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Podcast Summary: Invest Like the Best with Patrick O'Shaughnessy - Episode 387
Episode Title Alex Smith, Shane Battier, & Ravi Gupta - What Makes A Glue Guy?
Episode Description In this special episode, Patrick O'Shaughnessy welcomes Shane Battier, Alex Smith, and Ravi Gupta to discuss the launch of their new show, "Glue Guys." The conversation explores the concept of "glue guys" - individuals deeply committed to team success regardless of their role. Each guest brings a wealth of experience from their distinguished careers in sports and business, emphasizing teamwork, leadership, and the personal stories that shaped their journeys.
Key Themes and Discussions
- Introduction to the Concept of Glue Guys
- Definition: Glue guys are individuals who prioritize team success over personal glory, often enabling others to shine.
- Quote Reference: Battier references Bill Russell's quote on ego and team success.
- Talent vs. Teamwork
- Business Perspective:
- Talented individuals are necessary, but teamwork is essential for long-term success.
- Collaboration sharpens thinking and makes challenges more manageable.
- Sports Perspective:
- Talent is common in professional sports; great teams are rare.
- The importance of teamwork in overcoming challenges is emphasized.
- Personal Stories of Adversity
- Alex Smith shares his struggles with self-doubt as a highly drafted quarterback and the journey back from a severe leg injury.
- Shane Battier discusses the significance of trust and mission focus in building great teams, recalling pivotal moments from his time at Duke University.
- Attributes of Great Teams
- Trust: Essential for cohesive operation; teams that trust each other perform better under pressure.
- Mission Focus: A clear, shared purpose drives teams toward success.
- Adversity: Great teams emerge stronger when facing challenges.
- Leadership and Mentorship
- Mentorship is critical in both sports and business, with leaders needing to model behavior for younger members.
- Battier recalls how Duke’s leaders influenced his understanding of teamwork and commitment.
- Embracing Hardships
- The discussion highlights how difficult circumstances often lead to growth, and how hard work combined with joy can lead to success.
- Alex Smith illustrates this with his experience of overcoming his injury and the support he received from his wife.
- The Urge to Dominate
- Acknowledges the competitive nature of both sports and business while balancing it with teamwork.
- Emphasizes that success is often a combination of hard work, luck, and shared effort.
- Legacy and Family Influence
- Each guest reflects on their family's role in shaping their values and work ethic.
- Stories about sacrifices made by parents and the importance of education and community support are shared.
Conclusion The episode culminates in a discussion about the importance of being both strong and vulnerable as leaders, the power of mentorship, and the lasting impact of family legacies on personal and professional development. Each guest leaves the audience with insights on how to build successful teams and the significance of being a glue guy in any setting.
Key Takeaways
- Glue Guys: The unsung heroes who support and elevate their teams.
- Team Success: Requires trust, shared goals, and collaboration.
- Mentorship: Essential for personal and professional growth.
- Resilience: Embracing challenges leads to greater achievements.
- Legacy: Family influences shape character and aspirations.
For more episodes and insights, visit [Join Colossus](https://www.joincolossus.com).
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Transcript
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1:07Hello and welcome, everyone. I'm Patrick O'Shaughnessy, and this is Invest Like the Best. This show is an open-ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money. Invest Like the Best is part of the Colossus family of podcasts, and you can access all our podcasts, including edited transcripts, show notes, and other resources to keep learning at joincolossus.com. Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum.
1:43This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc. This week's episode is special because it marks the launch of our first new show on Colossus in a long time. It's called Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta. Shane, Ravi and Alex's stories are each remarkable. Each has been at the very top of their profession. Shane as an NCAA and NBA champion.
2:22Alex is the first pick in the NFL draft, pro bowler and 16 year NFL veteran. Ravi as a leader at KKR and then as a critical leader turning around and building Instacart and now as a partner at Sequoia. But those parts of their stories pale in comparison to the stories that you'll hear on Glue Guys. And I suspect their next chapters will be even more interesting than their past chapters. We'll get to see in real time. For me, with the benefit of listening to more than 10 episodes already, Glue Guys is already serving as an unfolding manual for how to be a professional, a teammate, a leader, and even a friend and family member.
2:54In this episode of Invest Like the Best, we explore the general concept of Glue Guys, which we define as the people who are obsessed with helping teams win, whether they are the leader or the newest member of the team. I'm reminded of the great Bill Russell quote, my ego demands for myself the success of my team. Before you listen, go subscribe to the new show and check out the first three episodes with the link in our show notes Expect incredible conversations in the months to come both between the three hosts And with guests that i'm hesitant to even mention because they will be so good and so unique At colossus we are proud to partner with three such incredibly high quality people and we hope you enjoy this conversation and their new show Well, gentlemen, this is an incredibly fun opportunity to do this live and in person at Spotify, which is the first time for all of us.
3:41I've actually never done this in video, which is crazy. So it's so fun to have you guys as an excuse to do this together. And I wanted to start our conversation with some question thematically related to the concept of glue guys, which we're going to talk about and explain, but that would be the obvious boring place to start. So the framework that I was thinking through on the drive-in this morning was the relationship and difference between raw individual talent and teamwork. And the way that those two things matter in your experience and how you thought about your teams or your business. And I want you to just open by each riffing on that a little bit because obviously there's incredible individual talent all over the place, you three included.
4:23but ultimately the greatest things happen typically with big teams or small teams, but teams nonetheless. And it's, it seems like a tricky interrelationship. And I would just love to hear you as three perfect people to talk about this riff on the relationship between talent and teamwork. Talent and teamwork. Okay. So I'm going to stick to it from a business perspective, I guess. The first thought Patrick, when I go to is like in investing, you know, venture firms are weird teams, right? Like, because what you kind of have is everyone does have to be pretty talented on their own, right? Otherwise, like, nobody's gonna wanna share in it together.
4:58But I guess, like, the tension or the thought that comes to mind on talent versus teamwork is you actually can't do it all by yourself because you can't cover everything, right, by nature. And it's too hard to choose it on your own. So what do I mean by that? Like if you see something, you kind of need somebody to like spar with, you know, as you're talking about it. Like even you and me when we talk about something, even if we're not technically on a team together, right? It sharpens my thinking if we can talk about it. And I think it's just actually too hard of a game to just like figure it out on your own, right?
5:37So that's one part I think is just like the sparring partner aspect of a team. But I think the bigger thing that actually comes to mind for me is just like it's a lot more fun and that feels more sustainable if you're doing something with other people. And maybe that's specific to my personality, but I don't think it is. I think that by nature, it's more sustainable to do something hard. And most things worth doing are hard if you're doing it alongside other people. And so I think it might allow you to have a little bit more longevity to the talent if you're doing it alongside a team you respect and makes you better, both because it refines your talent, like in the sparring partner concept, but also because it's like more fun to practice.
6:20It's more fun to like do the things that make you good rather than just relying on like the original God-given talent. That duration seems like a good excuse. Yeah. How is it different in sports? talent's not that rare in sports like especially the higher you get like talent's everywhere like i just don't think it's that big of a rarity as people think it is especially on the professional level everybody is good everybody's good i don't know if it's like an nba shame but like there are guys in the nfl that aren't like you've never heard of you would turn on the film right like that week you're prepping you turn on the film you know their roster like hey i'm looking at these corners of these defensive ends that i've never heard of i've never heard of i don't even know the college they went to and then you watch the film you're like holy shit this guy this guy is a monster right like the talent is everywhere and i've played with quarterbacks that like again they undrafted you know again went to some d2 school and like this guy came in i'm like this this guy can sling it.
7:26Like this guy is a good player. Like the difference between me and him and I was the number one pick in the draft is so small. Right. And I think what is way more rare are great teams. Right. And I think by nature of the great teams are, are really only formed to do things that you can't do yourself. Right. Challenges and obstacles that you can't achieve by yourself require great teams because you can go farther and do things together that you just never thought imaginable. And I am like living walking proof of that. Right. But especially the quarterback position, I mean, you just given way too much credit for things that you had nothing to do with and are lifted up by so many people around you.
8:08And then to even take it beyond sports, like certainly what a lot of people know me for, like my, my injury and coming back, like as much as I would love to say, like, man, this was just personal triumph in like overcoming this. That'd be a joke to be an absolute joke, like phenomenal teams that helped me go do that. Like again, and I think that's probably at the crux of why glue guys, even like what we're talking about, because it's, it is hard to do. Great teams are crazy rare. It is a special thing. And what, how do you create it? What makes it up? And I think that it's a thousand things. It's a thousand ingredients.
