*Run your life like a $100M business. Get Sam's personal system here:* https://clickhubspot.com/vcj
Episode 812: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Graham Weaver ( https://x.com/GrahamCWeaver ) about how which moats will win in AI and how he runs a ruthless PE strategy.
—
Show Notes:
(0:00) Intro
(7:06) The buy and build strategy
(10:43) Mowing lawns
(14:48) What’s the overhype with AI
(23:00) Where’s the opportunity
(25:17) Ruthless PE
(28:17) Hero deal: $8M to $500M
(31:24) White hot will to win
(34:17) The blank page
(44:02) Graham’s first million
(46:03) the biggest wealth mistake
(53:39) second-hand therapy from graham
—
Links:
• Alpine - https://alpineinvestors.com/
—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm
—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies!
Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC
• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge
My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
We asked a $15B Investor how to survive the AI bubble
April 8, 2026
Here's something that caught my attention — Graham Weaver, a $15B investor, breaks down how to survive the crazy AI bubble. Now, he suggests running your life like a $100M business, focusing on building strong moats and ruthlessly cutting costs. According to Weaver, many hype-driven AI startups are overvalued, and the real opportunities lie in strategic acquisitions — what he calls a 'buy and build' approach. But here's where it gets interesting — he emphasizes the importance of a relentless mindset, like mowing lawns to stay grounded or making hero deals that turn small investments into hundreds of millions. As My First Million points out, Weaver's approach is all about staying sharp, avoiding common wealth mistakes, and being willing to compete fiercely. So what does this mean for you? Whether you're investing or building your own empire, it's about staying disciplined, spotting real value, and never losing that hunger. The key takeaway? The smartest move in this hype-filled era might just be sticking to your guns.
Audio Transcript
*Run your life like a $100M business. Get Sam's personal system here:* https://clickhubspot.com/vcj
Episode 812: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Graham Weaver ( https://x.com/GrahamCWeaver ) about how which moats will win in AI and how he runs a ruthless PE strategy.
—
Show Notes:
(0:00) Intro
(7:06) The buy and build strategy
(10:43) Mowing lawns
(14:48) What’s the overhype with AI
(23:00) Where’s the opportunity
(25:17) Ruthless PE
(28:17) Hero deal: $8M to $500M
(31:24) White hot will to win
(34:17) The blank page
(44:02) Graham’s first million
(46:03) the biggest wealth mistake
(53:39) second-hand therapy from graham
—
Links:
• Alpine - https://alpineinvestors.com/
—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm
—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies!
Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC
• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge
My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
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