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Colossus | Investing & Business Podcasts

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Business Breakdowns

Colossus | Investing & Business Podcasts

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Weekly
 
Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com.
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Joys of Compounding

Colossus | Investing & Business Podcasts

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Monthly
 
This 'podclass' is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms.
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Making Markets

Colossus | Investing & Business Podcasts

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Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
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TBPN

John Coogan & Jordi Hays

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Daily
 
Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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Making Media

Colossus | Investing & Business Podcasts

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How to build a media business by two outsiders learning the craft. Matt Reustle and Dom Cooke have decades of experience in investing but almost none in the media industry. In each episode, they talk to great media operators, document their own media building efforts, and dissect their favorite business content. Join these two content junkies in their fight to save long-form media against the attention span crisis. Join the resistance. Learn more and stay up to date at www.joincolossus.com. ...
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Over the last 30 days, more than $1T has been pledged to build 50–100 GW of power for AGI, an unprecedented, Manhattan-Project-scale race to convert energy into intelligence. We break down who’s winning and why: XAI/Elon’s Colossus 2 and deep vertical integration (Tesla Megapacks, in-house chips), OpenAI’s Stargate deals with Oracle/SoftBank plus a…
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In this replay, I’m on the other side of the mic, as I’m interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appeared on t…
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(00:28) - OpenAI Plans to Bring Ads to ChatGPT (25:45) - OpenAI's Trillion-Dollar Buildout (42:57) - 𝕏 Timeline Reactions (01:30:31) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a principal at Founders Fund and co-founder of Varda Space Industries. In the conversation, he discusses the challenges and strategies of transferrin…
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(00:11) - Peter Thiel Gets Apocalyptic (13:55) - The Myth of AI Millions (49:20) - 𝕏 Timeline Reactions (54:34) - Bret Taylor, co-founder of Sierra and chairman of OpenAI's board, discusses how Sierra's AI agents are transforming customer service by autonomously handling tasks like answering calls and managing complex processes, thereby reducing co…
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David joins Limitless to debate iOS 26's liquid glass design, claiming that it’s “terrible” and “childish.” The discussion explores Apple’s potential move towards augmented reality, especially with Vision Pro, and ponders the implications of current design trends for future tech like smart glasses. ------ 🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ htt…
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 This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos from Horizon Kinetics. We start with HK's history with these very unique businesses that are off the radar for many with TPL, Landbridge and now Water Bridge. James gets into the weeds and nuances of what this business actually doesa and why t…
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(01:18) - NVIDIA Invests $100B in OpenAI (33:51) - 𝕏 Timeline Reactions (50:53) - Edward Woodford, co-founder and CEO of Zero Hash, discusses the company's recent $104 million Series D2 funding round led by Interactive Brokers, with participation from Morgan Stanley, SoFi, and Apollo Global Management, elevating Zero Hash to unicorn status. He high…
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In this episode, we examine advancements in AI through Elon Musk's xAI, focusing on Grok4 Grok Fast. We discuss Musk's claim that Grok 5 could achieve AGI (artificial general intelligence) and Grok4's impressive benchmark improvements. We highlight Grok Fast's two million token context window for enhanced efficiency at lower costs. The episode also…
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(01:21) - Inside ChatGPT’s Everyday Uses (35:28) - 𝕏 Timeline Reactions (58:21) - John Shahidi is an Iranian-American entrepreneur and content/media executive based in Newport Beach, California. He co-founded Shots Studios (formerly Rock Software / RockLive) with his brother Sam Shahidi, originally doing mobile games and celebrity apps before shift…
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(01:21) - xAI Unveils Colossus 2 Datacenter (30:20) - Pippa Lamb, a partner at Sweet Capital, discusses the recent U.S. state visit to the UK, highlighting significant tech investments from companies like Microsoft, Google, and Nvidia, and emphasizing the UK's ambition to become an AI superpower. She also provides insights into Prime Minister Keir …
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This week felt like the moment tools turn into infrastructure. OpenAI’s model hit a perfect 12/12 in a human coding contest and GPT-5 Codex can think in parallel for hours, which hints at agents doing the work while we set direction. We also trace what people actually use AI for, the “scheming” worry in alignment, China’s GPU push and Oracle’s gian…
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(00:30) - Meta Connect Reactions (05:25) - The Timeline Reacts to Meta Connect (40:13) - 𝕏 Timeline Reactions (47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion …
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In this episode, we cover the launch of Meta's Meta Ray-Ban Displays at the Meta Connect event, featuring a 46-megapixel camera and 18-hour battery life. Ejaaz and Josh discuss the technology's practicality, Zuckerberg's vision, and other devices like the Oakley Meta Vanguard glasses. We explore the future of ambient computing and invite listeners …
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(00:00) - Live from Meta Connect (01:26:51) - Chris Cox, Meta's Chief Product Officer, leads the development of core applications like Facebook, Instagram, WhatsApp, Messenger, and Threads, as well as overseeing the company's AI and privacy initiatives. (01:38:16) - Adam Mosseri, the Head of Instagram, discusses the platform's evolution from simple…
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(00:30) - TBPN in the WSJ (21:13) - "Daddy is very much home" says Elon (01:29:33) - Ishan Mukherjee, co-founder of Pixie Labs and former Senior Vice President of Growth at New Relic, discusses the launch of Rocks2GA, achieving $25 million in revenue, and securing major clients like Saudi Aramco. He highlights their focus on delivering ROI within 9…
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In this episode, we discuss Tesla's groundbreaking AI5 chip, touted by Elon Musk to be 40 times more powerful than its predecessor, and its potential to revolutionize products like Robotaxis and the Optimus robots. Additionally, we highlight the Megablock energy system, designed to unlock 50% of unused energy and revolutionize the energy industry. …
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(00:42) - Google Gemini Strikes Back (01:59) - TBPN in the WSJ (04:31) - Google Gemini's Comeback Breakdown (36:15) - China Hits NVIDIA on Antitrust (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversatio…
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Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time. For starters, Steve is, without question, among the most important leaders in the investment management industry. Consider that Seth Klarman once called him, “the best industry analyst I've ever met, who became the best long short hedg…
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(00:00) - Intro (00:03) - Declining AI Adoption (16:03) - YC Demo Day (36:53) - Peter Tuchman (Einstein of Wall Street) (45:45) - Apple Debuts iPhone 17 (01:08:39) - How to think about the $300B OpenAI-Oracle TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight S…
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(00:20) - Timeline Reactions (02:39) - OpenAI & Microsoft's For-Profit Restructure (19:07) - Anthropic CEO Weighs in on Future of AI (22:35) - GPT-5 Data Analysis (25:04) - Timeline Reactions (01:00:34) - AI Startup Founder's Winning Formula (01:31:41) - Timeline Reactions (01:40:02) - WSJ Mansion Section (01:56:10) - Timeline Reactions TBPN.com is…
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My guest today is Ritik Malhotra, co-founder and CEO of Savvy. We’re in the middle of a powerful cycle in wealth management- advisors leaving big institutions to go independent. Savvy is building the infrastructure to make that transition possible. In our conversation, we explore the rise of RIAs, the challenges of breaking away, and how capital fr…
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(04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In …
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In this episode, we explore Apple's much-anticipated hardware event, highlighting key announcements like the iPhone, Apple Watch, and AirPods. Our hosts discuss the innovative features of the AirPods Pro 3, the sleek design of the iPhone Air, and the impressive camera of the iPhone 17 Pro, while questioning battery life compromises. They also criti…
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(00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many …
