Silicon Valley, every mention

4 scenes (2026) · ← back to Silicon Valley

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Verbatim, from the transcripts: the passages where Silicon Valley comes up

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Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514) Jul 30, 2026 · 1 mention

  • ▶ 18:55 Lauren Hochfelder We've been investing in industrial assets in and around Silicon Valley that are benefiting from the physical AI trends, among other things.

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510) Jul 13, 2026 · 4 mentions

Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 · 1 mention

  • ▶ 26:26 Pat Dorsey It's an outgrowth of the degree to which Silicon Valley likes to self-promote on venture capitalists who are at heart promoters.
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