Best Colossus | Investing Podcasts (2025)

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Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237] 47:49

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7m ago47:49

47:49

Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most of what they do happens behind the scenes in airline operations, hotel inventory management, and logistics coordination. Ben Needha…

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Episode 1,001 Reflection: How AI Evolved 8:55

18h ago8:55

8:55

Tracking AI for this long reveals cycles, hype waves, and unexpected breakthroughs. I dive into what stood out the most. This episode is a snapshot of the evolution so far. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.co…

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Google Tests AI Top-Level Overviews for News Consumption 9:33

19h ago9:33

9:33

Google’s latest experiment introduces AI-generated top-level overviews for news content. They promise faster comprehension and reduced reading fatigue. Newsrooms wonder how this will affect reader loyalty. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustl…

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Ring’s Face Detection AI Sparks Debate Over Home Surveillance 10:06

3d ago10:06

10:06

A new AI-powered facial detection tool was quietly rolled out across Ring devices. Security experts say it may deter porch theft. Privacy groups counter that the tech could easily be abused without tighter regulations. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Joi…

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Google Adds Proactive AI Defense Suite to Chrome 14:53

4d ago14:53

14:53

Chrome now includes a suite of AI tools that automatically detect vulnerability patterns. Google says the system adjusts defenses based on threat evolution. It aims to stay ahead of increasingly complex attacks. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI…

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Anthropic CEO Advocates Caution Amid OpenAI Spending 10:17

6d ago10:17

10:17

Amid OpenAI’s aggressive expansion, Anthropic’s CEO advises caution. The debate highlights the tension between rapid innovation and financial risk. We explore implications for startups and investors alike. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustl…

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AWS Chips Break Revenue Records Amid AI Compute Demand 9:45

7d ago9:45

9:45

With AI workloads surging, AWS’s custom silicon has become a breakout performer. The company now counts billions in revenue from its chip suite. In this episode, we explore the customer demand driving this explosive growth. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafe…

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Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236] 32:36

1h ago32:36

32:36

Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, helped explain exactly how Doximity works as a business. Jim gets into the community engine that works for and around medical profess…

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$300M Boost Sends Black Forest Labs to $3.25B Valuation 8:55

8d ago8:55

8:55

Black Forest Labs just became one of the fastest-growing AI labs of the year. In this episode, we explore how they secured such a high valuation. And we look at the sectors where they plan to deploy next-generation models. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer…

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Google Pushes Toward a Single AI Search Mode 8:17

8d ago8:17

8:17

Google is evaluating a unified AI option for search. Early reports suggest it’s faster and more predictable. This may streamline how users interact with AI-driven results. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.co…

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Why Meta’s Customer Support Is Going Fully AI 10:17

8d ago10:17

10:17

Meta has reduced its metaverse budget to accelerate AI adoption in its support channels. The system promises faster responses and reduced staffing requirements. We examine the trade-offs of this aggressive approach. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join m…

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Anthropic Secures $230M Telco Modernization Contract 10:16

8d ago10:16

10:16

Anthropic just landed a major telco AI upgrade deal worth $230M. In this episode, we look at what carriers actually need from generative AI. Plus, we dig into the hidden opportunity in network-intelligence automation. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join…

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Mistral 3 Launch Packs Ten Advanced Open-Weight Models 12:31

8d ago12:31

12:31

The latest Mistral launch packs ten advanced models under an open-weight license. These models support more detailed reasoning and multimodal experimentation. The company says openness is key to accelerating innovation. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Jo…

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Colossus Gets a Solar Upgrade from xAI to Support Grok 12:16

8d ago12:16

12:16

xAI is upgrading the Colossus center’s energy system with a new solar installation. This addition is intended to reinforce Grok’s growing computational demand. Early data suggests it will significantly cut grid dependency. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer…

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Nvidia Says Google’s Chip Efforts Lag Behind by an Entire Generation 7:47

16d ago7:47

7:47

The claim is bold—and the timing is strategic. Nvidia says AI demand exposes the gap more clearly than ever. In this episode, we analyze the competitive tension. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.com/aihustle …

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Momentic’s $15M Raise Targets Faster Software Releases 8:07

17d ago8:07

8:07

Momentic aims to shorten release cycles with automated QA. Their platform identifies code changes and instantly evaluates risk. This episode highlights the platform’s capabilities. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.…

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AWS Devotes $50B to U.S. Gov AI Modernization Effort 7:40

17d ago7:40

7:40

AWS plans to devote $50 billion to modernize the federal AI ecosystem. Core components include improved data routing, GPU clusters, and on-premise cloud extensions. The move is expected to tighten coordination between agencies and digital operations. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://ww…

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The Tech Behind Anthropic’s Opus 4.5 Memory Upgrades 7:47

17d ago7:47

7:47

Anthropic’s newest release emphasizes stronger long-range memory retention. This allows Opus 4.5 to process nuanced tasks without losing earlier context. We discuss the engineering approach that makes this possible. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join m…

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Google’s AI Compute Revolution Begins 12:21

19d ago12:21

12:21

With CapEx reaching $93B, Google is set to redefine AI capabilities. We analyze the plans and expected outcomes. Listeners will understand the technical and strategic stakes. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.…

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White House Explores Federal Control Over AI Regulations 10:15

20d ago10:15

10:15

The administration wants clearer authority in the fast-growing AI sector. We look at the momentum behind this idea and the states resisting it. It’s shaping up to be a major policy showdown. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: ht…

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Gmail AI Training: What’s Actually Being Collected 9:34

21d ago9:34

9:34

Gmail is now being tapped for email content, metadata, and engagement patterns to train AI. Even attachment interactions count toward model improvements. Today we break down the full list. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: http…

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TikTok Enables AI Content Blocking by Default Settings 9:02

22d ago9:02

9:02

TikTok now allows AI-blocking to be set as a default preference. The change signals rising concerns about content manipulation. Some influencers fear reduced visibility for synthetic content. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: h…

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NestAI Secures €100M as It Launches Nokia-Backed Defense AI Program 8:44

22d ago8:44

8:44

NestAI announced a €100M raise along with the launch of a Nokia-supported defense AI initiative. The companies plan to combine communication hardware expertise with advanced modeling. Early pilots indicate promising performance improvements in secure communications. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Cha…

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Function Health Hits Unicorn+ Status After $298M Round 8:38

22d ago8:38

8:38

Reaching a $2.5B valuation marks a major milestone for the startup. Its platform gives users deep, personalized biological analysis. Investors view this as the next evolution of healthcare. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: htt…

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Nvidia Posts $57B Revenue as AI Gold Rush Intensifies 9:19

23d ago9:19

9:19

The company’s success reflects massive spending on AI models and data centers. Nvidia remains the backbone of next-gen computing. Some observers worry the gold rush resembles past tech bubbles. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community:…

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Suno Pulls $200M as Warner Music Conflict Cleared 10:06

23d ago10:06

10:06

Suno pulls in $200M as its conflict with Warner Music is officially cleared. The company says the settlement opens doors for new musical partnerships. Analysts forecast a rise in enterprise adoption. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Comm…

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Google Unveils Gemini 3: Innovative AI at Scale 9:29

24d ago9:29

9:29

Gemini 3 brings innovation to large-scale AI applications. Its performance in reasoning and creativity surpasses previous models. Experts foresee wide adoption across industries. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.sk…

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Stack Overflow Joins the AI Race as a Trusted Data Supplier 9:08

24d ago9:08

9:08

The firm is partnering with top model developers worldwide. Its data is considered high-quality and expert-verified. The transition marks a new chapter. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.com/aihustle See Priva…

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Investors Pour $6.2B Into Bezos’ AI Empire 10:54

24d ago10:54

10:54

The round drew contributions from sovereign funds, VCs, and tech giants. Bezos’ strategy reportedly includes long-term global deployment. Competitors are monitoring closely. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.c…

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Reports Say OpenAI Paying Microsoft More Than It Makes 9:33

25d ago9:33

9:33

Sources describe a revenue imbalance. Compute costs are crushing margins. Many believe a new strategy is required. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy…

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OpenAI Pushes White House to Redirect CHIPS Act Toward Data Centers 8:29

27d ago8:29

8:29

OpenAI is pressuring policymakers to shift major CHIPS Act funds into data center expansion. The company argues that compute, not just chips, will determine global AI leadership. This proposal has sparked a fierce debate about America’s tech priorities. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https:/…

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Wonderful Raises $100M to Automate Support at Scale 9:37

27d ago9:37

9:37

Wonderful is transforming customer service with fast, intelligent AI agents. This massive raise lets them expand across global markets. Support teams everywhere are watching closely. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://ww…

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ChatGPT 5.1 With Group Chats Is Finally Here 7:33

28d ago7:33

7:33

OpenAI has released an upgraded ChatGPT focusing heavily on collaboration. Group Chats allow people and AI to work in a unified thread. Many believe this will redefine digital teamwork. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https:/…

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Cursor Receives $2.3B Injection to Scale AI Coding Globally 6:47

28d ago6:47

6:47

International demand is climbing quickly. Cursor plans to expand into key markets. The raise fuels an ambitious global rollout. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art1…