8:51and that's what makes it fascinating right and i think that's what's so cool about the correlation between business and sports is that so many of them are transferable it's this it's no different and and sports sometimes is just higher stakes on tv kind of thing that kind of format and obviously competitive but it's i don't think it's any different in in business and investing. Well, my experience is very different. I just wanted to be loved. Everything I learned about being a great teammate, I was forced to learn when I was seven, six-year-old kindergartner, right? And it was through my, which at the time, the toughest thing I've ever been through in my life, just being different.
9:34Look, I grew up in a small town outside of Detroit, Michigan, in Birmingham, Michigan. I was the only kid in town that had a black dad and white mom. Okay. On picture day, I was the only kid to get a pick on picture day. All right. On Martin Luther King Day, I was expecting everything about black culture from the dawn of civilization. Right. And here I am just trying to learn and fit in, like, be like everybody else. All right. I was a foot taller than everybody else. All right. I was that kid who had to carry a birth certificate with him to the Little League game because no parent thought I was eight years old and I was poor.
10:05We had nothing. We had enough growing up, but we had nothing extra. You know, I remember the roof leaked and I was in charge of putting the pots underneath the leaks in the roof. All right. All my jeans had iron on patches. All right. And so I was never embarrassed about it because it was just what it was. So like, my point is I was always different, always different. I was the mix. I tell people I was mixed tall and poor. Okay. Now you're tall, dark, and handsome. Now I'm tall, dark, and handsome. I am. It's funny how that happens, right? There it is. And what I realized in kindergarten, the most important time for me was at recess.
10:45And it was at the kickball field, the baseball field, in the sandlot, in the football field. And I realized that when I helped my friends win, I wasn't the black kid. I wasn't the poor kid. I wasn't the tall kid. I was just a kid. And so I became obsessed, not really with what I did, but what we did. Did we win? And did I help my friends win? Because that moment was pure. And as young kids, you just want to fit in. As humans, we just want to fit in. We're not trying to stick out, right? But especially as a kid. And so it really shaped my idea of like what your role in a team is, is to make people better around you.
11:24and give people who are under a team the best chance to win. Because nothing beats winning. Nothing, right? I was addicted to winning from Little League championships with all my buddies. Nothing better than that, getting ice cream with your friends. And so it's no different when you win an NBA championship. It's with your friends. And what can we do together to do great things? And so being a glue guy, when Ravi brought us together, There are so many folks out there who, whether it's in a business setting or a sports setting, who never experienced that feeling. So we're here to share that. And we don't think what we did is magical by any means, but we all played really, really important roles in some pretty cool experiences.
12:11And we felt those experiences and the people on those journeys shaped why we're here today. And so that's why I'm proud to be a glue guy and proud to start this journey with these guys. When I was thinking about the question, it's so easy. And the world in general goes this direction, which is it's just much easier to tell individual stories. It's much easier to talk about Jordan and his greatness. We're filming this in the middle of the Olympics. And there's lots of great individual talents where the stories are just so compelling. They're portable. They're easy to share and think about. And we love building people up.
12:45We like the Steve Jobs version of the Apple story. But a point that Alex made, which I really want to spend, maybe we spend literally the whole time on this, is how rare an incredible team is. I think each of you has had the good fortune of being on at least one, probably multiple, incredible teams, individual units of people going after something together. I'd love you to each like visualize the team that comes to mind most quickly and then maybe share some of the attributes of what was going on in the team that you think were the ingredients that made it a great team. Because it's just more complicated.
13:18There's more degrees of freedom. It's harder to explain. But it really seems worthwhile trying to suss out and explain as a group here. So what are those things that come to mind in ways that you would describe the team that first came? And I'm really curious which team comes to mind. it's hard it's like having children patrick you can't you don't have a favorite child you love them all differently in their own special but one did come to mind first
13:48okay i'll bite i'll bite i'll bite um look i i've i've won multiple championships across different plat you know different teams and platforms my 2001 duke blue devil basketball team. By the advanced metrics, one of the greatest teams in modern history. I remember watching it distinctly well. Even Alex as a Ducator would agree with that. We were pretty good. We were pretty good. You can't leave out LeBron, D. Wade, and Chris Bosh, the Miami Heat back-to-back champions. You've got an embarrassment of riches in this question. Yeah, I know. But thinking about the common threads between those teams, and something I talk a lot about with anyone who listen, is those teams were marked by high trust and high, what I call mission focus, right?
14:36The trust was instant. We were able to talk to each other, look each other in the eye, and the feedback was instantaneous. Because we trusted, we all had each other's back, we had the best interests, because we were here for one reason, and that was to raise a banner. And that's where the mission focus comes in. And everyone is rowing in the same direction. And when you have an environment and from the coach, from the teams to the managers, assistant coaches, everybody associated with that run has ultimate trust and ultimate focus on why we're here. Amazing, amazing things happen. And you don't understand that until adversity hits.
15:18And that's the other common theme, right? I've been on some great teams. When adversity hits, they crumble because they lack mission focus, because they lack trust. And so you never know when you're going to have to lean on those two things, but those are the two most important factors in any successful cohesive team. Maybe just to pick on the first example you said, what allowed that trust to exist at that Duke team? Like what was, trust is great. I think everyone wants that and it's an amazing feeling, but how did you get it? Well, Coach K, obviously, is my, I'm the greatest basketball coach, greatest coach in sports.
15:54sports and there are a lot of things that cause uncertainty in teams or cause mistrust. Uncertainty is one of them. When you have a strong leader that removes uncertainty and look, Coach K did a great job of defining roles, but also given a space to take ownership in the team. And there was no doubt every day we walked into the locker room why we were there. All right. And that's to be the best team possible, to improve every single day. And if we do that, championships and winning is a byproduct of that, right? And so we were almost freed by expectations. Everyone said, was it a super high pressure?
16:31No, it wasn't high pressure because it was very simple daily goals of getting better, playing together, trusting each other, looking each other in the eye. It sounds super corny, but that was the expectation. And the uncertainty was removed from why we were there. We were free. Alex, what team came to mind for you? Thinking back to my college days, like that, that, you know, and I played for Urban, um, who was a, you know, I would, I would almost call like a psychologist as much as a coach. Um, and I think there's a, there's certainly selflessness is one of the first things that, that comes to mind.
17:16And I think where you could put that with trust, right? Like the mission focus, like the team's bigger than us, right? And everybody thinks that, right? Everybody, everybody's putting the team before themselves. And I think that is critical for any great team, right? That again, and you want that. And I think at the core of everybody, you want to be a part of something bigger than yourself, right? Like, that's why you're there. That's why you're willing to sacrifice and do so much. And I think at the core of that comes the motivation from a good place. And I'm fast and I'm fascinated around motivation because I grew up and I never, I never imagined in my wildest dreams, I'd play professional sports.
17:56I was like too realistic a kid, right? Like I just, I heard the odds. It's not in the cards for me. I grew up a very normal kid. I wasn't like a crazy standout by any means growing up. And I had one college scholarship offer, right? And that was my dream. My dream growing up, like I love Saturdays. Like I loved college football. I loved, again, getting your education, the idea of the student athlete running out on the field and like the student section going crazy and that relationship with the student section. And we're all part of this, this great big culture that we've been craving. Right. And I, and you're just a role in that and getting your education and obviously then moving forward with your life.
18:34And like one school gave me that opportunity. and there's certainly when I got there was this, you know, I had it along with probably everybody else there that like, what were we good enough? Right. Like, was I deserving of this? Was I good enough? And certainly we all embodied that. And this comes back to urban. Like we all had an edge. We, the entire team had an edge, had something to prove. And so I took the field with a fearlessness every single game. like, like, you know, kind of like, fuck you. Like I, you know, like, excuse my language. Like I'm, I'm out here to do something. Right. Like, and I don't care.
19:14I wasn't worried about making a mistake. No one worked. No one was expecting anything anyway. Right. And, and I think we played on with an edge, uh, as a team and we're out to do something. We were a little school in the mountain West that at the time they had this BCS thing and we wanted to be the first school. They didn't allow us in the club, you know, and we wanted to break the wall down. And that was the goal. And everybody was rowing in the same direction. And you woke up with a singular focus every day that that's what we wanted to go do. And it was important to all of us. And then to go achieve it, obviously, you know, it's like the best feeling in sports, right?
