Excess Returns

Podbit · Excess Returns

The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated

Explore episode Jun 27, 2026

Where this was said

How to judge founder trust, incentives and compensation

At 38:10 · chapter starts 34:27

Mayer explains his framework for evaluating founder-led companies: modest compensation, accumulated behavioral anecdotes, and the 'Hemingway bullshit detector' as key tools.

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