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Sands Capital - What Matters Most

Sands Capital
Semiconductors
Artificial Intelligence
Entegris
Samsara
Nubank
Credo AI
Axon Enterprises
Globant
Logistics
Data Utilization
AI Governance
Responsible AI
Public Safety
Law Enforcement
Consulting Industry
User Experience
Technology Innovation
Energy Management
Transportation
Ethical AI

Go inside the businesses driving global innovation, changing the way we live and work. Sands Capital is an active, long-term investor, and each podcast in our What Matters Most series offers investors an in-depth look at a particular company, explains how our high-conviction strategy led us to target them, and why we expect them to be a leader going forward. www.sandscapital.com/WMM-Disclo... more

PublishesMonthlyEpisodes17Founded3 years ago
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InvestingBusiness

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Artwork for Sands Capital

Latest Episodes

If you’ve never thought about investing in IT services, this podcast episode could change your mind. Sands Capital Sr. Research Analyst Eric Black takes you through the investment case for Globant, the world’s largest pure play design-first digital s... more

Its mission is simple: protect life, preserve truth, and accelerate justice. As Axon Enterprises innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. In this episode of What Matters Most, Sands Capital Port... more

As artificial intelligence (AI) becomes a part of oureveryday lives, making sure it’s transparent and unbiased has become a high priority for businesses, governments, and ordinary people. In this episode of What Matters Most, Scott Frederick, a Sands... more

In this episode of Season 3 of What Matters Most, Sands Capital’s Eduardo Leal explains how Brazil’s Nubank went from startup to the country’s second largest corporation in just 10 years — and the company’s digital-first banking platform. Join us as ... more

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Recent Guests

Scott Frederick
Managing Partner at Sands Capital
Sands Capital
Episode: Credo AI: Driving Responsible Innovation
Katherine Bates
Research analyst at Sands Capital
Sands Capital
Episode: Placing Bets on Innovation: Flutter's Revolution in Online Gambling

Host

Kevin Murphy
Host of What Matters Most.

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Talking Points

Recent interactions between the hosts and their guests.

Credo AI: Driving Responsible Innovation
Q: What is the market expectation for AI growth?
AI is expected to add a massive economic impact, with projections of 15 trillion dollars by 2030, emphasizing the need for robust AI governance frameworks like those provided by Credo AI.
Credo AI: Driving Responsible Innovation
Q: What are the unique challenges for Credo AI in staying ahead of the change in the market?
Credo AI faces challenges in remaining competitive due to the rapid evolution of AI and new entrants in the field, but strives to maintain an edge through ongoing development and partnerships.
Credo AI: Driving Responsible Innovation
Q: What leads you to Credo and what does Credo AI do?
Credo AI fits into the ecosystem by focusing on AI governance as a category by providing a centralized governance platform that allows for tracking and evaluating AI initiatives through a registry.
The Hidden Player in the Semiconductor Boom
Q: Why is Entegris a quintessential investment for Sands Capital?
Entegris is seen as a strong investment due to its unique market position, robust R&D investment, and the increasing demand for semiconductor inputs, particularly as technological advancement continues in areas such as AI and cloud computing.
The Hidden Player in the Semiconductor Boom
Q: Does Entegris have a place in the growing use of trailing edge chips, especially in autonomous vehicles?
Yes, Entegris also plays a role in the manufacturing of both leading and trailing edge chips, as all require chemicals and filters for production.

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Frequently Asked Questions About Sands Capital

What is Sands Capital about and what kind of topics does it cover?

The episodes focus on industry leaders and innovative companies that are shaping the future of business and technology. Topics range from digital transformation and the evolution of fintech to the significance of responsible AI in governance and the pivotal role of public safety technologies. There’s also emphasis on the dynamic changes in sectors like logistics and automation, showcasing how investments and technology drive efficiency and growth. The discussions frequently highlight market leaders such as Nubank, Axon, and Samsara while also exploring broader trends in the digital economy and AI advancements, making it a critical resource for investors and professionals seeking insights into transformative business strategies.

Where can I find podcast stats for Sands Capital?

Rephonic provides a wide range of podcast stats for Sands Capital. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Sands Capital and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Sands Capital get?

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What are the audience demographics for Sands Capital?

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How many subscribers and views does Sands Capital have?

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Which podcasts are similar to Sands Capital?

These podcasts share a similar audience with Sands Capital:

1. Manufacturing Hub

How many episodes of Sands Capital are there?

Sands Capital launched 3 years ago and published 17 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Sands Capital?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Sands Capital?

Rephonic pulls ratings and reviews for Sands Capital from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Sands Capital?

Recent guests on Sands Capital include:

1. Scott Frederick
2. Katherine Bates

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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