Invest Like the Best with Patrick O’Shaughnessy
Business:Investing
My guest today is Samo Burja. Samo is the founder of consulting firm, Bismark Analysis, and has dedicated his life’s work to understanding why there has never been an immortal society. His research focuses on institutions, the founders behind them, how they rise and why they always fall in the end. As you’ll hear, Samo has an encyclopedic grasp of history and his work has led him to some fascinating theories about human progress, the nature of exceptional founders, and the future of different societies across the world. Please enjoy my conversation with Samo Burja.
Listen to Founders Podcast
Founders Episode 311: James Cameron
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.
Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.
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Show Notes
(00:02:52) - (First question) - The core thesis behind the Great Founder Theory
(00:06:40) - Great ideas inevitably being discovered at some point in history
(00:08:45) - The historic implications of a global adoption of the Great Founder Theory
(00:10:51) - The different possible directions of future trends
(00:17:08) - Distinctions between great founders versus live players
(00:22:15) - Common misconceptions about what qualifies one as a great founder
(00:24:38) - Noteworthy great founders in the United States
(00:28:34) - Recurring observable traits and common themes of great founders
(00:31:29) - Using caution when projecting a mythic lens onto great founders
(00:37:53) - Social technology as the upstream effects of prior material technology
(00:43:32) - Whether or not institutions play a role in propagating the work of great founders
(00:49:08) - The role of power and differences between owned and borrowed power
(00:56:51) - Additional ideas that play an outsized role in shaping the world
(01:01:09) - A differing worldview to his own that he finds interesting
(01:04:53) - Whether or not capital allocators can benefit from the Great Founder Theory
(01:07:37) - The kindest thing anyone has ever done for him
Bill Lenehan: Investing in Commercial Real Estate - [Invest Like the Best, EP.306]
Ron Howard and Brian Grazer - Box Office Business - [Invest Like the Best, EP.305]
Shane Battier - The No-Stats All-Star - [Invest Like the Best, EP.304]
Parker Conrad - Building a Compound Company - [Invest Like the Best, EP.303]
Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]
Kirsten Green - Investing in Consumer Change - [Invest Like the Best, EP.301]
Jason Droege - Building Uber Eats - [Invest Like the Best, EP.300]
Paul Orfalea - It’s About the Money - [Invest Like the Best, EP.299]
Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298]
Scott Wilson - Non-Traditional Endowment Investing - [Invest Like the Best, EP.297]
Julio Vasconcellos & Mate Pencz - Investing in Latin America - [Invest Like the Best, EP.296]
Trina Spear - Billion Dollar Scrubs - [Invest Like the Best, EP.295]
Gabriel Leydon - How Web3 Onboards a Billion Users - [Web3 Breakdowns, EP.37]
Harley Finkelstein - Building the Entrepreneurship Company - [Invest Like the Best, EP.294]
Mitch Lasky - The Business of Gaming - [Invest Like the Best, EP.293]
David Senra - Passion & Pain - [Invest Like the Best, EP.292]
Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291]
Katherine Boyle - Investing for America - [Invest Like the Best, EP.290]
Ravi Gupta - Focus - [Invest Like the Best, EP.289]
Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]
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