# We asked a $18.9B Investor how to survive the AI bubble Page: https://stenobird.com/podcast/my-first-million-438184/we-asked-a-18-9b-investor-how-to-survive-the-ai-bubble Text version: https://stenobird.com/podcast/my-first-million-438184/we-asked-a-18-9b-investor-how-to-survive-the-ai-bubble.md Podcast: [My First Million](https://stenobird.com/podcast/my-first-million-438184) Published: 2026-04-07T12:45:00+00:00 Episode link: https://pdst.fm/e/traffic.megaphone.fm/HS5510640992.mp3?updated=1775589869 Audio file: https://pdst.fm/e/traffic.megaphone.fm/HS5510640992.mp3?updated=1775589869 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/my-first-million-438184/episodes/we-asked-a-18-9b-investor-how-to-survive-the-ai-bubble Duration seconds: 3943 ## Resource Run your life like a $100M business. Get Sam's personal system here: https://clickhubspot.com/emtd 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 Ba… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/my-first-million-438184/episodes/we-asked-a-18-9b-investor-how-to-survive-the-ai-bubble/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/my-first-million-438184/we-asked-a-18-9b-investor-how-to-survive-the-ai-bubble.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.