Episodes: 598
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 10k-100k
Gender skew: Male
Location: USA
YouTube: 104.0k subscribers
Publicly listed emails
dom@colossus.com
help@colossus.com
dom@joincolossus.com
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Patrick O'Shaughnessy - Investor, entrepreneur, and founder and CEO of Positive Sum, an investment firm and venture studio.
Neil Movva - AI Inference Economics, Long-running AI Agents, Gpus, Computing Infrastructure, Energy, And The Competitive Outlook For AI Companies.
Ben Thompson - Big Tech, China, AI Economics, Capital Requirements, Cloud Computing, Platform Strategy, And Technology Markets.
Eric Vishria - Software And Cloud Investing, AI Adoption, Enterprise Technology, Infrastructure, Robotics, And Lessons For Founders And Investors.
Gavin Baker - Public Technology Markets, AI Infrastructure, Gpus, Memory Supply, Credit, Open-source AI, And Investment Risk.
Sam Altman - AI Development, Computing Infrastructure, Data Centers, Chips, Open Source, Robotics, Employment, And The Future Impact Of Abundant Intelligence.
Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]
September 22, 2026
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. We discuss how Rogo evolved alongside the frontier models, why the last mile and the harness around the models matter so much, what happens when every portfolio manager can deploy thousands of agents against a problem, and how AI could transform...
Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]
September 16, 2026
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. We discuss the imprint his parents left on him, the method he used for decades of asking founders about their childhoods and the Time profile that ended his relationship with Steve Jobs. We also also cover Lee I...
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
September 08, 2026
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. He has spent decades studying how the United States came to dominate the world, and our conversation is about whether it can keep doing so. Walter lays out the five step playbook that carried the Dutch, then the British, then America to global leadership, and why the same pattern keeps beat...
Publicly listed emails
dom@colossus.com
help@colossus.com
dom@joincolossus.com
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