Alix Pasquet (@alixpasquet)

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Our next live AMA will be on November 5, 2026 at 4:30 PM ET. Topics can include:

• investment process
• portfolio management
• self development
• audience questions

If you want to leave us questions ahead of time, feel free to fill out this form:

forms.gle/qVCLDo7r94fym4…

Included is a short survey to help us better scope out topics we can cover for you, and please do note that this form will close on November 3, 2026 at 11:59 PM ET.

Thank you to everyone who has been supporting our monthly AMAs. We'll try to get through as many questions as we can.

Alix Pasquet @alixpasquet 3d

The November 2026 AMA is up on YouTube. Thank you to everyone who joined live and asked thoughtful questions. As always, the quality of these discussions comes from the questions you bring, and they continue to challenge and refine my own thinking.

In case you missed it, the full AMA is available on my channel. We also put together a Key Insights version around a few selected topics: maintaining an entrepreneurial culture in the hedge fund business, tracking expanding competitive advantages, building partnerships around complementary strengths, establishing clear portfolio decision-making authority, managing investment talent responsibly, and avoiding burnout while continuing to develop as an investor.

For those whose questions we didn't get to, will prioritize them in the next AMA.

AMA Livestream: youtube.com/watch?v=isS8rn…
Key Insights: youtube.com/watch?v=_yVVlp…

Alix Pasquet @alixpasquet Nov 5

going live now

Alix Pasquet Verified account @alixpasquet Oct 27

Our next live AMA will be on November 5, 2026 at 4:30 PM ET. Topics can include:

• investment process
• portfolio management
• self development
• audience questions

If you want to leave us questions ahead of time, feel free to fill out this form:

forms.gle/qVCLDo7r94fym4…

Included is a short survey to help us better scope out topics we can cover for you, and please do note that this form will close on November 3, 2026 at 11:59 PM ET.

Thank you to everyone who has been supporting our monthly AMAs. We'll try to get through as many questions as we can.

View quoted post on X

Alix Pasquet @alixpasquet Oct 25

Really good. Lots of the points are powerful/subtle. ie: who to compete with, importance of frugality for founder development and what talent to hire. Also love the Bezos anecdote of having a bunch of bets and then “pouring gasoline on the sparks”. 🫡 @davidsenra

David Senra Verified account @davidsenra Oct 25

Nik Storonsky is one of the most hardcore and competitive founders I’ve ever talked to. He’s the founder of Revolut, a $115 billion company, and wants to be the number one bank in 100 countries.

When someone asked Nik if he was coming for Jamie Dimon's lunch, he said “I’m coming for his dinner.”

“We want to dominate, otherwise what’s the point?”

He removed every VC from his board, and when one investor pushed him too far, he started his own fund to compete with them.

Nik has a lot of ideas on talent, product design, marketing, constraints, and what makes founder-led companies special.

This is a fascinating conversation about competition, speed, and building a machine-like company.

0:00 Coming for Jamie Dimon's dinner
2:04 Building the #1 bank in 100 countries
6:12 Why founders beat professional CEOs
8:45 Revolut's biggest mistake
12:47 Why legacy banks can't innovate
17:20 Running a company like a machine
20:28 Funding winners and cutting losers like a trader
23:31 How AI is changing Revolut's team structure
25:23 50 direct reports and spreading innovation fast
29:59 Hiring self-guided missiles
33:31 Too much money makes founders weaker
37:38 What Europe's constraints taught Revolut
41:08 Why VCs are like football cheerleaders
49:28 Starting a fund to compete with VCs
54:28 From zero marketing to buying Europe's airports
1:00:21 Funding moonshots like a global tech company
1:03:58 Building an unstoppable machine

Includes paid partnerships.

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Alix Pasquet @alixpasquet Oct 7

The October 2026 AMA is up on YouTube. Thank you to everyone who joined live and asked thoughtful questions. One of the things I continue to enjoy about these sessions is that the discussion is shaped by what you're curious about, and the quality of the questions always pushes my own thinking further.

If you missed it, we've already posted the full AMA. We also put together a Key Insights version around a few selected topics: adapting to changing market structure, using mental models to improve judgment, thinking about AI as a tool rather than a replacement, developing intuition, using industry maps to strengthen research, and building content as a long-term competitive advantage.

AMA livestream: youtube.com/watch?v=lcBhD7…
Key insights: youtube.com/watch?v=VV0DkM…

Alix Pasquet

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