Podcasts about Colossus

Send us a text

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real product and little expectation of success. Today, it builds the only machines capable of manufacturing the most advanced chips in the world. To break down ASML, I'm joined by Tom Walsh, portfolio manager at Baillie Gifford. Tom walks through how photolithography works, what's happening inside an extreme ultraviolet machine, and how a small Dutch company came to dominate one of the most complex technologies ever built. This breakdown pairs very well with our breakdowns on AMD, Qualcomm and Cadence. And I'd also highlight the Founders Podcast episode #8 on the Intel Trinity.  Please enjoy this breakdown of ASML. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.    ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ ----- 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. ----- Timestamps (00:00:00) Update on ASML and Welcome to Business Breakdowns (00:04:01) Intro (00:04:50) The ASML back story (00:08:20) A deep dive into what semiconductors and Lithography are (00:10:10) Alternate business directions ASML could have pursued (00:21:45) How large ASML is in the industry today (00:12:43) A look into the management team over time (00:16:09) Moore's Law and the key components of chip production (00:17:15) Overall size of the machines manufactured (00:18:20) The evolution of UV light and its important role in the advancement of Lithography (00:22:35) Other competing companies within the field (00:25:16) A detailed look into the cost of production industry wide (00:26:10) Unlocked innovations associated with the development technology (00:27:38) The life cycle of a lithography machine (00:29:10) Revenue gained from new versus refurbished machines (00:29:33) The cyclicality of the ASML machine revenue (00:31:38) Potential production limitations due to capacity (00:33:06) Margin profile and how ASML sets prices (00:34:39) What the concentration of customers looks like (00:39:06) Reasons why an acquisition has not taken place to date (00:40:48) He explains where investor cash flow is directed (00:42:07) An investors perspective on ASML opportunities (00:44:30) How milestones in new technology are regulated and measured (00:47:46) Potential business risks (00:51:27) Lessons he's learned from studying ASML

Making any crossword is challenging; but making a crossword like this one seems almost impossible. Fortunately, constructor Hanh Huynh doesn't know the meaning of the word impossible ... no wait, he probably does: but unless he's some sort of polyglot he almost surely doesn't know the meaning of the word кинути, which explains at least in part the existence of today's magnificent puzzle.Deets inside.Show note imagery: Heroism comes in many forms, just ask Jackie Robinson (left), and Pee Wee REESE (right)We love feedback! Send us a text...Contact Info:We love listener mail! Drop us a line, crosswordpodcast@icloud.com.Also, we're on FaceBook, so feel free to drop by there and strike up a conversation!

In this episode of The Everyday Ironman Podcast, Mike and Ashley welcome Lars Mainer, a Denmark native now living in the U.S. and a teammate of Ashley on Team Zoot. Lars shares how his endurance journey began in the marathon world before evolving into long-course triathlon, including racing Ironman Cozumel.The conversation goes beyond racing as Lars explains the science of wind propulsion through his experience as a kite surfer and how those lessons translate to endurance sports. He also discusses insights from his Master's thesis and a powerful conversation with a business coach that helped him define his personal “why.”Mike, Ashley, and Lars also dive into the role fear plays in performance and personal growth—especially how even irrational fears can quietly hold athletes back.This episode blends endurance sport, mindset, and purpose in a way every Age Group Athlete will appreciate.#EverydayIronman #TriathlonPodcast #AgeGroupAthlete #IronmanTraining #EnduranceSports #TeamZoot #TriathlonLife #FindYourWhy Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send a textHYROX Houston is around the corner, and in this episode of Running with James, we're breaking down everything you need to know about one of the fastest-growing fitness races in the world.From the structure of the race to the strategy behind each station, we dive into what HYROX is, why it's attracting athletes from all backgrounds, and how you can train and compete at your best.Whether you're preparing for your first HYROX event, chasing a new PR, or just curious about the sport, we talk through the key elements of training, pacing, and race-day execution that can make all the difference.If you want to show up confident, prepared, and ready to perform in Houston, this episode is for you. Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showBecome a member and support the show:https://patreon.com/RunningwithJames?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=creatorshare_creator&utm_content=join_link

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems..  John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about.  John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural failures across America — in healthcare, criminal justice, education, and beyond For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vanta. Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- This episode is brought to you by ⁠WorkOS⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- This episode is brought to you by Rogo. Rogo is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at Rogo.ai/invest. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Invest Like The Best (00:02:43) Episode Intro (00:03:43) Learnings from John's Trip to China (00:06:28) The EV Industry in China (00:08:43) How Subsidies Create Intense Competition (00:10:54) US-China Relationship (00:12:42) The Cost of Greatness (00:14:52) Creating the Best Seat in the Market (00:19:30) Baseball Card Arbitrage (00:23:03) Trading Natural Gas Futures (00:24:59) Energy Market Making Explained (00:27:11) Why Energy is Exciting Again (00:31:14) Meeting the Increased Demand for Energy (00:32:53) Why Policy is the Biggest Threat to Progress (00:36:28) Fixing Energy Infrastructure in the US (00:39:29) Advanced Nuclear Technology (00:42:05) The Prospects of Energy Startups (00:43:44) Input Costs in Solar & Batteries (00:47:54) Geothermal Energy: The Most Exciting Sector (00:50:57) Housing Reform in the US (00:53:39) The Role of Philanthropic Foundations (00:57:00) Reforming the Criminal Justice System (01:03:48) Social Outcomes Downstream of Education (01:07:20) Misaligned Incentives in the Healthcare System (01:12:08) Journalism as a Public Good (01:14:17) The Kindest Thing

Nick and Josh are joined by Josh Covel from the Still Loading Podcast to talk podcasting, game collecting, and how bad Dark Souls is. The bros also share early thoughts on Resident Evil Requiem. Josh makes a good meme, Nick is playing Shadow of the Colossus with his kid, and Josh Covel takes a survey to help the viewers determine how much of a gamer he truly is. Keep up with Josh Covel and Still Loading on Bluesky https://bsky.app/profile/stillloadingpodcast.comAnd online at https://www.stillloadingpodcast.com/In lieu of ratings and reviews we say … FUCK THE ALGORITHM, TELL A FRIEND!We have a new website! Come check it out! https://www.smashinggametime.com/Thank you to Alex Marvin Clark for our opening theme Hunt Him Down. https://soundcloud.com/lizardbeach?ut... 

