Podcasts about Colossus

My guest today is Alex Danco from Shopify. Alex is our first triple crown guest, having first appeared on Invest Like the Best in 2019, Business Breakdowns on Shopify in 2021, and now Web3 Breakdowns. Our conversation today focuses on a new concept, tokengated commerce, and how Shopify is building around this theme. Given the market turmoil in crypto assets, we talk about true use cases of tokengated commerce and why blockchain technology is unlocking something that was not possible otherwise. Please enjoy my conversation with Alex Danco.     For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes [00:02:16] - [First question] - What Shopify itself is as an ecosystem and service [00:05:14] - An example of interoperability and the power of platforms outside of Shopify  [00:07:02] - How interoperability and platforms come together [00:12:08] - Where a a constraint-standard resulted in failure  [00:14:26] - Why Shopify is so heavily invested in tokengated commerce [00:17:10] - Lessons learned about the scarcity function of tokens and how they'll work [00:20:34] - Whether or not Shopify will be building their own crypto wallet   [00:24:48] - The important role blockchains play in tokengated economics [00:28:16] - Overview of the mechanics and offering Shopify is building  [00:32:16] - Tokens help establish protocol adoption [00:34:27] - Which blockchains and protocols will be mostly used in Shopify's endeavor   [00:36:33] - Why can't it be key-gated instead of tokengated [00:39:00] - Conjuring demand and how Shopify will create demand for their new system [00:45:46] - The differences between someone's identity and a token holder [00:47:55] - Signals that suggest tokengated commerce will be a big thing  [00:51:02] - Why this concept hasn't been more widely adopted already [00:54:39] - When there will be a solution to easily create and distribute tokens [00:56:39] - Where things will go from here  [00:59:35] - Reasons why this might not have taken off in five years

I am @Compound248 and this is the next installment in our Business Breakdowns mini-series focused on Digital Infrastructure, where we are breaking down a handful of companies that are key players in the digital infrastructure asset class.    In this episode, we will talk about a company that delivers that airbourne experience, Gogo. Known for its eponymous inflight WiFi service, Gogo is frequently misunderstood, having undergone a transformation to focus purely on the business, or private, aviation industry. It sells equipment that gets installed on a private aviation airplane, and then, in infrastructure like fashion, monetizes that equipment with high margin service revenue for decades. We're fortunate to be joined by Oak Thorne, who has led Gogo for 20 years into the success it is today.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is presented by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Listeners are invited to try Visible Alpha for free by visiting visiblealpha.com/breakdowns   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   —--   This episode is brought to you in partnership with Roundhill Investments, the advisor to the Roundhill IO Digital Infrastructure ETF – BYTE - which trades on the New York Stock Exchange under the ticker symbol BYTE. The fund tracks the BYTE Index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity, and data centers. For a prospectus and more information, please visit roundhillinvestments.com/etf/byte.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:04:02] - [First question] - Gogo's history and how his history intersects with it [00:08:03] - His background and what lead him to joining Gogo  [00:10:01] - A primary focus on US airlines and high-end air travel specifically [00:11:37] - 30% market penetration of potential WiFi signal outfitted aircraft [00:12:33] - What the competitive landscape looks like today and how many planes they have [00:14:15] - Whether the formerly unaddressable planes will make their way into their fleet  [00:16:04] - Their product offerings today and the differences between them  [00:19:26] - Overview of their business economics and their digital infrastructure  [00:21:31] - Unit economics and labor and install costs [00:23:44] - How much more traffic their existing network could handle   [00:24:17] - CapEx, service revenue, and a projected 20% system growth  [00:25:55] - Cost structure margin on their recurring service revenue  [00:26:36] - Where they are in building out their 5G network [00:27:25] - Momentum of business growth year-over-year [00:28:29] - How the ATG network actually works and how the 5G connection improves it  [00:30:44] - What portion of their business comes from aftermarket installations [00:32:18] - Competitive nature of this sector and if someone could come after Gogo [00:35:23] - Speed differentials between their varying network offerings   [00:36:48] - Price differences with competitors and the strength of their dealer network  [00:38:19] - Expensive alternatives and the customer experience of GeoSatellite services  [00:40:42] - Describing the differences between GeoSatellite and Elon's Starlink [00:46:19] - Reasons why Starlink might become a competitor [00:48:56] - How Gogo's 5G and global broadband product are offensive and defensive  [00:51:24] - Portion of new US delivery aviation planes built with in-flight WiFi solutions [00:53:39] - Plans to become a free cash flow generating machine  [00:55:01] - How long he anticipates this growth runway to continue  [00:56:27] - Potential risks to Gogo from a legal and regulatory perspective  [00:57:33] - Legal allegations from SmartSky and using the unlicensed spectrum [00:59:50] - Cyclicality of their clients and suspended business periods   [01:02:18] - Their channels and customer concentration  [01:03:17] - Minority shareholders and their long term vision  [01:04:57] - Two key lessons for others attempting to build and lead a company 

My guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisors. Lydia leads the team's consumer, internet, and e-commerce investments and has worked with many of the most significant consumer platforms in the world, including as a board member of Coupang and Flipkart. We cover all aspects of e-commerce and explore Lydia's evolution as an investor alongside Masa Son at SoftBank. Please enjoy my conversation with Lydia Jett.    For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It's all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick. And until 2023 every Tegus license comes with complimentary access to BamSec by Tegus.   -----   Today's episode is brought to you by Brex, the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:34] - [First question] - What curiosity thread she's been pulling on thus far in her career [00:05:17] - The biggest felt differences doing things one way for a decade and changing now [00:07:08] - Learning about tailwinds and what the predominant ones are that exist today [00:08:38] - How much room to go there is left in the world transitioning to e-commerce [00:10:44] - Competitive frontiers that exist today in e-commerce [00:12:14] - What drives companies that grow faster than their competitors [00:13:15] - What areas the world's most innovative e-commerce companies are focused on [00:16:38] - Unique characteristics that they select for in ecommerce CEOs and founders [00:17:44] - Which country she would send an American investor to in order to learn more [00:19:03] - Upside down approaches to e-commerce that aren't common in America yet [00:20:15] - Subcategories and sub sectors she's most drawn towards lately [00:23:05] - Lessons learned about business models that don't work in e-commerce [00:27:47] - What western investors should know about Coupang  [00:30:12] - Everything she's learned about vertical integration [00:33:01] - Everything she's learned and cares about in regards to margins [00:34:24] - Evaluating a younger company's ability to drive margins in the future [00:37:17] - The most extreme version of efficiency gain she's seen deployed [00:39:06] - Whether or not the public perception of SoftBank's simplified approach is accurate [00:41:27] - The role the size of assets plays at SoftBank [00:47:42] - Focusing on efficiency and smart allocation first before trying to scale  [00:50:33] - Companies as products that investors buy and defining what great looks like [00:53:16] - The danger of premature optimization around a set of KPIs  [00:55:46] - How important the specific founder is for their given e-commerce company [00:58:18] - Why e-commerce companies tend to start from a worse place than offline ones [00:59:45] - Ways that she's changed from working alongside Masayoshi Son for a year [01:03:31] - Who comes most to mind as a great investor     [01:05:23] - The kindest thing that anyone has ever done for her

The last masterpiece of the greatest tank designer in history the T-64 was initially a disappointment largely due to being too far ahead of its time. Now long past its prime of the 1980s it has roared back to prominence as the mainstay of the Ukrainian Army in the struggle against Russia.

The Donald Jeffries Show 6-15-2022 Phil Nelson Last Show Phil Nelson Phil Nelson served a stint in Brazil for the Peace Corps and after a career in the property-casualty insurance industry, he retired in 2003 and the idea for a book grew during the ensuing seven years. In that period, after reading dozens of books and other publications – and trips to NARA in College Park, Maryland, and the LBJ Library in Austin, Texas – his first book, LBJ: The Mastermind of the JFK Assassination was first published by Xlibris in 2010. That book traced Johnson's entire criminal career, including his presidential years. A revised and shortened edition was published in 2011 by Skyhorse Publishing. Then a “sequel,” LBJ: From Mastermind to The Colossus was published in 2014, which focused primarily on Johnson's tumultuous reign as president and included much of the material that had been removed from the first edition. His third book, Remember the Liberty! – Almost Sunk by Treason on the High Seas, was published in 2017, the fiftieth anniversary of the June 8, 1967, Israeli attack. His fourth book, Who Killed Martin Luther King? The Case Against Lyndon B.Johnson and J. Edgar Hoover is a reexamination of the original government case against James Earl Ray. Within his website/blog, “LBJ The Master of Deceit” Nelson has continued documenting numerous other reasons – including murders of other men whom Johnson believed had crossed him, or feared they would expose his true nature. Nelson has presented new evidence that leads, arguably, to his involvement in the murders of Adlai Stevenson (1965), Australian Prime Minister Harold Holt (1967), and finally both Robert F. Kennedy and Thomas Merton. All of them he most likely used the services of the CIA in 1968 to accomplish those goals. Nelson and Don Jeffries discuss his fascinating research, concentrating heavily on LBJ and JFK. Phil Nelson Author Page on AMAZON: https://www.amazon.com/Phillip-F-Nelson/e/B0047ZBDPU/ref=dp_byline_cont_pop_ebooks_1 DONALD JEFFRIES ONLINE: WEBSITE: https://www.donaldjeffries.media/ “I Protest” https://donaldjeffries.substack.com/ Twitter page: https://twitter.com/DonJeffries Amazon Author Page: https://www.amazon.com/Donald-Jeffries/e/B004T6NFAS%3Fref=dbs_a_mng_rwt_scns_share Facebook: https://www.facebook.com/donald.jeffries

