PERSON DIRECTORY
Tony James
Tony James appears in 1 indexed conversation across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
Tony James’s compounding playbook paired early S-curve positioning with operating discipline, from DLJ using leveraged buyouts to “buy clients we couldn’t actually win competitively” to Blackstone increasing market value about 170-fold while fund IRRs improved.Costco shows the customer moat in practice—if sourcing saves a nickel, “100% of that nickel gets lower prices”—while James sees a private-credit correction ahead and favors seasoned assets through co-investments and continuation vehicles.