Glue Guys

Ep.15

No Days Off

What drives the most unstoppable leaders? ESPN analyst Jay Bilas takes us inside Coach K's daring early years building Duke's dynasty and shares how a profound lesson about relentlessness changed his understanding of greatness. From behind-the-scenes stories of culture-building to candid insights on today's evolving college sports landscape with NIL, he challenges listeners to examine their own pursuit of excellence. Through hard-earned wisdom as a player, coach, lawyer, and broadcaster, Bilas demonstrates how authentic leadership requires not just talent, but an unwavering commitment to making everyone around you elevate their game.

12.05.2024

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Invest Like The Best

Ep.399

Capital, Compute & AI Scaling

Chetan Puttagunta is a General Partner at Benchmark and Modest Proposal is a money manager who is one of the most respected thinkers in financial markets. We cover the current scaling challenges of frontier AI models, the incredible proliferation of open source models, and the investing implications across private and public markets.

12.06.2024

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Business Breakdowns

Ep.194

SpaceX: Rocket Ship

Luke Ward is an Investment Manager at Baillie Gifford. We cover the costs and components behind a SpaceX rocket launch, how Starlink became both a consumer darling and the economic engine of the business, and the many new business lines that spaceflight might unlock in the future.

12.04.2024

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Invest Like The Best

Ep.400

Building Ribbit

Micky Malka is the founder of Ribbit Capital. We cover the founding principles behind Ribbit's mission to innovate financial services, the exciting possibilities enabled by the intersection of crypto and AI, and why there's no such thing as having too much conviction when a team is aligned.

12.10.2024

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Founders

Ep.373

#373: Breakfast with Brad Jacobs + How To Make A Few Billion Dollars

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from having breakfast with Brad Jacobs and reading his book How to Make a Few Billion Dollars.

12.06.2024

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The Latest Issue: Issue #1

Colossus Review

November 2024

Our new print and digital magazine + private audio experience.

 

We're going deep on the people and ideas shaping our fast-changing world and codifying what we learn as concisely and usefully as possible for you.

 

Issue #1 features a profile of Graham Duncan, an investing firm case study of Garnett Station Partners, and an in-depth exploration of whether Space is Investable. Issue #2 is already underway.

Invest Like The Best

Ep.361

Investing for a Higher Purpose

Cyan Banister is a partner at Long Journey Ventures. We cover why spirituality is an increasingly investable area, the power of staying curious in the face of adversity, and her best life and investing stories about everything from Uber to Bill Murray.

02.20.2024

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Founders

Ep.333

#333 Red Bull’s Billionaire Maniac Founder: Dietrich Mateschitz

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading The Red Bull Story by Wolfgang Fürweger.

01.08.2024

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Joys of Compounding

Ep.18

The Art of Compounding

Mitch Rales is the co-founder of Danaher. We cover the formula behind four decades of compounding success, why benchmarking and continuous adaptation are essential to building a winning organization, and the fishing trip that inspired his philanthropy.

04.29.2024

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Business Breakdowns

Ep.161

AMETEK: Industrial Excellence

Nael Fakhry is the Co-CIO of the Osterweis Capital Management Growth and Income Strategy. We cover AMETEK's growth model, what Constellation Software was able to learn from it, and how its decentralized operating structure differs from other industrial conglomerates.

05.01.2024

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Founders

Ep.298

#298 I had lunch with Sam Zell

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from having lunch with Sam Zell and reading Zeckendorf: The Autobiography of The man Who Played a Real-Life Game of Monopoly.

04.10.2023

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Invest Like The Best

Ep.355

A Conversation with Charlie Munger & John Collison

Charlie Munger was the vice chairman of Berkshire Hathaway. In this conversation with Stripe's John Collison, recorded last year, he shares the ingredients for long-term business success, his thoughts on American society writ large, and what makes Berkshire special.

12.05.2023

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Joys of Compounding

Ep.22

The Art of Accel-ing

Rich Wong is a General Partner at Accel. We cover the research process that led to his early investment in Atlassian, why Accel chose to focus on bootstrapping early-stage companies, how the venture ecosystem is changing, and why policy and philanthropy are so important.

10.21.2024

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