This week's episode features my very early impressions of Marathon, my controversial thoughts on Shadow of the Colossus after finally beating it, and the simple good time that is Lil Gator Game. Anyway and as always, thank you for watching or listening, I hope you enjoy this here episode, and I hope you have a wonderful wonderful rest of your day. (And if you haven't already, or are a listener and not a watcher, please like, subscribe, hit the bell, and all that jazz; it may not seem like much, but it goes a long way in helping support the show and site in general. I would appreciate it greatly.)

Dags igen för kalas hos Speljuntan. Ett nytt avsnitt i vilket det funderas kring det etiska med fejkade spelkritiker, statligt subventionerade spelsatsningar och medborgargarden i MMO's. Efter fyrkants-andning får vi vara med när Elisabeth reviderar sin wishlist efter senaste Steam Next Fest - lite in, lite ut. Susanne och Angelica har tagit ett par tuggor på Resident Evil Requiem och spottar inte ut i missnöje. Du som vill stötta Speljuntan är varmt välkommen att bli patreon på Speljuntan.se, där allt extraljud numera går ut till alla som skänker en slant. Vill du mest bubbla om senaste avsnittet hittar du pratglada kompisar på vår Discord. Spel som nämns i avsnittet: Pokémon, The Legend of Zelda, Shadow of the Colossus, Resident Evil Requiem, Assassin's Creed, This War of Mine, 1000xRESIST, Marvel Rivals, World of Warcraft, Outbound, The Ratline, Australia Did It, The Last Spell, Vampire Crawlers, Vampire Survivors, Windrose, Titanium Court Tidskoder: (01:25) Personliga frågan (04:30) Spelnyheter (35:00) Reklam (37:30) Spelintryck

PlIn a move that has shocked the gaming industry, Sony Interactive Entertainment has officially confirmed it is shutting down Bluepoint Games. Known for setting the "Gold Standard" with masterpieces like the Demon's Souls and Shadow of the Colossus remakes, the Austin-based studio will officially shutter in March 2026.In this episode of Epic Arcade, Kelvin and Afiq dive deep into the timeline of this disaster. How did a studio with a flawless technical track record go from being acquired in 2021 to being dismantled just five years later?Epic Arcade is a proud member of the Renegade Radio Network. For more proudly Malaysian-made podcasts, visit www.renegadeplus.com. The Epic Arcade Podcast is hosted by your video game besties, Kelvin Tay, Afiq Kamarudin, and Nick Dorian. Follow us on:Instagram: https://.instagram.com/epicarcadepod/TikTok: https://www.tiktok.com/@epicarcadepodEpic Arcade is a proud member of the Renegade Radio Network. For more proudly Malaysian-made podcasts, visit www.renegadeplus.com. The Epic Arcade Podcast is hosted by your video game besties, Kelvin Tay, Afiq Kamarudin, and Nick Dorian. Follow us on:Instagram: https://.instagram.com/epicarcadepod/TikTok: https://www.tiktok.com/@epicarcadepod

Send a text#372 - Have you ever heard a runner call say someone else wasn't "a real runner"? Have you heard someone call someone disparagingly "a jogger"? This person is trying to gatekeep running. Trying to keep others out of certain running circles is nothing new. Fortunately, it's not as common as it used to be, but it still happens. I explore the subject of gatekeeping today. I also talk about why it may be a positive thing in some circumstances. Also, please don't miss the last part of the show, where I give tribute to one of the pioneers in running. Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.buzzsprout.com/248027Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

Send a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

We've got more monsters and more Beasts to discuss in the Month in X for February 2026. Plus, we discuss our top 3 X-Men rosters in our newest segment: Triple X.  Month in X - February 2026 Sai: Dimensional Rivals #2 Logan: Black, White, & Blood #2 Wolverine: Weapons of Armageddon #1 Spider-Man & Wolverine #10 Psylocke: Ninja #2 Rogue #2 Cyclops #1 Magik and Colossus #1 Wade Wilson: Deadpool #1 Storm: Earth's Mightiest Mutant #1 Generation X-23 #1 Inglorious X-Force #2 Wolverine #15 (LGY #407) Wolverine #16 (LGY #408) X-Men #25 (LGY #325) Uncanny X-Men #23 (LGY #723) Uncanny X-Men #24 (LGY #724)

Vitalik outlines Ethereum's scaling roadmap. Robinhood Chain hits 10m transactions on testnet. Colossus introduces its stablecoin card network. And SBI Holdings introduces the JPYSC stablecoin. Read more: https://ethdaily.io/893 Are you running a treasury? You need liquidity but don't want to sell ETH? Get the lowest fixed rates to borrow against ETH and LSTs on Liquity V2 on liquity.org  Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

The 1970 Sci-Fi FilmIn this episode of The BIG Sci‑Fi Podcast, the crew dives into one of the most fascinating—and unsettling—techno‑thrillers of the classic sci‑fi era: Colossus: The Forbin Project (1970). This underrated gem imagines a world where humanity hands global security over to a supercomputer… only to discover that the machine has ideas of its own.Join the team as they explore the film's bold themes of artificial intelligence, Cold War paranoia, and the uneasy relationship between human freedom and technological control. They unpack the film's prophetic warnings, its surprisingly grounded scientific concepts, and the unforgettable performance of Eric Braeden as Dr. Charles Forbin—the man who built a system he can no longer command.Expect lively discussion, sharp insights, and plenty of BIG sci‑fi energy as the hosts revisit what makes this film a standout in the genre's history. Whether you're a longtime fan of Colossus or discovering it for the first time, this episode will have you thinking about the line between creator and creation long after the credits roll.Tune in, think deeply, and boldly go into the world of classic sci‑fi cinemaThis podcast is a proud part of the Trek Geeks Podcast Network and works hard to bring you great content from all over the science fiction universe. We would love to hear your feedback, suggestions, and ideas. Take a moment to send us an email at thebigscifipodcast@gmail.comTheme music for season 10 was created with AI from the Suno platform with prompts from Brian Donahue.Check our podcast out and learn more about the other great podcasts on the network by visiting trekgeeks.com.We've got the merch! If you want BIG Sci-Fi swag, check out this link and support us by wearing us everywhere you go! www.teepublic.com/thebigscifipodcastCheck out all of our social links in one place:https://linktr.ee/thebigscifipodcastCheck out Cris' amazing YouTube channel for Trek content galore:https://www.youtube.com/@yellingaboutstartrek1532Check out Brian's new book available at Amazon for Kindle and in paperback:https://www.amazon.com/stores/Brian-Donahue/author/B0C3BQ93VDSubscribe for free to Brian's Substack page where he writes original science fiction and fantasy: https://bdonahue.substack.com/Listen to Brian's music including his new brand new compilation album "My Story" at: https://www.reverbnation.com/765591/album/330256Find Adeena's books here: https://crazyrobot.myshopify.com/Follow her on Substack here: https://beyondthedroid.substack.com

