MiB: Glen Kacher, CIO of Light Street Capital

This week, I speak with Glen Kacher, Managing Director and CIO of Light Street Capital. We discuss his tenure at Integral Capital Partners, as well as his start at Tiger Management under founder Julian Robertson. We talka bout why he launched a hedge fund surrounded by venture capital in Silicon Valley, and what it takes to embrace the “speed of tech.” We also discuss the polarization of data centers and what AI will look like five years from now. He is currently re-reading “Empires of Light: Edison, Tesla, Westinghouse, and the Race to Electrify the World” by Jill Jonnes; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Adam Frank, Head of Wealth Planning and Advice at JPM, responsible for $1.3 trillion in client assets. Previously, he was head of Wealth Management for JP Morgan Securities. JPM’s combined total assets, including global, institutional, private bank, wealth, and retail, are over $7.7 trillion. Current Reading/Favorite Books