I’d like to introduce you to Jeremy Kranz. With his career as an investor at Intel Capital, then GIC, which is the sovereign wealth fund of Singapore rumored to manage over $700B, to now running his own fund Sentinel Global, he has had a front-row seat to investments in industry changing companies such as ByteDance (which became TikTok), Alibaba, Uber, DoorDash, Zoom, DJI (which changed the drone industry and argubly modern warfare), and many more I’m probably not even aware of.

When I first met Jeremy in 2014, I was amazed that a late-stage financial investor could understand Open Source so well, and he immediately grokked what Automattic was doing in a way that I think has little parallel in the world. (Today, it reminds me of Joseph Jacks at OSS Capital.) Deven Perekh of Insight Partners led Automattic’s 1.16B valuation Series C round, making us one of only forty “unicorns” (private companies valued over a billion dollars) at the time, and one of the reasons they beat out others as the lead of the round was that GIC/Jeremy was a LP of Insight so they could directly co-invest. GIC is so intensely private I couldn’t even mention them in the announcement at the time even though they were the catalyst for the round. Since then, Jeremy has become a close friend and advisor, and he even took me to my first Grateful Dead concert.

Eleven years later, this is his first podcast! Jeremy shares incredible alpha around China, AI and its adoption in the enterprise, how asset allocation is evolving, and at the end, a beautiful tie together of the Grateful Dead and Open Source.