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Google AI Shopping Tool Can Speak to Stores Directly 12:55

28d ago12:55

12:55

The agent communicates like a trained assistant. It returns detailed answers in seconds. Retailers are adapting fast. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/priv…

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GE Aerospace: Full Throttle - [Business Breakdowns, EP.235] 59:20

21d ago59:20

59:20

Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore what is now a pure-play aerospace business. We discuss the unique dynamics of the aerospace supply cha…

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Alternative Investing: Alts For All - [Business Breakdowns, EP.234] 50:14

28d ago50:14

50:14

This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss what this development could mean for all the counterparties involved. W…

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How Nvidia Reached $5 Trillion — And What’s Next 12:30

1M ago12:30

12:30

Nvidia’s incredible rise is no accident; it’s the result of years of strategic vision and AI dominance. With record-breaking demand for GPUs, the company now leads a global transformation. The question now is: can anyone catch up? Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@Jaede…

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OpenAI Just Made ChatGPT a Corporate Data Expert 13:41

1M ago13:41

13:41

ChatGPT can now read everything from spreadsheets to strategy decks. OpenAI claims this upgrade could transform enterprise productivity. The line between AI assistant and data analyst is blurring fast. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Co…

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OpenAI Brings Sky Into the Fold: The AI Operator 11:44

1M ago11:44

11:44

OpenAI’s Sky is an AI built to act as a computer operator. It responds to commands and executes them flawlessly. The company sees it as a key step toward sentient computing assistance. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hustle Community: https://…

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Getting Started with Atlas: OpenAI’s Smart Browser 18:43

1M ago18:43

18:43

OpenAI’s Atlas is more than just a browser — it’s an AI companion for the internet. With powerful built-in tools, it makes online exploration smarter and faster. Here’s how to get started using Atlas today. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my AI Hust…

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Teaching AI to Understand Space: General Intuition Raises $134M 18:19

1M ago18:19

18:19

General Intuition just secured $134M to push the boundaries of AI reasoning. The company is pioneering systems that understand space, movement, and context. It’s a major step toward truly intelligent AI behavior. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join my A…

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Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233] 1:00:15

1M ago1:00:15

1:00:15

This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges along the way into the third-largest broker in the USA. Arthur educates on how the business model has evolved and diversified awa…

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CompoSecure: Heavy Metal - [Business Breakdowns, EP.232] 56:08

2M ago56:08

56:08

This is Matt Reustle. Today we are breaking down CompoSecure, a company that manufactures premium metal credit cards and payment cards. My guest is Parsa Kiai, Managing Partner at Steamboat Capital. What really made Parsa the ideal guest is that he has a history with CompoSecure from before the Dave Cote era, which started sometime in 2024. We get …

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Reflection AI Secures $2B War Chest Against DeepSeek 13:10

2M ago13:10

13:10

In a bold move, Reflection AI secured $2 billion in funding to take on DeepSeek. The U.S. startup plans to accelerate development and innovation in AI intelligence. Analysts say this could spark a new era of AI rivalry. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Jo…

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OpenAI’s Sora Crosses 1M Downloads — Learn How to Join 12:58

2M ago12:58

12:58

OpenAI’s Sora has officially passed one million downloads, setting a new record in AI adoption. The buzz around Sora shows how quickly users are embracing AI creativity. Here’s how you can get an invite code and start exploring it yourself. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.…

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Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231] 53:36

2M ago53:36

53:36

This is Matt Reustle. Today, we are breaking down the industrial giant Amphenol. Amphenol pairs two of my favorite business frameworks that are often discussed on Breakdowns. Firstly, I am drawn to any company that specializes in selling mission-critical parts, which represent a small percentage of a manufacturer's total production cost. And secon…

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Media M&A - [Business Breakdowns, EP.230] 46:42

2M ago46:42

46:42

This is Matt Reustle. Today, we are exploring the world of media deals. My guest is Blake Saunders. Blake has been in media investment banking for almost two decades. When I first met him, he was a banker, so I wasn't expecting to lean into this relationship, but I often introduce Blake to others as the banker. We delve into the current deal landsc…

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Google Veterans Champion Supermemory’s Mission 10:19

2M ago10:19

10:19

With $3 million in new funding, Supermemory is building AI that learns as you do. The startup combines neuroscience and AI to push human potential. We look at how this fusion could reshape our relationship with technology. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer…

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AMD’s Future with OpenAI Investment 9:16

2M ago9:16

9:16

With OpenAI acquiring 10% of AMD, both companies are positioned for an AI-driven future. The deal will enable new chip innovations optimized for AI systems. This episode explores the partnership’s global implications. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.ai AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer Join…