19:48To be accountable. Like to quickly flip on that, it was, you know, it was only months later that I got drafted with the number one overall pick. And everything changed for me. everything changed. Right. And like I, that courage that I took the field with that fearlessness that our entire team embodied, like I didn't have that anymore. And in fact, I was on the other side of it. Like I was, the expectations were so great. I had so much self doubt, right. That like I was in over my head that, and I was scared to death. Like I thought I had to be perfect and I was scared to death to make a mistake.
20:28And I walked out onto the field. I did, and I did everything, not just on the field. Like I did everything, tiptoed around on eggshells. And it was, it, I mean, it was, it was so burdensome, like the weight that I walked around in and it never left. Can you zoom in on that a little bit? Because I suspect almost nobody has experienced the sort of external pressure that you're, that you had. And you're talking about like the world, you know, watching and aware of your performance. But I also suspect that basically everyone listening has had some period of extraordinary self-doubt and it's hard to get through.
21:03Zoom in on like the emotions and like what that was literally like. Like, did you feel that in the shower? Did you feel that lying? Do you have trouble sleeping? Like, how did it manifest? All the time. Yeah. Laying in bed at night, having dinner with my friends or girlfriend at the time who became my wife, certainly at the facility. And it mounted towards Sunday. I mean, to that point, I couldn't eat before games, you're throwing up, you know, you're sick, like, you're just all consuming. And it's all negative, right? Every, you know, I think we've all had that voice in our head. And at that point, I had 15 of them, right?
21:44And it just it drowned out everything else and was terrified of the word bust. And I think the biggest thing looking back at that time is I tried to pretend like it wasn't happening. And that was the biggest problem. I like, I'm a tough football player and I'm not talking to anybody about this and I'm just going to bury it and pretend like it's not happening. And hopefully I get through this thing. And I I think in hindsight, that was like the worst thing I could have done. Right. The best thing I could have done was like, listen, this is freaking ridiculously hard what you're getting asked to do.
22:25Right. Like this is absurd, absurdly hard. Right. And also like in that, like confronting that, I think also confronting the fact that, and I didn't know this at the time, but like, listen, because there were guys in the locker room, older guys that like, I, I absolutely like, they might as well, like I idolized. Right. And I definitely didn't think that they had self-doubt, right? Like, well, they don't, they aren't feeling, they aren't dealing with the same things I'm dealing with, which is completely wrong in hindsight. Like, I, you know, played along enough, a bunch of gold jacket members.
22:58One just went in, Patrick Willis, like everybody, like these guys, everybody deals with self-doubt. It is the most human of emotions. And so I just had no idea in hindsight again and just kind of like pretended like it wasn't there. and it just festered and got worse and grew and got worse. To the point, yeah, where I think I eventually had to hit rock bottom. When was that? When was rock bottom? Oh, man. You know, so I'd spent several years ignoring this and just unhappy. not I done you know football is a game I loved and all of a sudden like I'm just I don't want to go to work uh you're getting ready to run out of a tunnel to go play a game and like I'm though I don't want to be there like are you kidding me like if you'd have told me that you know a year earlier like let's go um and gosh I think this was like five or six years in my career at a home game in candlestick uh we're playing the Philadelphia Eagles I think it's on a Sunday night.
24:07So primetime game, you know, the whole country watching on NBC and we're playing the Eagles fittingly Andy Reid on the other sideline. And, uh, you know, they were good and we were not, um, we were talented, but not very good. And I, I had some turnovers in the second half. We're, we're losing. And, uh, Mike Singletary confronts me on the sideline and like our defense had given up. I don't know how many points at that. Like we were losing. It wasn't my fault. I did, I had some bonehead plays, but like, it certainly wasn't my doing. And he gets in a confrontation with me on the sideline. An outer body experience to be on national TV, and here's this guy that like, Mike Singletary and me played linebacker, playing quarterback, it's very, very different things.
24:54And I felt like he had irrational expectations of what it took to play quarterback, right? And how dependent you are on so many other things, right? to have a chance at success. And so he's in my face on the sidelines, again, on national TV and incredibly uncommon. I mean, something I wasn't prepared for as a young man. And in the same instant, you know, I'd had this bonehead fumble where I was trying to make this play. And shortly thereafter, the whole stadium is chanting the backup quarterback's name, who is David Carr. So I'm at my home stadium, which by the way, that entire time, five years, like I looked forward to road games because it like, it did ease the pressure slightly, right?
25:42Like playing in front, which is crazy, right? Cause your home field advantage is a very real thing. Like as a quarterback, like the rest of my career was flipped, right? Like as it should be. Um, and so you have 80 ,000 people chanting David Carr. Um, I've got this head coach in my face, I can feel the cameras on me and, you know, just like, I think finally then like realizing this isn't working. What I've been doing is this is not working. I've been trying so hard to like, please these very people. Like I want nothing more than to validate my draft status, right? Like I was drafted to like turn this franchise around and I want so badly to do that for everybody.
26:28And like, this whole thing is flipped upside down now. And like, here I am in this moment. And so that certainly was probably rock bottom. Luckily, it coincided with, you know, a coach that really changed my career shortly thereafter. We, you know, it wasn't a couple months later, we hired Jim Harbaugh, you know, and again, it's the same motivators there, like to flip it the other way that he helped me. And certainly some of my teammates get back to a point of like right fearlessness uh selflessness um and a healthy perspective and motivation towards like a challenge did you just decide like how did like you have to walk us no i didn't no no i didn't decide certainly that was rock bottom of like i i think that was recognition of i'm not doing this anymore like this same like i'm not ignoring what's going on um my own again consumed with my own self-doubt.
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27:23Like, I'm not going to just keep blocking this out, pretending like it's not happening. Like that was the moment I think where it was like very real. And, uh, Jim, Jim played quarterback for 15 years. He played for the San Diego chargers. I grew up in San Diego. I remember watching him play as a kid. He'd had a ton of success at Stanford. Here he comes, um, you know, over to the Niners with us. And so he very quickly, I, he could relate. Like I, I, he played quarterback and he's certainly everything he the way he approached the game his enthusiasm towards the game his gratefulness towards the game uh was infectious and i've told this guy's like that he literally said the same the same words before we left the locker room right before the game right so you're you're fully dressed you've gone through all your warm-ups you're getting ready to run out onto the field on sunday my stress and anxiety was always at its highest in that moment right like my like my self-doubt was at it maxed out and jim harbaugh's last words to us always every single week were the same and he would say play as hard as you can as fast as you can as long as you can and don't worry right like the last two words he said were don't worry like he like i just spent six years worrying that's all i did was worry i worried i was just constant worry.
28:45And they really just resonated with me. And I think combined with, like, listen, I would be remiss to say, like, certainly, like, the entire coaching staff, that same team the year prior when I was getting, you know, face-to-face with, you know, Mike Singletary and getting, you know, chanting the backup's name, I think we won five or six, five games. I mean, the very next year, we won 13 and went to the NFC Championship game. The year after that, We won another 13 and went to the Superbowl. Like we had better coaching staff. They were smarter. They put together better plans. Like we were coached better.
29:17Like, I don't want to like pretend like that wasn't a part of this, but there are also, also this other big chunk. That's not, it's not technical. And, and that's so much of these hard biases, um, that I think great leaders and founders have, um, and coaches. And, uh, that was a big part of it, uh, for me. And it had a huge effect on me in that moment. Incredible. Have you ever reached a rock bottom? Professionally? Yeah. I mean, not like that. I mean, there's never been people chanting the backup's name. The rock bottom for me, there's probably two or three times it's happened, but I'll give you one.
30:00The Instacart moment of just like, oh God, this is broken. We're losing $16 on every order. We're burning$12 million a month. Like literally I get the financials and I call the controller thinking that he made a mistake and I'm kind of annoyed. Hey man, can you send me the accurate financials? And he's like, what's wrong? And I'm like, this says we're burning$12 million a month. We're going to go out of business soon. He's like, no, no, those are right. Like, yeah, like that moment was terrible. And like, you feel like you're going to be a failure. You feel like you've let your family down. Like I took a 90 % pay cut to go from KKR to Instacart.
30:31So like all of a sudden I'm like, what am I going I tell Avni when I go home that like I did this out of like just pure selfishness. I had a good job. Right. And then, I mean, you know, it's so funny because like the story you want to tell is like, and then I just buckled down and I went to work. Like the first thing I thought about doing was go back, you know, like maybe I can quit, you know? And then like, and like, I didn't even just think about it. Like, I'm like, I don't know, my, my family's from India. Like we, we like want to make sure we're going to be okay. So like, I didn't even just think about it.
