Grit

Guest: Larry Baer, CEO of the San Francisco GiantsIn 1992, Larry Baer was part of the ownership group that bought the San Francisco Giants and successfully prevented the team from being moved to Tampa, Florida. Back then, they had a big problem to solve: An old, uncomfortable ballpark that voters wanted to see replaced, but didn’t want to pay for.20 years after the construction and financial success of Candlestick Park’s replacement, Oracle Park, Baer — now the CEO of the Giants — embarked on an even bigger project, developing an entire neighborhood near Oracle called Mission Rock. “We’re in the baseball business, but really, we're in the media, entertainment, sports, real estate business,” he says. Chapters:(01:05) - Growing up a fan (04:37) - Larry’s dad (07:28) - Stopping the move (13:28) - The Giants in 1992 (15:18) - “What am I doing here?” (19:31) - Hiring with urgency (23:34) - Last out to first pitch (27:45) - Buster Posey (30:13) - The Candlestick problem (36:36) - Making a new stadium (43:00) - Always hungry (45:01) - Becoming CEO (49:52) - Homegrown talent (52:55) - The Mission Rock neighborhood (57:27) - Revitalizing San Francisco (01:03:20) - “It all starts here” (01:07:20) - What Oracle Park means (01:09:52) - What “grit” means to Larry Mentioned in this episode: Barry Bonds, Candlestick Park, Willie Mays, Willie McCovey, Juan Marichal, Josh Harris, Larry and Bob Tisch, CBS, Peter Magowan and Safeway, Charles Schwab, Don Fisher, Bill Hewlett, Arthur Rock, Charles Johnson, Harmon Burns, Bank of America, Walter Shorenstein, Dianne Feinstein, Bob Lurie, Bobby Bonds, Dennis Gilbert, Roger Craig, Al Rosen, Dusty Baker, Bob Quinn, Brian Sabean, George Steinbrenner, Bob Lillis, Matt Williams, Greg Johnson, the 1994 baseball strike, Chase Manhattan Bank, Warren Hellman, Jimmy Lee, Pacific Bell, Coca-Cola Company, J.T. Snow, Jeff Kent, Bill Neukom, Brandon Crawford, Brandon Belt, Tim Lincecum, Matt Cain, Madison Bumgarner, Sergio Romo, Hunter Pence, Marco Scutaro, Joseph Lacob and the Golden State Warriors, Tishman Speyer, Al Kelly, Ryan McInerney, Visa, Che Fico, Arsicault, Trick Dog and Josh Harris, the Chase Center, Sam Altman and Open AI, Anthropic, Daniel Lurie, Salesforce and Dreamforce, Imagine Dragons, Pink, the Moscone Center, and Billy Crystal. Links:Connect with LarryLinkedInConnect with JoubinTwitterLinkedInEmail: [email protected] Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm

Guest: Tony Vinciquerra, outgoing CEO of Sony PicturesTony Vinciquerra never planned to get into the entertainment business, let alone to become one of the most powerful people in Hollywood. After seven years, he’s about to leave the CEO role at Sony Pictures (although he will stay on as chairman for one more year) and attributes much of his success to luck: “I’ve been in the right place at the right time a lot of times.” That said, he also encourages his children to proactively be curious, something that has served Tony well across his whole career. “I don’t have as deep an education as many of the people that [I] compete with,” he says. “So I try to make up for that by knowing what’s going on and being more curious ... working harder at it and being more — I don’t know what the right word is, but sucking more information in, all the time.”Chapters:(00:54) - The perks of being a studio boss (03:38) - Hulu and Peter Chernin (06:41) - Fox Television (10:03) - Building relationships (13:37) - Not retiring (15:34) - Fixing Sony (23:29) - Intellectual property (26:58) - Juggling and baseball (29:30) - Setbacks and cable networks (34:58) - The WGA and SAG-AFTRA strikes (37:22) - AI and replacing writers (39:46) - Adapting to new tech (44:38) - Changing consumer behavior (49:25) - Sports media and live TV (55:31) - Bad days (58:57) - Tony’s family (01:02:47) - Looking back (01:05:04) - Proactive curiosity (01:07:33) - What “grit” means to Tony Mentioned in this episode: Jason Kilar and Warner Bros., Jeff Zucker, John Waldron and Goldman Sachs, FX, Drayton McLane, Netflix, Variety, PlayStation, Spider-Man, Tom Rothman, CBS and Paramount, Comcast and NBC, Disney, Mike Hopkins, Amazon Prime, Funimation, Crunchyroll, Breaking Bad, The Last of Us, HBO, Uncharted, WBZ-TV, the Game Show Network, Wheel of Fortune, Jeopardy!, Joker: Folie à Deux, Miramax, Here, Tom Hanks, Venom: The Last Dance, Michael Ovitz, Sam Altman and OpenAI, Pixomondo, Neal Mohan and YouTube, Susan Wojcicki, DirecTV and AT&T, NFL Sunday Ticket, Qualcomm, the New York Knicks, the Golden State Warriors, Larry Baer and the San Francisco Giants, Major League Baseball, Walmart and Vizio, Madame Web, Capital Cities, Mark McLaughlin, and Mark Fields and Ford.Links:Connect with JoubinTwitterLinkedInEmail: [email protected] Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm

Guest: Jeff Wilke, former CEO of Amazon Worldwide Consumer and chairman of Re:Build ManufacturingJeff Wilke worked more than 20 years at Amazon, overseeing the million-person team that speedily gets packages from warehouses to doorsteps. In hindsight, he observes that Amazon Prime’s exponential growth was actually an incremental daily process.“I used to say things like, ‘If God was running this plant, whoever is your God ... they can’t violate physical laws. How well would they do?’ And then we know where we are,” Jeff says.“If we’re perfect in it, compounding over all this time, we’re going to get there. But when you’re in the middle of it, it can feel almost impossible.” Chapters:(01:37) - Grit and longevity (02:24) - Flow state (07:29) - Refining mental models (12:29) - The ivory tower and the shop floor (16:49) - Gnarly holidays (20:41) - Identifying grit (24:28) - Reflecting and learning (27:36) - Christmas 2000 (31:06) - The duplicate bug (34:01) - Incremental progress (38:36) - Prime Video (43:05) - Organizing the day (46:42) - Amazon’s leaders (49:55) - The Whole Foods acquisition (53:33) - Amazon Fashion (59:54) - The great Kindle battle (01:02:40) - How to work with Jeff Bezos (01:05:11) - Leaving Amazon (01:09:48) - Re:Build Manufacturing (01:14:35) - What “grit” means to Jeff Mentioned in this episode: Peloton, Andy Jassy, Daniel Kahneman, Zoom, Allied Signal, Toyota and the Gemba Walk, MacKenzie Scott, Bob Thomas and Crucibles of Leadership, David Risher, Toys “R” Us, Amazon Prime, Jeff Blackburn, Louis Pasteur, Netflix, Bill Carr, Steve Kessel, Larry Bossidy, Rick Dalzell, West Point, John Mackey, Liesl Wilke, Tony Hsieh, the Met Gala, Anna Wintour, the Pittsburgh Steelers, Tim Tebow, the New York Jets, Shopbob, Gucci, Zara, Cathy Beaudoin, Walmart, Dave Clark, John Doerr, Bill Baumol, and Bing Gordon.Links:Connect with JeffTwitterConnect with JoubinTwitterLinkedInEmail: [email protected] Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm

Guest: Dan Streetman, CEO of TaniumA graduate of West Point who served in Iraq combat operations, Tanium CEO Dan Streetman can’t help but compare his business career to his military experience. Understanding huge structures and processes is a crucial skill at both Tanium and in the Army, he says, as are the skills for aligning people around a shared mission.“Before you go on an operation, you write a thing called an operations order ... [and] one of the most important things at the operations order is this paragraph called the commander's intent,” he explains, “which describes how you believe the mission is going to be accomplished and why it's important.”“You may end up doing something completely different. But as long as you understand the mission and the commander's intent, the organization can do amazing things.”Chapters:(01:05) - Election Day (02:44) - Ranger School (06:42) - Parenting and business school (09:59) - Military structures (12:27) - Serving in Iraq (15:59) - Back to normal life (21:37) - Working out (24:14) - Quality sleep (26:37) - Non-founder CEOs (31:35) - Getting the job (35:56) - Earning respect (38:49) - TIBCO (43:40) - Redline (46:37) - Going public (53:54) - Time horizons (58:35) - Free AI (01:03:11) - Whar “grit” mans to Dan (01:03:40) - Who Tanium is hiring Mentioned in this episode: Ronald Reagan, Terri Streetman, Ironman Triathlons, Jeff Bezos and Amazon, Stanley McChrystal, Jon Abizaid, Charles Jacoby, Thomas Siebel and C3, Salesforce, Bill McDermott, Carl Eschenbach, Marc Benioff, Garmin, Mark McLaughlin, Thinking in Bets by Annie Duke, World Series of Poker, Amdocs, David and Orion Hindawi, Citrix, Harvard University, Pets.com, Ben Horowitz, Vista Equity Partners, Vivek Ranadivé, Robert Smith, Operation Warp Speed, BreakLine, Bipul Sinha and Rubrik, Mikhail Gorbachev, F. Scott Fitzgerald, OpenAI and ChatGPT, and Google.Links:Connect with DanLinkedInConnect with JoubinTwitterLinkedInEmail: [email protected] Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm