Jay Hoag - Keys to Successful Growth Investing
Invest Like the Best with Patrick O'Shaughnessy
- Published
- June 17, 2025
- Duration
- 45:59
- Summary source
- description
- Last updated
- Jun 24, 2026
Discusses ai, investing.
Summary
My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation have become unexpectedly central to technology investing. He offers his cont…
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Show notes
My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation have become unexpectedly central to technology investing. He offers his contrarian take on today's market, arguing that consumer internet represents significant opportunity while most investors chase SaaS and AI deals.
Themes
- ai
- investing