This is Eric Golden and my guest today is Ovie Faruq, or as I know him, OSF. Ovie spent the best part of 9 years at Barclays as a distressed credit trader before moving into Web3 as a builder, investor, and artist. Given his wide range of experiences, both in TradFi and Crypto, we cover a lot of ground. We discuss the commonalities between fixed income and NFT trading, how to revive a failing PFP project, and what it felt like when he found out Snoop Dogg bought his artwork. Please enjoy this conversation with OSF.    For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes [00:02:16] - [First question] - The different types of Web3 IP, how Goblintown and Rekt Guy have evolved, and how a creator can give the IP to the community [00:05:12] - Whether or not a lack of scarcity is unwinding the value accrual behind the original approach to NFTs  [00:06:14] - Not having a roadmap and the advantage to being more freeform  [00:09:35] - His take on the difference between a failed project versus a rugpull  [00:12:50] - Finding out that Snoop Dogg bought a Rekt Guy and made it his profile picture  [00:14:11] - What he was doing before stepping into the NFT space [00:15:09] - Similarities and differences between trading assets on TradFi and DeFi markets  [00:17:24] - How he approaches measuring illiquidity in the NFT market [00:19:37] - YOLO trading and minting and selling a ton of Bored Apes [00:24:21] - The thesis of the Canary fund and thoughts on investing the money now [00:25:23] - How he thinks about where value accrues in NFTs as an investor [00:29:07] - When he started drawing and the road leading up to his NFTs [00:33:22] - Lessons for newer artists coming up and building an audience [00:35:36] - Working with Flips Finance and how he spends his days [00:37:20] - What he's most excited to see built over the next six months and six years

Today we were lucky to be joined by local rock god Jono from Simpsons-themed rock band Dr. Colossus, to discuss all things Simpsons as they make their way around the country for their "The Miracle Mile" tour. Check them out at drcolossustheband.com TOUR DATES: June 17th, Adelaide @ Unibar June 18th, Melbourne @ Shotkickers (FREE ENTRY) June 19th, Geelong @ The Barwon Club (ALL AGES)  

This is Matt Reustle and today we're breaking down Diploma. Diploma is a specialist distributor of medical equipment and industrial components listed in the UK. It's a business you're unlikely to be familiar with and, at first glance, may appear mundane. But dig a little deeper and you'll find a high-quality operator generating significant free cash flow through a mix of organic and inorganic growth channels.  To break down Diploma, I'm joined by Charlie Huggins, an investor in the business and Head of Equities at WealthClub.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is presented by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Listeners are invited to try Visible Alpha for free by visiting visiblealpha.com/breakdowns   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @bizbreakdowns | @JoinColossus    Show Notes [00:02:23] - [First question] - The history of Diploma, what they do, and what's attractive about their business model [00:04:39] - Size and scale of the business and their market capitalization [00:07:03] - Overview of what their life sciences business vertical looks like [00:10:00] - The cyclicality of the seals and controls business verticals  [00:13:45] - Returns on invested capital and thoughts on the capital intensity of seals [00:15:06] - What allows their businesses to keep growing and what characterizes a strong acquisition target for Diploma [00:19:14] - An example of how Diploma fits into the value chain [00:21:24] - How Diploma acquires for low multiples when making acquisitions  [00:23:41] - How they drive quantitative and qualitative returns in their acquisitions [00:27:35] - What management is like at Diploma and their longevity in the business [00:33:19] - Overview of their competitive landscape  [00:35:27] - What the business does with extra cash flow in the absence of M&A activity [00:38:01] - What Charlie finds special about Diploma and what has him excited for the future [00:41:22] - The key risks in each vertical and what worries him about them  [00:48:07] - Lessons for investors, business executives and operators from the Diploma story

My guests today are Josh Wolfe and Chris Power. Josh will be a familiar voice to many of you and is the co-founder and General Partner of Lux Capital. Chris is the founder and CEO of advanced manufacturing start-up, Hadrian. Most of our discussion centers on the need to modernize the factories that supply our space and defense industries. But given the current market environment, we also talk about capital conditions and the responsibility to build products that really matter. Please enjoy this conversation with Josh Wolfe and Chris Power.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It's all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick. And until 2023 every Tegus license comes with complimentary access to BamSec by Tegus.   -----   Today's episode is brought to you by Brex, the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:40] - [First question] - An overview of the precision manufacturing industry writ large [00:08:28] - Why the manufacturing sector has so many great investment opportunities [00:12:58] - Anduril Breakdown; What Hadrian in its final form will unlock for manufacturing [00:16:08] - What the demand side looks like for manufacturers in its current state today  [00:18:29] - How the nature of demand will shift for this style of manufacturing in the future [00:22:51] - Important rare earth materials, supply chain constraints, and the revival of commodities  [00:27:55] - The key set of jobs being done by mom and pop shops that could be innovated on and done within a Hadrian factory  [00:30:35] - What is going on inside of a Hadrian factory and how they will evolve over time  [00:32:10] - Prosecuting diligence on someone's ability to execute on their behalf [00:37:14] - The PhD arrogance trap and how a Hadrian machine will be better in five years from now [00:39:44] - Units of innovation and optimization driven by software  [00:41:43] - Walkthrough of the bubble and anti-bubble concept and funding companies in today's markets   [00:48:08] - Breadth of ability versus focus and selling parts to buyers early on [00:50:42] - Lessons learned and advice for understanding the focus problem  [00:52:32] - Whether or not the climbing costs of experimentation is a bad thing [00:56:39] - Fat startup vs. lean startups and making the hardest irreversible decision during Hadrian's early days [00:58:31] - Enduring more schlep work than less being a good signal [00:59:06] - Chris' thoughts on the future of Hadrian and defining the exciting and scary edges of the spectrum of outcomes [01:03:36] - Josh's thoughts on the future of Hadrian and defining the exciting and scary edges of the spectrum of outcomes [01:07:22] - The kindest thing anyone has ever done for Chris

This is Eric Golden and my guest today is Bored Elon. Bored began as a parody account of Elon Musk on Twitter and has turned into a widely followed pseudonymous personality. We discuss the evolution of parody accounts and how Bored combined his massive following with years of experience in game design and mechanics to create his new blockchain based company, BoredBox. Please enjoy this conversation with Bored.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes [00:02:07] - [First question] - What being a student of Hank Scorpio means [00:03:54] - The genesis of the Bored Elon pseudonym and his prior parody accounts [00:06:08] - What it is about pseudonymity that unlocks brand creation  [00:07:28] - A deep look at the pros and cons of the social armor of a pseudonym  [00:09:41] - Whether or not pseudonymity will have a larger footprint in the future [00:11:12] - Interesting challenges of operating as Bored Elon and not a person [00:13:38] - How he came across and moved into the NFT space [00:15:04] - The way the gaming world is setup today and its various tiers of game [00:16:46] - How many years it can take to build a AAA game like Call of Duty [00:17:49] - His perspective on games with built-in tokenomics at launch [00:20:29] - Whether we'll see a shift in blockchain gaming back to free to play [00:22:51] - Combining pseudonymity and gaming with BoredBox [00:26:47] - Roughly how many blockchain game studios there are and the size of the space [00:28:14] - Thoughts on distribution, minting, frequency and varying rarity of loot boxes [00:31:59] - Tension between the traditional gaming industry and the blockchain one [00:35:04] - The types of builders and developers found in blockchain game studios  [00:36:21] - Where we are in the investment cycle and when we'll see great games drop [00:38:37] - If building your own chain to develop a game is a necessary feature [00:40:07] - The biggest problems game developers encounter in the blockchain space [00:42:14] - Examples of games that could benefit from a small player base [00:43:21] - Will great games incentivize users to learn blockchain tech to play them [00:44:56] - How it feels to launch BoredBox amidst a bear cycle [00:46:22] - What he's most excited to see built over the next six months and six years

This week, Del and Nomi talk about Barragan's legitimately scary release, Soi Fon's huge, flashy bankai, and the ongoing scuffle between lone wolf Starrk and everyone's favorite flirtatious husbando, Kyōraku. (For the record, Ukitake can jump in and defend us anytime, because we on this podcast definitely don't have any pride.) Manga Chapters 275, "The Approaching Breath of Death, the King Who Rules Over Death!" 359 - The Frozen Obelisk (Only the first 8 pages) 356 - Tyrant of Skulls 357 - The Colossus of Fear (Minus the last 6 pages) 276, "One Hit Kill, Suì-Fēng, Bankai!" 358 - King of the Clouds (pages 8 - 12) 360 - Shock of the Queen 359 - The Frozen Obelisk (minus the first 8 pages) 277, "Climax! Kyōraku vs. Starrk!" 361 - I Hate Lonlieness, But it Loves Me 362 - Howling Wolves Podcast Socials: Twitter: @TSeireitei Instagram: TheSeireitei Nomi: Ao3: Chaotic_Dreamer Discord: Nooms#0806 Del: Tumblr: @sonnets-and-snowdrops AO3: sonnets_and_snowdrops Nomi's recommendation: @lido_an0 Del's recommendation: @guiltyportfolio

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This is Dom Cooke and today we are breaking down the PGA Tour. Alongside the four standalone majors, the PGA Tour is the pinnacle of professional golf. It's where the best players in the world earn their living and tee it up for their place in golfing history. To break down the business behind the stars and action you see on the PGA Tour, I'm joined by Neil Schuster, co-founder of golf media business No Laying Up. Editor's note: this conversation was recorded before the field for this week's inaugural LIV golf invitational event was announced. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is presented by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Listeners are invited to try Visible Alpha for free by visiting visiblealpha.com/breakdowns   -----   This episode is brought to you by Scribe. Scribe is the trusted transcription provider for the business and investing community. Scribe is designed to accurately transcribe messy, real-world audio and is unique in that it's optimized for the complexities of enterprise audio, such as company and product names, currencies, accents and numbers. Visit kensho.com/breakdowns to learn more and unlock your free trial.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:02:27] - [First question] - What the PGA Tour is, it's size today, and how it generates revenue [00:06:04] - Defining what the Tiger Tax is and its implications  [00:08:04] - When the PGA Tour was founded and the key moments leading up to today [00:15:40] - Deane Beman: Golf's Driving Force; Changing the format of the Tour into a non-profit  [00:17:24] - Being a member run organization and player influence over the board [00:18:23] - Overview of the business structure and model of the PGA Tour  [00:22:27] - Reasons for the 72 hole stroke-play format   [00:24:43] - The distribution of over a billion dollars of revenue [00:27:59] - Why their capital allocation is unique and their incentive programs [00:31:37] - Unique pension structures of their deferred compensation plan [00:34:30] - The Champions Tour as a secondary way to make a living after the PGA tour [00:36:07] - Rival SGL and PGL tours and how they are trying to disrupt the PGA tour [00:44:42] - Having a legacy name advantage to bring players and capital in  [00:47:47] - Relying on growing viewership, ratings, and new sponsors over time [00:52:48] - Paths to becoming a more successful tour amidst the new startup tours [00:55:07] - Netflix's partnership with the PGA Tour to try and bring in new viewers [00:56:54] - The most surprising lessons about the PGA Tour he's learned   

My guest today is Martin Casado. Martin is a general partner at Andreessen Horowitz where he focuses on digital infrastructure. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for $1.3 billion in 2012. Martin has studied, built, and invested in digital infrastructure his whole career and is the perfect person to discuss the most interesting aspects of the industry. Please enjoy this great conversation with Martin Casado.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It's all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick. And until 2023 every Tegus license comes with complimentary access to BamSec by Tegus.   -----   Today's episode is brought to you by Brex, the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:43] - [First question] - The state of the digital infrastructure industry today  [00:04:02] - The major stages and eras of cloud technology  [00:06:30] - Overview of Dropbox's story and the two major trends at the time of its emergence [00:10:12] - Lost margin and lost market cap from big users of the public cloud  [00:12:14] - Whether or not there is a headwind coming for public cloud providers [00:14:07] - The base level primitives of the digital world and innovation within those areas [00:17:33] - How entrepreneurs might go after the biggest public cloud providers [00:19:37] - His view on API first companies and granular monetizable units in growing markets [00:23:20] - Developer facing tools and what works well when going to market  [00:25:34] - Lessons learned about successfully building relationships between a company and developers as a buying class  [00:27:12] - The difference between a front-end and back-end developer and what is changing in their responsibilities  [00:28:45] - What he looks for as an investor when he's processing a new API first company [00:30:31] - Common redflags and disqualifying observations for an API first company  [00:31:59] - Pricing usage and building a revenue model around one of these businesses [00:33:49] - Reasons why this proliferation is happening and important parts of the data stack [00:36:35] - Frank Slootman Episode; Snowflake's offering for their users, their explosive growth, and primitives in their sector [00:39:06] - The history of digital security and potential opportunities as an investor [00:40:19] - How digital infrastructure intersects with the real world and hardware world [00:42:14] - What he's most excited about that digital infrastructure might unlock in the future [00:43:33] - How to screen out people for their potential to deliver transformative technology [00:45:38] - What he'd like to know about the future that he isn't sure of yet  [00:47:45] - Things he's most intrigued about by cryptocurrencies as an infrastructure person [00:51:36] - Where he's most bullish and bearish relative to his peers in digital infrastructure [00:52:49] - The kindest thing anyone has ever done for him

New Mutants Annual #7, New Warriors Annual #1, Marvel Fanfare #55, Marvel Comics Presents #66. Theme Music: Lazlo Hollyfeld – Buffaloallamericacity

¡ÚNETE A NUESTRO GRUPO DE 🔵 TELEGRAM 🔵 PARA ESTAR AL TANTO DE LAS MEJORES OFERTAS! https://t.me/gr_ofertas_videojuegos 🔴Consigue tus juegos a un precio incomparable a través de nuestros enlaces de afiliados ¡ASÍ NOS AYUDAS!: Instant Gaming - https://www.instant-gaming.com/?igr=guardadorapido CDKeys - https://www.cdkeys.com/es_es/?mw_aref=Guardadorapido Eneba - https://www.eneba.com/es/sell-games-consoles-accessories?aff=60d30d1441b9e Amazon - https://amzn.to/2Tl37IL ------------------------------------------------------------------------------------------------------------------------------------------------------- Síguenos en nuestras redes y demás plataformas: WEB-- http://www.guardadorapido.com PATREON-- http://www.patreon.com/guardadorapido PODCAST-- https://www.ivoox.com/podcast-guardado-rapido_sq_f1404596_1.html TWITCH-- https://www.twitch.tv/guardadorapido 💥SORTEAMOS UN CÓDIGO DE 14 DÍAS DE XBOX GAME PASS ULTIMATE ENTRE TODOS LOS QUE DÉIS A ME GUSTA A NUESTROS PROGRAMAS DE LA SEMANA💥 WEB-- https://www.guardadorapido.com PATREON-- https://www.patreon.com/guardadorapido TWITCH -- https://www.twitch.tv/guardadorapido SUSCRÍBETE A YOUTUBE https://www.youtube.com/channel/UCxcqs2_4q5rKwQBHrbpIYVA?sub_confirmation=1 SUSCRÍBETE A TWITCH https://www.twitch.tv/guardadorapido APÓYANOS EN IVOOX Y ACCEDE A CONTENIDO EXCLUSIVO https://www.ivoox.com/premium?affiliate-code=66232985b87dc6122ad49d08d659cfe3 WEB www.guardadorapido.com DESCRIPCIÓN PROGRAMA Uno de los principios fundamentales de Guardado Retro, a la hora de escoger los títulos que desfilan por nuestra alfombra roja, es que el juego en cuestión debe tener 20 años o más de antigüedad. Por norma general, solemos traer títulos de los maravillosos 80 y 90, décadas en las que charlando nos encontramos muy cómodos con juegos que en muchos casos llegan a la treintena; pero antes de iniciar esta temporada, decidimos superar la barrera entre el siglo XX y XI y traer obras de la generación de los 128 bits que se han convertido en auténticos clásicos por derecho propio. Así lo hicimos con Metroid Prime en el programa número 13 y volveremos a repetirlo en esta recta final hacia las vacaciones. Para esta ocasión os traemos una autentica obra de arte: Shadow of the Colossus, que a pesar de su estética propia de una producción doble o triple A, tiene alma de juego independiente. Y no se podría esperar menos del hombre que estaba a la cabeza del proyecto, el señor Fumito Ueda, cuya vida y obra también será objeto de análisis y debate sobre los grandes desarrolladores del mundo del videojuego. Os agradecemos el apoyo que nos dais para hacer de Guardado Rápido en general y del Retro en particular, un lugar cada vez más grande e interesante en los medios españoles. Esperamos que os guste el programa tanto como nosotros hemos disfrutado grabándolo. HA COLABORADO EN ESTE PROGRAMA: - Gabriel Cuesta. - Gabriel Melis. PRESENTA: - Francisco Pintor DIRGE: - Francisco Pintor EDITA: - Francisco Pintor PATREON https://www.patreon.com/guardadorapido APÓYANOS https://www.guardadorapido.com/apoyanos/ SUSCRÍBETE A YOUTUBE https://afly.co/qrq3 SUSCRÍBETE A TWITCH https://www.twitch.tv/guardadorapido WEB www.guardadorapido.com FORMAS DE CONTACTO Twitter, Instagram y Facebook: @GuardadoRapido Email de contacto: guardadorapido@gmail.com Contacto para prensa y distribuidores: press@guardadorapido.com #shadowofthecolossus #teamico #playstation2 Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

This is Eric Golden and my guest today is SEC Commissioner Hester Peirce. Commissioner Peirce was sworn into the SEC in 2018. During her tenure, she has been a vocal advocate of free markets and a supporter of the crypto industry, to the point where she is often referred to as “Crypto Mom”. Regulation is a huge issue for our industry and I hope you'll walk away from this discussion with a better appreciation for the nuance around protecting investors while letting innovation flourish. Please enjoy my conversation with Commissioner Hester Peirce.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes[00:02:15] - [First question] - The role of a regulator and the relationship between a regulator and the sector or product they oversee [00:04:29] - Her thoughts on how regulators are more like lifeguards than parents [00:05:36] - Striking a balance that allows innovation to thrive instead of suppressing it [00:07:17] - Overview of the 3 pronged approach of the SEC's crypto mission [00:08:41] - The tension of new capital formation and retail investor exposure [00:10:15] - Being painted as an entirely fraudulent industry full of bad actors [00:11:18] - What it's like working inside of the seeming blackbox that is the SEC [00:13:33] - How many of the 4,500 employees are dedicated to crypto and finances [00:14:19] - Internal debates and public meetings amongst the commissioners   [00:16:18] - Ways the commissioners learn about crypto being unable to participate in it [00:17:36] - Whether or not there are restrictions on crypto ownership for the rest of the SEC [00:20:38] - Managing the entrepreneurial spirit as we navigate the legalities of crypto [00:23:16] - How revolutionary it would be if TradFi transactions were on a public blockchain  [00:24:40] - The Safe Harbor proposal and how Safe Harbors work in the SEC [00:26:29] - Risky corporate assets and how blockchains could have averted the 2008 crisis [00:28:47] - Difficulties of being a regulator and respecting the responsibility  [00:29:56] - Self-reporting and the crypto community reporting suspicious activity [00:32:12] - A skin-in-the-game investment that promotes self-education [00:34:24] - Where the Safe Harbor stands and what it'll take for it to move forward [00:35:37] - The Howey Test and realizing we need new securities laws [00:37:59] - Going from a security to a non-security and instruments that allow a transition [00:39:25] - Leading a commission and if there's a risk of losing a case [00:43:18] - Alternative Trading Systems and Communications Protocol Systems [00:45:03] - When the market could expect a spot Bitcoin ETF [00:46:18] - Whether or not one can challenge a decision made by the SEC [00:46:50] - NFT financialization and how they might need to be regulated [00:48:12] - Her thoughts on DAOs and they're rapid evolution [00:50:29] - The underbanked using crypto and whether or not it impacts the SEC's agenda [00:51:54] - Emergence of stablecoins and her thoughts on their development [00:53:37] - What role if any might self-regulating organizations play in the future [00:56:35] - What she's excited to see achieved over the rest of her term and what are some exciting dates or events she's watching in the crypto space

Hola, amigos! This week we attempt the ill-advised experiment of watching a movie in Spanish with no subtitles, and we managed to follow along better than we expected. Join us as we discuss the mysteries of "Pobre papa", The Colossus, and Dr. Frankenstein's frozen wife. We also meet Eric's doppelgänger and watch him get beat up by Santo. Oh, and we rock out to a RELENTLESS theremin soundtrack. Please rate, review, and tell your fiends. And be sure to subscribe so you don't miss future installments. Follow us on Twitter or Instagram @thefrankencast or send us a letter at thefrankencast@gmail.com. We'd love to hear from you! Your Horror Hosts: Anthony Bowman (he/him) & Eric Velazquez (he/him). Cover painting by Amanda Keller (@KellerIllustrations on Instagram).

Talking Dirty favourites Bleddyn and Sue Wynn-Jones of Crûg Farm Plants return to the podcast with an awe-inspiring array of plants to Show and Tell. Part Two has yet more treats in store from Fuchsias to Neolitsea to Impatiens. PLANT LIST Rodgersia podophylla 'Crûg Colossus' Actinidia kolomikta Actinidia kolomikta 'Tomoko' Actinidia kolomikta 'Yazuaki' Schizophragma integrifolium Hydrangea petiolaris v. megaphylla Parthenocissus Polygonatum mengtzense f. tonkinense Disporopsis pernyi Viola sororia 'Freckles' Roscoea cautleyoides Roscoea cautleyoides 'Reinier' Roscoea cautleyoides 'Jeffrey Thomas' Roscoea australis Saxifraga hirsuta Mahonia subimbricata Geranium sanguineum 'Jubilee Pink' Rodgersia nepalensis Illicium simonsii Illicium macranthum Geranium christensenianum Geranium procurrens Rodgersia sambucifolia Rodgersia pinnata 'Crûg Cardinal' Illicium merrillianum Euphorbia donii Smyrnium perfoliatum Anemone rivularis Anemone leveillei Styrax formosanus Styrax japonica Maianthemum aff. salvinii

This week, we welcome Josh, the creative mind behind Lone Colossus Games, to talk about his most recent Kickstarter Project, Injuries and Vile Deeds. Join us as we discuss this interesting, dynamic supplement to add tactical feel and risk management to combat in 5th edition Dungeons and Dragons. The campaign launched the day before the episode released (May 31st), and has already been fully funded. You can find it, and get it for yourself, here: https://www.kickstarter.com/projects/lonecolossusgames/injuries-n-vile-deeds?ref=99hh91 You can also find Josh on Twitter at @LoneColossus, and can find all of his previous products on his website, lonecolossusgames.com.  This week's shoutout was for the Cast Die podcast, which you can find on Twitter at @castdiepodcast.   Find us on Facebook: facebook.com/UndercommonTaste Follow us on Twitter: twitter.com/ucthomebrew Join us on Instagram: instagram.com/undercommontaste Support us on Patreon: patreon.com/undercommontaste  Chat with us on Discord: https://discord.gg/64R7ze3fBV Watch us live on Twitch: twitch.tv/undercommontaste Find our shorts on Tiktok: tiktok.com/@undercommon_taste Our theme song is Massacre Anne, written and performed by Mary Crowell, and used with permission. You can find Mary's work online at marycrowell.bandcamp.com, or on Patreon at patreon.com/DrMaryCCrowell. Our logo was illustrated by David Sutherland. You can find David's work online at instagram.com/wilex_73, or on DeviantArt at deviantart.com/davidsutherland.

Welcome to Dev Game Club, where this week we complete our series on Dark Souls, and so we turn to our takeaways and discuss our final hours with the game. Dev Game Club looks at classic video games and plays through them over several episodes, providing commentary. Sections played: Brett finished Issues covered: the podcast mirrors the game, feeling like you have godlike powers in New Game+, spending hours on farming different resources, putting the pieces together, enjoying mysteries and putting the clues together, what you take from Dark Souls as an imitator, examining a space and trying to figure out where you can go, senses of accomplishment and discovery as opposed to the checklist, where the studio goes from here, attribute changes in the sequel, miracles and their mechanics, the flexibility of having options, seeking out the things I hadn't found, poor Solaire, feeling of coming full circle, memorable fights and world connections, "butt exposion!", smaller memorable moments, the snoring of Frampt, the inadequacy of the camera in tight spaces, keeping from going on tilt, teaching patience and observation, antithetical game design, a game of secrets, having little guidance, the impossible balance of this game for multiple classes, the knowledge you gain along the way, controlling ambience and tone, the vague pieces of history, Brett's Book Recommendation, character and player knowledge, leaning on archetypes, the weird afterlife metaphor, Star Wars as arsenic, how far do you go to explain a thing, finding your line per game. Games, people, and influences mentioned or discussed: Kingdom Hearts, Sherlock Holmes, Day of the Tentacle, Bloodborne, Sekiro, Elden Ring, Prince of Persia: Sands of Time, Tomb Raider (1996), Clint Eastwood, Unforgiven, Practice/NYU, Rob Daviau, Morrowind, Skyrim, Demons's Souls, King's Field, GTA III, Wolfenstein, Mario (series), Artimage, Platinum Games, Shadow of the Colossus, Ico, Dungeons & Dragons, Mass Effect, Star Wars, Keza MacDonald, Jason Killingsworth, Robin Hobb, Assassin's Apprentice, Dan Hunter, Jedi: Fallen Order, JJ Abrams, Half-Life, Neverwinter Nights, Legend of Zelda (series), Kirk Hamilton, Aaron Evers, Mark Garcia. Next time: We don't know! Twitch: brettdouville or timlongojr, instagram:timlongojr, Twitter: @timlongojr and @devgameclub DevGameClub@gmail.com

Dave is joined by tabletop RPG developer Adam Bucceri to discuss Shadow of the Colossus. Originally released on the PS2 back in 2005, Shadow of the Colossus stands today as a truly unique experience in gaming, one that has yet to be replicated. Find out what we thought, plus a discussion on the merits of game remakes! TIMESTAMPS: Intro/Personal Histories 0:42 Story and Presentation 18:12 Gameplay 40:20 Soundtrack, Remakes, and Final Thoughts 1:09:43 Spoiler Wall 1:41:30 Follow Adam on Twitter (https://twitter.com/AdamBucceri) and check out ENTER THE SURVIVAL HORROR (https://boocherry.itch.io/enterthesurvivalhorror) on his itch.io page (https://boocherry.itch.io/), and Tales from the Backlog: Join the Discord! (https://discord.gg/V3ZHz3vYQR) Social Media: Instagram (https://www.instagram.com/talesfromthebacklog/) Twitter (https://twitter.com/tftblpod) Facebook (https://www.facebook.com/TalesfromtheBacklog/) Cover art by Jack Allen- find him at https://www.instagram.com/jackallencaricatures/ and his other pages (https://linktr.ee/JackAllenCaricatures)

My guest today is Aswath Damodaran, a Professor of Finance at NYU's Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a masterclass of key investing concepts. We discuss inflation, narratives, disruption, the evolution of alpha and edge, and his thoughts on ESG. Please enjoy this great conversation with Aswath Damodaran.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you're a professional equity investor and haven't talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.    -----   This episode is brought to you by Brex. Brex is the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:43] - [First question] - How he thinks about inflation as a now dominant force [00:04:33] - Why inflation is so important across the spectrum [00:09:02] - Big lessons from other periods of historically high inflation writ large [00:10:45] - Reasons why equities as an asset class struggle in high inflation environments [00:15:21] - The relationship betweens goods versus services in times of high inflation [00:16:59] - Broader economic implications especially for income inequality [00:19:03] - The Fed taking inflation seriously now when they didn't and thoughts on the policy response to today's situation [00:21:05] - How smart companies are defensively adjusting to inflation [00:24:38] - Thoughts on returns on invested capital with emphasis on invested capital  [00:27:46] - The importance of a capital allocation skill-set for executive team members [00:29:32] - Further historic lessons and how he's being defensive against inflation [00:33:09] - Lessons learned about Amazon valuing them every year since their inception [00:37:50] - How to figure out a new company's narrative and the story they're telling [00:42:25] - Whenever he sees Thanos in the Avengers he thinks of Amazon [00:44:51] - Thoughts on Facebook, Apple and Microsoft [00:48:26] - The evolution of edge and the search for alpha [00:54:37] - Whether or not there's utility in studying other investors  [00:57:16] - Skill versus luck and the most common valuation mistakes he's made [00:59:09] - Assuming long-term growth rates and changing company life cycles [01:02:02] - Momentum and Value investing in today's market [01:07:24] - Differences between interest rates and discount rates in regards to inflation [01:10:29] - Thoughts on equity risk premium in a market like this [01:12:00] - How today's market affects early stage equity investment [01:14:36] - The growing popularity of ESG and his seemingly contrarian view on it [01:24:03] - Nature of disruption as a force and companies that are protected from it [01:28:24] - Assigning a disruption risk premium when valuing companies [01:31:17] - Characteristics that will define the most successful leaders over the next decade [01:32:52] - What he makes of Elon Musk buying Twitter [01:34:24] - Other major topics he has a divergent view on  [01:38:37] - Narrative And Numbers; The kindest thing anyone has ever done for him [01:38:55] - Teaching with a goal of changing mindsets 

This is Eric Golden and my guest today is Laura Shin. Laura is a crypto journalist, host of the Unchained podcast, and author of the book The Cryptopians. While writing her book, Laura uncovered one of the biggest mysteries in crypto - who was behind the 2016 DAO hack on Ethereum. We cover that episode in detail, her methods for gathering information in crypto more broadly, and what she learned from studying the founding of Ethereum. Please enjoy my conversation with Laura Shin.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes[00:02:11] - [First question] - When she knew she wanted to become a journalist [00:04:06] - Stepping into crypto seven years ago and what pulled her into it [00:06:23] - Forbes' thoughts on her covering crypto and going full-time [00:07:39] - Her TedX 2018 presentation and how her predictions held up today  [00:10:39] - Doing 200 interviews over 2 years to write The Cryptopians [00:12:33] - Balancing how wild the story felt with factual evidence-based reporting [00:15:39] - What it was like to try and gather information in the crypto space [00:17:33] - Who she most relied on to tell the story and who she wishes she could have spoken with while writing it [00:20:25] - Idealists, capitalists and technologists shaping the messy foundation of Ethereum [00:22:19] - How Vitalik maintained his dominance and influence over Ethereum [00:23:54] - Thoughts on how a single figure can have so much power over an ecosystem [00:25:17] - The battle between the Nonprofit and For-Profit status of blockchains [00:28:16] - What made it so difficult to get involved in crypto in the early days [00:29:11] - The first DAO coming together and within a few weeks getting hacked [00:31:22] - Going from journalist to detective and trying to find out who the hacker was [00:38:47] - How nervous she was about someone else breaking the story first [00:42:08] - Big takeaways from illegal activity being traceable on public blockchains [00:45:28] - Why she was able to find the DAO hacker before the government did [00:46:21] - Whether or not there will be a movie made out of Cryptopians [00:46:47] - What she's most excited to see built in the next six months and six years

Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Anduril's CEO offers an inside look at the state of the defense industry and how it is changing. If you enjoy this episode, subscribe to Business Breakdowns on your preferred podcast player, where you'll find past episodes on Block, Goldman Sachs, AutoZone and many others.   Today, we are breaking down Anduril. Anduril builds high tech defense systems for the US Department of Defense and its allies. Crucially, it does so with speed that emanates from Silicon Valley. Founded in 2017 by Palmer Luckey, who previously built and sold Oculus to Facebook, Anduril has achieved the rare feat of challenging the established order in the defense industry.   To break down Anduril, I'm joined by the company's CEO and co-founder, Brian Schimpf. We discuss the history of the defense industry, how Anduril's business is counter positioned against the legacy cost-plus model, and what Brian has learned about selling to the DoD. Please enjoy this breakdown of Anduril.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus is the new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial.   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:02:52] - [First question] - The history of defense technology and the technological and competitive landscape when he set out to build Anduril [00:08:22] - What the early experience was like when approaching the government and finding an early adopter [00:12:44] - Necessity being the mother of invention when it came to developing drones [00:16:37] - What it's like to develop hardware and software products at the same time  [00:20:26] - How the defense business complex works economically and overview of the detailed cost plus model [00:24:44] - The state of military technology and military conflict today writ large [00:31:10] - Are we heading to a future where warfare is mostly machine against machine?  [00:33:34] - Comparing the ghost drone system to predator drones [00:38:40] - Guiding principles as a firm and deciding on their product roadmap [00:43:25] - An overview of their product lineup and what they've built so far  [00:48:13] - Having an open innovation policy to promote competition [00:49:37] - The nuance of politics when it comes to building and running their business [00:51:56] - Most difficult decisions he's had to make through Anduril's history  [00:53:51] - How he overcame Anduril's lowest points and biggest challenges  [00:58:38] - Thoughts on effectively compounding hardware innovation  [01:02:23] - A moment he's most proud of and regrets most in Anduril's history [01:04:20] - Lessons learned from observing Palantir and SpaceX  [01:08:37] - The kindest thing anyone has ever done for him

ARIA has spent many years working as a vocalist for numerous artists including Homebrew, Dr Colossus, Teek and Noah Slee.  ARIA lived in the bustling music scene of Berlin for several years before returning to New Zealand where she got to work writing and recording her own music.  Now ARIA is celebrating the release of her new EP ‘Love Songs Till Midnight'.  We had a topical and hilarious chat, and this episode is definitely a goodie.  Enjoy!

Welcome to Dev Game Club, where this week we continue our series on Dark Souls. The big story is about how Brett is a monster, but we also dig into setting goals for yourself. Dev Game Club looks at classic video games and plays through them over several episodes, providing commentary. Sections played: Brett 154h, Level 160 Tim 39.5h, Level low 50s Issues covered: squeezing the Dark Orb, Drunk Souls, having more options as you level, having multiple hammers, the fire centipede, liking feeling really nimble, fighting death skullops, entering the painted world and going back to the Asylum, the curiosity killing the cat, Gwynever and Gwyndolin, Timmy bringing twilight to Anor Londo, murdering a fire keeper, wanting to uncover the mysteries, usability in exposing ethical choices in other games, signposting choices, digging into the Catacombs, Patches the cleric-hater, not knowing if you should go places yet, having things you want to do, using simple systems to recontextualize sections or skills, dealing with curse resistance, farming humanity, black knights and going on a black knight murder spree, avoiding an enemy for hours and hours and turning the tides, setting goals for yourself, #consequences, lack of quest log, designing to require the Internet, egg vermifuge removes parasitic egg from body, the importance of discovery, using humanity where it's dropped, "I may have died 28 times but at least I learned something," the uncanny valley of player performance, gameplay as escape from the limitations of reality, accepting film as reality, sports games emulating tv presentation, usability and difficulty, the value of figuring out how things work, accessibility and difficulty. Games, people, and influences mentioned or discussed: Artimage, Mass Effect, God of War, The Matrix, The Walking Dead, Ico, Shadow of the Colossus, Mario (series), Peter, mysterydip, Michael Abbott/The Brainy Gamer, Johnny "Pockets," Shakespeare, James Joyce, Microsoft, David Cronenberg, Kirk Hamilton, Aaron Evers, Mark Garcia. Notes: Brett's "rendering bug" is actually a reflection of the sky dome, but it doesn't read that way on his PS3 The Higgins Armory did in fact close in 2014, but the collection lives on in the Worcester Museum of Art Links: How players behave (h/t mysterydip) Next time: Brett finishes? Twitch: brettdouville or timlongojr, instagram:timlongojr, Twitter: @timlongojr and @devgameclub DevGameClub@gmail.com

Today, we are breaking down Anduril. Anduril builds high tech defense systems for the US Department of Defense and its allies. Crucially, it does so with speed that emanates from Silicon Valley. Founded in 2017 by Palmer Luckey, who previously built and sold Oculus to Facebook, Anduril has achieved the rare feat of challenging the established order in the defense industry.   To break down Anduril, I'm joined by the company's CEO and co-founder, Brian Schimpf. We discuss the history of the defense industry, how Anduril's business is counter positioned against the legacy cost-plus model, and what Brian has learned about selling to the DoD. Please enjoy this breakdown of Anduril.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus is the new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial.   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:02:52] - [First question] - The history of defense technology and the technological and competitive landscape when he set out to build Anduril [00:08:22] - What the early experience was like when approaching the government and finding an early adopter [00:12:44] - Necessity being the mother of invention when it came to developing drones [00:16:37] - What it's like to develop hardware and software products at the same time  [00:20:26] - How the defense business complex works economically and overview of the detailed cost plus model [00:24:44] - The state of military technology and military conflict today writ large [00:31:10] - Are we heading to a future where warfare is mostly machine against machine?  [00:33:34] - Comparing the ghost drone system to predator drones [00:38:40] - Guiding principles as a firm and deciding on their product roadmap [00:43:25] - An overview of their product lineup and what they've built so far  [00:48:13] - Having an open innovation policy to promote competition [00:49:37] - The nuance of politics when it comes to building and running their business [00:51:56] - Most difficult decisions he's had to make through Anduril's history  [00:53:51] - How he overcame Anduril's lowest points and biggest challenges  [00:58:38] - Thoughts on effectively compounding hardware innovation  [01:02:23] - A moment he's most proud of and regrets most in Anduril's history [01:04:20] - Lessons learned from observing Palantir and SpaceX  [01:08:37] - The kindest thing anyone has ever done for him

The fear of knowing oneself can elicit a fear like nothing else.  Afraid to let our guard down, uncomfortable in our skin. We self-medicate  and self-protect with a devastating toll. The Colossus that is Dan Neet embodies this narrative and is empowered by his exploding head.   This week the guys are joined by the 5-1-8s own Dan Neet and his angel and partner Lisa McLane. Dan's addiction struggles are deep and layered, like the heaviness of his band the Clay People, Dan has carried the weight of addiction for much of his life. Multiple stints in rehab were not enough to break the cycle of trauma that Dan was trying to numb.  ‘Living in the past is depression and living in the future is anxiety', says Neet. Both those paths have been embossed by the Dr. Martens that Neet wears as part of his armor. The armor of a Palegod, Demon Hero.  Lisa McLane, his partner in all things, is Dan's personal hype track. Lisa has stood by his side and knew Dan was her person. Lisa is Dan's angel in black, when heavens fall. Lisa, herself is a goddess-warrior. A single mom of three and survivor of a very emotionally abusive relationship, prior to reconnecting with Dan. Lisa says, ‘I saved him, but he saved me.' Call them the industrial-metal strength John and Yoko.  Look for the new Clay People album this Summer and follow the links below to be in the Hex Machine. https://m.facebook.com/demonhero/   https://open.spotify.com/artist/7g7zysYORmHFqWccW1ubl0?si=HhpUBic2RoiQ5N76m_PyXw   https://youtube.com/channel/UCdb5UCkWwKSG4EDXhKlTtHw   https://www.timesunion.com/music/article/Albany-s-Clay-People-find-rock-music-comics-a-17055913.php   https://www.bandsintown.com/a/42323-the-clay-people Thank you for listening and until next time get well, be safe, stay Above

My guest today is Tobi Lütke, co-founder and CEO of Shopify. Having first spoken to Tobi at the beginning of the pandemic, just two months into it, this felt an opportune moment to revisit Shopify and the world through Tobi's eyes. Among many things, we discuss Shopify's evolution into the world of atoms-based building through Shopify's fulfillment network, the value of infrastructure writ large, and the impact of market volatility on day-to-day business building. Please enjoy my conversation with Tobi Lütke.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you're a professional equity investor and haven't talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.    -----   This episode is brought to you by Brex. Brex is the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:44] - [First question] - His interest in infrastructure as a whole and why it's underrated [00:07:18] - Whether or not we're currently building enough digital infrastructure  [00:09:45] - Base level principles for decision making around building infrastructure  [00:13:17] - How much room is left for innovation and whether or not we'll just reinvent basic human instincts [00:15:22] - Ways new ideas are fed into a product funnel at Shopify and greenlit [00:19:34] - Solving eCommerce infrastructure and what he attributes to Shopify's success [00:24:23] - Overview of the Shopify Network and how it's evolved over time  [00:31:04] - Lessons learned in an atom-driven world in regards to fulfillment and logistics [00:34:37] - Common ways bits thinkers are often wrong when solving atom problems [00:35:50] - Spreadsheets tend to win meetings and how the ROI on a fulfillment network impacts its ecosystem [00:40:26] - Navigating becoming an aggregator that sits on top of their merchants and whether or not there are plans to participate as a distributor [00:45:45] - Fair market value, what it's been like managing through such a volatile market, and important takeaways [00:50:54] - Thoughts on capital allocation decisions as Shopify continues to grow [00:53:25] - Advice for company leaders effectively communicating with their teams about stock-based compensation  [00:59:04] - How much COVID altered their trajectory and what he's most interested in as he looks out to the future [01:03:45] - What he's learned about blockchains and the crypto space given recent events [01:08:45] - A new idea he's encountered recently that he's fallen in love with 

What's up Wrestling Buddies?! The Usos become kings of the mountain, Naomi and Sasha leave the job, and Cody will fight Seth in hell! Plus- What does Bobby have in store next for Omos? Do you think this Colossus is unstoppable with MVP by his side? And what will Edge, and his group of in-ring assassins have in store for the WWE universe? Relax, put your headphones on, and let's talk wrestling!

Art by David Wynne. Wanna buy the original? Drop him a line! In which the Drake Roberts identity is retired; Gambit bonds with William Drake; Graydon Creed is evil but nondescript; tales of Pyro's death have been somewhat exaggerated; and some mysteries resolve better than others. X-PLAINED: Damian Tryp X-Factor (more) (again) Uncanny X-Men #340 X-Factor #128-30 More Drake family dynamics The Sword of Shannara The general vagueness of Graydon Creed Several ninjas Hound stuff Val Cooper's pajamas An unexpected return Shapeshifting Overextended plotlines Some unusually threatening dad jokes The anticlimactic death of Graydon Creed Some time travel bullshit Which series are ending and which are relaunching between Reign of X and Destiny of X How and when Colossus stopped being the Juggernaut NEXT WEEK: Hawk Talk NEXT EPISODE: The Adventures of Carl & Frank Check out the visual companion to this episode on our blog. Find us on iTunes or Stitcher! Jay and Miles X-Plain the X-Men is 100% ad-free and listener supported. If you want to help support the podcast–and unlock more cool stuff–you can do that right here! Buy rad swag at our TeePublic shop!

