All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
Maybe you could tell us a little bit about how you selected our presenters and your vision for this. I mean, for any of you guys who've been involved in IRA Sohn, this is a gentleman that passed away from cancer far too young, and his family created this thing called the Sohn Foundation and they would host this event and it started in Lincoln Center and they would ask these managers And so at the time I was like a young venture investor and I got this invite and I showed up in New York at Lincoln Center in 2015 and I said, Amazon's gonna be a trillion dollar company. And I was laughed out of the room. David Einhorn, who's a friend of mine, but who is totally wrong, said, I know trillion dollar companies, this is not a trillion dollar company, wrong.
It turned out to be a great bet. I went back, I did Tesla in 2016, we picked the converts. And then in 2017, I was like, all right, this is my this is this is it. This is my magnum opus. And I said, AI is the future, and then I picked box.
I was like, if I had just picked NVIDIA, I would have been an Irisone legend. Legend and I could have retired. But anyway, so we wanted to recreate Irisone. and start to get these great managers who are making great picks, making a ton of money for their LPs. They don't get the distribution.
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