# Investing for the AI Boom: Masters in Business with Glen Kacher

An episode of [Masters in Business](https://invisiblenetwork.ai/podcast/730188152), 18 Sep 2026, 1 h 11 min.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/4e4cd910-40a1-4619-a5f3-ae2b0012ffff/7d3e615b-9db0-4ebc-baa7-b4c901597c1b/audio.mp3?utm_source=Podcast&in_playlist=5873a3cb-298f-40bc-b71f-ae2b0013000d

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 for privacy information.

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