The Uncanny X-Men #277, Spider-Man #10. Theme Music: Lazlo Hollyfeld – Buffaloallamericacity

DEADPOOL Wade Wilson is a former Special Forces operative who now works as a mercenary. His world comes crashing down when an evil scientist tortures, disfigures and transforms him into Deadpool. The rogue experiment leaves Deadpool with accelerated healing powers and a twisted sense of humor. With help from mutant allies Colossus and Negasonic Teenage Warhead, Deadpool uses his new skills to hunt down the man who nearly destroyed his life. Craig and Alan discuss the charisma of Ryan Reynolds, "Doctor Strange and the Multiverse of Madness", the new "Avatar" trailer and the movie “Deadpool” on this week's Matinee Heroes. Show Notes 1:00 Craig and Alan talk about "Doctor Strange and the Multiverse of Madness" as well as the new "Avatar" trailer 9:07 Craig and Alan discuss the movie "Deadpool" 19:52 Recasting 31:37 Double Feature 33:35 Final Thoughts 37:43 A preview of next week's episode "Midnight Run" Next week...we're wrapping up our "fun" themed month with a cross-country trek and "Midnight Run"

This is Eric Golden and my guest today is Dan Matuszewski, co-founder of CMS Holdings. If you follow Dan on Twitter, you'll recognize him as one of the wittiest and most fun voices in crypto. In this episode, we cover a wide variety of topics including Dan's successful trading career that led to the launch of CMS - a proprietary trading firm, why he is so attracted to this space, and how from his perspective markets have evolved over the past few years. We also discuss the importance and mechanics of stablecoins, and it is worth pointing out we recorded this before they became frontpage news last week. Please enjoy my conversation with Dan Matuszewski.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes [00:02:22] - [First question] - Dan's early years and his first steps into crypto  [00:06:17] - Whether or not he was accumulating Bitcoin and saw the long-term utility of cryptocurrencies out of the gate  [00:07:41] - How traders would get money in and out of old crypto wallets and exchanges [00:10:16] - Having moments of doubt and why he stuck with crypto amidst it's shortcomings [00:11:02] - What he was hired at Kraken to do and becoming an active crypto trader [00:13:41] - The ICO coin boom and what it was like trading the order flow in 2017 [00:15:20] - Thoughts on what it looked like during the ICO boom as a trading desk [00:16:07] - Where stablecoins came from and why they were so necessary to invent [00:17:59] - Tether's negative reputation and his views of Tether outside of bad press [00:21:14] - How stablecoins make money and how Circle makes money on USDC [00:21:43] - Thoughts on leverage in the crypto space and how borrow rates affect investment decisions  [00:23:48] - Arriving at a risk-free rate and how CMS' liquidity is structured  [00:24:27] - Capital allocation and the size and scope of CMS today  [00:25:10] - Differences between running a fund with your own money versus investors [00:26:42] - How megafunds will impact the market [00:27:18] - Getting into exotic collectibles and buying a Triceratops fossil   [00:29:10] - The impacts of the war in Ukraine, inflation and current events on crypto [00:30:01] - The role and impact of leverage in a market selloff  [00:31:20] - Coming regulatory oversight and the path ahead  [00:32:19] - Why crypto investors and traders prefer the CFTC [00:32:50] - Thoughts on NFTs as an asset class and how his mind has changed on them [00:33:37] - What running a farming operation means and strategies that he runs [00:35:06] - Ways for the average person can get involved in crypto and get exposure  [00:35:55] - His information flow and where he sources his signals [00:36:44] - How helpful it is to have a liquid token side and venture capital arm [00:37:05] - What he's most excited to see in the next six months and six years

This is Matt Reustle and today we are breaking down the 150 year-old investment bank – Goldman Sachs. From the outside, investment banks like Goldman are black boxes of profits and the embodiment of “Wall Street”. But as with most things, the reality sits somewhere between the polarizing designations. Goldman is neither a vampire squid nor are they doing God's work.   To break down Goldman, I am joined by longtime financials analyst Marc Rubinstein. For loyal listeners, you will remember Marc from our popular episode on Blackstone. For those who haven't listened, I think you'll enjoy that one in tandem with this.    Having personally worked at Goldman for a decade it was great to go through the inner workings of a bank with Marc. We cover what it means to sit at the center of the capital system – and the various ways a bank facilitates risk management and risk transfer. We cover the DNA of bank profitability as we go through the core segments of a bank: asset management, sales & trading, and investment banking. And we talk about culture – the mystery and the prestige that has followed Goldman since its days as a private partnership. I learned a ton through this conversation, and I think you will too. Please enjoy this breakdown of Goldman Sachs.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus is the new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial.   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:03:24] - [First question] - Blackstone: Beyond Buyouts; What an investment bank is, what they do, and how they make their money [00:06:48] - Matt Taibbi's Rolling Stone article; Why Goldman is perceived as the industry villain [00:10:34] - The scale of Goldman today and how it looked fifteen years ago in light of the financial crisis [00:13:55] - Industry size that Goldman operates in and their growth factors  [00:14:58] - How investment banking deals result in profits for Goldman and their ties to macro environments  [00:17:38] - Generating revenue and bottom line dollars in sales and trading as a market maker [00:21:01] - Margin differences between investment banking and trading  [00:23:52] - Asset management and profits generated from supervising over a trillion dollars in assets [00:26:30] - How investors value banks as a whole and the metrics and multiples used [00:29:35] - The differences between varying levels of assets and how a bank's balance sheet looks like today compared to the past [00:34:40] - Whether or not there's a way to quantify the differences of leverage and stepping into the consumer space [00:39:02] - The leadership at Goldman over the years and what David Solomon brings to the table [00:44:31] - Goldman's outlook, the bull case and key drivers for success in the future [00:49:34] - Build versus Buy versus Partner; other potential competitors and risks to Goldman  [00:51:32] - Thoughts on the strength of their core business and classifying them [00:54:53] - Lessons for investors when studying Goldman's story and what he's changed his mind to as he's worked in this industry for so long