30:58I kind of like softly explored whether there was like some path back and like, I didn't go all the way down the path, but like, it wasn't that it was just an idle thought, you know? And then of course, like, you know, we were able to fix it and whatever, but it comes back to your point on like, what makes a good team? Like, dude, like for me, I think shared purpose is like, I've been on, I've been very blessed to be on great teams. Look, but the one that comes to mind, like these guys were a little, then they were, they hedged a little bit on what team, my favorite team I've ever been looking to be a part of was the Instacart team.
31:31Okay. Like that That is my favorite child as it relates to teams. Yeah, if I had an IPO, that'd be my favorite team too. Hey, listen, I'm just saying. I'm just saying. I'm just saying. Working for a long time. You know? Okay. But like, so shared purpose, big deal. And you guys said this. Like you're there for some reason that's bigger than you. But like just to put a finer point on, like it matters because all of a sudden every debate actually has an answer, which is like, well, what is better for the shared purpose? Rather than like anybody else's agenda. Like that's a big deal. I think the second thing is it has to be really hard.
32:04It has to be hard for you to like care about it. You know, like the hard is a feature because all of a sudden, like the, it's so much sweeter when you get through it, but it's also that you have to give all of yourself and it does require all of you to be good. And so like an Instacart, like all of us had to be good. Like we were going up against like a behemoth, right. And everybody thought we sucked and like, you need that extra motivation and all that. So like, I think like it has to be hard. And then for me, this is something I care about. It doesn't have to be for everybody, but like, you gotta have some joy in it, at least for me, for me to have it be my favorite thing.
32:41Like, you know, this is a silly example, but like the current CEO, co-CEO of KKR is a guy named Scott Nuttall and KKR is amazing place, but obviously most people talk about Henry and George there, but the current co-CEO is Scott Nuttall. And when I was, you know, just getting out of school, like two years in, I went and worked at KKR. Whenever Scott would talk on stage, anytime, he's looked like he was having a good time. And that like really sat with me. Cause like, I like think a lot about where I'm spending my time and where, why am I gone from my family and all these things. And Scott always looked like he was enjoying himself.
33:12And that always sat with me. It's like, well, man, this could be fun. We can like get important things done, but it doesn't have to be that we like don't like each other or enjoy it. And like, that is a part of who I am. Like, I like laughing. I like doing that. And certainly if I'm going to spend a lot of time somewhere, I need it to be fun. So one of the things that was cool about Instacart for me was I got to put my stamp on the culture, right? It wasn't just a culture that I had to like join in. And one of my favorite parts was I felt like we had joy in the culture. And that's what, when I hear Alex talk about his moments, like it's just like football stops being fun.
33:43Well, it's like, man, that's like really sad. Like you're never going to be great if there's not like some joy to it. I'd love to zoom in on the hard part, because I was kind of distinctive from the other two answers. I was with Kareem, our friend Kareem yesterday from Thrive, and he has this beautiful idea, which is that small ideas attract a lot of competition because they're easier to do. And so people, you know, that's kind of default, like something that's simple and easy. Whereas like SpaceX or something, not a lot of SpaceX competitors because it's insanely impossibly hard. And I'd love to hear examples that come to mind from each of you or from anyone on what that means in practice.
34:21So, you know, working with Coach K or on whatever team we're talking about, like zoom in on the hard, like help us understand what hard feels like or looks like in practice or in a moment. I think about the hardest time in my four years at Duke, was my last game at home against University of Maryland. It's my senior night. We lose. Not only that, our all ACC center, future pro, future 15-year pro, and center, Carlos Boozer, breaks his foot. Okay? So we lose for our rival. We lose our center, starting center, for what it seems like the rest of the year. Okay? We have one game left against North Carolina.
35:04our vaunted rival. And at that moment, you know, I came back, I could have gone to the NBA early. I came back for a championship run. At that moment, it was the first time I ever had pity for myself. And of course, all the haters came out and the media and the fans, Duke's dead, no boozer, no chance. They can't beat Carolina. I think Alex has a tweet on that from like 2001. I think he does. And so we actually went to practice the next day and we're all moping around. And Coach K boots us out of practice. Boot kicks us out. He says, get out of my gym, come back when you're ready to practice. All right.
35:40So we go in the locker room and I'm throwing chairs. And I say, guys, you don't understand. You guys are all super young. You have more chances. This is it for me. Conceivably, we could get blown up by Carolina. We could go to ACC tournament, lose that game, and then lose in the first round to a 16th seed. And my career is over and I have nothing to show for it. And I'm emotional and crying. I'm a pretty slow guy, but I'm crying. And I said, we're better than this. This is not who we are. And so we composed ourselves and went back out to the court and said, hey, coach, we're ready to practice.
36:14And coach K looked us in the eye and said, I'm going to ask every one of you a question. And I want you to answer from your heart. And he asked this, do you trust me? And do you trust in my plan. And if you do, we will win a national championship. Laughable. We just lost Boozer. You know, it's not looking good for the home team here. Coach K went down the line, looked us in the eye and said, do you believe in me? Do you believe in my plan? Do you believe we'll be national champions? And we all said yes. And after that, he unleashed this brand new plan. We played super super small. We inserted Reggie Love, who was more famously Obama's body man, as a 6 '5 center who guarded Brendan Haywood, who was giving away eight inches and 200 pounds to him the next game.
37:04And we were going to shoot 53 pointers, overwhelm them with speed and three-point shooting. And it was a brilliant plan that no one saw coming. And to Coach K's point, he said, look, we are built for this moment. We're not going to win the national championship because we changed something right now. We're going to win the national championship because our habits are pure and we are preparing for this single hard moment and nobody flinched. Right. And that's the difference. Again, it's like the analogy of pounding the rock. You just don't know when that rock is going to break. You don't know what is going to be the differentiator when you face that adversity.
37:45And so it was the old next man up, Reggie Lowe gets inserted into the lineup. We go to Carolina, we beat them by 12. All right. We go to the ACC championship, win the ACC championship, go to the NCAA tournament. Carlos Boozer miraculously comes back from a broken foot and we win the national championship. And our average margin of victory Ravi was 12 points. We beat every team we played by double digits. To your point, Ravi, like, yes, it's more meaningful when it's hard. Yes. Right. And when there's risk, when there's risk involved, and you're, for us, as athletes, you know, I was at risk of losing face.
38:25Yeah. And being embarrassed that I lost my last three games to some chumps. Yes. Right? And here I am, this guy, but I couldn't get it done. But, again, it wasn't about me. It was about our journey. It was about our team and what did we need to do to adapt to change to the adversity to get to our ultimate goal, which we did. And now, you know, look, the winners read the history books. So it's a great story now. It wasn't very fun. We were going through it. But it's something that, you know, Coach K is famous for. And I'm a better person, man, father, husband, because I went through that experience.
39:04Isn't it always like that though? Yeah. Like in hindsight, when you're in the middle of it. And I like, this is like the, I always find it funny. Like I love like the office space thing, right? Like when the guy's talking about, how do you know what you're supposed to do in life? And it's like, well, the question is the counselor question is like, well, if you had a million dollars, then what would you do? And the guy's like, nothing. You know, like I would just do nothing. I think there's this false sense that like, well, do what you love. Like that idea of love and that you, it should all just be like super enjoyable.
39:39I don't, I totally like, I completely agree, Ravi. Like it has to be hard. Like that has to be inherent in it. You know, that there has to be something at risk to go try to take that on and the potential to fail. I think if you're, if you're crazy enough, there is joy in the misery. Yeah. I mean, you have a patch on your backpack that says embrace the suck. What teammate taught each of you the most about being a good teammate? A couple of things come to mind for me there. Like I very distinctly remember when I got again, getting drafted and there was this big stigma. I, you know, I played in the shotgun in college and spread offense.
40:19And, you know, there's this big stigma that I played in a gimmicky college offense and I couldn't play in a quote unquote pro style offense. And so like I had to be able to play from under center and, you know, be a pocket passer and be all these things. And so this was something that I had to prove to everybody that I could do. And so I get drafted and I'm running this West Coast offense, quote unquote, in my rookie year. And my first couple of years, like I'll never forget getting ready to go play in the NFL. And I had no idea what I was doing. Right. Like, and, and sitting and watching film because quarterbacks watch film and they, you know, they were prepared for the game and they spend hours.
40:56And I like, I do that. Like I'm, you know, like that's, I can do that. And like, so I would just, I remember like Wednesday nights and Thursday nights, like I would just be in the film room till like nine, 10 at night watching. And I had no idea what I was doing. I just wasting time. Right. Like, and I was by myself. Okay. The other two QBs at the time had combined one start and were at home at 4 o 'clock. I remember just being there, watching film by myself, and just having no idea what I was doing and it not helping. I still would go out there and just suck.
41:36I felt very alone. Very alone in that. and so that I you asked about teammates and I think there's definitely a teammate that had the most profound impact on my career and this was in hindsight his name is Blake Costanzo I've told these guys this story like he was a third string linebacker he again I don't know what college he went to if you looked at him if you ran into him on the street you would have no idea he played professional football like he didn't look the part at all And he was on every special teams, right? Like he was on kickoff, return, kickoff, punt, punt, return. And every team has these guys.
42:17There's like five of them that are on all these core special teams. They're all backups. They're not starters on offensive or defense. They don't get any like limelight. Nobody knows their names. And Blake, man, like loved what he did. Like loved running down on kickoff. And it's this just crazy play, right? Like they outlawed it for a while. and uh and he loved it and like just came to practice every day with like an energy and and like a joy and uh again before games right like i told you guys like that's when i was at my worst like sitting on my stool just like you know in my own head worrying blake there before games again as we creeped towards kickoff it just would like be the energy level would just go up and he would run around.
43:04He had this saying and he would run around the locker room and he would like literally get in guy's face. Like he'd come over and be like, Shane, are you going to live today? Because I'm going to live. Right. And I'm like, I remember like sitting there and like, I'm the quarterback. I'm the number one overall pick. And like, I'm so worried again. And I'd been pretending like that this isn't hard. Right. Like that I like, again, And, and here's this guy, like, I mean, like third string linebacker and he is like confronting the problem, right? Like it is, man, this thing is hard, what we're doing.
43:36And I'm going to go out there despite all of that. Right. And I'm going to live on the other side of the coin, like the courage side again. And, uh, I was in the fear kind of side if there were two mindsets and I would go watch him and he'd like, by no means was he perfect, but man, he played fearless. like, and, and it was his more than the words, although I love the, you know, are you going to live? But like, it was how he went about it. Right. And how he lived his life and how he attacked the problem. That was the biggest example and had a huge profound effect on me. And like, it became this challenge to myself that like, I stole from him.
44:14And I was like, are you, are you going to live? Like, man, are you going to be present? Cause you've been, you've been gone for six years. Like you've been out there on the field, but you're not there. And he probably had no idea. In fact, I talked about it. I know he had no idea the effect he had on me at the time. And I think that's the cool thing when I try to talk like the power of teams. And this is, again, to kind of bring it, I guess, full circle. I get asked all the time about the Mahomes mentoring him. Why'd you do it? And like, I do go back to, I was alone in those meeting rooms, like watching film and had no idea what I was doing.
44:46And it sucked. And like Patrick and I, and it wasn't any, like I didn't whisper any like words of, yeah, like that's just not, he got a front row view right alongside me to go see all those things, to watch me watch film, to watch me prepare to play a game, to like, you know, all the little things. And so, and that's what mentorship is, you know, as a side of, as a part of being a teammate. I mean, I'm thinking about the exact same thing you are. The aspect of mentorship on a team is something that is not talked about enough. And there was a moment in my career that I can point to. I was a freshman, a hotshot freshman at Duke University.
45:31And here I was, I was national player of the year, you know, with number one recruiting class, with number one team in the season, going into the season, okay? Okay. Elton Brand and all these guys. And our preseason training was really difficult. All right. Part of our success was we were just in better shape than every team. And there was one particular drill called a 17 across. And the 17 across was 17 widths of the basketball court in one minute. Okay. And if one person missed, put 60 seconds back on the clock and run it again. So I used to have nightmares about this. So I'll never forget going over from Cameron Indoor Stadium, Descartes Gymnasium where we practiced and had conditioning.
46:09And I said to nobody in particular, man, I hate 17 across. And just then, our senior captain, Steve Wojciechowski, Wojo to the layperson, all five foot eight of them, stops, turns around, looks at me and says, you know what I hate? Losing. Man, I felt yay big. I felt yay big. And in one little moment, I understood what it was to be a member of the Duke basketball team. And it started with no complaining. Right. And I started just to take all my cues from the senior leadership on that team, the Steve Wojohowski's, the Trajan Langdon's, the Rashawn McLeod's, just the, how they, how they carried themselves.
47:05They were Duke basketball, you know, regardless of what I accomplished in high school and, and all the fanfare, I came in with my freshman class. Like I wanted to be like them and they set the standard. They were the first ones there. They They're the last ones to leave. They never complained. They always showed strength. They never showed that they were maybe anxiety ridden. Always confident. Man, yeah, I want to be like Trajan. I want to be like Wojo. And then funny thing happens, you get older, you find yourself, you're the senior captain. And you feel this duty to teach the younger guys, guys like Carlos Boozer and Jason Williams and Mike Dunleavy come behind you.
47:45Yeah, this is what it means to be part of this program. Right. It's not about just winning games or making shots. It's about how you carry yourself, how we work, the lack of excuses. Right. Look each other in the eye. And, you know, that's how tradition is is is continued. when you sort of just pass on the standards of what we stand for. And it's understood. And it's often unspoken. That's where the magic, that's where the good stuff happens. So my answer to this, I don't think anyone's ever asked me that before. So it's cool to talk about it. I won't go into a lot of detail. I was like, Shane has actually been a lot of that for me, right?
48:28Like, you know, I think Shane is, we haven't like worked together, but like he is my teammate. He is somebody that I look up to on being an amazing teammate. And I think it is a great example of like the role you can play within a team and the everyday leadership. I've told you this before, Patrick, but the first time Shane and I had lunch together, I went to the bathroom and before I came back, I saw him, he was cleaning my seat because there were a little like moisture on it. And I was like, man, that's like something my mom would do, you know? And like, it's just like a really like, all right, we're in this, we're together, you know?
48:56And like, I think that that attitude is something I've seen. But the person that actually came to mind from work context, there's a woman named Michelle swanical okay who i worked with at instacart and she's still there she's there before me full-time employee and there after i left as a full-time employee and like even though i'm still like involved like she was like there there okay so the reason that i thought of her on like the what it teaches you to be a good teammate like first she'd gotten there she's one of the first like 10 employees and she joined as like i don't know a city manager or something but then she had done just so many different things she had been there for a few years by the time I got there, you know, she started out, you know, uh, managing a city, which meant she was like hiring a bunch of shoppers.
49:34Then she was, you know, um, doing expansion stuff, like going to new cities. Then she was, uh, you know, back to managing San Francisco, then just kind of a whole collection of different things. She had this great interview question. She would ask people about like this elaborate set of situations of like, what do you do if this happens? And the fridge breaks at the Potrero Hills, you know, uh, uh, uh, Safeway. And the answer is instead of like like all the analysis, it's like, I go fix the fucking fridge. Right. And just like, she would just like embodied this culture of like, we go do things, but you also do everything.
50:06She just like did each thing. She became like the director of culture. Now she's like the VP of HR, but she just like did everything. And I think what it taught me was one, like the only team that matters is the whole team, you know, like just the company. Right. The second thing that matters, like there's going to be people here that like outlive you, you know, and like the standard and the place that you're serving is actually like, there is an institution here. And then the third thing was that like, there's people that rely on you, you know, there's like people that depend on you to be good.
50:36And like, I'll tell you, like one of the things that Shane and I connect on and Alex and I connect on is this like need to buy in. It's like too easy to be cool. Right. And to kind of like, well, I'm going to be okay, even if this doesn't work out. Right. And I think this is very true in like business settings, which people don't give all of themselves to the place, particularly when there's risk. She's like, oh, I don't want to be branded as a failure, right? Like I still want to be successful, you know, if this thing doesn't work out. And I think part of what Michelle instilled in me was like, she was all in.
51:04She was like, she was Instacart to the core. She would like, when she would wear the jersey, right? When she would wear the shirt, like she wore it with pride. And I was like, I got to be like that. It can't be that like, well, I'm okay. Even if we don't win, I'm going to be fine. It's like, no, I got to like jump in the pool. I got to be all in. And people have got to know that it's okay to be all in. It's okay not to be cool. And they got to see a leader doing that too. Glugel. Glugel. One thing we haven't talked about is all the way to the top level here, getting the team together in the first place.
51:32I know you've studied actually this in some detail, and I'm sure we've all thought about it, but you got to get the coaches. You got to get the, I mean, I guess there's a GM at the very top or something, but someone's got to put all these people together in the first place. What did you learn in that exercise about what makes for a great team or a great teammate in data, qualitatively, quantitatively, however you studied it? Well, the first lesson we learned, we did a multi-year study on just what do successful teams look like across all industries, not just sports. We're trying to find the glue guys in sports, but we looked at military teams.
