logo
episode-header-image
Aug 2024
1h 32m

Gavin Baker - AI, Semiconductors, and th...

Colossus | Investing & Business Podcasts
About this episode
tail spinning
Up next
Mar 17
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against his Plaid shares and has never raised outside capital. William talks about what ... Show More
1h 10m
Mar 10
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of Palantir’s forward-deployed engineering model and the lessons he learne ... Show More
1h 21m
Mar 4
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best syste ... Show More
1h 15m
Recommended Episodes
Sep 2025
Software finally eats services - Aaron Levie
<p>Should the US put a price on H-1B visas, or would that block the flow of new talent? Are AI coding agents actually making teams way more productive, or is it just hype? And in the AI platform shift, will the big winners be incumbents or new AI-native startups?</p><p>Erik Toren ... Show More
59m 33s
Oct 2025
Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
<p>Nathan Labenz is one of the clearest voices analyzing where AI is headed, pairing sharp technical analysis with his years of work on The Cognitive Revolution.</p><p>In this episode, Nathan joins a16z’s Erik Torenberg to ask a pressing question: is AI progress actually slowing ... Show More
1h 31m
Oct 2025
Sam Altman on Sora, Energy, and Building an AI Empire
<p>Sam Altman has led OpenAI from its founding as a research nonprofit in 2015 to becoming the most valuable startup in the world ten years later.</p><p>In this episode, a16z Cofounder Ben Horowitz and General Partner Erik Torenberg sit down with Sam to discuss the core thesis be ... Show More
48m 25s
Sep 2025
230: AI At The Frontier: A Stock Picker's Take on AI Investing
<p>The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics.</p><p>Oscar Pulido welcomes T ... Show More
23m 41s
Jul 2025
What’s Next for Fintech: AI, IPOs and Stablecoins
<p>In this episode of Deciphered, Jeff Tijssen, partner and global head of Fintech, Bain & Company is joined by Georgios Kolovos, EMEA Payments & Fintech Leader, NVIDIA and Phoebe Wallis, Chief Revenue Officer, Griffin to discuss what’s next for Fintech.</p><p>Timestamps:</p><ul> ... Show More
34m 23s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
<p>Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think.</p><p><br></p><p>In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA&#39;s blockbuster earnings to Amazon&#39;s new AI-powered ... Show More
50m 3s
Sep 2025
How OpenAI Built Its Coding Agent
<p>OpenAI’s Codex has already shipped hundreds of thousands of pull requests in its first month. But what is it really, and how will coding agents change the future of software?</p><p>In this episode, General Partner Anjney Midha goes behind the scenes with one of Codex’s product ... Show More
1h 20m
Feb 2023
Marc Andreessen — AI, crypto, 1000 Elon Musks, regrets, vulnerabilities, & managerial revolution
tail spinning
1h 19m
Sep 2025
Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody (CEO of Mercor)
Brendan Foody is the CEO and co-founder of Mercor, the fastest-growing company in history to go from $1M to $500M in revenue (in just 17 months!). At 22, he is also the youngest American unicorn founder ever. Mercor works with 6 of the Magnificent 7 and all top 5 AI labs to help ... Show More
1h 6m
Feb 2025
#63 AI is changing ANIMATION Forever with Move AI CEO
Tino Millar is the Co-founder & CEO of Move AI, a company using artificial intelligence to capture human motion from video—no suits, no sensors, just videos. Move AI is making high-quality motion capture more accessible for creators in gaming, film, and sports. In this episode, T ... Show More
1 h