Relentless
10 posts
@relentless_inv
Seed capital for founders doing their life's work Team: @damirbecirovic @_alialtaf @dinobecirovic @stheakanath
Introducing Bond - the world's first social network built on memories and powered by AI. Bond allows you to easily capture your memories and turn them into new discoveries. Download Bond on iOS today: apps.apple.com/us/app/bond-co…
My conversation with Dan Sundheim (@dsundheim). He is the founder and CIO of D1 Capital Partners, which manages over $30B across public and private markets. There's no one as passionate about investing as Dan. We had a really wide-ranging conversation and discuss: - Public vs. private markets in 2026 - Anthropic, OpenAI, and SpaceX - How Dario reminds him of Jeff Bezos - The future of hyperscalers - The software selloff and what comes next - GameStop and the LP dinner that followed - China vs. US: the risk of Taiwan Enjoy! Timestamps: 0:00 Intro 1:05 Public vs. Private Markets 9:10 LLMs as a Business Model 23:23 The Future of Hyperscalers 27:45 AI's Impact on Traditional Software 36:31 Surviving the GameStop Short Squeeze 49:54 Big Private Bets: Rivian and SpaceX 54:26 The Art of Short Selling 1:04:28 Early Career 1:17:11 Geopolitics and the Semiconductor Collision Course 1:22:05 Traits of Great Leadership 1:23:20 The Kindest Thing