Welcome to Dev Game Club, where this week we comment on ten years of doing this podcast. Dev Game Club looks at classic video games and plays through them over several episodes, providing commentary. Note: we recorded our first podcast on Feb 26th, 2016. This episode reflects that date. At the time, we actually banked a few episodes, and decided to hold off a week to do that. We never banked an episode again :)   Issues covered: ten years of podcasting, counting series and games, what kind of gamer are you?, balance in all things, the types of games Brett went deep on, games that exemplify Tim's games, first-person shooters and third-person action adventure, earliest games we played, latest game we played, surprise moments, the butter knife returns, knucklehead stealth, crazy world-altering moments, singing reviews, our longest series, how many interviews, the backstory of Daedalus, cultural sensibility, a grotty fish stew, staying under the radar, cramming features in at the end, pitching vs shipping, how many community episodes we've had, having a community game server, the charity event, getting to understand streaming, praying at the shrine of humility, more than 500 hours of podcasts, keys that aren't keys, the team makes the game, tell them less so they can discover more, the importance of constraints, mortality, letting the player choose, how long are we going to keep this up, knowing when to end, a little thanks each way, fueling us.  Games, people, and influences mentioned or discussed: June, Infinite Backlog, The Evil Within, Resident Evil, Trespasser, Ultima (series), Souls-likes, Bloodborne, MYST (series), Obduction, Cyan, Eye of the Beholder, Might and Magic (series), Kaeon, Kingdom Hearts, Arkham Asylum (series), Halo (series), Shadow of the Colossus, Legend of Zelda (series), Portal, Deus Ex, Thief, Dishonored, Prey, Colossal Cave Adventure, Adventure, Rogue, Fez, Dwarf Fortress, Plundered Hearts, Final Fantasy Tactics, Apocalypse Now, Shenmue, Deadly Premonition, Morrowind, Hitman (series), Clint Hocking, Splinter Cell, Spelunky, Fez, Castlevania: Symphony of the Night, 2001: A Space Odyssey, Metal Gear Solid, Calamity Nolan, Final Fantasy (series), Sebastian Deken, Lani Lum, SW: Republic Commando, Tim Schafer, Dave Grossman, Tim Cain, Leonard Boyarsky, Randy Smith, Greg LoPiccolo,  Sean Vesce, Zack Norman, Janos Flosser, Sam Lake, Ken Levine, Borut Pfifer, Julian Gollop, Fallout, X-COM: Enemy Unknown, Star Wars: Starfighter, Andrew Kirmse, Daron Stinnett, Darren Johnson, Reed Knight, Kim Swift, BioStats, Minecraft, LostLake, Mors, mysterydip, Defeating Games for Charity, Video Game History Foundation, Eternal Darkness, Shigeru Miyamoto, Brad Furminger, Marcus Aurelius, "Jenny," Kirk Hamilton, Aaron Evers, Mark Garcia.  TTDS: 11:15 Next time: TBA! Twitch: timlongojr and twinsunscorp YouTube  Discord  DevGameClub@gmail.com 

It was a bad news cycle as Sony shuts down Bluepoint Games, the studio that remade Demon's Souls and Shadow of the Colossus, and Phil Spencer announces he's retiring, while Sarah Bond is out while Matt Booty gets promoted. We wrap up the rest of the episode by talking about our most anticipated video games of 2026.  #sony #bluepoint #xbox #residentevil #fireemblem #marathon #wolverine #tokon #videogames #allyoucangeek #aycg #podcast

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI's Uber, what reading Dario Amodei's essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: Dan Sundheim (00:03:58) The State of Public & Private Investing (00:07:32) Investing in OpenAI and Anthropic (00:10:22) LLMs Business Model (00:14:13) How LLMs are like Netflix and Spotify (00:17:08) Focus v. Scope (00:22:43) The Bear Case for Hyperscalers (00:26:36) The Software Sell-Off (00:31:08) If Scaling Laws Stopped (00:32:18) Advice to a 12-Year-Old Investor (00:33:54) GameStop: D1's Darkest Hour (00:37:14) The Pivotal Dinner with LPs (00:40:56) Staying Calm and Confident (00:42:08) Economic Optimism vs. Societal Uncertainty (00:44:26) Investing on SpaceX and Rivian (00:48:09) Why Dan Loves Shorting (00:48:51) Sources of Inefficiency in Today's Markets (00:51:45) The Importance of Loyalty (00:53:11) Dan's Group Chat for Founders (00:55:39) What Motivates Dan (00:57:28) Posting on Value Investors Club (01:01:46) What Dan Learned at Viking (01:04:22) The Beauty of Art (01:06:49) Under-appreciated Parts of the Global Economy (01:08:00) The US-China-Taiwan Collision Course (01:12:10) Good Leaders vs. Good Businesses (01:13:15) The Kindest Thing

Eine verlassene Spielwelt, die nur von einigen wenigen stoisch herumstapfenden Kolossen bewohnt wird, ein entschlossener junger Held, der seine verstorbene Freundin zurück ins Leben holen möchte und eine bedrückende Stimmung — diese knappe Zusammenfassung von Shadow of the Colossus klingt erstmal wenig beeindruckend, doch der PS2-Titel gilt bis heute als Meisterwerk, als echtes Kunstwerk.Liegt es an der bittersüßen, minimalistisch erzählten Geschichte? An den fulminanten Kämpfen gegen die gigantischen Kolosse? Hardy und Daniel haben sich diesen Meilenstein nochmals genauer angesehen.Sprecher: Daniel Cloutier und Hardy Heßdörfer

Hvað er í helstu fréttum?Wolverine er loksins kominn með útgáfudag, nýjasti leikurinn frá Insomniac Games lítur dagsins ljós þann 15. september næstkomandi!Bluepoint Games, fyrirtækið á bak við endurgerðir á borð við Shadow of the Colossus og Demon's Souls, heyrir sögunni til. Hvað þýðir þetta fyrir Sony?Er nýji forstjóri Xbox að fara að bjarga skipinu frá brotlendingu eða er hún þarna til að leiða tölvuna til hinstu hvílu?Kingdom Come Deliverance sló í gegn sem tölvuleikur, en mun hann slá í gegn sem kvikmynd? Ræðum það og margt annað í stútfullum fréttaþætti vikunnar.

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI's Uber, what reading Dario Amodei's essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: Dan Sundheim (00:03:58) The State of Public & Private Investing (00:07:32) Investing in OpenAI and Anthropic (00:10:22) LLMs Business Model (00:14:13) How LLMs are like Netflix and Spotify (00:17:08) Focus v. Scope (00:22:43) The Bear Case for Hyperscalers (00:26:36) The Software Sell-Off (00:31:08) If Scaling Laws Stopped (00:32:18) Advice to a 12-Year-Old Investor (00:33:54) GameStop: D1's Darkest Hour (00:37:14) The Pivotal Dinner with LPs (00:40:56) Staying Calm and Confident (00:42:08) Economic Optimism vs. Societal Uncertainty (00:44:26) Investing on SpaceX and Rivian (00:48:09) Why Dan Loves Shorting (00:48:51) Sources of Inefficiency in Today's Markets (00:51:45) The Importance of Loyalty (00:53:11) Dan's Group Chat for Founders (00:55:39) What Motivates Dan (00:57:28) Posting on Value Investors Club (01:01:46) What Dan Learned at Viking (01:04:22) The Beauty of Art (01:06:49) Under-appreciated Parts of the Global Economy (01:08:00) The US-China-Taiwan Collision Course (01:12:10) Good Leaders vs. Good Businesses (01:13:15) The Kindest Thing

This week on The Gaming Duo, we break down major changes across the gaming industry.Phil Spencer retires after 38 years at Microsoft, and Sarah Bond exits Xbox. Microsoft names Asha Sharma, formerly an AI and platform executive, as the new CEO of Microsoft Gaming, with Matt Booty stepping into the role of Chief Content Officer. We discuss what this transition means for Xbox's future, the direction of console and Game Pass, and how realistic Sharma's early commitments are.We also cover Sony's decision to shut down Bluepoint Games, the studio behind Demon's Souls (PS5) and Shadow of the Colossus. What led to the closure, and what does it signal about PlayStation's broader strategy?A big week for industry leadership and studio changes Gaming Duo Discord: https://discord.gg/X8ZAEREkGh

Another week, another day of industry changing news as Heads of XBOX Phil Spencer and Sarah Bond resign from Microsoft, were they ousted, what's the future of XBOX? In the bad news competition, Sony shutters Bluepoint Studios, makers of the Demon's Souls remake and Shadow of the Colossus remake. In the games portion we get spooky with REANIMAL and Creature Kitchen, return to Helldivers 2, roll some dice in Rune Dice and wonder if Twitch is a lunch room bully? 0:00 - Intro1:00 - Cat tower6:45 - Xbox conspiracies11:20 - Phil Spencer retires36:00 - Sony shuts down Bluepoint48:00 - Mewgenics51:10 - Slay the Spire 2 early access54:30 - League of Legends gets voice chat1:10:20 - New TES6 news1:20:30 - Nioh 31:28:50 - 9 years of NieR Automata1:34:50 - Stop Killing Games1:36:00 - Discord age verification1:45:00 - Trails in the Sky 1st Chapter1:46:10 - REANIMAL1:54:10 - Rune Dice2:00:00 - Windrose2:09:25 - Replaced demo2:12:40 - Creature Kitchen2:25:10 - Helldivers 22:32:40 - Core Keeper expansion2:38:00 - The Eternal Life of Goldman2:42:30 - Yakuza Kiwami 32:48:00 - Twitch bans streamer for being a kid2:55:30 - ShoutoutsSee omnystudio.com/listener for privacy information.

Phil Spencer is retiring as Microsoft Gaming CEO, marking a major leadership shift for Xbox. Sarah Bond is out, Matt Booty steps into a new content leadership role, and Asha Sharma becomes the new head of Xbox. What does this mean for Xbox consoles, Game Pass, AI strategy, and the future of Microsoft Gaming?We break down Spencer's departure, Sharma's vision for the “return of Xbox,” and what this transition could signal for fans and developers.Plus:PlayStation shuts down Bluepoint Games (Demon's Souls, Shadow of the Colossus).Todd Howard says The Elder Scrolls 6 will return to Bethesda's “classic style.”And Matt's Video Game Fun Fact explores the history of Anno on mobile and handheld platforms.Xbox leadership changes, studio closures, and major franchise updates - all in one episode.

Episode Description: After gaining Aunt Murgatroyd's reluctant approval to work with Mr. Conklin, Max and Molly face their biggest coordination challenge yet: shutting down five POG servers across time simultaneously. When Conklin proposes uploading a secret virus instead, the team must weigh the mathematical probabilities of Plan A versus Plan B. As each Problem Solver races against a 30-minute timer in different historical eras, they discover even the smartest strategy can be hacked. Math Concepts:  Fractions and decimals; Percent increase and comparative reasoning; Time calculations & subtraction under pressure; Unit rate and pace (distance ÷ time = speed); Remainders and fractional divisionHistory/Geography Concepts: • FAO Schwarz toy store (1998 era retail culture); • Zildjian cymbals and Ottoman-era metalworking (1623 Istanbul); Napier's Bones (early calculating tool); Colossus of Rhodes (Ancient Greece); Computer viruses and cybersecurity basics

In today's Daily Fix:First-party PlayStation support studio Bluepoint Games has been shuttered by Sony. The studio most notably developed the remakes of Shadow of the Colossus and Demon's Souls, both of which were well-received. They also assisted in several game collections such as the Metal Gear Solid HD collection, Uncharted: The Nathan Drake Collection, and others. Bluepoint was acquired by Sony in 2021 and assisted in the development of God of War Ragnarök. In other news, Bethesda director Todd Howard teased a return to "classic style" Bethesda in Elder Scrolls 6, and giving examples of exploration done in games like Fallout 3 and 4, Skyrim, and others. And finally, Kratos voice actor Christopher Judge has teased something God of War related for "late summer."

