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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