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(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. …
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In this episode, we explore SpaceX's $17 billion mobile spectrum acquisition enabling cellular service via Starlink, challenging major carriers. We discuss OpenAI's new Jobs Platform connecting businesses with AI-skilled individuals, along with updates to the ChatGPT interface that enhance interactivity. Additionally, we cover Microsoft's $17 billi…
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(00:25) - AI Adoption Trending Down for Large Companies (17:57) - OpenAI Backs AI Animated Feature Film (21:31) - Avi Schiffmann, the creator of the AI companion device "Friend," discusses the product's extensive billboard advertising campaign and addresses criticism from a Wired article titled "I Hate My Friend," suggesting that the journalists' n…
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(00:00) - Intro (00:05) - Cracks Emerge in Meta's Scale AI Bet (14:19) - Alex Karp (Palantir CEO) (36:57) - USA vs. Google (01:04:37) - Big Numbers: $610M for Browser Company, $1B in ARR at Ramp, $600B in Meta CAPEX, $1T for Tesla's Pay Package TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com…
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(01:34) - Timeline (13:35) - Trump's Tech Dinner (22:19) - Tesla's $1T Pay Package (36:25) - OpenAI Mass Producing Chips with Broadcom (45:26) - Ellen in the Mansion Section (53:23) - Joe Weisenthal, born September 2, 1980, in Detroit, Michigan, is an American journalist and financial expert. He serves as the executive editor of news for Bloomberg'…
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 This is Matt Reustle.  Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital. I was introduced to MELI about 15 years ago when it was still the eBay of Latam, and similar to a place that you revisit after a long time away, MELI looks a lot different than those early days. Just consider t…
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OpenAI just notched a real biology win: a tiny 4B-parameter model (“GPT-4B-micro”) designed Yamanaka-factor protein variants that jumped lab hit rates from ~0.1% to 30–50% in tests with Retro Biosciences. We unpack how a small, domain-tuned GPT can actually reprogram cells, what partial vs full age reversal could mean, and why this points to person…
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(10:15) - Alex Karp, co-founder and CEO of Palantir Technologies, discusses the company's significant growth, highlighting a 93% increase in U.S. operations and a 94% Rule of 40 score, attributing success to their unique approach of charging clients based on value creation. He emphasizes the importance of aligning software costs with the value deli…
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In this episode, we dive into the AI industry's game of thrones, highlighting Meta's $25 billion investment in Superintelligence Labs, now facing mass executive departures. We explore Sam Altman’s $1.1 billion acquisition at OpenAI, Anthropic's soaring valuation to $200 billion, and Apple's strategic recruitment amidst the chaos. We also discuss El…
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(01:08) - Google Stock Soars After Antitrust Ruling (22:23) - United States vs. Google White Board Breakdown (32:52) - Ben Thompson Sees Strategic Victory for Google (46:31) - Leadership Turmoil Hits Nestlé (51:33) - Timeline Reactions (01:11:18) - TBPN City Tier List (01:16:47) - Timeline Reactions (01:55:48) - Aparna Chennapragada, Microsoft's Ch…
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(00:35) - Cracks Form in Meta's Acquisition of Scale AI (23:40) - Tesla's Master Plan 4 (36:08) - Ken Griffin Builds Next-Gen Financial Powerhouse (01:07:45) - Advanced AI Blows Up Startup Bills (01:20:36) - Podcast Gold Rush Rocks Media Industry (01:26:54) - Timeline Reactions (01:37:08) - Andrea Hernández, founder of Snaxshot, discusses the evolu…
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In this episode, Dan Ives from Wedbush discusses the early stages of the AI revolution, introducing his AI Revolution ETF and forecasting a $2-4 trillion surge in tech capital expenditures. We explore key players like NVIDIA, the importance of semiconductors, and the potential for small-cap investments to thrive. Ives also highlights the intersecti…
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(00:00) - Intro (00:04) - Intel's Tricky Dance with Trump (50:05) - Taylor Swift Engaged (54:37) - Dr. Drew (Board Certified Internist) (01:25:11) - SpaceX Launch Reactions (01:33:53) - The Labubu Craze TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep -…
