“When I am under intense stress, I listen to this audiobook. If someone can endure so much suffering and still live life to the fullest, I have no excuses.”

- David Senra on Alistair Urquhart

Best of the Week

Amazon’s Cloud Crisis: How AWS Will Lose the Future of Computing (Article | 20 mins)

AWS has long been synonymous with Cloud computing but Dylan Patel explains why Amazon is unlikely to capture the next wave.

Pair with: Dylan’s Breakdown of Applied Materials.

Andy Roddick’s Open Era (Article | 35 mins)

In this raw and unfiltered interview, Andy opens up about the pain of defeat, his challenges with mental health, the importance of family, and why he threw away his trophies.

Pair with: David’s lessons from reading My Turn: A Life of Total Football by Johan Cruyff.

Your Life Should Be on an Accelerated Learning Curve (Article | 9 mins)

“If you don’t think you’ve learned more in the last year than you have in the previous three, it’s time for a new position.” Explore Adam’s thesis and how to compound your career.

Pair with: Our conversation with Ravi Gupta on focus, lifelong learning, and mentorship.

Live show in NYC. This October, Patrick O’Shaughnessy and David Senra will share their favorite ideas and stories on what they call ‘Founder Mentality’ from hosting Invest Like the Best and Founders. The microphone will be open for an audience Q&A. Move quickly - tickets are selling fast.

Business Breakdowns - Football

Guest: Professor Rob Wilson – Sport finance expert at Sheffield Hallam University

Football, Soccer, whatever you call it, it’s big business. But can it be good business, too? We explore the business behind the world’s most popular sport, including what makes for a well-run club, whether there are attractive returns for investors to earn, and why the Saudi Super League may not be distorting the transfer market as much as feared.

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.

TOGETHER WITH THE INFORMATION
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What Our Listeners Are Saying:

Founders - Alistair Urquhart

Episode 318: Alistair Urquhart: The Forgotten Highlander

This extraordinary triumph of human spirit and resilience is David's go-to-book for re-centering. Alistair Urquhart lived in unimaginable horror for 750 days, facing disease, torture, starvation, and war. Yet he came out the other side and happily lived till the age of 97…Hear why David claims this may be one of the most remarkable stories he has ever read.

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 - Fredrik Lindahl

Guest: Fredrik Lindahl – CEO of Flightradar24

In 2006 two Swedes set up receivers on the roof of their homes to track flights over Stockholm. 15 years later, Flightradar24 crowdsources information for 250,000 flights, boasting 50M monthly users and a lucrative subscription business. Learn all about the world’s leading flight-tracking business.

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 - Nick Neuman

Guest: Nick Neuman – CEO of Casa Inc

At the heart of the crypto movement is a desire to hold your own assets but doing so securely remains a major challenge. Learn how to protect yourself against theft, hacks, and accidents with Casa’s Nick Neuman.

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. You can join them by signing up at OKX Trader Series to start your two months of fee-free trading today.

#ListenHere

What a fun summer. We have loved seeing where you tune in to our conversations. We’ll always be on the lookout for your podcast views on Twitter, LinkedIn, and Instagram at #ListenHere.

Pioneer Program

Thanks to Mohammad Ruhul Kader, Erick Mokaya and Jefferson Rumanyika 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.