Alex Smith, Shane Battier, & Ravi Gupta - What Makes A Glue Guy? - [Invest Like the Best, EP.387]
Episode publishedPodcast: Invest Like the Best with Patr...Invest Like the Best with Patrick O'Shaughnessy
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O'Shaughnessy is the CEO of Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of positive sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
This week's episode is special because it marks the launch of our first new show on Colossus in a long time. It's called Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta. Shane, Ravi, and Alex's stories are each remarkable. Each has been at the very top of their profession. Shane as an n c double a and NBA champion, Alex as the first pick in the NFL draft, pro bowler, and 16 year NFL veteran, Ravi as a leader at KKR, and then as a critical leader turning around and building Instacart, and now as a partner at Sequoia. But those parts of the
Talent and teamwork. Okay. So I'm gonna stick to it from a business perspective, I guess. The first thought, Patrick, when I go to is, like, in investing, you know, venture firms are weird teams. Right? Like, because what you kinda have is everyone does have to be pretty talented on their own. Right? Otherwise, like, they're nobody's gonna wanna share in it together. But I guess, like, the tension or the the thought that comes to mind on talent versus teamwork is you actually can't do it all by yourself because you can't cover everything, right, by nature, And it's too hard to to choose it on
duration seems like a good excuse. Yeah. How is it different in sports?
Talent's not that rare in sports. Like, especially the higher you get. Like, talent's everywhere. Like, I just don't think it's that big of a rarity as people think it is, especially on the professional level. Everybody is good. Everybody's good. I don't know if it's, like, in the NBA, shame, but, like, there are guys in NFL that aren't, like, you've never heard of. You would turn on the film. Right? Like, that week, you're prepping. You you turn on the film. You know their roster. Like, hey. I'm looking at these corners of these defensive ends that I've never heard of. I've never heard of. I
my experience is very different. I just wanna be loved. Everything I learned about being a great teammate, I was forced to learn when I was 7, 6 year old kindergartner. Right? And it was through my which at the time, the toughest thing I've ever been through in my life is being different. Look, I grew up in a small town outside Detroit, Michigan, Birmingham, Michigan. I was the only kid in town that had a black dad and white mom. Okay? On picture day, I was the only kid to get a pick on picture day. Alright? I'm Martin Luther King Day. I was expecting to know everything about black culture fro
Now you're tall, dark, and handsome. Now
I'm tall and handsome. And handsome. Funny that happens. Right? Darren. And what I realiz
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