Lior Susan - Leave the World Better than You Found It - [Invest Like the Best, EP.353]

Invest Like the Best with Patrick O'Shaughnessy

Today's episode is a conversation with Lior Susan, the Founder of Eclipse Ventures, whose mission is to unlock solutions to age-old physical industry problems through the intersection of bits and atoms. Lior is Israeli, and served in Israel's special forces before founding Ecplise.

The topic of conversation is one fellow investor's perspective of the terror attacks of October 7 and the path forward. I hope more than anything that collective action is in the direction of fewer people dying, and most importantly, zero innocent civilians dying in Israel and in Gaza and Palestine.

This is not a political show, and it won't become one. This is a conversation with a person deeply and personally affected by the Hamas terror attacks of October 7, who I believe to be a very good person who wants to be a part of change in the right direction for everyone good in and around Israel and Gaza, regardless of their background, religion, or anything else about them.

Please enjoy my conversation with Lior Susan.

Listen to Founders Podcast: #326 Anna Wintour

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

-----

This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully diluted shares outstanding? Access every publicly-reported data point and industry-specific KPI through their database of over 4,000 drivable global models hand-built by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus’ models automatically update each quarter, including hard-to-calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building, and updating models. Make efficiency your competitive advantage and take back your time today. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick.

-----

Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.

Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @patrick_oshag | @JoinColossus

Show Notes

(00:03:57) - [First question] - Recounting Lior's career thus far

(00:09:29) - Insights on the global situation post-October 7th

(00:14:37) - Delving into Israel's historical backdrop

(00:19:47) - Analyzing the wave of protests on college campuses

(00:23:29) - Sharing thoughts on Palestine

(00:28:49) - Planning for the use of his time ahead

(00:31:41) - Evaluating the current state of leadership in Israel

(00:36:27) - Concerns for the welfare of innocent people

(00:40:47) - Assessing technology's role in future conflicts

(00:44:08) - Crafting pathways to effective globalization

(00:48:27) - Identifying traits that contribute to investment success

(00:55:17) - Envisioning constructive steps post-conflict

(00:57:10) - Reflecting on the lessons from strong leadership

(01:01:04) - The kindest thing anyone has ever done for Lior