52:08We looked at business teams. We looked at families, Any venture that involves more than one person. And where it starts is obviously with someone coming up with an idea that people can get behind. Okay? That they're able to communicate why they're there, how we're going to launch this plan, and why we're going to be successful. Right? and I built the analytics department for the Miami Heat when I was there many, many years ago. And the goal of creating a world-class data team in a franchise that was a little foreign to data analytics was a bold statement. And when I went to the lunchroom and said this is what we're gonna do, I got some weird stares.
52:59But after five years, we created a world-class analytics department. It is those catalysts that I talked about, The energizers who are on the ground, who are the carriers of that message and that energy that is pervasive throughout the organization. As a leader, you know, I think you have a few jobs. And what makes an effective leader is to have the energy to carry these out, right? It's your job to remind people every single day while they're there. That's exhausting as a leader. It's exhausting. Most leaders aren't willing to pay the price to remind their people why they're there every single day.
53:42And the second that you assume that the people know why they're there, you've lost. Right? And it's exhausting. Very, very few leaders have the energy and the stamina to keep doing it. And again, the second you start to think that I communicate enough, guess what? You probably haven't communicated enough. And the great leaders, and you can read any biography about great leaders, they do those things ad nauseum. And it takes an enthusiasm, unknown stuff, unknown stuff, mankind like Jim Harbaugh and enthusiasm and a belief in - Who's got it better than us? Nobody. Nobody. And so again, what are you willing to sacrifice to be great as a leader?
54:25That's the question you You have to ask yourself. I was with someone recently who has been remarkably successful and has a foundation that they've set up. And I was asking him about the foundation and he told me the name of it. And I'm just gonna make up the name so as not to give it away, but it's, you know, the John Harry Sally Foundation. Like, that's a kind of a weird name for a foundation. Your name's not on the foundation. What's the story? And it was the name of the, it was, I think the first name of the three prior generations of his ancestors. Oh, that's cool. And like so many, if you go back in America, if you go back three generations, they were from somewhere else in the world and they immigrated here.
55:03And he talked me through each of them, basically what they did that was then the foundation and the requirement for him to be able to do what he did. And I thought that was the coolest name I'd ever heard. And it makes me think of a question, which is how each of your families, current and ancestral, show up in your lives. Yeah. Let's talk about Alexander Douglas Smith. So, and I've got like the waspiest name there is, right? So, but ironically, it's funny you just say that. Like, so on my, I have a tattoo, one tattoo, it's on my back. And I got it with my dad on his 60th birthday. And the name Smith, my name Smith comes from my great grandpa, who was Serbian.
55:51And he was 12 when he came through Ellis Island. Okay. And he came with his brother who was 14. This is right around the turn of the century. And he was given or took the name John Smith. Right. And, uh, to the day he died, he ended up working his way West on the railroad, served in world war one in the army and never told anybody his real name to the day he died. Not his wife, not his kids, not his grandkids. And that's where the Smith line comes from. And so, uh, long story short on my back with my dad, my dad was a longtime educator. was a high school principal for 25 years. Like we proposed this idea of going and getting tattoos together.
56:29And I'm like, he's not going to say yes. It turns out he was for it. So we started doing this and it's a Serbian cross and a Serbian crop, not religious, but this, this was like a, you know, a Serbian cross, obviously it's an equilateral cross. And in each quadrant, um, we put, I put the four letters of my great grandpa, my grandpa, my dad, and me as a line to this. Wow. Right? As where I come from, certainly sacrifices that have been made. And then on top of it in Serbian is Otak, which means father, and kind of a line of the fathers. And this is my line of Smith. I don't know my real name, you know, what it would be.
57:10We've tried to research it and find out, and it's just a dead end. but, uh, certainly I've always known that story. I've known that since I was, you know, since I could remember why our name is Smith, the most popular, populous name in America, why we got it. And, uh, certainly there was a, a lot of pride for me in it from that story, uh, from the sacrifices. Like I, I knew my great, I didn't know him. I as a kid coming here and working his way west on the railroads and serving in the military. Then my grandpa served in the Navy. Like how proud, and my dad knew him. You know, he was my dad's grandpa.
57:53And so my dad would tell the stories like when he was older, he was kind of this like honorary older guy, a farmer. And that like how adamant he was and how proud he was like of his name. And I do think that that absolutely has had shaped my life. That's cool. I didn't know that, the tattoo and all that. My grandfather came in 1957. So I think like obligation to succeed, some like fire comes from that for sure. You know, my family now, like, you know, Avni and the kids, like, you know, the term of like your pride and joy, like it just, those words are just words. There's like an expression, but that's actually what they are, right?
58:35Like they really are my pride and my joy. And they're, I feel kind of emotional even talking like about them, but like they, they are, they are how I will measure my life. You know, like what will they say about me? How will they feel about me? And they are the reason I do anything. And Alex and I were talking at breakfast today of like, you know, why do this? And we were kind of like, I was just kind of like, I'm only want to do it as long as I'm proud of the outcome, the output. but I don't actually care about any other thing that comes from it. And so far, I've been like really proud of like the stuff.
59:10I like talking about it with Avni and the kids. And I think that they are the reason that I care about being proud of it, if that makes sense. It's funny, my grandfather actually changed his name. Our original last name back in the day was Bansal. And my grandfather, just a pretty unique dude, he just kind of like didn't like his life in India. and he didn't like, he didn't like some of his family. And he was just kind of like, fuck this, man. Like, I'm changing it. And just a new chapter, like new name, new country. Like we're going and just like did it. And I've told you this before, Vector, but he did it like 35, five kids.
59:49And so the other thing that comes from him that I think is like, it's never too late to just like do it, you know, like there, and there's no excuse not to. So that's very real for me. Well, my parents, they shaped my life and I wouldn't be here without them, obviously. But I had a very interesting childhood. I was the only mixed kid in my town. My dad was big Ed Battier, only black guy in town. So by default, all the little white kids were, you know, kind of scared of him. But like, because he had big muscles and the only black person that they knew in Birmingham, Michigan. But he was the best Little League coach.
1:00:33He was the best, absolute best. I mean, I still have people come up and say, you know what? You know, your dad was the kindest, most caring coach. And what my dad instilled in all of our teams was the enthusiasm for each other. Right? And so I can't tell you, one time he taught me how to hit a curveball, how to hold a bat. He never raised his voice about anything skill-related, but he raised his voice when we didn't hustle off the field. He raised his voice when we didn't give chatter to the 10th man on the bench at bat after being 0-4. He raised his voice if our shirts weren't tucked in. He raised his voice if we didn't practice sharp.
1:01:17He always said, if we don't practice sharp, we're not going to play sharp, right? And so he was a stickler for everything that we could control, regardless of talent, right? And that's the standard he held us to. Just do the best that you can do. And as a result, we had amazing, amazing, amazing camaraderie on our team. We had a lot of success and a lot of fun, a lot of fun. And so I grew up thinking like, yeah, every dad talks about this way to their teams and their kids. And I soon realized that wasn't the case. And my dad was not a very educated man. I went to junior college in Minnesota for transportation.
1:01:59But he was always present. Always present. You know, this was before cell phones, obviously. But I can never remember him missing a single practice, a single game. So from him, I learned the importance of just being present. as a father now of two and a husband, the importance of just showing up every single day. And I'm sure my dad had bad days, but I never saw my dad have a bad day, right? A man of few words, but he was there. And that was so important to me. And my mother, to this day, is still the toughest person I know. And if you ask anybody in Birmingham, Michigan, she's fought with them all.
1:02:33All right. She's a tough lady. All right. She raises hell. And she was the one who told me growing up that, look, I know you're different, I know you're mixed, but they don't like you, screw them. All right? Make them respect you. And the one thing my parents did for me that I can never pay them for, and it's why I'm passionate about education and giving opportunities to young people, is they enrolled me into a Detroit Country Day school, which was an elite private school in Detroit. And we didn't have a pot to piss in, you know? and I went on financial aid and my parents had to get$500 to send me to the school.
1:03:12And I mean, I don't know how they did it. It seems like nothing, but they found it and they sent me there. And it was many years later, my mom said, you know why we sent you to Country Day? Because we didn't know how to get you to where you will be in life. We just don't have that capability, but the people you're with at an, in high school, a country day could get you there. So we had to, we had to get you there to show to yourself that you can get there. I'm emotional, not talking about it, but, uh, it was an unbelievable sacrifice for me, um, that they had the foresight and they realized their limitations and, uh, uh, just an amazing act of love and sacrifice.
