The Purse Podcast · 2026-04-12 · 34 min
Kirsty Gibson is an Investment Manager in the US Equity Growth Team and has been a portfolio decision maker since 2016. She joined Baillie Gifford in 2012 and became a partner in 2025. Prior to joining the US Equity Growth Team, Kirsty also spent several years in the small and large-cap global equities departments. She graduated MA (Hons) in Economics in 2011 and MSc in Carbon Management in 2012, both from the University of Edinburgh. We cover the following in our conversation: 01:57 Kirsty’s path to investing 04:49 Why culture matters in growth 06:52 Foundational vs created culture 09:27 When founders return 11:47 Architecting culture on purpose 14:49 Shopify’s AI pivot 19:06 Stripe’s culture in execution 20:47 Acquiring Bridge and the opportunity in stablecoins 22:38 AI shockwaves and market panic 29:31 What winners look like by 2030 31:34 Final takeaways. See: "The cultural architects: how great founders shape exceptional companies in changing times", written by Kirsty Gibson. ***
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