chasing power law outcomes. He obsesses over avoiding zeros and is constantly underwriting investments to know exactly when to sell.
He has built a unique culture at Lead Edge, sending handwritten thank you notes to nearly everyone he meets and sitting down one on one with every person at the firm once a year.
He is, by his own admission, one of the most persistent and competitive people you will meet. After the episode, he told me he believes the most important thing in life is to be memorable. You will find, listening to this conversation, that he very much is.
We discuss:
- Why it’s the best time to buy public software companies
- Lessons from 10,000 cold calls
- His unique LP base
- Why consistency of returns matters more than home runs
- The art of knowing when to sell
- How culture is built from the top + the importance of follow-through
- What skiing taught him about risk and competition
Enjoy!
Timestamps:
0:00 Intro
1:00 The Hierarchy of BS
2:20 Lessons From 10,000 Cold Calls
9:05 Base Hits vs. Grand Slams
15:24 The 8 Buying Criteria
17:24 Pricing and the AI Exit Multiple Trap
19:24 Software as a Game of Distribution
23:20 Creative Deal Structuring
26:27 The Framework for Focus
29:01 The Art of the Investigative Cold Call
34:24 Culture of Hustle
35:34 The Annual One-on-One Process
37:59 Playing to Strengths
39:43 The Mount Rushmore of Investment Machines
42:05 Fears and Excitement Around AI
48:54 Ski Racing
52:29 Advice for Starting a Firm
54:35 The Kindest Thing
Excited to reintroduce Parahelp with a new website, use case library, and customers, including the teams at Cursor, Speak, and Fyxer.
https://t.co/Yw7EeyEmNV
This is the category-defining profile of one of the most important figures and institutions in American business, investing, and technology.
Joshua Kushner and Thrive Capital.
Kushner and his partners speak, as do Sam Altman, Jony Ive, Demis Hassabis, and John Collison.
It’s a story of the American dream. One that travels from the Holocaust in Eastern Europe through postwar Budapest, a refugee camp in Rome, Cold War New York and New Jersey, post-9/11 America, the recent history of venture capital, the AI revolution, wartime Israel, and Rick Rubin’s backyard.
It tells, with fresh eyes and ears, what happened during the 2023 OpenAI coup attempt. It takes you inside critical moments at Stripe and GitHub. And it shows how Kushner’s team of émigré and provincial castaways built Thrive into a rampart for the American experiment.
The ending will give you goosebumps.
By @jeremysternla. Only in Colossus.
My conversation with @GrahamCWeaver, the founder of Alpine Investors.
Graham built this large private equity firm by buying companies and handing them over to ~27-year-old CEOs. He tells the entire story of the firm here.
Enjoy!
Timestamps
0:00 Intro
0:37 Alpine's Three North Stars
7:33 The Power of Choice & Determination
13:33 Early Career
21:45 Founding Alpine
29:36 Core Beliefs and Talent Development
35:47 Building a Platform Company
39:02 Talent and Training Programs
44:15 Employee and Customer Engagement
47:26 Financial Outcomes & Return Strategies
50:43 Supporting Young CEOs
58:13 Teaching at Stanford
1:05:31 Coaching and One-on-One Meetings
1:08:18 Executive Coaching
1:11:19 Defining Personal Growth and Courage
1:18:41 Lessons from a Slot Machine Business
1:22:43 Balancing Work and Personal Life
1:29:21 The Future of Private Equity
1:32:29 The Importance of Seeing the Best in People
1:38:10 The Kindest Thing
Here's my conversation with Brad Jacobs, chairman and CEO of QXO, founder of eight separate billion-dollar companies including XPO Logistics, United Rentals and United Waste.
(0:00) Introduction and Setting the Tone
(0:31) Mentorship and Key Lessons from Ludwig Jesselson
(2:41) Embracing Problems as Opportunities
(6:07) The Importance of Recruiting Top Talent
(7:58) Maintaining Long-Term Reputation
(10:14) Finding Context and Centering
(19:50) Perfectionism and Cognitive Therapy
(26:29) Building Billion-Dollar Companies
(36:50) The Role of A Players in Success
(42:27) The Power of People in Business
(44:23) The Importance of Superior Intelligence
(45:54) Balancing Work and Life
(48:11) The Role of Passion in Success
(51:59) Effective Leadership and Meetings
(1:05:41) Feedback Loops and Continuous Improvement
(1:16:29) Public vs. Private Companies
(1:22:55) The Drive for Stress and Passion
(1:23:16) Learning from Other Entrepreneurs
(1:23:41) Fred Smith's Legacy and Influence
(1:29:19) The Importance of Technology in Business
(1:40:25) Time Management and CEO Responsibilities
(1:54:34) The Power of Incentives
(2:01:04) Going All In: Final Thoughts
Includes paid partnerships.
New on the Anthropic Engineering Blog: Most developers have heard of prompt engineering. But to get the most out of AI agents, you need context engineering.
We explain how it works: https://t.co/PpMTiT7AEG