Welcome to the first episode of our newest show, Business Breakdowns, featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and operators that know it best.
We’ve already released the first three episodes on Shopify, Chipotle, and Alibaba. Subscribe to Business Breakdowns through the podc ... Show More
Oct 27
Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ... Show More
1 h
Oct 20
Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ... Show More
57m 29s
Oct 13
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More
1h 11m
Feb 2024
I Interviewed the President of Shopify | Ep 651
Get an inside look at Shopify's exponential growth and its impact on the e-commerce industry! Today, Alex (@AlexHormozi) is joined by Shopify’s President, Harley Finkelstein, as he dives deep into the philosophy and operation of the company, learning how the platform has become a ... Show More
1h 29m
Apr 2023
20VC: Shopify Founder Tobi Lütke on Why Micromanagement is Good | Why You Will Learn More From Studying World of Warcraft Guilds Than You Will Companies | Why Happiness is BS; Lessons on Marriage, Fatherhood & Decision-Making Quality
<p><!-- wp:paragraph --></p> <p>Tobi Lütke is the CEO and Co-Founder of <a href= "https://www.shopify.com/uk">Shopify</a>, the powerhouse company allowing anyone to start and grow their e-commerce business. Over an incredible 18 years, Tobi has scaled Shopify to 10% of total US e ... Show More
56m 48s
Apr 2021
Business Breakdowns - Trailer
Welcome to Business Breakdowns, a new Colossus podcast featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and operators that know it best. We believe every business has secrets and lessons to learn from, and t ... Show More
2m 43s
Jun 2025
Shopify VP of Product on How to Build AI-First Products | Glen Coates | E269
<p>In this episode, Carlos Gonzalez de Villaumbrosia interviews Glen Coates, Vice President of Product at Shopify.</p><p>Shopify is one of the world’s leading commerce platforms, powering millions of businesses and helping entrepreneurs sell online and offline with ease. Since la ... Show More
56m 48s
Nov 2022
Tobi Lütke: Calm Progress
My guest today is Shopify co-founder and CEO Tobi Lütke. We discuss the differences between founders and professional managers, how he’s scaled with Shopify, the constant fight against bureaucracy, how he thinks about innovation in a large company, and how he manages to keep his ... Show More
2h 42m
Jun 2020
The Game Changer | Coffee & Commerce Episode 3
<p>On today’s episode, from of our series Coffee & Commerce, I’m joined by Tobi Lütke, the founder and CEO of Shopify. We discuss methods to overcome the biggest challenges in a post-COIVD world. Enjoy! Let me know what you think.You can follow VaynerCommerce on:</p>
<p>Twitt ... Show More
55m 41s