Podcast profile
By Colossus | Investing & Business Podcasts
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else.
Latest episode
1 hr 4 min
Topics
Company formation, founding, product-market fit, scaling, and startup operations.
Startup financing, venture investing, fundraising, portfolio strategy, and private markets.
Chip design, fabrication, semiconductor markets, packaging, and manufacturing ecosystems.
Formats
Host-led conversation where a guest supplies most of the subject matter.
Interpretation, opinion, debate, review, and analytical discussion.
Audience level
Assumes basic technology literacy and familiarity with common products, roles, and terminology.
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Episodes shown — 10 of 25
Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to build the infrastructure that allows them to do it.
Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era. In his new memoir, Ausländer, he turns his attention to his own family, Jewish refugees who fled Nazi Germany and rebuilt their lives in Wales.
My guest today is Walter Russell Mead. Walter is a columnist at the Wall Street Journal and the author of Special Providence and God and Gold, two of the best books written on American power.
My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining the frontier.
My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time.
My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon.
My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his ability to use that history to make sense of today.
My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing.
My guest today is Sam Altman, CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip.
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure.