Best Colossus Investing Podcasts (2025)

1
Kelly Granat - Investing At Lone Pine - [Invest Like the Best, EP.414] 1:27:56

1d ago1:27:56

1:27:56

My guest today is Kelly Granat. Kelly is the Co-Chief Investment Officer and Managing Director at Lone Pine Capital, one of the most storied and successful hedge fund and investment firms of the last several decades. We explore how investing has evolved since Kelly joined the industry and she shares insights into Lone Pine maintaining its edge thro…

1
Devon Zuegel: How To Create A New Town - [Invest Like the Best, EP.413] 1:16:32

8d ago1:16:32

1:16:32

Devon Zuegel: How To Create A New Town - [Invest Like the Best, EP.413] My guest today is Devon Zuegel. Devon is the founder and president of the Esmerelda Institute, and she is creating a new town called Esmerelda in California wine country. Learning of Devon and her plan, I couldn’t help but wonder why there aren’t more people building new towns.…

1
Doug Leone - Lessons from a Titan - [Invest Like the Best, CLASSICS] 1:10:33

12d ago1:10:33

1:10:33

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years published once a month. These are N of one conversations with N of one people. There's nobody I've met quite like Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm b…

1
Chris Pedregal - Building Granola - [Invest Like the Best, EP.412] 1:00:36

15d ago1:00:36

1:00:36

My guest today is Chris Pedregal. Chris is the founder and CEO of Granola, an AI-powered notepad that transcribes your meetings and enhances your meeting notes. Chris shares fascinating insights on how humans have historically developed tools to extend our cognitive capabilities - from writing and mathematical notation to data visualization - and h…

1
Jacqui Morby - The Queen Of Software - [Joys of Compounding, EP.25] 40:36

16d ago40:36

40:36

Today’s teacher is Jacqueline Morby. She may well be the greatest investor you've probably never heard of. For anyone who invests in software or participates in the now nearly trillion dollar global growth equity industry, chances are Jackie helped to shape and give rise to the professional world you inhabit. In 1978 at the age of 40, and with her …

1
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411] 58:39

22d ago58:39

58:39

My guest today is Ravi Gupta. Ravi is a Partner at Sequoia Capital and a host on Glue Guys, a podcast on the Colossus network that intersects business and sports. I wanted to have him back on Invest Like the Best to discuss his recent most recent blog post titled “AI or Die.” As both an investor and former Instacart operator and CFO, Ravi believes …

1
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410] 1:23:19

29d ago1:23:19

1:23:19

My guest today is Marc Andreessen. Marc is a co-founder of Andreessen Horowitz and one of Silicon Valley's most influential figures. He combines deep technical knowledge from his engineering background with broad historical understanding and strategic thinking about societal patterns. He last joined me on Invest Like the Best in 2021, and the playi…

1
Graham Duncan - Talent Whisperer - [Invest Like the Best, EP.409] 2:17:10

1M ago2:17:10

2:17:10

My guest today is Graham Duncan. This conversation will make you think about your life in new ways. This is a two-hour segment of a 4.5-hour interview I did with Graham last year. It stands alone as remarkable, but those who subscribe to Colossus Review will gain access to the full conversation. This will be true in future issues, too. In 2006, in …

1
Rich Wells - Keep Moving - [Joys of Compounding, EP.24] 1:22:22

1M ago1:22:22

1:22:22

This is Rick. Today's teacher is Rich Wells, managing director of Insight Partners, which celebrates its 30th anniversary this month. I've known Rich for 20 years since our time as section mates in business school, where he was consistently recognized as the smartest person in the room. Rich is universally regarded as one of the preeminent private …

1
Blake Hall - Combat, Service, and Innovation - [Invest Like the Best, EP.408] 1:33:33

1M ago1:33:33

1:33:33

My guest today is Blake Hall. Blake is the co-founder and CEO of ID.me, a secure digital identity network with over 100 million members. He was an officer in the United States Army and served our country for four years as a a rifle platoon leader, the battalion reconnaissance platoon leader, and as the battalion logistics officer. We explore his fo…

1
Dylan Field - Designing The Future - [Invest Like the Best, EP.407] 45:07

2M ago45:07

45:07

My guest today is Dylan Field. Dylan is the co-founder and CEO of Figma and last joined me on Invest Like the Best in 2020. A lot has changed since then and we explore the evolving landscape of design and how Figma has been navigating AI while staying true to its founding vision of eliminating the gap between imagination and reality. Despite Figma'…

1
Tal Zaks - Bridging Science, Medicine, and Returns - [Invest Like the Best, EP.406] 1:21:40

2M ago1:21:40

1:21:40

My guest today is Tal Zaks. Tal is a physician-scientist turned biotech executive and investor who served as Moderna's Chief Medical Officer during their COVID-19 vaccine development, giving him an extraordinary perspective on one of modern medicine's pivotal moments. His combination of medical expertise, platform innovation experience, and investi…

1
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405] 1:05:16

2M ago1:05:16

1:05:16

My guests today are Dwight Churchill and Gaurav Misra, co-founders of Captions, which uses AI to generate and edit talking videos and has grown to significant scale at remarkable speed. We explore a key distinction in AI: tackling bounded problems like video generation versus unbounded problems like general intelligence and what this means for buil…

1
Mitch Rales - The Art of Compounding - [Joys of Compounding, REPLAY] 2:06:37

2M ago2:06:37

2:06:37

Before we turn the page on 2024, we wanted to shine one more light on the man behind our most popular class of the last year. And that's Mitch Rales, co-founder of Danaher, one of the most impressive businesses to have been built anywhere in the world this past century. Having co-founded Danaher 40 years ago alongside his brother and best friend St…

1
Jack Kokko - Building AlphaSense - [Invest Like the Best, EP.404] 49:12

2M ago49:12

49:12

My guest today is Jack Kokko. Jack is the CEO and Founder of AlphaSense, an AI-powered search engine for market intelligence. He shares how AlphaSense began by aggregating fragmented financial data sources and evolved with the advent of large language models to change the research experience completely. He speaks to their recent acquisition of Tegu…

1
Jared Kushner - The Mechanic - [Invest Like the Best, EP.403] 2:54:26

3M ago2:54:26

2:54:26

My guest today is Jared Kushner. Jared has lived more lives than just about anyone I know his age. He ran Kushner companies for years, investing in real estate in and around New York City. He owned the New York Observer. He was a senior advisor to President Trump in his first term. He now runs Affinity Partners, which we discuss in detail, a privat…

1
Scott Wu - Building Cognition - [Invest Like the Best, EP.402] 1:13:04

3M ago1:13:04

1:13:04

My guest today is Scott Wu. Scott is the co-founder and CEO of Cognition, which is an applied AI lab that has created the first AI software engineer, which they call Devin. In just a year since founding Cognition, Devin functions at the level of a junior software engineer, capable of handling complete engineering workflows from bug fixing to submit…

1
Micky Malka - Building Ribbit - [Invest Like the Best, EP.401] 1:32:02

3M ago1:32:02

1:32:02

My guest today is Micky Malka. Micky is the founder of Ribbit Capital, a global venture capital firm that focuses exclusively on financial technology investments. He is a renowned investor for his adaptability and visionary approach and a believer in killing the thing that got you to where you are in pursuit of what’s next. We discuss his perspecti…

1
Marcus Freeman - Choose Love, Choose Hard - [Joys of Compounding, REPLAY] 42:25

3M ago42:25

42:25

In honor of Notre Dame clinching a playoff spot, we're replaying our conversation from earlier this year with head coach Marcus Freeman. We discuss the power of relationships and how he talks with his players about the concepts of hard work & love. Marcus delves into what it takes to focus on inputs rather than outputs, especially as the college sp…

1
Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400] 1:35:07

3M ago1:35:07

1:35:07

My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Both are good friends and frequent guests on the show, but this is the first time they have appeared together. And the timing couldn’…

1
Ronnie Fieg - Building Kith - [Invest Like the Best, EP.399] 1:25:38

3M ago1:25:38

1:25:38

My guest today is Ronnie Fieg, founder and CEO of Kith. At age 13, Ronnie started working at David Z., an iconic New York shoe store, where he sold Timberland boots to Jay-Z and Wallabies to Wu-Tang Clan. He worked his way up from the stockroom and earned his first collaboration in 2007, when he worked with ASICS on new Gel-Lyte 3s. That collection…

1
Gabe Whaley - Building MSCHF - [Invest Like the Best, EP.398] 1:16:53

4M ago1:16:53

1:16:53

My guest today is Gabe Whaley, the founder and CEO of MSCHF. What began with viral internet pranks in 2014 has evolved into one of the most singular creative companies in modern culture. MSCHF’s work ranges from microscopic handbags—the size of a grain of salt—to tax software that helps you file your returns by going on virtual dates with anime cha…

1
Patrick Griffin - The Lessons of History - [Joys of Compounding, EP.23] 1:17:15

4M ago1:17:15

1:17:15

Today’s teacher is renowned historian Patrick Griffin. Patrick is the former chair of the Department of History at the University of Notre Dame. In 2021, he was named the Harold Vivian Harmsworth Visiting Professor of American History at the University of Oxford, perhaps the highest honor an American historian can receive. He joined us to explore “…

1
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, REPLAY] 1:25:30

4M ago1:25:30

1:25:30

Today, we are replaying my conversation with Brad Jacobs. Brad’s resumé is remarkable. He has founded seven companies, all of which are billion-dollar or multibillion-dollar businesses. He has done 500 M&A transactions and raised $30 billion dollars of debt and equity capital. Currently, he is the Executive Chairman of XPO, a commercial trucking co…

1
Ernie Garcia - Leading Through Crisis - [Invest Like the Best, EP.397] 1:12:56

4M ago1:12:56

1:12:56

My guest today is Ernie Garcia. Ernie is the co-founder and CEO of Carvana. Ernie joined me on Founder’s Field Guide in 2021 and despite all that the business has gone through since that conversation, you’ll hear how he has the exact same demeanor and crystal clear vision for the business and its operations today. Carvana is one of the most remarka…

1
Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.396] 1:26:22

4M ago1:26:22

1:26:22

My guests today are Andrew Homan and Chris Miller. Andrew has spent two decades at Maverick Capital and is a managing partner at Maverick Silicon, where he leads the firm’s technology investments. Chris is a professor at Tufts and the author of the New York Times best-selling book “Chip War,” which details the geopolitical battle to control the sem…

1
Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.395] 1:02:08

4M ago1:02:08

1:02:08

My guest today is Boyd Varty. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with Lulu Meservey unpacking the intricacies of storytelling a…

1
Tobi Lütke - Building Islands of Innovation - [Invest Like the Best, EP.394] 1:06:49

5M ago1:06:49

1:06:49

My guest today is Tobi Lutke, the co-founder and CEO of Shopify. I have spoken to Tobi on this podcast twice before, first in 2020 and then again in 2022. Needless to say, a lot has changed since we last spoke, and we start by talking about the biggest change of all: AI. But I’ll remember this conversation for the next set of ideas we discuss: Foun…

1
Rich Wong - The Art of Accel-ing - [Joys of Compounding, EP.22] 1:17:15

5M ago1:17:15

1:17:15

Today's teacher is Rich Wong, general partner at renowned venture firm Accel. Rich is a very special investor and leader, and he spent many years as an operator prior to his time in VC. What was going to be a short stint as a venture operating partner nearly 20 years ago turned into a defining pivot for Rich. He not only quickly reached the top of …

1
Matt Perelman & Alex Sloane - The Art of Franchise Investing - [Invest Like the Best, EP.393] 1:41:21

5M ago1:41:21

1:41:21

My guests today are Matt Perelman and Alex Sloane, Co-founders and Managing Partners of Garnett Station Partners. GSP invests in the trillion-dollar franchise and consumer services industries. Matt and Alex started the firm in 2014 as MBA students when they bought 23 Burger King restaurants. Since then, they've invested in 26 other multi-unit busin…

1
Kareem Zaki - Small Ideas Attract Competition - [Invest Like the Best, EP.392] 1:26:34

5M ago1:26:34

1:26:34

My guest today is Kareem Zaki. Kareem is a General Partner at Thrive Capital and has been at the firm for a decade. In an episode last year, Thrive's founder, Josh Kushner, told me he is the best healthcare investor in the world. Kareem has co-founded three healthcare businesses worth over one billion dollars. He also has expertise in financial ser…

1
Ray Ozzie - The Future of Intelligent Machines - [Invest Like the Best, EP.391] 1:34:28

5M ago1:34:28

1:34:28

My guest today is Ray Ozzie, one of the great technologists, software developers, and entrepreneurs of our time. Ray is perhaps best known as the creator of Lotus Notes, a collaboration tool that revolutionized business communication in the 1990s. He later succeeded Bill Gates as Chief Software Architect at Microsoft, where he played a key part in …

1
Ravi Gupta - Bring Joy - [Joys of Compounding, EP.21] 1:25:49

6M ago1:25:49

1:25:49

Today's teacher is Ravi Gupta, a partner at renowned venture firm Sequoia Capital. Ravi has had a fascinating and meandering career on his way to becoming a VC, from consulting at McKinsey to private equity at KKR to operations at Instacart as both CFO and COO. All along the way, Ravi was gathering and cultivating a unique set of skills that's equi…

1
Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390] 1:00:52

6M ago1:00:52

1:00:52

My guest today is Ted Seides. Ted is the host of the Capital Allocators podcast and an investment industry expert. It’d been seven years since Ted and I last talked on the record, as he was one of my very first guests on Invest Like the Best. Now that Ted has a full-time focus on all things Capital Allocators and has stepped away from traditional i…

1
Lulu Meservey - Transforming Company Narrative - [Invest Like the Best, EP.389] 1:07:00

6M ago1:07:00

1:07:00

My guest today is Lulu Meservey. Lulu is the Founder and CEO of Rostra, a company that partners with founders to level up their communications around all strategic initiatives, from hiring to fundraising. She is also on the board at Shopify. I have been recently fascinated by the challenge of founders telling their story and Lulu is an expert in co…

1
Ric Elias - The Art of Living Well - [Invest Like the Best, EP.388] 1:25:06

6M ago1:25:06

1:25:06

My guest today is Ric Elias. Ric is the CEO and co-founder of Red Ventures, which has a portfolio of fast-growing digital businesses like Lonely Planet, The Points Guy, Bankrate, and large investments in a variety of other businesses across industries. He began the business in 2000 and has grown it to now a global company with thousands of employee…

1
Alex Smith, Shane Battier, & Ravi Gupta - What Makes A Glue Guy? - [Invest Like the Best, EP.387] 1:23:27

6M ago1:23:27

1:23:27

This week's episode is special because it marks the launch of a new Colossus show: Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta. Shane, Ravi, and Alex’s stories are remarkable. Each has been at the very top of their profession. Shane as an NCAA and NBA champion. Alex as the first pick in th…

1
Bret Taylor - The Agent Era - [Invest Like the Best, EP.386] 1:27:51

6M ago1:27:51

1:27:51

My guest today is Bret Taylor. His resume is absurd. He built google maps--famously rewriting the whole thing in a weekend. He was the CTO of Facebook in critical years. He founded Quip. He was the chair of the board at Twitter. He was the co-CEO of Salesforce...the incredible list goes on. Now, Bret is the co-founder of Sierra, a conversational AI…

1
Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] 1:31:26

7M ago1:31:26

1:31:26

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect gues…

1
A Conversation with Charlie Munger & John Collison - [Invest Like the Best, REPLAY] 1:40:06

7M ago1:40:06

1:40:06

Today, we’re replaying a conversation between John Collison and Charlie Munger that we first aired on 5 December 2023. Charlie said, “The best thing a human being can do is to help another human being know more.” He does just that in this interview. Please enjoy, and may Charlie Rest in Peace. For the full show notes, transcript, and links to menti…

1
Vlad Tenev - Navigating Robinhood's Evolution - [Invest Like the Best, EP.384] 1:18:13

7M ago1:18:13

1:18:13

My guest today is Vlad Tenev. Vlad is the CEO and co-founder of Robinhood. It was such a treat to sit down with him and discuss the behind-the-scenes of a revolutionary business we all know well. He details Robinhood’s journey to zero-cost trading and what it means to build a consumer-centric financial product. Vlad believes in finding the harmonie…

1
Sarah Guo - The Power of Conviction - [Invest Like the Best, EP.383] 1:13:08

7M ago1:13:08

1:13:08

My guest today is Sarah Guo. Sarah is the founder and CEO of Conviction, an early-stage venture capital firm built to serve AI companies. She started Conviction in 2022 after 9 years at Greylock because she believes AI is the most important technological advancement of our lifetime. In our conversation, Sarah discusses the challenges and rewards of…

1
Paul, Rick & Friends - School's Out For Summer - [Art of Investing, EP.20] 2:54:17

7M ago2:54:17

2:54:17

We are back with a summer special and to celebrate, we have a cast of teachers joining us. In this episode, you’ll hear from the Mount Rushmore of business podcasters–Patrick O’Shaughnessy, David Senra, and Acquired’s David and Ben–as well as two of our favorite entrepreneurs. We’ll also reflect on what we’ve learned from our guests, from hosting t…

1
Hemant Taneja - Engineering Global Resilience - [Invest Like the Best, EP.382] 1:03:26

8M ago1:03:26

1:03:26

My guest today is Hemant Taneja. Hemant is the CEO and Managing Director of General Catalyst, the global venture capital firm you’ll hear us refer to as GC. GC has set out to build resiliency across critical industries worldwide. The firm leverages technology to retool sectors such as healthcare, energy, defense, and manufacturing and explores inno…

1
Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, Replay] 1:42:33

8M ago1:42:33

1:42:33

Today we are replaying one of our most popular episodes from last year with Jeremy Giffon. I spend all my time trying to find people who have some “singularity” to them. People who seem like they can do an N of 1 something. Having spent many days with Jeremy, he strikes me as one of those people. He was the first employee and general partner at pri…

1
Mastering Podcast Monetization with Matthew Sherry - [Making Media, EP.62] 59:05

8M ago59:05

59:05

Our guest today is Matthew Sherry, co-founder and CEO of Platform Media. Founded in 2021, the business is home to some of the UK’s biggest podcasts and was acquired earlier this year for an eight-figure sum. The business was founded to solve the two biggest problems in podcasting: distribution and monetization. Through a savvy social strategy and b…

1
David Senra - Passion & Pain - [Invest Like the Best, Replay] 1:22:07

8M ago1:22:07

1:22:07

Today, we are replaying what we call a forever episode, which are the few episodes of our show that we think will be as popular a decade from now as they are today. Every time I re-listen to this episode with David Senra, I leave wildly energized and wanting to share that feeling. So we are re-releasing it today for anyone who missed it the first t…

1
Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381] 1:06:33

8M ago1:06:33

1:06:33

My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded N…

1
Acquired - From Obsession to Profession [Art of Investing, REPLAY] 1:38:27

8M ago1:38:27

1:38:27

Today we are replaying our classroom session with Ben Gilbert and David Rosenthal, founders of Acquired, the podcasting sensation telling the stories and strategies of the world's great companies. In this episode, we turn the tables on Ben and David in order to discover their own stories and the fairy dust behind acquired success. We'll cover the h…

1
Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380] 56:17

8M ago56:17

56:17

My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many different corners of today’s landscape, covering AI’s frontier models versus…

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