Dan Sundheim

Founder & CIO, D1 Capital Partners

Search every verified Dan Sundheim interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dan Sundheim, founder and CIO of D1 Capital Partners, has discussed the firm’s investments in private companies including SpaceX, OpenAI, and Anthropic, describing them as "some of the largest companies in the world by market cap" that are "innovating in a way that's going to change the world." He stated that he believes AI will be "the most important technology" for the next decade or two and that it will drive revolutions in areas like robotics and biotech. Sundheim also expressed concern about a potential "collision course with China over semiconductors," warning that disruption to that supply chain could lead to a "depression type economy." Reflecting on the 2021 GameStop short squeeze, Sundheim called it "the toughest few weeks of my career" and noted that his firm had not been prepared for shorts to rise 300-400% in two weeks, as such a move was not in historical data. He said the experience taught him that "risk management has to happen before the fact." Sundheim also shared that he is most proud of overcoming the adversity of that period and the market challenges of 2022, stating that "learning from that, getting better and coming back" was the most difficult thing he has had to do.