Best of the Week

Paul Graham on Ambition, Art, and Evaluating Talent (Podcast | 55 mins) 

Learn a bit of everything from this conversation between Paul and Tyler Cowen, which spans topics as disparate as time traveling through history, the design of our modern cities, and of course, Paul’s wisdom on venture.

Pair with: Our conversation with Daniel Gross and Tyler Cowen on identifying talent.

Navigating the Unpredictability of Everything (Article | 23 mins)

Corporate strategy must predict the future. But predictions are often wrong. So how do you form a winning strategy in an unpredictable world? This article investigates.

Pair with: Our discussion with Vaughn Tan on uncertainty and innovation.

David Goggins - How To Master Your Life (Video | 112 mins)

“When your mind is telling you that you're done, that you're exhausted, that you cannot possibly go any further, you're only 40% done.” Get a reality check from David Goggins. Pair it with a Founders episode and you’ll be ready to take on the world.

Pair with: Our deep dive on Michael Jordan and his drive.

Join us at Main Street Summit, an immersive festival for business owners, operators, and investors.

The team behind Capital Camp is gathering the entire SMB ecosystem from manufacturing, construction, oil & gas, and retail to technology, eCommerce, CPG, aerospace, and media for 2 full days of programming.

Choose from 100+ speakers and sessions to make the most of your time. The evolving line-up can be found here and includes Morgan Housel, Bryce Roberts, Tracy Britt Cool, Trish Higgins, Andrew Wilkinson, lan Cassel, Justin Mares, Ali Hamed, John Fiorentino, and on and on.  

 Invest Like the Best - Des Traynor

Guest: Des Traynor – co-founder of Intercom

Des cuts through the hype to outline practical examples of how Intercom uses AI. This timeless conversation covers topics relevant to any instance of technological disruption: strategic frameworks, competitive dynamics, and the creation of defensible businesses.

Pair with: The principles behind how we build (Podcast | 32 mins)

Intercom’s product principles are simple: start with the problem, think big, and ship to learn. Listen to hear how Des applies these principles when building products.

Invest Like the Best is brought to you by Tegus. Tegus is the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus is the gold standard for research, delivering unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can’t be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick.

Business Breakdowns - Nubank

Guest: Dan Bakalarz – Managing Partner of Unison Asset Management 

From humble origins and a riveting founding story, Nubank has become a dominant player in the Latin American banking ecosystem, disrupting the industry and forcing traditional banks to imitate its success. Listen to learn how its team and business model propelled its growth and what opportunities lie ahead.

Pair with: David Vélez Building the Branchless Bank (Colossus | 56 mins)

Hear David Vélez talk about his passion for social impact, why he loves to overcome challenges, and how he reinvented the wheel of the banking system. Take a peek into the brilliant mind of the Nubank founder.

Business Breakdowns is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus’ models automatically update each quarter, including hard-to-calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. As a listener, you can trial Canalyst by Tegus for free by visiting tegus.co/patrick.

What Our Listeners Are Saying:

Founders - Balenciaga

Episode 315: Balenciaga

Balenciaga showed astonishing skill with a needle at the age of 3.5. He then sewed everyday for the next 74 years to become perhaps the greatest designer in history. In an industry defined by trends and impermanence, his dresses are heirlooms bequeathed from generation to generation. David dives into Balenciaga's incredible story.

Founders is brought to you by Eight Sleep. Get the best sleep of your life and unlock more energy with the Pod 3. Go to eightsleep.com/founders to learn more.

Making Media - Podcasting 101

Guest: Matt Reustle & Dom Cooke – CEO and Head of Content at Colossus

Lights, camera, pod. We’ve got you covered with a complete guide to the essential hardware, software, and everything else you need to launch a podcast from scratch. Spare yourself the “how-to” article from a Google search.

Pair with: Uncommon Learnings From A Podcast Company Founder (Article | 15 Minutes)

The founder of Transistor hosts a Reddit AMA and provides an inside look at what he learned from building a company in podcasting.

Making Media is brought to you by Scribe. Scribe is the magic behind Colossus transcripts. And we are not alone. Scribe is the transcription service that powers all of S&P Global - like CapIQ - and the client list includes our friends at Tegus. Go to joincolossus.com/scribe to unlock 150 minutes of free transcription and test their capabilities.

Web3 Breakdowns - Luca Netz

Guest: Luca Netz – CEO of Pudgy Penguins

Serial Entrepreneur Luca Netz spent $2.5M to buy a failing NFT Project and turned it into one of the hottest brands in the space. Tune in to learn about the remarkable comeback story of these cute and cuddly collectibles and the growing community surrounding the NFT project.

Pair with: Building in Public Season 1 (Video | 73 mins)

This "reality show" video series takes you behind the scenes of an NFT project. Watch Luca Netz and his team on their quest to turn Pudgy Penguins into the face of all NFTs.

Web3 Breakdowns is sponsored by OKX. Want to stop paying trading fees? You can now trade for free for two months with OKX. Over 20 million traders and institutions choose OKX when they want to trade. And you can join them by signing up at OKX Trader Series to start your two months of fee-free trading today.

We want to see where you listen to our podcasts!

#ListenHere

We love your pictures. Keep them coming. Share where you listen to our podcasts on Twitter, LinkedIn, and Instagram using #ListenHere, and we’ll feature our favorites throughout August.

Pioneer Program

Thanks to John Rodriguez, Mohammad Ruhul Kader, and Andrew Robinson for their help and research this week.

Want to get involved in Colossus? We are always on the lookout for pioneers to help grow our content library. If you are interested - let us know here.