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(00:35) - The Labubu Craze (10:41) - History of Pop Mart w/ Intern Tyler (24:34) - The Economics of Pop Mart (32:09) - Tim Cook on the Future of Apple in 2016 (43:34) - Timeline Reactions (01:05:17) - Breaking News: xAI Sues Ex-Engineer (01:14:31) - SpaceX Launch Reactions (01:17:48) - Timeline Reactions (01:46:43) - Mansion Section Catch Up (01:59…
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SpaceX’s 10th Starship test wasn’t just about Mars—it spotlighted the overlooked story: Starlink. We break down the “idiot index” (materials vs. launch cost), the Mechazilla catch system and heat-shield progress, and why Starship-deployed Starlink V3 could add ~60 Tbps per launch—about 2.4M simultaneous 4K streams—with ~20–30 ms latency and direct-…
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My guest today is Darren Fisk, founder and CEO of Forum Investment Group. Darren’s journey runs from a late-night $100 bet in a frat house that propelled him into Division 1 football to building a national real estate platform. We try to keep the conversation as wide-ranging as his career, covering everything from cultivating drive and resilience i…
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(00:11) - NVIDIA Earnings Breakdown (28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He specializes in semiconductor strategy, market intelligence, and competitive analysis, regularly guiding investors, technology companies, and policymakers with his insights. (01:12:05) - Ti…
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(00:11) - SpaceX Launch Reactions (16:35) - History of SpaceX (29:53) - Mature Startups Get Venture-Debt Boost (41:38) - Timeline Reactions (01:28:52) - Josh Reeves, CEO of Gusto, discusses the company's acquisition of Guideline, a retirement benefits provider, to enhance services for small businesses. He highlights the long-standing partnership be…
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Today we break down why Google just took the lead in AI after dropping “Nano Banana” (Gemini 2.5 Flash Image): instant, ultra-cheap, character-consistent image generation and surgical editing that now tops LM Arena, with real examples and cost math. We show how Google’s stack—Gemini 2.5, Veo 3, Genie 3, AI Studio, and Notebook LM—feeds a single mod…
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(00:11) - Timeline Reactions (01:39) - 100k on X (04:53) - The Experts Weigh in on Intel (20:17) - Founders Podcast: How Elon Works (24:27) - Taylor Swift Engaged (29:21) - Big Family: The Ultimate Status Symbol (51:49) - Friendship Ends over $80M Crypto Bet (01:06:14) - Timeline Reactions (01:22:06) - Fivespan Takes Stake in Ney York Times (01:27:…
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In this episode, we speak with Logan Kilpatrick from Google DeepMind about the innovative Gemini AI model and its advanced image generation and editing capabilities. Logan discusses Gemini's processing power, efficiencies from Google’s TPUs, and how its AI Studio enhances creative productivity. We also explore future applications in robotics and sc…
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(01:59) - Intel's Tricky Dance with Trump (41:09) - Is Trump's Intel Stock-Buy Socialism? (50:44) - Timeline Reactions (59:47) - Darren Rovell, a seasoned sports business journalist and avid memorabilia collector, discusses his transition from ESPN to founding Cllct, a media platform dedicated to the collectibles market. He highlights the platform'…
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We've got just the class to help you get back into that learning machine mode. We're stoked to be joined by our good friend Chris Begg, founder of East Coast Asset Management and adjunct Associate Professor at the Helibrunn Center for Graham and Dodd investing at Columbia Business School. He teaches security analysis, perhaps the most legendary inv…
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(00:00) - Intro (00:04) - The Big Money of Clipping (14:12) - Meta Smart Glasses (28:31) - Heads to the Moon (34:21) - Mark Cuban (Investor & Entrepreneur) (01:04:46) - Kanye’s Wild Mansion Makeover (01:08:49) - Gabe Whaley (MSCHF) TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - htt…
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(00:58) - Dow Jumps as Powell Signals Rate Cut (05:46) - Crusoe in Talks for $10B Valuation (15:24) - Inside America's Most Expensive Home (35:46) - Timeline (01:13:47) - Joe Weisenthal, a financial journalist and co-host of Bloomberg's "Odd Lots" podcast, discusses the Federal Reserve's recent policy signals, noting that Chair Jerome Powell's comm…
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(00:13) - Timeline (11:48) - The Inexorable Rise of Latin America's Drug Cartels (26:18) - Timeline (26:45) - Beers, Buns, Baseball: The 9-9-9 Challenge (31:35) - Timeline (43:38) - Chase Lochmiller, co-founder and CEO of Crusoe Energy Systems, discusses the company's acquisition of Atero to enhance GPU utilization and efficiency in AI workloads. H…
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