An ILTB You Don't Want to Miss | Colossus Weekly

Best of the Week

How to Blow Up a Timeline (Article | 32 mins)

Eugene Wei puts words to many of our feelings in this thorough exploration of Twitter’s rise and fall. Peak Twitter is gone forever.

Pair with: Our conversation with Eugene on tech, media, and culture.

Dell’s Capital Expertise (Article | 27 mins)

The best business executives master three skills: operational improvements, competitive positioning, and capital allocation. This piece explores the impact and inputs to exceptional capital management through the lens of Michael Dell.

Pair with: Our discussion with Will Thorndike on how the most skilled capital allocators operate.

Conversation with Ken Griffin (Video | 25 mins)

Ken Griffin shares his views on lifelong learning, democratization in finance, and the evolution of Citadel’s business.

Pair with: Our conversation with Dmitry Balyasny on a better model for building asset managers.

 Invest Like the Best - Jeremy Giffon

Guest: Jeremy Giffon – private markets investor and former general partner at Tiny

One of the most provocative and wide-ranging conversations you will hear this year. Come for a masterclass in private software businesses, stay for insights on the importance of taking a sabbatical, discovering what makes people tick, and the right way to ask for advice.

Pair with: You Can Be A Stock Market Genius (Book | 306 Pages)

Jeremy’s favorite book on investing, in which Joel Greenblatt teaches individual investors how to find special situations with the potential for asymmetric returns that professional investors miss.

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 - Toast

Guest: Will Schreiber – co-founder and CEO of Bottle

As a vertical operating system for restaurants, Toast serves up a little bit of everything, and so does this episode. Learn how Toast became the market leader by combining hardware and software into a frictionless platform that provides a superior API offering and allows for sticky payments.

Pair with: Slicing up a SMB Renaissance (Podcast | 72 mins)

Listen as the founder of Slice, a vertical software product for independent pizza operators, explains the unit economics and industry dynamics related to pizza ordering, delivery, marketing, and payments.

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.

Founders - James Cameron

Episode 311: James Cameron: The Futurist

Learn how a truck driver became one of the greatest filmmakers of our times, took a sabbatical at the peak of his powers, and returned with a film that smashed box office records. David Senra recounts the riveting story of James Cameron and the wildly unconventional path behind his spectacular success.

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 - Jay Clouse

Guest: Jay Clouse – founder of Creator Science

Learn the secrets to building successful online communities from the ground up as Jay Clouse shares his expertise in community building. We dive deep into what successful communities look like, the parallels between offline and online communities, and what gives online communities staying power.

Pair with: How to Build an Online Community (Article | 45 mins)

Learn more from Jay in this excellent piece on why community matters, what separates successful online communities from ones that fail, and the specific strategies and tools he used to build online communities successfully.

Making Media is brought to you by Scribe. Scribe is the magic behind Colossus transcripts. One of the best decisions we made at Colossus was transcribing all of our audio into a searchable transcript library. We had been using another provider up until the summer of 2022 but we were constantly having issues with accuracy if our audio was just the slightest bit impaired. Whether it's training sessions, internal Q&As, or for media purposes, the value of transcripts is huge. 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 - William Quigley

Guest: William Quigley – co-founder of Tether and WAX

WIlliam Quigley has had a fascinating career on the frontier of technology. Listen as he combines first principles thinking with a lifetime of lessons learned to share stories about being an early investor in PayPal, how he caught the crypto bug, the design choices behind Tether's spectacular success, and more.

Pair with: How Stablecoins Became a Powerful Force in Crypto (Podcast | 57 mins)

Jeremy Allaire, the CEO of Circle, which issues the USDC stablecoin, breaks down the business model of stablecoins, and the influence stablecoins have within the broader crypto ecosystem.

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.

Web3 Breakdowns - CL207

Guest: CL207 - crypto derivatives Trader

CL207 is a popular anon account on Twitter with an unbelievable backstory. In this episode, he talks about the process and mental models he follows for trading, pseudonymity, fashion, Virtual Reality and more.

Pair With: Understanding Bitcoin Derivatives | Video 62 mins)

Derivatives trader CL207 breaks down futures, perpetual swaps, open interest, funding, quarterlies etc.

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.

Thanks to Akshat Jain, Andrew Robinson, Mohammad Ruhul Kader, and Jefferson Rumanyika for their help and research this week.

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