Podcast appearances and mentions of Matthew Ball

Jonathan Rodriguez Cefalu built the hardware that Snap shipped on people's faces — first the camera-only Gen 1 Spectacles, then the Gen 4 display version. His path through Stanford CS, an honors thesis on varifocal display optics, and a startup called Vergence (named after the vergence-accommodation conflict in AR) led him to Snap, and then to the problem he is working on now. Preamble AI exists to prevent the worst possible AI outcomes — starting with a class of attack that Preamble was the first to publicly demonstrate: prompt injection.Ted Schilowitz hosted this episode solo. Together, he and Jonathan worked through the architecture problem sitting under every AI assistant being deployed at scale right now: large language models see one token stream. There is no separation between what the developer intended and what an untrusted email or web page is quietly instructing the model to do. With Gemini Spark about to give AI agents access to tens of thousands of emails per user, this is not a theoretical concern. Jonathan's team has a proposed fix — and they have already shaped federal law.The episode also covered the week's XR and AI news: Google I/O announcements, Snap Spectacles Gen 6 details ahead of AWE, Matthew Ball joining Xbox, Anduril's battlefield AR wearable, and AI-generated feature films reaching Tribeca.Key Moments:[00:00] Ted opens solo — Charlie Fink and Rony Abovitz are out for the summer solstice[02:30] Google I/O: Gemini Spark and what "persistent AI agent" actually means in practice[08:15] Jonathan's Gmail test: asked to search tens of thousands of emails, it searched 30 and quit[14:40] XREAL Project Aura and the state of Android XR — a lot of spend for incremental steps[21:00] Snap Spectacles Gen 6 details: what Jonathan knows from building Gen 1 and Gen 4 from the inside[31:20] Snap vs. Meta: research that ships in the product vs. research that ships in a paper[38:45] Matthew Ball joins Xbox, Anduril EagleEyes, and battlefield AR wearables[44:10] AI on the Lot: Project Nara, Hell Grind, Dreams of Violet, Paul Schrader goes pro-AI[52:30] Jonathan introduces Preamble AI and the mission to prevent worst-case AI outcomes[58:00] The first public demonstration of prompt injection — what happened and why it matters[01:06:15] Why Gemini Spark will be especially vulnerable to prompt injection attacks[01:14:00] Preamble's proposed fix: a reserved token language that untrusted data cannot speak[01:21:30] NDAA Section 1638: the first US law making it illegal to give AI autonomous nuclear control[01:28:45] WarGames, "the only winning move is not to play," and what that means in 2026Brought to you by Zappar and Mattercraft. Mattercraft makes spatial web experiences that run in the browser — no app required. Visit mattercraft.io to learn more and start building. Hosted on Acast. See acast.com/privacy for more information.

Asha Sharma, Matt Booty i Matthew Ball chcązrewolucjonizować Xboxa, ale jakim kosztem? Zapraszam do materiału! 

Xbox veröffentlicht doch wieder Konsolen-Exklusivspiele, PlayStation verwehrt dem PC seine Singleplayer-Spiele - und wir fühlen uns zurückversetzt ins Jahr 2005: Der Konsolenkrieg ist wieder da! Die eigentliche Revolution findet jedoch hinter den Kulissen statt - und das erkennt man daran, wen Microsoft gerade zum Xbox-Chefstrategen berufen hat: Matthew Ball. Alle Links zum GameStar Podcast und unseren Werbepartnern: https://linktr.ee/gamestarpodcast

Call of Duty is getting back to basics, Sony is pulling the plug on PC ports, and Bungie is laying off staff after Destiny 2's final update. Meanwhile, Summer Game Fest is here, and everyone has something to announce.In this episode, we break down:●  Call of Duty Modern Warfare 4, kill blocks, DMZ is back, no last-gen SKUs●  Why dropping PS4 and Xbox One could hurt units but help revenue●  GTA 6 pricing debate, is $70 leaving money on the table?●  Sony State of Play, Wolverine, God of War's female lead, and first-party sales in freefall●  Why Sony killed PlayStation games on PC and whether that math makes sense●  Xbox's content problem and why Matthew Ball won't fix it●  Summer Game Fest and the new platform are trying to make marketing spend attributable●  Niko Partners Asia and MENA report; 13 markets, $103B by 2030●  Why Western publishers still can't crack Asia●  Female gamers now make up nearly half the market in regions that were 80% male five years ago●  007 First Light, 1.5M units at launch, but does it pencil at $200M dev spend?●  Bungie layoffs, end of Destiny 2, and what happens to the studio next●  Forza 6 at 5M units and why the racing genre is basically spoken forCHAPTERS:01:52 Banter02:55 Roundtables And Updates06:01 Modern Warfare 4 Reveal09:11 Dropping Old Gen Support11:56 GTA Pricing Side Debate14:16 Branding And Korea Setting16:25 State Of Play Highlights18:18 Sony Sales Charts Breakdown19:04 PC Ports And Platform Math26:43 Xbox Strategy Argument30:03 Microsoft Content Crisis30:55 Summer Game Fest Schedule31:46 Player.gg Marketing Hub35:49 Niko Asia MENA Report38:02 D2C Mini Games AI40:56 China Growth Debate43:28 Why West Fails Asia47:58 Racing Market Locked50:44 Bond Game Economics55:11 Bungie Layoffs Fallout

Essa semana, a espionagem e as canetas explosivas de 007 First Light se misturam aos mistérios cthulhescos de Call of the Elder Gods. Nas notícias, o anúncio da Unreal Engine 6, o fim de Destiny 2, de Spellcasters Chronicles e mais!Blocos00:12:21: Destiny 2 recebe sua última grande atualização00:29:43: Próximo State of Play ganha data00:47:29: Sony reduz o ritmo dos exclusivos de PlayStation no PC00:56:15: Crazy Taxi reaparece em novo teaser01:03:46: Spellcasters Chronicles chega ao fim01:17:26: Epic anuncia a Unreal Engine 601:29:32: Espionagem, ação e canetas explosivas em 007 First Light02:21:33: Mistérios cthulhescos em Call of the Elder Gods02:37:45: Perguntas dos ouvintes02:53:42: Finalmentes: entrevista com o novo CEO da Remedy Entertainment02:55:30: Finalmentes: analista Matthew Ball é contratado pelo Xbox02:56:37: Finalmentes: Dragon Quest terá evento de aniversário Apoie e acompanheContribuaYouTubeTwitchTwitter/XContato

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PocketGamer.biz head of content Craig Chapple, deputy editor Paige Cook and features and data editor Aaron Astle talk through the latest games industry news on the 92nd episode of the Week in Mobile Games Podcast.On the show we discuss:Our interview with Sensor Tower's Tom Cui on why it acquired AppMagic.Xbox's rebrand, player voice and hire of Matthew Ball as chief strategy officer.Nintendo's new mobile app Pictonico.The rise of UGC platform Melon Sandbox.Fortnite's big return to the App Store worldwide - except for Australia.Nex Playground's success and global expansion.00:00 - Introduction and Personal Updates04:09 - Sensor Tower Acquires AppMagic10:04 - Fortnite's Return to the App Store13:34 - Nintendo's Pictonico!17:59 - Xbox's Branding Change21:49 - Leadership Changes at Xbox25:00 - Next Playground: A New Motion-Based Console30:20 - The Rise of Melon Sandbox** Let's Connect **

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Το PlayStation κρατάει τα single-player εκτός PC και το Xbox βρίσκεται μεταξύ poll και Matthew Ball.

Το PlayStation κρατάει τα single-player εκτός PC και το Xbox βρίσκεται μεταξύ poll και Matthew Ball. Get in touch: Email | Twitter Ι Facebook Group Hosted by: Elias Pappas - Facebook | Twitter | Instagram Manos Vezos - The Vez | Facebook | Twitter | Instagram Ι Apple Music Transmedia ‘Broken Sword' Movie in the Works From Live-Action ‘Beauty and the Beast' Screenwriter, Story Kitchen Dungeons & Dragons Wizards of the Coast ends partnership with Giant Skull Αποτελέσματα Square Enix Square Enix FY26 operating income surges 34.9% despite net sales decline Ubisoft Ubisoft's full FY26 financial report shows a sharp decline in revenue and net bookings Embracer Group Embracer Group announces plans to spin-off Fellowship Entertainment Embracer announces plan to split into 2 companies, as Tomb Raider and LoTR spun off | VGC Embracer says it will ‘more actively' explore Deus Ex, TimeSplitters, and Saints Row partnerships | VGC Warhorse Studios Confirms Lord of the Rings RPG PlayStation Sony won't be bringing any more single-player games to PC, says PlayStation Studios boss Sony announces PlayStation Plus price rises "due to ongoing market conditions" Xbox Xbox to XBOX: Brand Goes All-Caps Following Fan Poll Xbox hires game industry analyst Matthew Ball to lead strategy

We discuss Destiny's future, GTA VI release date, and Ciaran has impressions of Forza Horizon 6. SHOW DOT POINTS Destiny 2 is ending support, marking a significant moment for the franchise. Bungie's future projects may focus on new IPs under PlayStation's ownership. The PlayStation State of Play event is set to showcase major upcoming titles. Forza Horizon 6 offers a rich exploration of Japanese culture and car culture. The hosts express concern over the future of Bungie and its franchises. PlayStation's strategy may shift back to focusing on single-player experiences. The gaming industry is competitive, with many titles vying for player attention. The importance of maintaining player engagement in live service games is emphasised. Forza Horizon 6 is praised for its gameplay and soundtrack. The hosts speculate on potential announcements at the State of Play event. Cirarn lent his Steam Deck to a friend for gaming. Xbox has officially rebranded to all caps based on fan feedback. Matthew Ball joins Xbox to address market challenges. The gaming industry is competing with gambling and social media for attention. GTA 6 is expected to release on November 19, 2026. The hosts speculate on the impact of new leadership at Xbox. There is a growing trend of multiplayer games over single-player experiences. The excitement for single-player games among younger audiences is declining. Cirarn plans to take time off to play GTA 6 upon release. The hosts discuss the potential purchase of a PS5 Pro. YOUR HOSTS

Turkey's game industry is overheating, Xbox just hired a chief strategy officer that has the panel in meltdown mode, and Roblox is betting big on a HD pivot that could blow up in their face.In this episode, we break down:● Why Turkey is dominating the gaming landscape and what's fueling its growth● The talent shortage threatening Turkey's gaming boom● Why West Coast game development costs are becoming unsustainable● Xbox's sweeping leadership shakeup and what it signals● Why bringing in non-gaming tech executives won't fix Xbox's core problem● Matthew Ball joining Xbox as Chief Strategy Officer, and why Kress is losing his mind● Whether Xbox's real problem is content, platform, or leadership● Why Roblox's push into HD content may be fundamentally misaligned with its audience● The failure of AAA-style games on Roblox and what it reveals about the platform● Whether Roblox's Incubator and Jumpstart programs can actually attract the right developers● The tension between monetizing a young, income-capped audience and growing into a new one● Arc Raiders' content update slowdowns and what it means for the West● Why child safety compliance is becoming a bigger issue for game platformsCHAPTERS:01:34 Shilling And Updates02:56 Shooter Monthly Check In05:31 Corrections And Credits07:24 Istanbul Event Recap12:24 GamesBeat LA Highlights16:32 Supercell NA Rumors20:21 Xbox Leadership Shakeup24:28 Xbox Content Crisis25:42 Talent Exodus Warnings28:04 Matthew Ball Shock Hire33:39 Predicting the Ball Playbook37:28 Roblox HD Pivot Risks38:44 Wall Street Versus Virality41:06 Three Reasons It Wont Work45:41 Incubator Programs Reality49:44 Frontlines AAA Lesson53:09 Monetization Limits Debate54:33 Safety Tools And Wrap Up

Today’s headline news for Canadian IT solution providers: Acronis launches GenAI Protection for MSPs. Acronis GenAI Protection went generally available April 22nd, giving MSPs a purpose-built tool to discover shadow AI usage across client environments, prevent sensitive data from flowing into unsanctioned AI tools, block prompt injection attacks, and enforce per-client AI usage policies – all from within the existing Acronis Cyber Protect Cloud console. Acronis president Gaidar Magdanurov is framing it as a direct MSP revenue opportunity: turning an invisible and largely ungoverned risk into a billable managed service. Omdia analyst Matthew Ball puts SMB AI adoption at over 50 percent regardless of IT sanction, which tells you exactly how large that ungoverned footprint already is. This is the first release in Acronis’s broader Cyber Workspace initiative, with additional AI-native security capabilities on the roadmap. Everpure CEO publishes open letter on RAMageddon pricing. Everpure (formerly Pure Storage) CEO Charles Giancarlo published a frank letter to customers today warning of roughly 70 percent average price increases since January 2026 – driven by AI infrastructure buildout pulling semiconductor supply away from conventional components. Everpure’s own input costs for CPUs, DRAM, and flash storage have risen between 300 and 900 percent since mid-2025, with costs doubling December to January and doubling or tripling again through March. Giancarlo says the company is absorbing a significant share of the increase rather than passing it through, and commits not to profiteer – but the channel impact is real. Quote validity windows are now 30 days, down from 60 to 90. Giancarlo warns the disruption could persist for years. CRN’s coverage of Everpure’s recent earnings provides useful context on the company’s supply chain posture. If you have hardware-heavy proposals in flight, review your numbers and start the proactive conversation with clients now. Cisco unveils working prototype of a Universal Quantum Switch. Cisco’s Universal Quantum Switch, announced today, is a research prototype that solves a foundational barrier to quantum networking: different quantum systems encode information in incompatible ways, and connecting them has previously meant destroying the quantum information in the process. Cisco’s patented conversion engine routes and translates between all major encoding modalities at room temperature on standard telecom fiber, with less than four percent quantum information degradation and sub-nanosecond switching at under one milliwatt of power. This is research, not a shippable product – but Cisco is drawing an explicit parallel to how classical switches made the internet scalable, and has collaboration agreements with IBM, Qunnect, and Atom Computing working toward a full quantum network stack. For channel partners with public sector, defence, or financial services accounts where quantum security is beginning to surface, the practical timeline on distributed quantum infrastructure is moving faster than most of the channel has been tracking. Read Full Transcript Welcome to The Buzz from ChannelBuzz.ca, I’m Robert Dutt, today is Friday, April 24, 2026, and here’s what’s happening in the channel today. First up: Acronis has launched Acronis GenAI Protection, a new managed service offering aimed  squarely at MSPs. What it does is give service providers centralized visibility and control over generative AI usage across client environments. That means shadow AI discovery – finding out which AI tools employees are actually using, sanctioned or not. It means prompt injection blocking, so bad actors can’t use AI tools to manipulate systems or exfiltrate data through a chat interface. And it means sensitive data protection: preventing PII, PHI, and confidential business information from getting fed into tools that were never cleared to receive it. MSPs can set and enforce AI usage policies on a per-client basis, all from inside the existing Acronis Cyber Protect Cloud console – no separate point solution to manage or sell. Acronis president Gaidar Magdanurov is positioning this explicitly as a revenue expansion opportunity – the idea being that MSPs can convert an invisible risk their clients already have into a billable managed service line. The market backdrop supports that framing: Omdia analyst Matthew Ball estimates that more than half of SMBs are already using AI tools regardless of IT approval, and for the most part there is no governance layer in place to manage that usage. This is the first release under Acronis’s broader Cyber Workspace initiative, with more capabilities – AI-native threat detection, deeper workspace monitoring – described as coming. Worth evaluating now. For most MSP client bases, the shadow AI governance conversation is already overdue. Second: Everpure – the company formerly known as Pure Storage – CEO Charles Giancarlo published an open letter to customers and partners today that anyone selling or speccing hardware needs to read carefully. The headline number is a 70 percent average price increase since the beginning of 2026 – and Giancarlo’s message is that this may not normalize for years, not quarters. The underlying cause is AI infrastructure buildout consuming semiconductor supply at a pace that’s starving conventional storage and compute components. Everpure’s own input costs – CPUs, DRAM, and flash storage – have surged between 300 and 900 percent from mid-2025 baseline levels. Costs roughly doubled between December and January alone, then doubled or tripled again through February and March. Giancarlo is explicit that the company is absorbing a significant share of those increases rather than passing them straight through – it’s operating at the low end of its 65 to 70 percent gross margin range as a result – and the letter commits explicitly to not treating the supply crisis as a margin opportunity. That’s worth acknowledging. But absorbing part of a 300-to-900 percent input cost spike still leaves a 70 percent average increase landing on customers. The channel-specific implications are concrete. Quote validity has been cut from 60 to 90 days down to 30, because costs are moving too fast for longer windows to hold. And Giancarlo’s warning about multi-year disruption applies broadly – the underlying DRAM and flash component dynamics affect the whole hardware market, not just Everpure’s product line. If you have proposals in flight with any significant storage or compute components, pressure-test those numbers now and get ahead of the conversation with your clients before they come to you. And third, something from the longer end of the technology horizon: Cisco has announced a Universal Quantum Switch – a working research prototype that addresses one of the foundational barriers to practical quantum networking. Here’s the core problem it solves. Quantum computers from different vendors encode information in fundamentally different ways – polarization, time-bin, frequency-bin, path encoding – and until now, connecting them has meant destroying the quantum information in the process. There’s been no equivalent of a network switch for quantum systems. Cisco’s prototype changes that with a patented conversion engine that can route and translate between all of those encoding types simultaneously, preserving the quantum state across the translation. It operates at room temperature on standard telecom fiber – no exotic cryogenic infrastructure required. In testing, it achieved less than four percent quantum information degradation, with sub-nanosecond switching at under one milliwatt of power. The analogy Cisco uses is instructive: classical networking switches made the internet possible by connecting incompatible endpoints through a common network fabric. This is the same concept applied to quantum systems. The company is working with IBM, Qunnect, and Atom Computing toward a fuller quantum network stack. To be direct about where this fits for the channel: it’s a research prototype and it won’t appear on a quote sheet this year or next. But for those with public sector, defence, or financial services accounts where quantum is starting to surface in security and infrastructure conversations, the practical timeline on distributed quantum networking is compressing faster than the industry has generally been tracking. This is meaningful progress, and it’s worth knowing about. Later today on In The Channel, we’ll be discussing Cisco 360, three months in with Cisco Canada channel chief Erin Gertner, and looking at why Canadian partners are responding better than expected to the program’s rollout. And if you haven’t heard it yet, yesterday’s episode features Dell Technologies vice president of global partner marketing Eric Arcese discussing the AI Factory and why the gaps around it are the real opportunity for the channel. That’s how we’re seeing the headlines today. I’m Robert Dutt for ChannelBuzz.ca, thanks for listening. Have a great day, and an even better weekend.

