Investing on the S-Curve - Colossus

Alex Sacerdote is the founder of Whale Rock Capital Management. We cover why Anthropic is his highest-conviction position, what he's learned from stud

Introduction Patrick My guest today is Alex Sacerdote, founder of Whale Rock Capital Management. Whale Rock is a technology-focused investment firm that manages more than $17 billion across hedge fund, long-only, and hybrid strategies. Over the past few years, it's been one of the best-performing funds, compounding at roughly 44% per year. Alex invests through a single lens that he has refined over 20 years. He looks for technology, S-curves, durable competitive advantages, and underappreciated earnings power. This conversation is a tour through how he applies that framework today. We start wi

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