Barry speaks with Glen Kacher, Managing Director and CIO of Light Street Capital. They discuss his tenure at Integral Capital Partners, as well as his start at Tiger Management under founder Julian Robertson. They discuss being a hedge fund surrounded by venture capital in Silicon Valley, as well as learning to embrace the speed of tech. They also discuss the polarization of data centers and what AI will look like five years from now. See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Each week, "At the Money" discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. Check out more At the Money: https://www.youtube.com/playlist?list=PLe4PRejZgr0O7QcmQBElzBauNakxrSZre Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake For coverage on news, markets and more: http://www.bloomberg.com/video #Business #Investing #Podcast