This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital. I recorded this conversation in October after publishing the Colossus cover story about him and Thrive. Given the overwhelming response, we created some breathing room before releasing it. Josh started Thrive in 2011. The firm now manages approximately $50 billion with a very small investment team. What makes Thrive different is how concentrated they are and how involved they get with their portfolio companies. We cover the iconic investments that defined Thrive: Instagram, Stripe, GitHub, and spend a lot of time on OpenAI. Josh explains how Thrive thinks about investing today and the three categories they're currently focused on. Josh also talks about building the firm, why they keep the team small, and what he's learned from A24 about enabling artists to do their best work. He shares personal stories that shaped him, including his grandmother's experience surviving the Holocaust, and lessons from Stan Druckenmiller, Jon Winkelried, and others at formative moments in Thrive's history. Please enjoy my great conversation with Josh Kushner. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at ⁠Rogo.ai/invest⁠. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: Josh Kushner (00:03:46) How Thrive Has Changed Since 2023 (00:05:18) Thrive's Entrepreneurial Culture (00:12:22) The Power of Small Teams (00:13:35) Sponsors (00:14:35) Concentration as Differentiation (00:16:16) The Github Deal (00:18:08) Lesson from Stan Druckenmiller (00:20:37) Leading Stripe's $50 Billion Round (00:23:16) Instagram: Doubling an Investment in Days (00:25:43) Isomorphic: Thrive as an Enabling Technology (00:27:04) Thrive & A24 (00:28:19) OpenAI: The Product Josh Couldn't Unsee (00:32:09) Pricing the OpenAI Investment (00:33:40) OpenAI and Power (00:35:26) Finding Joy in Hard Work (00:39:15) Inside View of the Tech & AI Landscape (00:42:28) Three Investment Categories Thrive is Focused On (00:44:37) Thrive Holdings: Inside-Out Disruption (00:48:54) Competition in Venture (00:50:49) Sponsors (00:51:48) Thrive's Immutable Values (00:54:21) A Family Story of Survival (00:56:43) The American Dream (00:58:03) What Artists Can Teach Investors (01:00:26) Never Compromise Your Values (01:01:33) The Story Behind Josh's Forever Watch

The dark future has been averted...? Well then why is it so shadowy and mysterious in the present! Our mutants are back in the 616 current narrative and have some new titles sharing the spinner rack. We go through the first 12 issues under the Shadows of Tomorrow umbrella, talking about our faves and those that aren't making the cut.  What are your top five books from this list? News - 2:13 Data is Beautiful - 6:55 X-Men 23 - 11:26 Wolverine 14 - 19:02 Uncanny X-Men 22 - 25:19 Rogue 1 - 33:10 Inglorious X-Force 1 - 40:36 X-Men 24 - 46:13 Uncanny X-Men 23 - 53:14 Magik & Colossus 1 - 58:46 Storm: Earth's Mightiest Mutant 1 - 1:06:38 Wolverine 15 - 1:16:22 Cyclops 1 - 1:17:24 Deadpool 1 - 1:25:18 Thanks for joining us in our fourteenth episode of an evolving new format. We're trying out different ways to talk about things within continuity that excited us and we'd love to hear what you think! Leave us a review, send us a DM or shout from the telepathic rooftops! It's all greatly appreciated. 

Send a text#370 - If you want a great workout, hit the stairs! I did an entire episode on stair workouts and it is a great way to up your running game. I take to another level this week by hosting a guide to some of the best staircases in San Francisco. And we have a lot of them! Each one has a special attraction all its own, be it the tiled stairs, the views from the top, the neighborhood; they're all treasured and worthwhile visiting. So, the next time you're running in San Francisco, please include one of these in your run. You won't regret it! Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.buzzsprout.com/248027Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

Send a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Weekly Comic Reviews: DC DC K.O.: Boss Battle 1 by Jeremy Adams, Ronan Cliquet, Carmine Di Giandomenico, Kieran McKeown, Pablo Collar, Hi-Fi DC x AEW 1 by Steve Orlando, Travis Mercer, Andrew Dalhouse Superman: Chains of Love 1 by Leah Williams, Ig Guara, Fabi Marques Dan Slott, Rosi Kampe, Trish Mulvihill Marvel Godzilla Infinity Roar 1 by Gerry Duggan, Ig Guara, Javier Garron, Jesus Aburtov Magik and Colossus 1 by Ashley Allen, German Peralta, Arthur Hesli Planet of the Apes vs. Fantastic Four 1 by Josh Trujillo, Andrea Di Vito, Erick Arciniega Storm: Earth's Mightiest Mutant 1 by Murewa Ayodele, Federica Mancin, Java Tartaglia Marvel Unlimited Infinity Comics: Symbie 2 by Jacob Chabot Dark Horse Knight City 1 by Matt Kindt, David Lapham, Sophia Hilmes Dynamite Archie x Army Of Darkness 1 by Erik Burnham, Bill Galvan, Ben Galvan, Ellie Wright Supernatural Valentine's Day Special 2026 by Preeti Chhibber, Pasquale Qualano, Arancia Studio Thundarr the Barbarian 1 by Jason Aaron, Kewber Baal, Jorge Sutil ThunderCats: Lost in Time by Ed Brisson, Vincenzo Federici, Alessandro Miracolo, Chris Campana, Gerardo Gambone, Ellie Wright Image D'Orc 1 by Brett Bean, Jean-Francois Beaulieu Oni Autumn Kingdom: The Wraithbound Queen 1 by Cullen Bunn, Christopher Mitten, Francesco Segala, Sabrina Del Grosso OGN Countdown Everybody by Jim Benton Startup Squad: One for the Dogs by Brian Weisfeld, Bonnie Bader, Nadia Hsieh LEGO Ninjago: Strike of the Serpentine by Cameron Chittock, Will Morris, Sara Antonellini Supergirl's Zoo-Per Heroes Vol 1: Krypto's Big Break by Rob Justus Lost in the Future Vol 3: Save the Planet by Damian Campanario, Alex Fuentes Going Under by Lauren Zside, H.E. Caldwell, Kelly Skovron, Nel Robinson Pi-Rats Vol 1: Set Sail For Adventure by Alexis Vivallo, Fernando Munoz I Survived Vol 13: The California Wildfires, 2018 by Lauren Tarshis, Georgie Ball, Cassie Anderson Action Cat and Adventure Bug Vol 1: Let's Do This! by Art and Franco Snowlands Vol 1: Blood Moon by Morr Meroz, Collin Fogel Space Chasers Vol 2: To The Moon by Joe Caramagna, Leland Melvin, Alison Acton Kid Flash: Going Rogue by Steve Foxe, Jerry Gaylord HILO Presents Vol 1: The Mighty by Judd Winick Camp Monster by Kate Messner, Falynn Koch Lovely Recipe by Myra Rose Nino Steam by Shaenon Garrity, Emily Holden Additional Reviews: I Am Their Silence graphic novel But I'm a Cheerleader A Knock At the Cabin Starfleet Academy ep5 Knight of the Seven Kingdoms ep3 New Helluva Boss short Muppet Show News: Imperial Guardians to be 5 issue miniseries, new Disney CEO, Man on the Inside renewed, Chiwetel Ejiofor playing lead in Flanagan's Exorcist, DSTLRY troubles, Balder's Gate 3 adaptation in the works, new Alex Ross OGN, IDW woes, Flanagan remaking The Mist, Matt Braly and Rebecca Sugar's movie not moving forward Trailers: The Dinosaurs, Rooster, Supergirl, Minions and Monsters, Mandalorian and Grogu, Super Mario Galaxy Comics Countdown (04 Feb 2026): Nice House By the Sea 7 by James Tynion IV, Alvaro Martinez Bueno, Jordie Bellaire Department of Truth 35 by James Tynion IV, Martin Simmonds Absolute Superman 16 by Jason Aaron, Juan Ferreyra Absolute Green Lantern 11 by Al Ewing, Jahnoy Lindsay Event Horizon: Dark Descent 5 by Christian Ward, Tristan Jones, Pip Martin Knight City 1 by Matt Kindt, David Lapham, Sophia Hilmes Space Scouts 3 by Matt Kindt, David Rubin Wynd: The Power of the Blood 7 by James Tynion IV, Michael Dialynas DC K.O.: Knightfight 4 by Joshua Williamson, Dan Mora, Triona Farrell Batman 6 by Matt Fraction, Jorge Jimenez, Tomeu Morey

Send us a text

Send a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Before this episode gets too regrettable—even villainous—The Guys bring news from the world of geekdom. Art joins Jay's travel planning service and suggests a Disney-Star Trek (you read that right: Trek, not Wars) mashup show somewhere in Seattle. Robbie asks Siri about her underlying software and, after a virtual slap, she confesses that she's now Googling it. Jay reveals the source of the face behind Yoda and discovers a makeup artist who might just have the highest Geek Index yet. But go away, you should not. After a brief respite, Jay is back with a Regrettable Roundup of Supervillains you've probably never heard of and will likely soon forget: Bloor, Brickbat, and Colossus. Oh my. Watch out for sketchy want ads, flying gaseous bricks, and Plantaliens.

In this episode of The Everyday Ironman Podcast, we're joined by Adam Jones—recording remotely while stuck in the Atlanta airport—for a wide-ranging conversation that Age Group Athletes will truly relate to. Adam shares how his endurance journey began not with triathlon, but with RAGBRAI, the iconic 7-day bike ride across Iowa, sparking a lifelong passion for endurance sports.Adam walks us through his progression into triathlon, starting with a Sprint distance race and a Top 5 Age Group finish, moving up to Olympic distance, a weather-shortened bike at Ironman 70.3 Des Moines, and ultimately tackling Ironman Wisconsin. He reveals his unique bike choice—a Salsa Cutthroat—and reflects on a “life-changing” Death by 5K event that reshaped his mindset.Now racing in the 40–45 Age Group, Adam looks ahead to what's next, including Ironman 70.3 Omaha this June.#EverydayIronman #AgeGroupAthlete #TriathlonLife #IronmanTraining #RAGBRAI #EnduranceSports #70point3 #IronmanWisconsinFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send a textWe talk about the 80% all the time — the easy miles, aerobic base, discipline, and patience.But this week on Running with James, we're talking about the 20%.The hard stuff.The uncomfortable reps.The moments that separate the novice from the great.In Part 4 of Coach's Clipboard, we break down why 80/20 only works if you respect the 20% — the intensity that sharpens you, exposes your weaknesses, and teaches you how to execute under pressure.Inside this episode:Why the 20% builds competitors, not just fitnessGetting comfortable being uncomfortableHow to train hard without training recklessWhy composure under fatigue determines race-day resultsThe difference between surviving workouts and training to race wellPressure doesn't create weakness — it reveals it.If you want to race well, you have to learn how to stay composed when it burns.Train easy enough to go hard.Train hard enough to matter. Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showBecome a member and support the show:https://patreon.com/RunningwithJames?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=creatorshare_creator&utm_content=join_link

 Today we are breaking down the cybersecurity giant, Cloudflare.  Today, Cloudflare controls over 20% of the world's web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg's Global Tech Fund. And while I understood on the surface what Cloudflare does, Sam helped me get into the weeds on how the digital pipes actually work. So we go through the rise of Cloudflare and how they differentiated themselves vs. the incumbents and fellow upstarts. Through this story, Sam details the product offerings that led to Cloudflare's leading market share, and what growth looks like moving forward.  Please enjoy this episode on Cloudflare.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠⁠⁠⁠ here.⁠⁠⁠⁠⁠⁠⁠ — Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. — This episode is brought to you by ⁠⁠⁠⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit ⁠⁠⁠⁠⁠⁠⁠joincolossus.com/episodes⁠⁠⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠). Timestamps  (00:00:00) Welcome to Business Breakdowns (00:02:33) Episode Intro: Cloudflare (00:03:56) What Cloudflare Does: A Digital Postal Service (00:06:24) How Shopify Uses Cloudflare (00:07:29) Serving 20% of the Internet's Traffic (00:08:19) The Internet Before Cloudflare (00:12:01) Cloudflare's Founding Story (00:14:32) Easy Onboarding, Powerful Network Effects (00:16:05) Why Hackers Were Early Customers (00:16:58) How Cloudflare Benefited from the Innovator's Dilemma (00:19:38) Why Partnering with ISPs Was a Win-Win (00:20:44) Bigger is Better: Cloudflare's Reinforcing Loop (00:22:50) Product Evolution Over Time (00:26:37) How the Internal Security Offering Works (00:27:53) Act 3: Developing a Proprietary Software Stack (00:33:21) Four Ways AI Impacts the Business (00:37:04) Building Out the Enterprise Sales Function  (00:40:06) The “Pool of Funds” Bundling Strategy (00:43:55) How Channel Partners Drive Growth (00:46:58) Revenue in 3 Acts (00:48:23) Mastering the Freemium Model (00:51:00) Margins & EBITDA (00:52:47) Capital Allocation: Reinvestment Rules (00:54:09) Potential New Competitors and Threats (00:55:17) Lessons Learned From November 2025's Outage (00:59:17) Why Cloudflare's Competitive Position is Strong (01:01:19) How Canva Uses Cloudflare (01:02:29) How Sam is Thinking About Risks (01:04:36) 25x Sales Requires Flawless Execution (01:07:21) 4 Lessons from Studying Cloudflare

Send a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Let the Revolution begin! The X-Men transform after the six month gap with all new villains like The Neo, the Goth, the Lost Souls, and more! Join Jean as she becomes Phoenix, Cable, Storm Kitty, Colossus, Gambit, Beast, the new Thunderbird, Psylocke, Rogue, Dani Moonstar, Cecelia Reyes, Nightcrawler – EVERYONE'S HERE! The X-Men go international, into space, and battle the darkest villain they've met – including Tullamore Voge, Lady Deathstrike, Stryfe, & the worst-of-the-worst, as Claremont returns and begins to set up over 15 years of stories! Read along with X-Men 100 - 106 & Annual 2000, The Uncanny X-Men 381 - 386, X-Men Unlimited 27 - 28, & Magneto: Dark Seduction 1 - 4 – it's all this and more on an all new X Is For Comics: An X-Men Podcast!

My guests today are Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital. 3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of truly great businesses and even fewer great CEOs. Their model is to raise capital with the intention of making just one investment per fund, commit meaningful amounts of their own money alongside their partners, and focus all of their time and best people on that single opportunity.  Their approach has produced a series of iconic deals, including Burger King, Tim Hortons, Hunter Douglas, and Skechers. They have also become known for developing talent early, giving young leaders real responsibility and ownership, and holding an unusually high bar. Once you've heard from Alex and Daniel, I highly recommend you read our in-depth profile on them and 3G Capital. They gave our managing editor Dom Cooke unprecedented access and the outcome is an excellent profile about the fifty year history of 3G and how the model began with Jorge Paulo Lemann in Brazil. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at ⁠Rogo.ai/invest⁠. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Invest Like the Best (00:02:43) Episode Intro: Daniel Schwartz & Alex Behring (00:04:03) The “One Investment Per Fund” Model (00:08:22) Great Businesses Own the Relationship With Their Customers (00:11:23) The Unique Structure of 3G Capital (00:13:36) How a Transaction Takes Shape (00:17:04) Why Hunter Douglas Was Appealing (00:21:34) The Advantages of Staying Small (00:23:58) Alex's Railroad Story (00:26:36) Ownership is Key (00:30:26) Centralize the What, Decentralize the How (00:31:55) The “Burger King is Run by Children” Story (00:34:21) Negotiating with Tim Hortons (00:40:39) Never Compromise on Quality (00:42:01) Talent Over Tenure (00:50:26) 3G's Operating System (00:57:14) When a Brand is Bigger than the Business (01:00:17) Why Burger King Was Undervalued (01:03:15) The Beauty of the Franchise Model (01:06:24) Kraft Heinz: A Case Study in Concentration Risk (01:09:07) Skechers: Great Product Meets Great Distribution (01:16:07) Finding Forever Businesses (01:17:52) Zero-Based Budgeting & When It Works (01:21:10) The Current State of Capital Markets (01:25:23) Misconceptions About 3G (01:32:01) The Power of Patience (01:33:39) The Kindest Thing

Send a text#369 - For us runners, it's a constant battle between our logical brain and our emotions. Sometimes we need logic and in other times we need our emotions. There are times when one or the other will hurt or help us. Today, I help to break it down so that we can tell the difference. By identifying the differences before we start our runs, it can help a lot, because if the latter stages of a long run or race, we may not have the mental energy to do it. If you haven't checked it out yet, MRTW has a YouTube channel! https://www.youtube.com/@martharunstheworldFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.buzzsprout.com/248027Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

¡Ay, no! Vi el Super Bowl y ahora solo hablo español. ¡Qué pasada! Bueno, tenemos cómics nuevos para ustedes esta semana y repasamos algunas de nuestras opiniones más destacadas sobre videojuegos. ¡Qué bien!Mejores librosJSA #16D'Orc #1Anuncios de librosBatman Beyond Static #3, Nova Centurion #4, Magik and Colossus #1, Storm: Earth's Mightiest Mutant #1, Absolute Superman #16, Batman #6, The Uncanny X-Men #23Segmento BVideojuegos "hot takes"Una cosa más del tíoFugees - The ScoreDeBÍ TiRAR MáS FOToS - Bad BunnyTwelve Months - Jim Butcher

4:02 News19:00 Comic reviews20:29 Magik & Colossus #121:32 Godzilla #723:35 DC KO Knightfight #426:26 TMNT x Godzilla #328:10 Marian Heretic #428:50 Godzilla Infinity Roar #131:49 Ghost-Spider #733:02 Sonic the Hedgehog #8435:21 DC KO Boss Battle40:09 Wolverine #1543:35 JSA #1646:18 Nova Centurion #447:56 Batman #654:19 What we're excited for55:38 Fantastic Four

Boston has been a creative powerhouse for decades. While agencies like Mullen, The Barbarian Group, Modernista, and Hill Holiday have all left their mark, Arnold continues to this day, alongside smaller agencies like Colossus, to make a mark with national work (think Progressive Insurance) that makes most of us jealous. Boston also houses many in-house agencies at companies including The LEGO Group. Shark Ninja, Staples, Liberty Mutual, New Balance, Puma, etc. We talk about all this and more with many of the people at its center. Thanks to Tracksuit, Ipsos and the Effies for supporting our live tour.