Karan from Think Breaks on the Virtual Sessions presented by The DJ Sessions 5/18/22   About Karan and Toby from Think Breaks -   K2T (born Karan Ponnuthurai) is an electronic music producer, and label boss at Detached Audio, primarily releasing soulful Drum & Bass, in addition to a variety of styles such as garage, hip hop and house music.   K2T can also be found hosting The Think Breaks Podcast with Colossus, where they talk about all things Drum & Bass and music with a myriad of guests. He can also be found streaming over on Twitch, providing DJ sets filled with Drum & Bass vibes across the full spectrum of the genre. With his debut LP "The Tranquillity of Being With The Self LP" receiving critical acclaim from peers, K2T is now in the midst of preparing his second album while continuing to work with others and push himself to his limits. Keep an eye on this artist.   Colossus is a British Drum and Bass artist, situated in the North of England. He had his first release with E-Motion Records with the help of Sensa (one half of Hybird Minds) and the title track “Under the Weather” was promoted by Drum and Bass giants “Liquicity”; this was the boost that Colossus needed as he began to release music with labels such as Soul Deep Exclusives, DNBB Recordings and Celcius Recordings.   He has supported artists such as; Bad Company, Micky Finn, Andy C, Roni Size, Fabio & Grooverider, Technimatic, Serial Killaz, Blu Mar Ten, Lenzman, Commix, Hybrid Minds and many more and in 2015 Drum and Bass staples “Hospital Records” released music from Colossus on their “Hospitality 2015” compilation and a year later he was featured again on Hospital's “We Are 21” compilation. Now in the present, 2020;    Colossus is back and hungrier than ever; securing featured forthcoming releases on Liquicity Records sister label “Galacy Records” and new Autism charity label “Liquid Drum & Bass 4 Autism” as well as returning back to “Bay 6 Recordings” for future release and many a collaboration with multiple artists in the scene.   https://linktr.ee/colossus_dnb     About The DJ Sessions -   “The DJ Sessions” is a Twitch/Mixcloud "Featured Partner” live streaming/podcast series featuring electronic music DJ's/Producers via live mixes/interviews and streamed/distributed to a global audience. TheDJSessions.com   The series constantly places in the “Top Ten” on Twitch Music and the “Top Five” in the “Electronic Music", “DJ", "Dance Music" categories. TDJS is rated in the Top 0.11% of live streaming shows on Twitch out of millions of live streamers.   It has also been recognized by Apple twice as a "New and Noteworthy” podcast and featured three times in the Apple Music Store video podcast section. UStream and Livestream have also listed the series as a "Featured" stream on their platforms since its inception.    The series is also streamed live to multiple other platforms and hosted on several podcast sites. It has a combined live streaming/podcast audience is over 125,000 viewers per week.   With over 2,300 episodes produced over the last 12 years "The DJ Sessions" has featured international artists such as: BT, Youngr, Sevenn, Plastik Funk, Party Shirt, Robert Babicz, Jens Lissat, Alex Bau, Elohim, Leandro Da Silva, The Space Brothers, Dave Winnel, Cuebrick, Protoculture, Jarod Glawe, Camo & Crooked, ANG, Amon Tobin, Voicians, Bingo Players, Coke Beats, Yves LaRock, Ray Okpara, Lindsey Stirling, Mako, Still Life, Saint Kidyaki, Distinct, Sarah Main, Piem, Tocadisco, Sebastian Bronk, Toronto is Broken, Teddy Cream, Mizeyesis, Simon Patterson, Morgan Page, Jes, Cut Chemist, The Him, Judge Jules, Patricia Baloge, DubFX, Thievery Corporation, SNBRN, Bjorn Akesson, Alchimyst, Sander Van Dorn, Rudosa, Hollaphonic, DJs From Mars, GAWP, Somna, David Morales, Roxanne, JB & Scooba, Kissy Sell Out, Massimo Vivona, Moullinex, Futuristic Polar Bears, ManyFew, Joe Stone, Reboot, Truncate, Scotty Boy, Doctor Nieman, Jody Wisternoff, Thousand Fingers, Benny Bennasi, Dance Loud, Christopher Lawrence, Oliver Twizt, Ricardo Torres, Alex Harrington, 4 Strings, Sunshine Jones, Elite Force, Revolvr, Kenneth Thomas, Paul Oakenfold, George Acosta, Reid Speed, TyDi, Donald Glaude, Jimbo, Ricardo Torres, Hotel Garuda, Bryn Liedl, Rodg, Kems, Mr. Sam, Steve Aoki, Funtcase, Dirtyloud, Marco Bailey, Dirtmonkey, The Crystal Method, Beltek, Dyro, Andy Caldwell, Darin Epsilon, Kyau & Albert, Kutski, Vaski, Moguai, Blackliquid, Sunny Lax, Matt Darey, and many more.   In addition to featuring international artists TDJS focuses on local talent based on the US West Coast. Hundreds of local DJ's have been featured on the show along with top industry professionals.   We have recently launched v3.1 our website that now features our current live streams/past episodes in a much more user-friendly mobile/social environment. In addition to the new site, there is a mobile app (Apple/Android) and VR Nightclubs (Oculus).   About The DJ Sessions Event Services -   TDJSES is a WA State Non-profit charitable organization that's main purpose is to provide music, art, fashion, dance, and entertainment to local and regional communities via events and video production programming distributed via live and archival viewing.   For all press inquiries regarding “The DJ Sessions”, or to schedule an interview with Darran Bruce, please contact us at info@thedjsessions.

Welcome to Dev Game Club, where this week we continue our series on Dark Souls. We catch you up a little bit on where we are before trying to catch up with the mail bag! Dev Game Club looks at classic video games and plays through them over several episodes, providing commentary. Sections played: Brett 115hrs, lvl 114 Tim 33hrs, lvl 50 Issues covered: getting and placing the Lordvessel, Frampt and the second bell, Anor Londo and the two bosses, farming rats for humanity, getting invaded and hiding, the mystery of Gwynevere and leaving Anor Londo and also what's with Gwyndolin, meeting Reah (sp?) again and again, being ambushed by paladins, grinding to upgrade, Tim defeats the Ceaseless Discharge, having sorcerors that revivify the skeletons, powering up your spells, the fire keeper's soul, kindling more, fast traveling, a level design joke, twinkling sounds and occasional marks, being invaded and the costs of banishing, parallel play, recordings of other players, asynchronous multiplayer, fellow-feeling, a Metroid moment, making a big soul-infused thing, good RPG math tropes, missable bosses, the actual level cap, what weapons we use, the reward is the knowledge and the items, the origin of that quote I mentioned, pushing scale, using framing really well for landmarks and aesthetics, "butt explosion!" Games, people, and influences mentioned or discussed: Indiana Jones and the Last Crusade, Ashton Herrmann, Morrowind, Bloodborne, Demons's Souls, Elden Ring, Death Stranding, Animal Crossing, Metroid, Jarkko Sivula, Ben Zaugg, Sam Thomas, The Honorable T.H. Sismyre Alname, VaatiVidya, Triple Click, Kotaku Splitscreen, Shadow of the Colossus, Disney parks, Brandon Fernandez, Kirk Hamilton, Aaron Evers, Mark Garcia. Links: That Majestic Quote Next time: Maybe Brett finishes? Twitch: brettdouville or timlongojr, instagram:timlongojr, Twitter: @timlongojr and @devgameclub DevGameClub@gmail.com

My guests today are Tyler Cowen and Daniel Gross. Tyler is an economics professor and creator of one of the most popular economics blogs on the internet. Daniel is the founder of start-up accelerator Pioneer, having previously been a director at Apple and a partner at Y Combinator. Both Daniel and Tyler are prolific talent spotters and that is the focus of our discussion and their new book, which is called Talent. Please enjoy this conversation with Tyler Cowen and Daniel Gross.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you're a professional equity investor and haven't talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.    -----   This episode is brought to you by Brex. Brex is the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:38] - [First question] - Defining what talent is to them writ large [00:03:34] - The differences between means and ends in regards to talent [00:04:14] - What the Diet Coke idea is and why it's relevant [00:06:32] - Types of energy that are valuable and the subtle differences between them  [00:07:40] - Thoughts on using a moneyball-like approach to acquiring and evaluating talent  [00:11:49] - The talent market and thinking about pricing talent specifically [00:13:14] - What is seemingly overpriced in today's talent landscape [00:15:50] - Relationship between experience and/or age when it comes to talent [00:20:34] - Lessons about the utility of intelligence and where they've lead them wrong [00:23:35] - What's beneath being an outsider and why it's important [00:24:46] - Why what people do in their downtime is worth considering   [00:28:27] - Whether or not references should be held in higher regard than interviews [00:31:41] - Things to try and get out of a reference call as an objective [00:32:40] - Disabilities and what lead them write that chapter specifically [00:35:01] - Whether or not talented people are happier   [00:38:40] - Lack of contentment and it's dynamic influence over individuals [00:41:01] - Where they think the other is most talented [00:43:33] - Thinking about the physical side of mental performance [00:45:49] - What was frustrating about writing the book [00:48:25] - How they evaluate talent most differently now after having finished the book [00:50:41] - What makes for a good bat signal and how to cast one well  [00:53:27] - Personality inventories and what they would and wouldn't recommend   [00:54:15] - Geographical frictions and their role in high success rates [00:56:08] - Antonio Gracias; Existing supply constraints on talent development [01:00:01] - How they would redesign the current attractors of talent that we rely on today [01:01:18] - Assembly line development and how we can improve and scale talent filters [01:02:29] - The biggest open questions for talent today writ large [01:05:16] - The kindest thing anyone has ever done for Tyler

The second part of this one-hour special features a little bit of everything, including daggers and dolls of daddy, oh my!

This is Eric Golden and my guest today is Reed McGinley-Stempel. Reed is the co-founder and CEO of Stytch, which is on a mission to eliminate friction and improve security on the internet. Stytch started with passwordless authentication and Reed does a great job explaining why this is so important to businesses. We discuss the power of using Ethereum to sign on to any website and, towards the end of the conversation, Reed shares their newest product, Vessel - a wallet solution that eliminates the need to memorize 12 word seed phrases. Please enjoy my conversation with Reed McGinley-Stempel.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because we are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes [00:02:18] - [First question] - The history of people using passwords online [00:05:34] - How the password structure we use today came to be  [00:08:22] - How attack vectors open up and what hackers do to get your information [00:11:49] - His time at Plaid and how it led to him co-founding Stytch [00:15:20] - What it means to be passwordless for the company and the N users  [00:18:17] - How they decided where to put their focus when starting Stytch [00:21:24] - What companies did before Stytch to handle different levels of security [00:22:19] - What the authentication of logging in with Google, Apple or email is  [00:25:11] - Their ethos on building for developers and being an API first company [00:28:30] - The pros and cons of being an API company and a SDK company  [00:31:45] - His first exposure to the Web3 space and how Stytch plays a role in it [00:36:31] - His thoughts on Web2 and if they will adopt the security measures of Web3 [00:40:14] - How Stytch will make it easier to attend something based on token gated access [00:42:52] - What a passport of the internet is and what Stytch is doing with it [00:47:17] - Their onboarding process for users from the Web2 space [00:54:00] - What he's most excited to see built over the next six months and the next six years