Die Gaming-Branche bebt: Epic entlässt Tausende, Sony schließt Studios und die Preise für Hardware steigen. Aber erleben wir gerade wirklich nur eine Krise oder einen längst überfälligen Strukturwandel? Zusammen mit Unternehmensberater Human Nagafi (1789 Innovations) nehmen wir den aktuellen "State of the Industry"-Report von Matthew Ball auseinander. Warum wird Roblox immer mehr zum Paralleluniversum? Warum scheitern klassische Triple-A-Strategien und was sagt der neue Newzoo-Report über die Zukunft des PCs aus? Zur ersten Folge mit Heiko: https://www.gamestar.de/videos/der-gaming-kollaps-diese-krise-geht-uns-alle-an,139766.html Alle Links zum GameStar Podcast und unseren Werbepartnern: https://linktr.ee/gamestarpodcast

Xbox is dead, and its guts have been spilled everywhere. The question now is why, how, and what comes next? We break down the massive Xbox leadership shakeup, what it reveals about Microsoft's real strategy, sharp critiques of the new CEO, and exactly what the brand must do to survive. Fresh off a hockey loss and curling cheating allegations, Adam returns to the podcast with a lot to answer for.We unpack PlayStation's shutdown of Bluepoint Games and the broader consequences of its live service overreach. Sweden is apparently now going to run Asian MMOs, Tencent shuts down Teamy, Nexon promotes Sutherland, Gossip Harbor dethrones King, and no one can solve why this studio didn't sell out.We tackle the Overwatch Rush debate, dive deep into Matthew Ball's State of the Gaming, and close with one of the most unexpectedly uplifting self-care talks the game industry has heard plus a fiery argument over what the metaverse actually means. Be sure to listen closely for our upcoming GDC plans and live show announcements!CHAPTERS:00:00 Welcome and Agenda01:43 Adam Returns and Olympics Banter03:17 Puppy Update and AI Obsession04:57 GDC Plans and Live Show08:13 Corrections10:19 Xbox Leadership Shakeup12:45 Crest Rips the New CEO21:48 What Xbox Should Do Next27:44 Phil on Microsoft Motives31:48 Jen on Leadership Brand Competition38:38 PlayStation Shuts Bluepoint42:41 Live Service Overreach43:04 Tencent Shuts Teamy45:59 Nexon Promotes Sutherland50:03 Gossip Harbor Beats King52:04 Overwatch Rush Debate01:01:07 Matthew Ball Report01:14:35 Metaverse Definition Fight01:18:35 Wrap Up And Farewell

PocketGamer.biz head of content Craig Chapple, deputy editor Paige Cook and news editor Aaron Astle talk through the latest games industry news on the 84th episode of the Week in Mobile Games Podcast.On this week's show we discuss:Scopely's big deal for Pixel Flow developer Loom Games.The January 2026 mobile game revenue and download charts.Matthew Ball's State of Video Gaming 2026 report.Pokémon Go's PvP revamp.The closure of Call of Duty Warzone: Mobile's servers set for April 2026.The fall of Unity's shares by 91% since November 2021.** Let's Connect **

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠The latest Notorious Mass Effect segment from Analytic Dreamz dives deep into the 2025 video game industry landscape, drawing from Matthew Ball's State of Video Gaming 2026 report. Global content sales reached a record $195.6 billion, up 5.3% year-over-year, marking three straight years of growth and surpassing the 2021 peak despite ongoing structural challenges.This episode breaks down the paradox: record revenue contrasts with a 55% collapse in private funding, ongoing layoffs totaling ~44,000 jobs from 2022-2025 (9,200 in 2025 alone, down 40% from 2024), and a surge in outsourcing now at 35.5% of content investment. Console spending hit $41.6 billion, driven by subscriptions like PlayStation Plus, Xbox Game Pass, and Nintendo Switch Online offsetting declining direct sales, while PC grew strongly to $40.7 billion.Key drivers include China capturing 38% of global spending growth and Roblox alone accounting for 67% of net industry expansion, with peaks of 47.3 million concurrent users. Mobile shows warning signs of flat growth reliant on price hikes rather than new players.Analytic Dreamz explores projected 2026 opportunities in non-core markets, advertising, direct-to-consumer models, external development, and platforms like Roblox. The takeaway: the industry isn't monolithic—growth is uneven, concentrated, and service-driven across segmented ecosystems.Tune in for this essential analysis on the state of gaming today and tomorrow. Hosted by Analytic Dreamz on Notorious Mass Effect.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/exclusive-contentPrivacy & Opt-Out: https://redcircle.com/privacy

FNaF 2 crushes box office expectations, proving (again) that game IP owns Hollywood. We break down Matthew Ball's take on the EA/PIF deal, why 93% ownership signals a sports-media empire play, not an LBO, and why the press got the story wrong.Then: the Nex Playground, a $200 kids' console that quietly outsold PS5 in November. Is this the next underserved frontier in family gaming?We also tear into UA financing schemes masquerading as “cohort funding.” Spoiler: the effective interest rates rhyme with credit-card debt, and studios have died using them.Call of Duty launches an apology tour for Black Ops 7 and vows to stop annualized crunch. We assess the odds.And we close with AppLovin beating Google on Android e-commerce ads, inside Google's own OS. A massive signal for the future of UA as e-comm competition starts eating the gaming pie.

Neste episódio, Fernando e Anderson conversam sobre a situação atual da indústria de videogame que vem passando por uma onda de compras, fechamentos de estúdios e demissões em massa. A indústria de games está em crise? Para embasar esse tema, nossos hosts trazem como fonte os relatórios de 2025 da GDC intitulado State of the game industry e The State of Video Gaming in 2025, de Matthew Ball. Por fim, também trazemos a Pesquisa sobre as condições de trabalho no setor de games realizada pela GDU. Essa pesquisa é um passo essencial para construção de um sindicato, então nos ajude a conhecer nossa classe e nossas demandas mais urgentes!  Ajude a financiar o Holodeck Design no Apoia.se e Orelo.cc ou fazendo doações pelo PicPay. Siga o Holodeck Design no Twitter, Facebook, Instagram e TikTok e entre no grupo para ouvintes do Telegram! Nossos episódios são gravados ao vivo em nosso canal na Twitch e YouTube, faça parte também da conversa. Participantes Fernando Henrique Anderson do Patrocínio Cupons de Desconto regrasdojogo – 10% Descontos em todas as camisas da Veste Esquerda. Músicas: Persona 5 – Beneath The Mask lofi chill remix

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Sean Feeney makes you want to be a better person, friend, and leader. Sean is the co-founder of Grove House Hospitality Group and the owner of Lilia and Misi, two of New York City's most sought-after restaurants. He left his job in Trading to chase down a dream with Michelin star chef Missy Robbins. Sean leveraged his finance background to write his own rulebook for the restaurant industry, crafting several establishments that now boast several thousand people on the waitlist any given night. His story is as entertaining as it is inspiring. As we go step by step through his business endeavors, he points out all of the times he was told “it's just always been done this way” and how that revealed to him where he could innovate. Sean's restaurants are the perfect example of building a business into the fabric of a community, collaborating with other brands in authentic ways, and staying true to yourself along the way. Please enjoy this awesome conversation with Sean Feeney.  For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. With a single API, developers can implement essential enterprise capabilities that typically require months of engineering work. By handling the complex infrastructure of enterprise features, WorkOS allows developers to focus on their core product while meeting the security and compliance requirements of Fortune 500 companies. Visit ⁠⁠⁠⁠⁠WorkOS.com⁠⁠⁠⁠⁠ to Transform your application into an enterprise-ready solution in minutes, not months. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:58) A Chance Encounter with a Michelin-Starred Chef (00:08:52) The Birth of a Culinary Partnership (00:12:49 Embracing the Genius Within (00:16:41) Innovative Approaches to the Restaurant Business (00:24:53) Creating Demand: The Art of Exclusivity (00:28:49) Learning from the Best: Insights from Kith's Success (00:34:21) Defining Exceptional Hospitality (00:44:20) The Power of Customer Relationships in Hospitality (00:52:31) Unlocking Team Potential  (00:53:33) The Philosophy of the Perfect Turn (00:54:05) Balancing Art, Commerce, and Satisfaction (00:56:13) The Impact of Authentic Experiences and Brands (01:03:24) The Evolution of a Hospitality Brand (01:06:38) Community Engagement and the Power of Simplicity (01:24:40) Creative Responses and Business Lessons Learned (01:36:05) Lessons From Working In The Restaurant Industry  (01:43:01) The Kindest Thing Anyone Has Ever Done For Sean

How will the game industry adapt? Are we hurtling towards a gig economy? In this powerful conversation, we sit down with Trent Kusters, co-founder and studio head of League of Geeks, to talk about the future of our industry. Trent takes us on a deep, honest exploration of the game industry's current state, from platform power struggles and algorithmic curation to the erosion of full-time game dev careers.  This vital conversation goes beyond just metrics, delving into the human element, sustainability, and the legacy we're creating for the next generation of talent. Here's what we'll learn in this episode: - The emergence of a game dev gig economy - Full-time game dev jobs are becoming more rare - How power is consolidating with platform distributors - Indie success is now a scary prospect, with a lot less clarity - Why Leaders need sound financial foresight and tight governance - How algorithm-driven curation misses humanity and judgment - Why it takes 10 years to make a game studio Resources mentioned: Doughnut Economics by Kate Raworth: https://www.amazon.com/Doughnut-Economics-Seven-21st-Century-Economist/dp/1603586741 Insomniac Games Founder, Ted Price | The AIAS Game Maker's Notebook Podcast: https://youtu.be/5NaHG3T35vs?feature=shared Creating a Rhythm-Action Game with Hi-Fi Rush Director John Johanas | AIAS Game Maker's Notebook: https://youtu.be/eFtGxFnOwtY?feature=shared Matthew Ball's Presentation: The State of Video Gaming in 2025: https://www.matthewball.co/all/stateofvideogaming2025 Shams Jorjani's "The Business of Video Games" featuring Xalavier Nelson Jr.: https://www.podbean.com/ew/pb-jyh9a-18333d4 Learn more about Trent Kusters: League of Geeks Website: https://leagueofgeeks.com/ LinkedIn: https://www.linkedin.com/in/trentkusters/ X (Twitter): https://twitter.com/trentkusters Recommended games to check out! I Am Your Beast: https://www.youtube.com/watch?v=A4RHkNCLtIU&ab_channel=IGN Town To City: https://www.youtube.com/watch?v=XRY-RgWh6hg&ab_channel=IGN Caves of Qud: https://www.youtube.com/watch?v=2c6burNvtsU&ab_channel=KitfoxGames Want to know when you'll be done? Master game and software estimation so you can make better decisions sooner. Learn more in our Advanced Estimation Course: https://www.buildingbettergames.gg/advanced-estimation-course Connect with us: Ben's LinkedIn: https://www.linkedin.com/in/benjamin-carcich/  LinkedIn: https://www.linkedin.com/company/building-better-games/  Instagram: https://www.instagram.com/buildingbettergames/#  Website: https://www.buildingbettergames.gg  YouTube: https://www.youtube.com/channel/UCZpMT-dUwQR-R4Mb4uub6Sw   #GameDev #GamingIndustry #GameDevelopment #GameStudio #GameIndustryInsights  

Send us a textWhat if the future of storytelling wasn't passive—but fully immersive, interactive, and built by communities? In this mind-expanding episode, Joey Pinz dives deep into the metaverse with Athena Demos—co-founder and CEO of Big Rock Creative (BRC), the award-winning XR company behind BRCvr, Breonna's Garden, and the groundbreaking new BurnerSphere platform.Athena shares how immersive XR is reshaping art, activism, therapy, and human connection—from military haptics and PTSD healing to 360º Burning Man experiences that blend digital with dust.

This week is our May Roundtable episode and we have four topics to discuss, one of which is a State of the Gaming Industry report from Epyllion, a Venture Capital company reporting to their investors.  Here is the report to view for yourself:  State of Video Gaming by Matthew Ball . We welcome two of our longtime community members that were here well before our community was created as they have their long running gaming podcast: Potato Thumbs Podcast .  We welcome FluffyFingersMD and AdmiralNips.   Welcome to Guardian Down Cast: A Destiny Podcast...if you love to play the game Destiny 2, you've come to the right place.  We're a podcast community full of like minded Guardians who love the game. Have you ever wondered who that gamertag next to you is in a raid?  Where are they from?  How did they find Destiny?  Well, it's our mission to hear the stories of our Destiny community, wherever that may be.  We report the latest updates and news within the game and community and we're a podcast that emphasizes our community, because without it, it's just not the same Destiny.  That's why our show motto is "Guardian Down Cast...your stories, your community...your Destiny.   Kingsleymac on X   Want to leave us a voicemail for the show?   Need a Destiny clan? Join us!   See the show LIVE on YouTube...   ...join in the conversation in our GDC Discord   GDC Instagram   Want to give back to our show and community? Join our Patreon Community!   Check out our brand new site!   Join GDC on X...   Apple Music GDC Song Playlist   GDC Spotify Song Playlist   ToddtheGatr on X      

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. There aren't many people like Cyan Banister. Her life story is remarkable. She was homeless at a young age, dropped out of high school, and five years ago she suffered an extremely rare stroke. Yet, in spite of everything, she is one of the most optimistic and curious people you can hope to meet. Cyan is also one of the great angel investors of this era, having invested early in SpaceX, Uber, Postmates, and Deepmind to name a few winners. She became the first female investing partner at Peter Thiel's Founders Fund and now invests at Long Journey Ventures. Our conversation is as much about investing as it is about the essence of life and how connecting with that will help us in our professional pursuits. It is also full of awesome stories about people and companies like SpaceX and Bill Murray. Please enjoy this great conversation with Cyan Banister. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: [00:00:00] Welcome to Invest Like the Best [00:04:06] Contrarian Thinking in Investing [00:05:30] Joining Founders Fund and Learning from Peter Thiel [00:11:15] Investing in Companies that Change Lives [00:14:00] The Importance of Overcoming Adversity for Founders [00:16:02] Personal Journey and Choosing Hope [00:20:56] Embracing Curiosity and Wonder in the Face of Adversity [00:21:20] Reconnecting with Our Inner Child [00:24:46] The Interruption and Resumption of the Conversation [00:27:20] The Power of Intuition in Business Decisions [00:32:28] The Story Behind the Investment in Uber [00:38:46] Conclusion: Following the White Rabbit of Curiosity [00:39:08] Investing in Uber: The Beginning [00:41:50] The Impact of Success: Personal Wealth and Privacy [00:50:22] The Intersection of Spirituality and Investing [00:59:34] The Bill Murray Experience: A Lesson in Presence [01:09:54] The Violin Kid: A Tale of Curiosity and Generosity [01:12:43] The Evolution of Investing: A Personal Journey [01:16:34] The Philosophy of Giving: The Universe's Return [01:17:36] The Spirit of a Venture Firm: Founders Fund [01:23:09] The Power of Integral Family Systems [01:28:41] The Trillion Dollar Question: Disrupting Hollywood [01:36:05] The Future of Artistry: AI and Creativity [01:41:39] The Power of Kindness

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 --------- Welcome to this classic episode. Classics are my favorite episodes from the past 10 years published once a month. These are N of one conversations with N of one people. There's nobody I've met quite like Doug Leone. Doug led one of the world's most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansion from a single $150m early-stage fund into an $85 billion global powerhouse. It was a privilege to sit down with Doug and learn from him. We talk about his tough start at Sequoia, get into the technicalities of great go-to-market motions, and survey his advice for other investors in the industry. A key theme that will stick with me from this conversation is Doug's insistence on keeping things simple and clear. I listen to this at least once a year. I hope you enjoy it. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Passthrough. Passthrough streamlines subscription documents, KYC, and AML compliance, so you can focus on running your fund, not managing paperwork. New SEC Update 31 CFR hits investment firms in under a year, and managers are getting ready for it now. If you think basic OFAC screening is enough, think again. You'll need continuous monitoring of your investors and all their beneficial owners across multiple watchlists, plus a comprehensive anti money laundering program. Passthrough has already processed 50,000 LPs and built the complete solution. Don't risk SEC deficiency letters, fines, or regulatory enforcement. Visit passthrough.com to get compliant now. ----- 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 [00:00:00] Welcome to Invest Like the Best [00:05:21] What Don Valentine's heart was like [00:08:30] The most productive and unproductive parts of Don's toughness  [00:12:55] Why it's so important to understand someone's core motivations [00:18:44] The most formative experiences he had prior to becoming an investor that impacted his investing the most  [00:22:37] What venture looks like to him today relative to his prior career [00:28:37] Whether or not he'd go into venture today if he was in his late 20s  [00:34:10] Helping companies circumnavigate mediocre positioning  [00:39:15] How interacting with companies early on has changed over the ears [00:43:12] Whether or not new entrants into venture should build firms with enterprise value  [00:48:14] Sussing out the killer gene in somebody  [00:51:04] How successful people can instill the lessons learned from hardship into their children  [00:54:30] Whether or not competitive advantage can be architected ahead of time when building a company   [00:57:21] The early 2000s clawback at Sequoia and what navigating that period was like  [01:01:06] What he's learned about picking the right LPs and partnering with them [01:04:18] Making sure that performance is on everyone's minds all the time  [01:09:59] The kindest thing anyone has ever done for him

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years published once a month. These are N of one conversations with N of one people. There's nobody I've met quite like Doug Leone. Doug led one of the world's most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansion from a single $150m early-stage fund into an $85 billion global powerhouse. It was a privilege to sit down with Doug and learn from him. We talk about his tough start at Sequoia, get into the technicalities of great go-to-market motions, and survey his advice for other investors in the industry. A key theme that will stick with me from this conversation is Doug's insistence on keeping things simple and clear. I listen to this at least once a year. I hope you enjoy it. Subscribe to Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Passthrough. Passthrough streamlines subscription documents, KYC, and AML compliance, so you can focus on running your fund, not managing paperwork. New SEC Update 31 CFR hits investment firms in under a year, and managers are getting ready for it now. If you think basic OFAC screening is enough, think again. You'll need continuous monitoring of your investors and all their beneficial owners across multiple watchlists, plus a comprehensive anti money laundering program. Passthrough has already processed 50,000 LPs and built the complete solution. Don't risk SEC deficiency letters, fines, or regulatory enforcement. Visit passthrough.com to get compliant now. ----- 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 [00:00:00] Welcome to Invest Like the Best [00:05:21] What Don Valentine's heart was like [00:08:30] The most productive and unproductive parts of Don's toughness  [00:12:55] Why it's so important to understand someone's core motivations [00:18:44] The most formative experiences he had prior to becoming an investor that impacted his investing the most  [00:22:37] What venture looks like to him today relative to his prior career [00:28:37] Whether or not he'd go into venture today if he was in his late 20s  [00:34:10] Helping companies circumnavigate mediocre positioning  [00:39:15] How interacting with companies early on has changed over the ears [00:43:12] Whether or not new entrants into venture should build firms with enterprise value  [00:48:14] Sussing out the killer gene in somebody  [00:51:04] How successful people can instill the lessons learned from hardship into their children  [00:54:30] Whether or not competitive advantage can be architected ahead of time when building a company   [00:57:21] The early 2000s clawback at Sequoia and what navigating that period was like  [01:01:06] What he's learned about picking the right LPs and partnering with them [01:04:18] Making sure that performance is on everyone's minds all the time  [01:09:59] The kindest thing anyone has ever done for him

signup to our newsletter and join our on-site events: https://www.deconstructoroffun.com/subscribe With Jen at a meditation retreat in California and Miska fully embracing his jet-set life, Eric reminds us just how wrong Matthew Ball got it. Adam reveals the Multiversus thesis and argues that Battlefield has room to grab dormant fans and grow the market. Phil spews Battlefield tears and worries about Roblox's value destruction. They conclude by debating the AI integration in-games: flop or tbd?

We start off with Kress coming after Matthew Ball and his take on the Metaverse and end the episode with Jen making the last stance for brand marketers. In between the team breaks down the FTC's latest settlement on loot boxes and what it means for the industry. Deep dive into Ubisoft's sea of worries and discuss Habby's latest launch hurdles. 00:00 Intros01:40 Shills02:50 GDC Announcements and Sponsors06:35 Corrections and Apologies08:09 Matthew Ball and the Metaverse Debate19:20 Loot Boxes and FTC Settlement23:54 Sony, Marvel Snap, and Warner Brothers28:58 Tech Company Operations29:09 Star Wars Outlaws Sales Analysis29:58 Ubisoft Helsinki and Gwen's Getaway31:05 Rainbow Six Mobile's Struggles32:34 Virtuous Acquisitions and Outsourcing36:23 Habby's Game Launch Challenges41:04 EA's Top Selling Games and Earnings46:18 Marketing Strategies and Impact57:15 Conclusion and Sign-Off

After a break due to the LA fires - which we talk about to begin with here - we chat about a recent 200-page document called "The State of Video Games in 2025" from Matthew Ball. If you'd like links to the charities we mentioned, please check those out on the YouTube version of the podcast!

On this week's supersized episode of The Bulwark Goes to Hollywood, I'm rejoined by Matthew Ball to discuss his epic examination of the state of the video game industry and how its growing pains reflect what we've seen in other entertainment industries like film. I'd recommend at least scanning his report (you can download the pdf here) even if you're not a gamer—I am, as discussed in the opening moments, at best a “filthy casual”—because if you're familiar with the growth patterns of nearly any industry, you'll likely find some congruences. 

TikTok's gaming experiment closures and Marvel Snap's China operations highlight the challenges of scaling global hits. Netflix's games strategy is dissected, alongside surprising trends like the resurgence of Solitaire, which seems to be tapping into the nostalgia economy. The discussion turns heavier as the team unpacks sweeping workforce cuts at Huuuge Games and the growing dominance of Chinese game developers on the global stage. Bonfire Studios' new game announcement and Matthew Ball's analysis of gaming's shifting market dynamics provide fresh perspectives on innovation and competition. 01:13 TV Show Marketing02:49 Marketing Strategy Debate06:14 Shills10:19 Nintendo Switch 2 Leaks12:56 TikTok and Marvel Snap Shutdowns16:36 Industry Moves and New Roles19:44 Netflix Games Strategy21:36 Solitaire Making a Comeback??31:31 Bonfire Studios' New Game34:36 Huge Games Workforce Cuts35:28 Matthew Ball's Market Analysis47:12 The Rise of Chinese Game Developers49:57 The Cost of Game Development58:02 Future Growth Levers in Gaming

