This week, We Study Billionaires examined two contrasting bets on industrial transformation: Chris Hohn's aerospace consolidation play at GE and the emerging role of AI agents in e-commerce through Shopify. Across both episodes, the team explored how established players and platform companies are positioning themselves for structural shifts in their respective industries, raising questions about timing, execution risk, and which investors are best positioned to capitalize on these transitions.
Episodes This Week
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Other Weeks
This Week in We Study Billionaires (Oct 12 - Oct 18, 2026)
2 episodes · Oct 12 – Oct 18
This Week in We Study Billionaires (Oct 5 - Oct 11, 2026)
2 episodes · Oct 5 – Oct 11
This Week in We Study Billionaires (Sep 28 - Oct 4, 2026)
2 episodes · Sep 28 – Oct 4
This Week in We Study Billionaires (Sep 21 - Sep 27, 2026)
2 episodes · Sep 21 – Sep 27
This Week in We Study Billionaires (Sep 14 - Sep 20, 2026)
2 episodes · Sep 14 – Sep 20
This Week in We Study Billionaires (Sep 7 - Sep 13, 2026)
2 episodes · Sep 7 – Sep 13
This Week in We Study Billionaires (Aug 31 - Sep 6, 2026)
2 episodes · Aug 31 – Sep 6
This Week in We Study Billionaires (Aug 24 - Aug 30, 2026)
2 episodes · Aug 24 – Aug 30
This Week in We Study Billionaires (Aug 17 - Aug 23, 2026)
2 episodes · Aug 17 – Aug 23
This Week in We Study Billionaires (Aug 10 - Aug 16, 2026)
2 episodes · Aug 10 – Aug 16
This Week in We Study Billionaires (Aug 3 - Aug 9, 2026)
2 episodes · Aug 3 – Aug 9