I feel like I know you guys because I listened to you guys on your podcast and it's really fascinating because I think the three part series on Berkshire is kind of like is your signature piece because I think you guys said it's like, oh geez, you know, you never thought you could go beyond two hours and I know you guys have to cut a whole bunch of stuff out just to fit it into six hours right now, but there's nobody who goes into the depth like you guys and so it's great to talk to you guys here.
Welcome to this special episode of Acquired, the podcast about great technology companies and the stories and playbooks behind them.
I'm Ben Gilbert and I am the co founder and Managing director of Seattle based Pioneer Square Labs and our venture fund PSL Ventures.
And I'm David Rosenthal and I am an angel investor based in San Francisco.
And we are your hosts.
On today's show.
We have a guest that both David and I have looked up to for years, Ho Nam from Altos Ventures.
Without giving too much away in this early intro, I will say that this episode could be summed up as what if you tried to be a value investor with Berkshire Hathaway's principles?
But for early stage technology companies, this episode is the perfect cousin to everything that we talked about on the Berkshire trilogy.
Now, before we dive in, I want to say first, if you are new here, join us in the acquired Slack.
We'll be talking about this episode and everything going on in the tech and investing news of the day.
That's Acquired FM Slack.
Okay listeners, now is a great time to tell you about longtime friend of the show, ServiceNow.
Yes, as you know, ServiceNow is the AI platform for business transformation and they have some new news to share.
ServiceNow is introducing AI agents.
So only the ServiceNow platform puts AI agents to work across every corner of your business.
Yep.
And as you know from listening to us all year, ServiceNow is pretty remarkable about embracing the latest AI developments and building them into products for their customers.
AI agents are the next phase of this.
So what are AI agents?