Guest: Rony Abovitz, founder & CEO of SynthBeeSynthBee CEO Rony Abovitz grew up “really believing” in Star Wars and the idea that there could be benevolent, artificially intelligent beings like R2-D2 and C-3PO.“It wasn't a dystopian vision of the future,” he says. “It wasn't HAL from 2001.  It wasn't the Terminator. It wasn't Skynet.  It was this kind of friendly, empathetic, more utopian vision.” George Lucas himself told Rony to tone it down and not “take it so literally” — but he was undeterred. The way he describes today's leading AI powers sounds like an idealistic Rebel conceptualizing the Evil Empire.“You've got companies that receive massive funding that want to take all the data in the world ... I feel that's a massive mistake,” Rony says. “We become serfs. They become the Lords. They become the Kings. I'm completely opposed to that. So I started to imagine for SynthBee what is a different form of computing intelligence, one that could help us, but have much more safety [and] human centrism.”Chapters:(01:12) - Fundraising (02:27) - Meeting John Doerr (07:05) - The Beast (10:06) - Unfinished business (11:47) - Apple and Meta (15:20) - The COVID-19 pandemic (21:12) - “Investors panicked” (25:28) - Shaquille O'Neal vs. digital Shaq (29:43) - Magic Leap alumni (32:45) - Financial outcomes (38:27) - Peggy Johnson (40:27) - “A weird version of hell” (44:08) - A strange intro to Google (50:42) - Larry Page and Sergey Brin (54:27) - Founder voting power (01:00:40) - Mako Surgical (01:03:04) - The 9/11 term sheet (01:06:40) - The worst pitch ever (01:09:55) - The 2008 IPO (01:16:15) - Selling to Stryker (01:18:30) - What is SynthBee? (01:26:44) - Humility in tech (01:31:44) - Who SynthBee is hiring Mentioned in this episode: Scott Hassan, Bing Gordon, Chewy, Mary Meeker, Suitable Technologies and Beam, NASA, Mark Zuckerberg, Matthew Ball, NTT Docomo, Blade Runner, Wired Magazine, CES, Dow Jones, Tesla, Zoom, OpenAI and Anthropic, Adam Silver and the NBA, John Monos, the Apple Vision Pro, Madden NFL, McLaren, Satya Nadella and Microsoft, the HoloLens, Godzilla and King Kong, Willow Garage and ROS, Trading Places, Z-KAT, Frederic Moll, John Freund, Christopher Dewey, John and Christine Whitman, Sycamore Ventures, Andy Bechtelstein, JP Morgan and Morgan Stanley, Kevin Lobo, Muhammad Ali, Star Wars and George Lucas, Yuval Noah Harari, and Infosys.Links:Connect with RonyLinkedInConnect with JoubinTwitterLinkedInEmail: grit@kleinerperkins.com Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm

My guest today is Ric Elias. Ric is the CEO and co-founder of Red Ventures, which has a portfolio of fast-growing digital businesses like Lonely Planet, The Points Guy, Bankrate, and large investments in a variety of other businesses across industries. He began the business in 2000 and has grown it to now a global company with thousands of employees. Ric walks us through the early struggles that have led to what is now a flourishing investing platform, but mostly this episode is a masterclass on cultural values and philosophies that transcend mere financial gain. We discuss the difference between living good and well, the power of forgiveness, and compounding more than just your capital. Ric's story is one of resilience, humility, and grace. His story about being in the front row of the plane that Captain Sully landed in the Hudson is singular and very moving. Please enjoy my conversation with Ric Elias. Subscribe to Glue Guys! For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. — This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:29) Understanding Red Ventures: Origin and Evolution (00:06:44) Early Challenges and Turning Points (00:10:15) Operational Success and Company Culture (00:16:10) Insights on Motivation and Growth (00:25:35) Reflections on Money and Personal Well-being (00:32:39) The Hudson River Plane Crash Experience (00:42:25) Reconnecting with Puerto Rico and New Ventures (00:47:10) Underdogs to Champions (00:49:56) Building Trust and Team Dynamics (00:52:19) Balancing Speed and Sustainability (00:56:05) The Role of Confidence and Courage (01:00:49) The Pursuit of Purpose Over Profit (01:06:39) Recruitment and Company Culture (01:11:20) Future of Business and AI (01:23:20) The Kindest Thing Anyone Has Ever Done For Ric

This week's episode is special because it marks the launch of a new Colossus show: Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta. Shane, Ravi, and Alex's stories are remarkable. Each has been at the very top of their profession. Shane as an NCAA and NBA champion. Alex as the first pick in the NFL draft, 3 time-pro bowler, and 16-year NFL veteran. Ravi as a leader at KKR, and then as a critical leader turning around & building Instacart, and now as a partner at Sequoia. But those parts of their stories pale in comparison to the stories you'll hear on Glue Guys.  Glue Guys is an unfolding manual for HOW to be a professional, a teammate, a leader, and even a friend and family member. In this episode of ILtB, we explore the general concept of glue guys—the people who are obsessed with helping the team win, whether they are the leader or newest member of the team. Please enjoy this conversation with Shane, Alex, and Ravi. Subscribe to Glue Guys! For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. — This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:06) Talent vs. Teamwork: A Business Perspective (00:06:56) Talent vs. Teamwork: A Sports Perspective (00:09:40) Personal Stories of Overcoming Adversity (00:12:50) The Importance of Trust and Mission Focus (00:21:09) Facing Rock Bottom and Rising Again (00:34:59) The Hardest Moments and Lessons Learned (00:42:39) Unsung Heroes of Special Teams (00:45:01) Mentorship and Team Dynamics (00:46:49) Lessons from Duke Basketball (00:49:25) Instacart and the All-In Mentality (00:51:52) Building Successful Teams (00:55:42) Family Legacy and Personal Sacrifice (01:05:02) Strength and Vulnerability in Leadership (01:10:36) The Urge to Dominate and Winning (01:14:41) The Kindest Thing Anyone Has Ever Done For Alex

My guest today is Bret Taylor. His resume is absurd. He built google maps--famously rewriting the whole thing in a weekend. He was the CTO of Facebook in critical years. He founded Quip. He was the chair of the board at Twitter. He was the co-CEO of Salesforce...the incredible list goes on. Now, Bret is the co-founder of Sierra, a conversational AI platform for businesses, and he is the chairman of the board at OpenAI. We discuss the past, present, and future of AI agents: new programs that will begin doing incredible amounts of work for us humans in astonishing ways that are a thrill to talk about. Bret believes agents will become a meaningful part of the future and transform the ways in which we interact with technology. We discuss a strategic approach to AI integration, the different categories of agents and their scopes, and the essentials of craftsmanship. Please enjoy this discussion with Bret Taylor. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. — This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:27) The Dynamics of Small Teams in Software Development (00:05:46) Challenges of Large Teams and Bureaucracy (00:06:27) The Google Maps Legendary Rewrite Story (00:13:59) Introduction to AI Agents (00:16:48) Types of AI Agents and Their Applications (00:22:15) Building Robust AI Agents for Customer Experience (00:33:28) The Future of AI Agents and Customer Interaction (00:45:12) Impact of AI on Productivity and Inequality (00:51:05) Technological Evolution and Societal Changes (00:56:25) The Role of Multimodal Models in AI (00:57:19) The Future of Human-Computer Interaction (01:00:15) Building Companies in the AI Era (01:05:36) OpenAI's Unique Structure and Mission (01:11:22) Insights on Sales and Customer Success (01:20:06) Balancing Ambition and Personal Life (01:21:35) Preparing for the Agent Era (01:26:20) The Kindest Thing Anyone Has Ever Done for Bret

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect guest to discuss all things AI and investing. There is so much detail in this discussion and I'm incredibly grateful to Gavin for sharing his wisdom with us again. Please enjoy this fantastic conversation with Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. Ramp is the fastest-growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. It's also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:42) The Magnificent Seven and Tech Competition (00:06:29) Generative AI and Scaling Laws (00:08:36) Challenges in AI Infrastructure (00:15:02) The Future of AI and Data Centers (00:17:51) Efficiency in AI Models (00:35:14) Synthetic Data and AI Training (00:42:37) Inference and the Role of Smartphones (00:48:35) Investment Implications in AI (00:49:09) Opportunities for New Companies (00:51:20) Challenges at the Application Layer (00:52:25) AI's Impact on Advertising (00:53:40) AI ROI Debate (00:54:39) SaaS Metrics and AI Disruption (00:55:59) AI-First Application Companies (01:00:50) The Future of Robotics (01:14:01) Leadership in Tech Giants (01:24:05) The Evolution of Investing

My guest today is Vlad Tenev. Vlad is the CEO and co-founder of Robinhood. It was such a treat to sit down with him and discuss the behind-the-scenes of a revolutionary business we all know well. He details Robinhood's journey to zero-cost trading and what it means to build a consumer-centric financial product. Vlad believes in finding the harmonies across mathematics and art and applies this lens to everything he builds. We discuss Robinhood's new credit card and more products on the horizon, the company's toughest moments, including the Gamestop episode, and the compelling future of AI in financial services. Please enjoy this conversation with Vlad Tenev. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:56) The Next Frontier in AI: Reasoning and Logical Deductions (00:06:19) Challenges and Approaches in AI Development (00:09:08) Formal Mathematics and AI Integration (00:11:23) Practical Applications of Mathematical Superintelligence (00:17:30) Robinhood's Journey to Zero-Cost Trading (00:24:38) Building a Consumer-Friendly Trading Platform (00:28:52) Robinhood Gold and the Future of Financial Services (00:35:51) Understanding Robinhood's Business Model (00:42:34) Navigating the GameStop Crisis (00:49:17) Improving Customer Satisfaction (00:52:43) Reputation Repair (00:54:52) The Future of Financial Services (00:59:06) Crypto and AI in Finance (01:08:09) Building a High-Performance Culture (01:11:42) The Kindest Thing Anyone Has Ever Done for Vlad

