
Wesley Chan
American venture capitalist
2
APPEARANCES
2
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
Jul 31, 2026
Wesley Chan on Building 100-Year Companies and Investing Against Consensus
2:01
2:16
2:22
2:30
2:39
2:52

Peter HighHOST
And I wonder, a- as a result of that experience, what did you learn, uh, about making products that stick with users now, that I'm sure you're now, uh, leveraging as you contemplate the same for, for, uh, the, the companies you're investing in?

Wesley ChanGUEST
Yeah, you know, I think Google was a fascinating place because, uh, the, uh, nobody thought it would work.

Wesley ChanGUEST
You know, it's the, the, the, the history has proven otherwise, but back then we were all sitting there going, "Well, there's a dot-com crash going on." Uh, everybody is getting laid off left and right.

Wesley ChanGUEST
I still remember going through six roommates in a year because everybody's working for a different dot-com, and a U-Haul truck would come pull up and they're like, "Yeah, I'm sorry, I have to, like, kinda, like, back out of my lease.

Wesley ChanGUEST
Uh, you're [stutters] sorry." And they'd pull up their, um, U-Haul, and they'd move all their stuff back to Ohio, and they go live with their parents 'cause their, like, company imploded, right? I, I had plenty of friends that got screwed by, by having worthless stock options.

Wesley ChanGUEST
Not only were they worthless, they had, like, exercised them early but didn't pay the tax on them, and then they had a huge tax bill due on worthless options because there was a massive v- valuation, uh, increase that they got.
6 MINS LATER
Intel Joins Musk’s Terafab Project with Tesla, SpaceX, xAI
W
43:32Wesley ChanGUEST
... that's a drug discovery and development company, and they focus on development.
W
43:36Wesley ChanGUEST
It's the only company we know of that's using AI to predict clinical trial results.
W
43:41Wesley ChanGUEST
They pick drugs out, they buy drugs, and they figured out using AI that a knee drug that will regrow cartilage in your knee to prevent knee replacements will make it through clinical trial.
W
43:52Wesley ChanGUEST
It literally does regrow cartilage in your knees, and it's gonna prevent knee replacements.
W
43:55Wesley ChanGUEST
And think about this, like friends that are skiers, friends that are runners can get rid of having that pesky knee problem when the cartilage goes, and AI found this drug, and they're helping it predict through clinical trials.