En este episodio debatimos si el gran crossover de DC K.O.: Boss Battle #1 aporta una historia que enriquece el evento o si funciona más como un gimmick para sacarle más dinero a los fans.Hoy hablamos de- DC K.O.: Boss Battle #1- Planet of the Apes vs. Fantastic Four #1- Magik and Colossus #1- DC K.O.: Knightfight #4- Batman #6- The Nice House by the Sea #7- Supernatural Valentine's Day Special 2026 #1

Get our free database with 140+ business ideas: https://clickhubspot.com/rvh Episode 793: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk about 6 ideas that will explode in 2026.  — Show Notes:  (0:00) Trend: Alcohol is in the gutter (8:12) Trend: Voltra (16:14) Trend: Physical AI (22:51) Trend: Too many podcasts, too little time (31:23) Trend: Peptides, peptides everywhere (35:34) Trend: Sports betting and the consequences (45:03) Hormozi X Tony Robbins — Links: • Ultra Pouches - https://takeultra.com/  • VOLTRA - https://www.beyond-power.com/  • Garage Gym Reviews - https://www.garagegymreviews.com/  • Plaud - https://www.plaud.ai/  • Bondu - https://bondu.com/  • The Handy - https://www.thehandy.com/  • Colossus - https://colossus.com/  • Relentless Podcast - https://www.therelentless.org/   — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

In this episode, Michael sits down with Reid Zeising, CEO of GAIN, the largest revenue cycle management organization specializing in litigated and complex healthcare claims. The conversation pulls back the curtain on how healthcare providers struggle to get paid for services already delivered, and how technology and AI are being used to push back against decades of insurance-driven denial strategies. Reid explains how the insurance industry fundamentally changed in 1994, when Allstate introduced Colossus, a system designed to standardize and often suppress claim payouts in favor of shareholder value. That shift, he argues, still shapes today's reimbursement environment, leaving providers underpaid and patients caught in the middle. Drawing on Michael's background in primary care administration, the discussion highlights a stark reality: many healthcare organizations collect only a fraction of what they bill, even when care is medically necessary and properly delivered. Reid compares this to asking professionals to do full work for partial pay and explains why this model is unsustainable, especially for providers serving uninsured and underinsured populations. The conversation then turns to how GAIN is using AI, predictive analytics, and technology-enabled workflows to reverse that imbalance. By focusing on litigated and complex claims, GAIN helps providers recover fair compensation, improve cash flow, and continue offering care to communities that need it most. Reid also shares why his company intentionally shifted away from higher-margin claim financing toward a service-driven model built around access, transparency, and long-term system impact. Michael and Reid also explore the broader healthcare landscape, including the financial strain on providers, the coming “silver tsunami” of aging patients, and the consequences of tort reform on patient access to care. Reid challenges common insurance-industry narratives around “frivolous lawsuits,” explaining how language and lobbying efforts have been used to restrict legitimate claims and reduce accountability. The episode closes with Reid's advocacy work through Americans for Patient Access and Americans for Responsible Consumer Funding, organizations focused on protecting access to healthcare and helping individuals navigate overwhelming medical and financial challenges. This is a candid, systems-level conversation about healthcare economics, AI-driven disruption, and what it will take to ensure providers get paid and patients get care. https://gainservicing.com/ https://www.linkedin.com/in/reidzeising/  

Artificial intelligence is rapidly changing how we understand our health — not just how we feel today, but how fast we're actually aging.On this episode of Live Long, host Peter Bowes continues his personal experiment with Hundred, the AI-powered longevity platform that combines advanced blood testing, wearable data and personalized insights to track biological age and guide smarter health decisions.After introducing the app in an earlier conversation, Peter reconnects with Hundred's founder, Tyler Smith, to go deeper into the idea of a “health operating system” — essentially a personal doctor in your pocket. Together they explore how continuous testing and AI analysis could help prevent disease, spot risks earlier, and motivate lasting behavior change — while also addressing the realities of over-testing, false alarms, privacy concerns and health anxiety.Peter also shares the results of his own first round of testing, what surprised him most, and how he's using the data to shape his approach to longevity and healthy aging.-----JOIN HUNDREDOptimize your healthspan and potentially lower your biological age.  Tyler and the team at HUNDRED are offering $75 in credit for add-on tests and supplements from the HUNDRED marketplace when you sign up at hundred.com/livelongpodcastThis podcast is supported by affiliate arrangements with a select number of companies. We have arranged discounts on certain products and receive a small commission on sales. The income helps to cover production costs and ensures that our interviews remain free for all to listen. Visit our SHOP for more details: https://healthspan-media.com/live-long-podcast/shop/Time-line Mitopure (a highly pure form of Urolithin A) boosts the health of our mitochondria – the battery packs of our cells – and improves muscle strength. Time-line is offering LLAMA listeners a 10% discount on its range of products – Mitopure powders, softgels & skin creams.  Use the code LLAMA at checkout-Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifyEnergyBits algae snacksA microscopic form of life that could help us age better. Use code LLAMA for a 20 percent discountPartiQlar supplementsEnhance your wellness journey with pure single ingredients. 15% DISCOUNT - use code: MASTERAGING15Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showThe Live Long and Master Aging (LLAMA) podcast, a HealthSpan Media LLC production, shares ideas but does not offer medical advice. If you have health concerns of any kind, or you are considering adopting a new diet or exercise regime, you should consult your doctor.

Send us a text

Today we have a special episode breaking down how investors are using AI.  This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there's an appetite to learn more about tangible use cases, how to make sure you're getting the most out of these tools, how to think about advancements in the technology, and ensuring that you're keeping pace with the innovation curve. So my guest today is David Plon, Founder of Portrait Analytics. Now, David and Portrait have been partners of Business Breakdowns since last year, but I specifically asked David to do this episode because, one, he is really front and center to how investors are using and applying AI. But two, and maybe more importantly, he and his team come with a background in investing.  So while the conversation doesn't really focus on Portrait, you'll hear references to what he and his team are building and how they've shaped it for investors, you'll very much understand when you hear David talk that he is someone who understands the pain points of an investor. I think everyone will find something in this episode that will benefit them in their day to day, and I would love to hear the feedback.  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 ⁠⁠⁠⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit ⁠⁠⁠⁠⁠⁠⁠joincolossus.com/episodes⁠⁠⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠). Timestamps  (00:00:00) Welcome to Business Breakdowns (00:04:05) Meet David Plon: Investor to Founder (00:05:54) Pain Points in the Investment Process (00:09:08) AI as a “Smart Filter” for News (00:11:54) AI's Role in the Pre-Buy Process (00:14:34) How AI Enables Specific Quantitative Analysis (00:17:24) Using AI for Investment Idea Generation (00:21:42) How to Write Good Prompts for LLMs (00:25:27) Structured vs. Creative Tasks (00:27:47) The Value of Experimentation & Real-Time Feedback (00:32:28) Best Practices for Deploying AI in an Institutional Setting (00:35:57) Why Documenting Decision Making is Essential (00:39:19) How Models Have Improved at Using Provided Context (00:42:02) Memory in LLMs: Near-Term Limitations, Long-Term Potential (00:46:24) Applying Agentic AI in Investment Research