1:03:57They sacrificed everything so I could have educational opportunities. He said, basketball, that was cherry on top. I grew to be 6 '8", 14, and dunk a basketball. So that was the cherry on top, but it was always about the education and the opportunity. And so I've become just very, very passionate about giving young people an opportunity, and more importantly, just seeing what's possible. For my own kids and for any kid out there, if you can see it and plant that seed, man, you can attain it. And sometimes it's as simple as just laying eyes on it. So I wouldn't be here without those experiences for my folks.
1:04:36Does someone come to mind that is simultaneously incredibly strong and very vulnerable? That's a good one. I think that you don't have one without the other, in my opinion. Like, I don't know anybody that I consider strong that isn't vulnerable, right? Like, that isn't real. the best leaders that I knew the best teammate leaders that like there was nothing worse than like you know a team meeting or a team gathering or a breakdown and freaking you know Disney guy jumps in there and gives some rah-rah garbage you know like we everybody got a bs meter the guys I respected the most the leaders whether they were coaches teammates peers that were vulnerable and walked in and kept it real.
1:05:26Right. And like whatever moment, you know, like the, the ups, the downs, the in-betweens, like, I just think that that's what real strength is. Well, I disagree. I think I'm having a hard time coming up with a example of someone who is strong and vulnerable. I mean, we're taught to be like warriors out there. Like, like, like coach K used to show us video of us. If we were making a face towards the official, Right. And he said, look, if you are showing that you're anxious or you're, you are, you know, letting the officials affect the game, your opponents are saying, wow, look at Duke. They're distracted.
1:06:01We got them. Right. And so it was always strong chin, strong face, strong face, you know, and in athletics, like, look, you're in the locker room. You're letting a lot of tears in the locker room because everyone's always looking at you. And if you're crying or you're showing anxiety, you know, teammates start looking around and say, get this guy out of here. He's the weak link. But this is why. Oh, good. No, I hear you. And I just think that that's like I think that's also part of what I feel like we talk about to combat because that is the Disney narrative. Yeah. Right. I don't want to keep using Disney.
1:06:34I work for Disney. So I hope they don't. I don't mean that. But, you know, the Hollywood, the Hollywood version. Always be selling. Yeah. Sorry. so so like the hollywood version of this is that but like listen i like nobody cried more than frank gore i mean we like cried like and i i hope he doesn't care that i'm putting this out there man we would come in it meant so much to him and he is a first ballot hall of famer i mean this guy is like the stud of studs like i get asked all the time favorite like again not favorite but like he's the guy that like i have the most pride that i i got to share eight years with him right like share backfield with him like this guy is a stud of a human being and like man you will you come in after a loss like he i mean he wasn't like he crying like in the locker room like it was real and like as a as a teammate is and appear like to see him like let loose like that like sobbing and screaming and like Like, I mean, it's like, holy shit.
1:07:38Like, you know how much it meant? Like, I knew how much it meant to him, right? Like, that was, it was everything. But that's where, so Patrick, the reason I thought about what you said when you asked, like, who do you know? Like, I told you I idolized my dad, right? I don't think my dad, you know, showed a lot of vulnerability growing up. And I do think that that, like, the nature of that is that you think that's the right way to do it, right? And like, I've taken so much from my dad, 99%, whatever. One thing I will say that I've tried to do slightly differently is I try to show more vulnerability with the kids, right?
1:08:05Like my dad is the best dad in the world. He's not a guy who says he's sorry terribly frequently, right? Like I apologize to my kids a fair amount, right? Like, hey man, I messed that up. I'm really sorry. Like, you know, this is my first time being a dad, you know, like that kind of stuff. And like, those are things I do think that I hope help us, you know? But the person that came to mind, one person, I think Pat Grady does a good job being strong and vulnerable. And I'll tell you some examples, like, you know, he works at Sequoia for people who don't know. But like, I think one, like he is willing to tell you, like, he sort of is honest about how much it means to him.
1:08:39Right. Which I think, and his voice shakes sometimes. He definitely cries more than most people, particularly in like our kind of office. But like his voice will shake with emotion sometimes. Not of anger, but like he just like really cares, you know, until that comes through. Sometimes he'll tell you like, you know, I'm worried I'm kind of like losing my edge. I'm worried I'm not in it enough. Like, you know, and I think for me that helps because I find the current job, I mean, it's like a hard job. Right. And I think he's had a lot of success. And I actually think that there is a benefit that he doesn't even know that comes out from him saying, like, recognizing that it's hard and saying, like, look, like, I'm afraid that I'm not doing this as well.
1:09:18I'm afraid that we're not doing this as well. And I think that it certainly helped me a lot that he demonstrates that vulnerability because someone who's newer to it is sort of like, it's okay to feel that way. I'm not supposed to feel like I always got it. You know, so I actually, interestingly enough, I think the best people do tend to do it. I do think it's much more rare than it should be. And part of what I hope we can do is like, you know, admit it a bit more. And then what's the next step is not vulnerability in the past tense. Oh man, I used to go through this really tough time. It was really hard.
1:09:52It's vulnerability in the present tense. Like right now it's fucking hard and here's why. And I think that's like another bar, but that I think is the most valuable vulnerability. It's not just like talking about how you came through it. It's like talking about when you're in it and like, what are you gonna do about it? You know? What about the urge to dominate just in general? Like you said, nothing feels better than winning. Yeah. Yeah. And most of the stuff we've talked about today, most of the most legible missions is kind of that. It's dominating. The books that sell the best, the stories that get told the most in business, in the military, in all these domains that everyone loves learning about.
1:10:35I mean, the reality is it's often human against human and the desire to win and beat other people. Maybe say a bit about the feelings you've had of that urge to dominate and what you've learned from it. I'll let these guys tell better stories, but like, I actually think that's, I'm okay with that tension. And I mean that, like, I think that the way I square that is like as a team, as long as it's with my team, as long as it's with the people I want to ride with. then yeah, like let's dominate it and let's dominate whatever it is that we're going up against. And like, I almost don't care if it's consistent.
1:11:13You know what I'm saying? As long as it feels like, okay. And like consistent, it feels like good for me to, my test is like not consistency. It's whether I would tell the kids it's okay. You know? And like, I actually tell the kids all the time, like, yeah, you should want to like dominate the things you're doing. It's okay for you to try to want to win. But ideally you do it as part of a team. And ideally you do it with, you know, whoever you are. Right. And the strength and the vulnerability and all that. But like, yeah, like I, I am okay. And in fact, kind of proud of the fact that like, I am nasty competitive and want to dominate and want to win.
1:11:47And I think part of the thing for me is like, it doesn't mean you have to be an asshole. You know, like you can still be like a good dude. But yeah, like I find that to be pretty like in line with my personality. And I'm okay with that. The biggest takeaway I took away from my teachings, my days with Daryl Moore and Sam Henke, right, is to understand how much winning is actually luck and randomness, right? For as much as us as successful people think we control the process or the narrative and the outcome, so much goes into winning and dominating your opponent that a lot of it's out of your control.
1:12:30But what you can control is the process, the inputs that go into the output, right? Are you as good at that in your personal life as you were professionally? Because I remember you told me that professionally you were good at that. I think so. I think so. Sometimes you lose focus. We all love to win, right? And when you win, you think you had a big part in it. For sure. but really, really, really focusing on the work, the process, the attitude, the consistency, all the things you control. Again, when you win, that's what you give credit to. You really give credit to, I just was better than my opponent, right?
1:13:13No, we had a great plan and we had a great team, right? Yeah, yeah. Did you ever see that interview with Shaq after they won the high school championship and the reporter said, Shaq, wow, congratulations on the win. to what do you attribute your team's success? And he said, I attribute it to me.
1:13:32There's also that. I think he might have been right. There's also that. That talent difference was pretty different. Everyone wasn't on that level. Look, my battles with Kobe Bryant, I've had games where he scored 60 points on me, and I've had games where he shot seven for 30 against me. or I've been on both ends of this. Same input, different output. Same input, different output. And with wins and losses, kind of like opposite almost to that, right? Yeah, exactly. And I take solace in the fact that, you know what? I did what I wanted to do and I did it as hard and as enthusiastically as I could.