My guest today is Sarah Guo. Sarah is the founder and CEO of Conviction, an early-stage venture capital firm built to serve AI companies. She started Conviction in 2022 after 9 years at Greylock because she believes AI is the most important technological advancement of our lifetime. In our conversation, Sarah discusses the challenges and rewards of leaving an established investing firm to start her own venture. She shares her unique perspective on the AI landscape and reveals her predictions for what we should expect on the AI frontier. Please enjoy this great conversation with the very impressive Sarah Guo.  For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Our Partners: Ridgeline and Tegus (00:03:30) Welcome to Invest Like the Best (00:04:30) Introduction & Recruiting in Venture Capital (00:05:06) Key Traits for Early-Stage Venture Capitalists (00:06:57) Lessons from Early Investments (00:07:47) The Journey of Building a Company (00:09:01) The Decision to Start Conviction (00:11:36) Launching Conviction and Initial Steps (00:13:43) First Investment at Conviction (00:14:00) Evaluating AI Application Companies (00:16:29) Challenges and Opportunities in AI Applications (00:23:57) Minimum Viable Quality in AI Products (00:33:19) Future of AI and Frontier Models (00:38:56) The Unpredictable Future of AI (00:40:16) The Importance of Efficiency in AI Models (00:44:28) The Business of AI: Costs and Margins (00:45:47) Infrastructure and Hardware Challenges (00:48:54) The Competitive Landscape of AI Chips (00:54:24) The Future of AI and Society (00:56:34) Opportunities and Innovations in AI (01:02:09) Concerns and Ethical Considerations (01:03:36) Debates and Research in AI (01:09:01) Personal Reflections and Closing Thoughts

Matthew Ball, the CEO of Epyllion, a startup adviser, and the former Head of Strategy for Amazon Studios, joins Scott to discuss the updated version of his book, “The Metaverse: Building the Spatial Internet.” We hear where to be bullish, along with his thoughts on Starlink, streaming, and AI writ large. Follow Matthew, @ballmatthew.    Scott opens with his thoughts on the movie business, luxury, and the Olympics.  Algebra of Happiness: step-parents are underrated.  Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

My guest today is Hemant Taneja. Hemant is the CEO and Managing Director of General Catalyst, the global venture capital firm you'll hear us refer to as GC. GC has set out to build resiliency across critical industries worldwide. The firm leverages technology to retool sectors such as healthcare, energy, defense, and manufacturing and explores innovative capital structures to support founders and businesses. Hemant discusses how the firm is positioned to respond to the aftermath of crises, including the pandemic, wars, energy issues, and beyond. We also discuss the building of a category-defining healthcare company, Livongo and much more. Please enjoy this conversation with Hemant Taneja.  Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- 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. Ramp is the fastest growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. It's also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Our Partners: Ramp and Tegus (00:03:00) Welcome to Invest Like the Best (00:03:57) Introducing Hemant Taneja and General Catalyst (00:04:17) Global Resilience and Innovation Post-Pandemic  (00:05:56) Re-Globalization and Manufacturing  (00:07:03) Building Livongo: A 20-Year Overnight Success  (00:13:23) Aligning Incentives in Healthcare  (00:15:40) Re-imagining the Investment Business  (00:20:54) Evolution of General Catalyst (00:27:04) Succession and Trust in Asset Management  (00:35:00) Founder-Centric Capital Goals  (00:36:32) Balancing Growth and Liquidity  (00:41:39) AI and Onshoring Productivity  (00:47:10) Defense Investments and Ethics  (00:50:11) Geopolitics and Regulation  (00:53:16) Reflections on Leadership and Strategy  (01:01:14) Hemant's Future Plans  (01:02:55) The Kindest Thing Anyone Has Ever Done for Him

This week I'm talking to Matthew Ball, who was last on the show in 2022 to talk about his book “The Metaverse: How it Will Revolutionize Everything.” It's 2024 and it's safe to say that has not happened yet. But Matt's still on the case — in fact he just released an almost complete update of the book, now with the much sober title, “Building the Spatial Internet.” Matt and I talked a lot about where the previous metaverse hype cycle landed us, and what there is to learn from these boom and bust waves. We talked about the Apple Vision Pro quite a bit; if you read or watched my review when it came out, you'll know I think the Vision Pro is almost an end point for one set of technologies. I wanted to know if Matt felt the same and what needs to happen to make all of this more mainstream and accessible. Links:  Fully revised and updated edition to the “The Metaverse” | W.W. Norton Apple Vision Pro review: magic, until it's not | The Verge Apple's Vision Pro: five months later | Vergecast Is the metaverse going to suck? A conversation with Matthew Ball | Decoder Interviewing Meta CTO Andrew Bosworth on the Metaverse, VR/AR, AI | Matthew Ball Interviewing Epic CEO Tim Sweeney and author Neal Stephenson | Matthew Ball An Interview with Matthew Ball about Vision Pro and the state of gaming | Stratechery Tim Sweeney explains how the metaverse might actually work | The Verge Fortnite is winning the metaverse | The Verge Is the Metaverse Just Marketing? | NYT Credits:  Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today, we are replaying what we call a forever episode, which are the few episodes of our show that we think will be as popular a decade from now as they are today. Every time I re-listen to this episode with David Senra, I leave wildly energized and wanting to share that feeling. So we are re-releasing it today for anyone who missed it the first time or hadn't yet discovered Invest Like the Best. David Senra has studied history's great founders and entrepreneurs in more depth than anyone I've ever met, and I'd wager more than anyone else alive. In this conversation, we cover many of the most common themes he's discovered studying hundreds of entrepreneurs like Estée Lauder, John Rockefeller, Enzo Ferrari, and Edwin Land. Please enjoy this great conversation with David Senra. Listen to Founders Podcast  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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).  Show Notes [00:00:00] Welcome to Invest Like the Best [00:03:01] First question - When he first fell in love with reading [00:07:01] What's rooted in his own history that's made him obsessive about studying history's great entrepreneurs and founders - Founders Podcast [00:10:34] The first time he connected with someone as a positive role model that he was reading about  [00:13:45] How often obsession is apparent in the founders he's studied across hundreds of biographies  [00:18:08] What is often behind obsession and how people listening can apply the lessons to their own lives [00:22:45] The dynamic and relationship between inspiration and perspiration  [00:27:11] Commonalities between the layers of leadership and support underneath founders [00:31:52] Where else he's seen ego rear its head in good and bad ways  [00:38:34] How often do great founders break the law or enter gray areas of it  [00:41:22] The role constant learning and listening plays in success [00:45:12] Talking about how anything worth doing is worth doing to excess  [00:52:18] Describing the soul of founders and businesses [00:58:39] What he's learned about all of these founders as it relates to marketing  [01:04:38] A common story that process is often art  [01:08:10] Who David's idols are in podcasting [01:14:55] Major aspects of people he's studied that haven't been discussed yet [01:19:55] The kindest thing anyone has ever done for David

My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for $1.3 billion in 2012. He has studied, built, and invested in digital infrastructure his whole career which has primed him to go in-depth in this interview on the immense opportunities and challenges AI presents among creativity, policy-making, agentic systems, real-world data structures, and beyond. Please enjoy this conversation with Martin Casado.  Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:01:48) The Future of AI and Creativity (00:03:11) Economic Implications of AI (00:04:33) AI's Impact on Content Creation (00:08:21) Challenges in AI and Robotics (00:12:16) Human Data and AI Training (00:20:30) Investing in AI and Robotics (00:26:00) Defensibility and Competition in AI (00:33:22) Regulatory Considerations (00:35:26) Internet Era Parallels and Security Concerns (00:40:25) Open Source vs. Closed Source in Tech (00:43:45) Market Annealing and Category Creation (00:46:13) Data and Hardware Innovations in AI (00:55:55) Agents and the Future of AI

