Investing for the AI Boom: Masters in Business with Glen Kacher

2026-09-18 · 71 min · 12 entities

episode page audio

Asserted relationships

→ appeared on Masters in Business podcast

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Investing for the AI Boom: Masters in Business with Glen Kacher
→ works at Light Street Capital. They company

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CIO of Light Street Capital. They
→ discusses Business concept

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing
→ discusses Entrepreneurship concept

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Feed category: Entrepreneurship
→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg

Entities found in this episode

concepts 6

mentioned Business concept

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Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

companys 4

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
mentioned Light Street Capital. They company

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CIO of Light Street Capital. They
works at Light Street Capital. They company

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evidence rules-v4
CIO of Light Street Capital. They
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Glen Kacher person

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Investing for the AI Boom: Masters in Business with Glen Kacher

podcasts 1

appeared on Masters in Business podcast

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evidence rules-v4
Investing for the AI Boom: Masters in Business with Glen Kacher

Episode description as stored

Barry speaks with Glen Kacher, Managing Director and CIO of Light Street Capital. They discuss his tenure at Integral Capital Partners, as well as his start at Tiger Management under founder Julian Robertson. They discuss being a hedge fund surrounded by venture capital in Silicon Valley, as well as learning to embrace the speed of tech. They also discuss the polarization of data centers and what AI will look like five years from now. See omnystudio.com/listener for privacy information.