1:14:09And you live with the results. So maybe a weak answer, but that's how I think about it. Unfortunately, we're at the point where I need to ask my traditional closing question of everybody. I'm so excited to hear you guys chop it up like this every week. I hope for a very long time. I've been lucky to be able to listen to the first seven or eight of these already. And when people get a chance to hear you guys tell your stories, reflect on the lessons, it is such an amazing jolt as a listener every week. And I'm so appreciative that we get to play a small role in that and do it with you guys. So this has been so much fun.
1:14:44And my traditional closing question for everybody is to ask, what is the kindest thing that anyone's ever done for you? We've already answered this. You want to jump on it? No, you've answered this. Yeah, we get two. We get two. Ravi's already. Yeah, exactly. Alex, sounds like it's your turn. I'll give two quick things. I mean, certainly fatherhood, I just said, is the greatest gift that I've had. My three kids. I mean, that's it. You know, like it just is. It's something that I don't take for granted. that, uh, is be hard. It's hard for me to put into words. Um, with that, I'm just a fun story.
1:15:25So my wife's going to hate that I'm telling this because it, you know, this is, this is the, the nicest thing maybe. Um, when I was coming back from my leg injury, it was, it was a long process, two year process. And throughout the entire time, you know, I'm getting regular, uh, scans and x-rays on my leg. And I had what was called, and I still have what's called a non-union, which means my leg's still broken. Okay. And I have a steel rod in there, but there was this spot that's not healing. And so even as I was like kind of progressing through my rehab, it wasn't looking good that this prognosis, right.
1:16:02Um, and so meanwhile, I'm kind of pushing ahead, um, figuring out like, if I, I want to push the limits of what I can do. You know, I've said, I want to play football again, which was crazy, but I'm kind of like, you know, again, I'm learning to walk. I'm learning to, to, to jog and jump and run and do these things all over again. And then COVID hits and the world shuts down. And so I go from getting regular scans to no scans at all. And cause like, right, like I, it's just not happening. And so meanwhile, I've got to the point where I'm like lacing up cleats now. And I'm, and I've told you guys this, like I'm recruiting every high school kid I can find to come run routes.
1:16:41My wife's playing defensive end and rushing, you know, passer. And I'm trying to see if I can like, you know, get out of harm's way and just, I'm, I'm like loving this. This is like still a special time for me looking back in hindsight. Um, even though the world was obviously kind of chaotic. and uh so i go this span of like almost eight nine months without imaging done and here we are we're getting towards the 2020 season and i i knew at this like it was kind of as we're getting here towards this time of year right like right training camps going on it was kind of like make or break time like my wife had even said like this is either happening or it's not right like it's this year or never now or never kind of thing and so i go back to dc and I get a big round of imaging done.
1:17:30And again, it had been like eight months and I'm just kind of, it had always been bad news. I'm expecting kind of more of the same because I got to get clearance to get played, to play, to have a chance to even try to attempt this comeback. And so I got all these MRI, CT scans, x-rays all done. And my lead doctor in DC is like, hey, why don't you and Elizabeth come over, you know, like tomorrow night and we'll talk about everything. and I'm like, shit, this is not good, right? Like he's, we haven't done this. Like we've become incredibly close over two years, but like, this is not good. And so my wife and I go over there and I'm like, definitely, you know, expecting bad news.
1:18:09All the military docs that were consulting on my leg, plus my team of surgeons in DC, it all kind of conferred on the images. We meet him over in his backyard. He pours tequila for everybody. And I'm just like, fuck. And then he says it. and he's like, you're good to go. It's healed enough, right? And I'm like, no shit. I have this like the dumbest grin on my face because I'm asking him all these questions that like I thought like I'd never be able to do again. I'm like, I can go like mountain biking, rock climbing, skiing, snowboarding, right? Like bungee jumping. Like, you know, like you name these like extreme things that I never thought I'd be able to do again.
1:18:52And he's like, yeah. and and then it kind of hits me in that moment that oh shit he's gonna let me play football and my stomach dropped like in that moment and I immediately get in my head again and I'm I'm worried I'm anxious because I'm like oh because forever it it seems so unattainable it was so far away that like while I was chasing it right like it just I never was gonna get there and now it's, it's here. Like it's in front of me. Like camp starts in a couple of days and I just got the green light and it's like, Oh fuck. Like what if my leg breaks again? What if I make a fool out of myself?
1:19:33Like I got permanent drop foot. I got a bunch of crazy shit. I got to try and deal with like this, this could go wrong in so many ways. Right. And I want off this so badly. Like I want like this train I'm on, get me off. And my wife's there and we leave and we just go sit in the car. And as we're like exiting, I am like just praying she throws me a lifeline. Like we get in this car and she says, you know what, babe? We just got this great news, like the rest of our life. Like, do we really need football? Like, and I want her so badly to like, give me this, right? Like, cause like, I'll take it right now.
1:20:12Like, you know, again, like I'm scared to death. Just again, self doubt. and uh we get in the car and just and we just sit there and just I think she absolutely could sense she knows me you know better than anybody and could sense where I was at and all my apprehension and we just sat and talked and about regret kind of about life um about the two years of work that I had been putting in. Right. And then like, if you had a flashback two years prior, when I was sitting in that hospital bed and they were talking about like amputating my leg, if you'd asked that guy then, like, I would have jumped at that.
1:20:58Like, are you fucking kidding me? Hell yeah. Like, you know, like I never thought that would happen. And now here I have it in front of me and I'm going to turn it down. Right. Like I'm going to turn my back on this and And I a thousand percent like her. And she hates this because it's not like she was like pushing me back to play. But like just talking to me like so real. And again, like she carried such a burden for those two years. Like she nursed me back to health. I mean, I had a pick line in my heart. Like she had to like we had ran. I was in a wheelchair for six months. Like it just was she carried such a burden, like keeping the house together.
1:21:36And if there was someone that deserved to be like, let's not, you know, no more like she did. And I think to just put everything in perspective and help me deal with all of that in that moment was such a real thing and such a strong thing. And I don't think, like, I don't know if I could have done it if the roles had been reversed. And, uh, like my life, if I think about my life would be so different if I hadn't done that. Yeah. like so different like the free like knowing i mean i thought i was fragile uh this my leg had shattered i was like immune compromised like you know and the freedom i have going forward uh the mindset because of that like in that moment and to think like that i i wanted out of there right and again for her to help me work through that uh again like is it was a sorry to be long winded, but that really, really cool gift.
1:22:35Incredible. I'm glad that Shane and I have answered this question on previous podcasts. So we can end with that. Gentlemen, I can't wait for the episodes ahead. Thanks so much for your time. Thank you for having us. It was awesome. If you enjoyed this episode, check out joincolossus.com. There you'll find every episode of this podcast complete with transcripts, show notes, and resources to keep learning. You can also sign up for our newsletter, Colossus Weekly, where we condense episodes to the big ideas, quotations, and more, as well as share the best content we find on the internet every week.
1:23:31Thank you.
From the publisher
This week's episode is special because it marks the launch of a new Colossus show: Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta.
Shane, Ravi, and Alex’s stories are remarkable. Each has been at the very top of their profession. Shane as an NCAA and NBA champion. Alex as the first pick in the NFL draft, 3 time-pro bowler, and 16-year NFL veteran. Ravi as a leader at KKR, and then as a critical leader turning around & building Instacart, and now as a partner at Sequoia. But those parts of their stories pale in comparison to the stories you’ll hear on Glue Guys.
Glue Guys is an unfolding manual for HOW to be a professional, a teammate, a leader, and even a friend and family member. In this episode of ILtB, we explore the general concept of glue guys—the people who are obsessed with helping the team win, whether they are the leader or newest member of the team. Please enjoy this conversation with Shane, Alex, and Ravi.
Subscribe to Glue Guys!
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.
Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes:
(00:00:00) Welcome to Invest Like the Best
(00:05:06) Talent vs. Teamwork: A Business Perspective
(00:06:56) Talent vs. Teamwork: A Sports Perspective
(00:09:40) Personal Stories of Overcoming Adversity
(00:12:50) The Importance of Trust and Mission Focus
(00:21:09) Facing Rock Bottom and Rising Again
(00:34:59) The Hardest Moments and Lessons Learned
(00:42:39) Unsung Heroes of Special Teams
(00:45:01) Mentorship and Team Dynamics
(00:46:49) Lessons from Duke Basketball
(00:49:25) Instacart and the All-In Mentality
(00:51:52) Building Successful Teams
(00:55:42) Family Legacy and Personal Sacrifice
(01:05:02) Strength and Vulnerability in Leadership
(01:10:36) The Urge to Dominate and Winning
(01:14:41) The Kindest Thing Anyone Has Ever Done For Alex