My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many different corners of today's landscape, covering AI's frontier models versus open-source models, overcapacity issues in transportation in our post-COVID world, the potential economic impact of GLP-1 drugs, and more. Please enjoy my conversation with Modest Proposal. Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:00) Comparison to Mid-2000s Commodity Markets (00:07:18) The Role of AI and Power Consumption (00:09:29) NVIDIA and the Future of AI Investment (00:13:10) Commercialization of AI and Market Dynamics (00:23:14) Public vs. Private Market Performance (00:28:03) Post-COVID Capital Cycles (00:30:32) Capital Expenditures and Post-COVID Market Distortions (00:31:47) Amazon's Capacity Expansion and Market Inflections (00:33:45) Challenges in Displacing Market Leaders (00:37:50) Behavioral Barriers in GLP-1 Adherence (00:39:58) Public vs. Private Market Allocations (00:45:08) International Equities and Japanese Market Potential (00:47:35) Market Structure and Trading Dynamics (00:53:22) AI Models and Future Market Implications

My guest today is Robert Greene, author of many books but perhaps most famous for his books "48 Laws of Power" and "Mastery." He has spent his life studying why people behave like they do and why some go on to build great things. I love his idea of finding your life's purpose, which we explore in detail. Please enjoy my conversation with Robert Greene. Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:17) First Question - Exploring Reality and Human Behavior (00:07:41) The Concept of Masks and Social Roles (00:10:47) The Sublime and Social Conventions (00:13:48) Writing 'The 48 Laws of Power' (00:16:38) Defining and Understanding Power (00:18:01) Historical Figures and Adaptation (00:23:59) Modern Applications of Power Laws (00:31:57) The Boldness of Deception (00:32:54) Exploring Good and Evil (00:35:56) The Art of Seduction and AI (00:38:31) Defining Mastery (00:42:44) Discovering Your Life's Task (00:51:53) The Power of Observation (00:59:56) The Kindest Thing Anyone Has Ever Done for Robert

My guest today is Pat Grady, a longtime growth investor at Sequoia and one of the firms senior leaders. Pat has been a part of a long list of legendary investments, ranging from Snowflake, Zoom, ServiceNow, Qualtrics, Okta, Hubspot, Notion, and OpenAI, among many others. There aren't many investors who reference as well at Pat, both inside and outside of his firm. We talk about investing, building an investing firm, and building enduring companies. Please enjoy this great conversation with Pat Grady. Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:48) Doug Leone's Leadership and Changes (00:06:54) Creating Internal Pressure and Structure (00:10:46) Sequoia's Team Values and Family Influence (00:13:40) Assessing Founders and Investments (00:20:28) Winning Competitive Investments (00:24:45) Pat's Early Career at Sequoia (00:29:38) Memo Writing and Investment Criteria (00:35:20) Evaluating Companies Through Three Business Criteria (00:40:15) Building Sustainable Competitive Advantage (00:47:48) Turning Bad Numbers into Good Investments (00:51:20) The AI Frontier: Market and People (01:01:13) Harvey: The AI Legal Assistant (01:05:33) Sequoia's Platform Strategy (01:17:16) The Importance of Teamwork and Performance (01:26:07) Legendary Potential: Relentless Application of Force (01:28:37) The Kindest Thing Anyone Has Ever Done for Pat

My guest today is Frank Blake. Frank is the former chairman and CEO of Home Depot. I recently interviewed Home Depot co-founder Ken Langone and became fascinated by the business's impressive lineup of leaders through the decades. Frank led the company from 2007 to 2014 and shares how he carried on the legacy of Ken and the others, upholding their culture of an inverted hierarchy and producing seven consecutive years of growth for the largest home improvement retailer in America. We discuss his hyper focus on solving their customer's problems before their own, investing time into the employee experience, and his intentionality with how he is perceived as a leader. Please enjoy this discussion with Frank Blake. Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:37) The Inverted Pyramid Leadership Model (00:08:38) Communication and Listening in Leadership (00:15:19) Lessons from Legacies of Great Home Depot Leaders (00:27:02) Frank's Personal Leadership Journey (00:33:32) Reagan's Leadership Style and Influence (00:37:26) Key Responsibilities of a CEO (00:40:27) Delta's Leadership During COVID-19 (00:46:45) Financial Strategies in Asset-Intensive Industries (00:47:27) Home Depot's Strategic Shift (00:53:33) Competitive Dynamics with Lowe's (00:55:36) Building an Effective Board (00:58:16) The Impact of Home Depot on Employees' Lives (01:01:52) The Kindest Thing Anyone Has Ever Done for Frank

My guest today is Adam Sandow. Adam is the chairman and CEO of SANDOW Companies and the executive chairman and founder of Material Bank. He has built an entire ecosystem of businesses and brands that have brought him into the game of media, materials, and beyond. From creating the beauty product subscription model to getting magazines in the hands of billionaires to transforming the design industry with overnight access to samples, when Adam starts a business he writes his own rulebook. We discuss the founding stories of his most interesting companies, his obsession with targeting pain points, and his philosophies for when to go all in and betting on himself. Please enjoy this great discussion with Adam Sandow. Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best  (00:04:12) Building a Media Empire (00:06:01) The Birth of the Beauty Subscription Model (00:09:56) Revolutionizing Magazine Circulation (00:14:46) The Contrarian Approach to Media (00:16:08) The Origin of MediaJet (00:18:35) The Future of Print and Digital Media (00:27:25) The Genesis of Material Bank (00:35:23) Building a Compelling Model for Manufacturers (00:37:26) Innovative Logistics and Partnership with FedEx (00:40:32) The Importance of High-Quality Content (00:43:49) Building and Buying Media Properties (00:46:01) Creating Unique Value Propositions (00:54:22) The Role of Print in the Digital Age (00:58:41) Nurturing an Ecosystem of Businesses (01:03:37) The Kindest Thing Anyone Has Ever Done for Adam

My guest today is Howie Liu. Howie is the co-founder and CEO of Airtable, a no-code app platform that allows teams to build on top of their shared data and create productive workflows. The business began in 2013 and now has use cases built out for over 300,000 organizations. As Airtable begins to integrate AI and the latest LLMs into its product, Howie has maintained a focus on an intuitive building experience, allowing anyone to build out their workflow within minutes or hours. We discuss the future of the platform in the era of AI, his perspective on horizontal versus vertical software solutions, and his crucial moments as a leader in building a critical component to the advancement of productivity. Please enjoy this discussion with Howie Liu.  Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:49) Exploring Horizontal vs. Vertical Software in the AI Era (00:11:00) The Future of Customized Applications (00:15:28) Perspectives on AI's Future and Enterprise Adoption (00:18:13) The Evolution of LLMs and Their Impact on Software Development (00:23:33) Harnessing AI for Business Transformation and Innovation (00:27:28) Reflecting on Airtable's Founding and Evolution (00:33:23) Airtable's Approach to Customer Engagement and Innovation (00:39:59) The Impact of AI on Platform Versatility and Market Penetration (00:46:00) Achieving Product-Market Fit and Initial Monetization (00:50:23) Scaling Up and Securing the First Unicorn Round (00:51:52) Rapid Growth and Organizational Scaling Challenges (00:55:00) Reflecting on Tough Decisions in the Business (01:02:55) The Role of Capital Allocation in Expanding Airtable (01:06:55) The Kindest Thing Anyone Has Ever Done For Howie

My guest today is Mark Groden. Mark is the Founder and CEO of Skyryse, a company on a mission to make general aviation as safe as commercial aviation and change the future of flying. As you may know, helicopter accidents are far more likely than airplane accidents, and Skyryse is revolutionizing helicopter flight through a safer and simpler universal flying system. Mark is the quintessential example of somebody doing their life's work and I have no doubt you will come to that conclusion for yourself after listening to his story. He's determined, through Skyryse, to drive aviation deaths down to zero, and we discuss all of the details, big and small, that have laid the groundwork for realizing this dream. Please enjoy this conversation with Mark Groden. Listen to Founders Podcast 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, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- 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 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:53) From Childhood Fascination to Professional Pursuit (00:05:47) Understanding General Aviation vs. Commercial Aviation (00:07:05) The Safety Gap in General Aviation (00:10:27) The Evolution of Aircraft Technology and Safety (00:16:20) The Mechanic of Flying a Helicopter (00:21:40) Justifying the Existing Dangers of Helicopter Flight (00:24:45) The Future of Flying Cars and Urban Air Mobility (00:27:23) Economies of Scale in Aviation and the Path Forward (00:35:26) The Evolution of Autonomous Flight (00:37:58) The Promise of SkyOS: Revolutionizing Flight with AI (00:42:04) Piloting the Future: How Automation Empowers Pilots (00:45:43) Exploring the Business of Flight and Future Innovations (00:51:08) What Is Holding Back The Future of Flying (00:57:08) Mission-Driven Innovation: A Personal Journey (01:00:46) The Kindest Thing Anyone Has Ever Done For Mark