Hey, it's Dan here. You are listening to a bonus episode of On the Tape today. I had the pleasure of sitting down with Dan Benton, one of the top technology investors in the game over the last few decades. Dan currently manages Benton Capital Management, a private family office. Before that, he was the CEO of Andor Capital from 2001 until 2016.

He has a very, very storied career covering tech on the sell side prior to that.

We thought it was pressing, given all the big tech earnings we're going to get this week.

So take a listen.

And if you enjoy it, don't forget to leave us a review.

Dan Benton, welcome to On the Table.

Dan, Nathan, thanks for having me.

All right, really quickly for our listeners, Dan and I met in November of 2016.

We had not met through our kids yet, as most people do, in this fine city of New York City.

But we were at a dinner that Kara Swisher held.

Do you remember this?

For Recode, it was the week after the election.

And everyone, at least in that room, was a little glazy-eyed, still a little shell-shocked, if you will.

Is that correct?

Yeah.

And I remember seeing you and seeing your name tag, and I had to go up and I had to

introduce myself to you because growing up in the business in the late 90s, I was very well

aware you were at Dawson-Samburg, is that correct?

Pequot.

These were like storied hedge funds at a time where hedge funds were pretty new business.

Is that correct? It was a new business. Yeah. Absolutely was new business. I mean, this is the

era of, you know, Steinhart and Tiger. Yeah. And it's funny, you know, I told this story on one of the

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