In Good Company with Nicolai Tangen

Reid Hoffman, co-founder of LinkedIn, Greylock partner and Microsoft board member. He discusses why this AI wave is unprecedented. He highlights where AI is already transformational in research and medicine. He explains organizational hurdles like risk-first mindsets slowing adoption. He recounts contrarian investment bets that shaped major tech successes.

Reid Hoffman, co-founder of LinkedIn and Greylock partner known for early bets on PayPal and Facebook, joins to discuss AI as the defining tech revolution. He breaks down where AI already transforms coding, research and drug discovery. He explains why big companies lag startups, why Europe must act, and why the next generation should become AI-native.

Gilles Andrier, long-serving CEO of Givaudan and expert in perfumery and flavor science, shares the craft behind iconic scents and how luxury perfume briefs are developed. He outlines what makes a great perfumer and explains how flavours differ from fragrances. He also reflects on company culture, leadership principles, and the role of experimentation in innovation.

Gilles Andrier, longtime CEO of Givaudan and expert in perfumery and flavor science, shares how iconic scents and tastes are crafted. He discusses the perfumery funnel, training noses at Givaudan’s school, the role of new molecules and trends, making food healthier without losing taste, and building a caring, high-performance company culture.

Mike Gitlin, President and CEO of Capital Group, leads one of the world’s largest investment managers with a long-term, employee-owned model. He discusses Capital Group’s distinctive investment system, how collaboration and tenure shape decisions, incentive design that fights short-termism, and practical uses of AI in mining decades of research.

Mike Gitlin, President and CEO of Capital Group and leader of a $3T, employee-owned investment manager. He discusses Capital Group’s long-term, collaborative investment model and its rented ownership structure. They talk about incentives that reward eight-year performance, how AI and a vast research archive are used across the firm, and why staying private supports long-termism and culture.

सच में बेहतरीन बिज़नेस को बाकी कंपनियों से अलग क्या बनाता है? हेज फंड SurgoCap Partners की founder माला गांवकर, Nicolai Tangen के साथ बात करती हैं कि ऐसी कंपनियों को कैसे पहचाना जाए जिनके पास मजबूत और टिकाऊ फायदे हैं। वे समझाती हैं कि कैसे पुरानी टेक्नोलॉजी नए तरीकों से बाज़ार में उथल-पुथल मचाती है, क्यों वे अपनी इन्वेस्टमेंट टीम को जानबूझकर छोटा रखती हैं, और कैसे डेटा साइंस सोच की गलतियों को कम करने में मदद करता है। माला अपने इन्वेस्टमेंट के खुले अनुभव शेयर करती हैं—जैसे Nokia को शॉर्ट करने की गलती और NVIDIA को बेचने के बाद दोबारा न देखने का पछतावा। वे अपने करियर को क्रिएटिव राइटिंग और ग्लोबल हेल्थ में समाजसेवा के साथ बैलेंस करने की बात भी करती हैं। $6 बिलियन assets के साथ, SurgoCap यह साबित करता है कि फोकस और जिज्ञासा ही नतीजे लाते हैं।——Mala Gaonkar - Founder of SurgoCap Partners What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results. Hosted on Acast. See acast.com/privacy for more information.

Andrea Orcel, CEO of UniCredit and a transformation-focused European banker. He discusses scale and transformation as banking's key challenges. He talks about AI slashing credit-analysis time, the rise of euro stablecoins, and rebuilding UniCredit’s culture around integrity, ownership, and care.

Andrea Orcel, CEO of UniCredit — a strategic banker who reshaped Europe’s banking playbook. He discusses scale and transformation, cross-border deals like Commerzbank and Banco BPM, AI-driven credit and customer journeys, the rise of stablecoins for euro payments, and leadership built on grit, reskilling and culture change.

Jayshree Ullal, CEO of Arista Networks and former electrical engineer who built Arista from a small startup to a market leader. She explains how Arista powers AI data-center networks, why AI traffic is fundamentally different, and why power—not hardware—is the key constraint. Conversations cover rapid networking speed jumps, Arista’s engineering-led culture, and where global AI build-outs are happening.