Colossus

Subscribe: Listen: @InvestLikeBest, @FoundersPodcast, @BizBreakdowns, @joyscompounding.

[Patrick OShaughnessy @patrick_oshag]

Just gonna leave this here…

https://t.co/4dtHMxKhIO

[Patrick OShaughnessy @patrick_oshag]

My conversation with @ericvishria of Benchmark.

Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras.

This one is about what history teaches us about the current moment, and a dispatch from inside the AI buildout through his companies.

We discuss:
- What AWS tells us about how big AI can get
- How the goalposts have moved for every software company
- Lessons from a decade with Cerebras
- China and the energy bottleneck
- Benchmark's return to growth investing
- Robotics

Enjoy!

TIMESTAMPS
0:00 Intro
3:36 What Cloud Teaches Us About AI
12:52 Sierra, Sandcastles, and AI Products
17:35 The New SaaS Competitive Frontier
28:28 AI Demand and the Energy Bottleneck
31:28 The Cerebras Story and AI Chips
45:10 The Future of Robotics
52:53 Eric’s Venture Investing Philosophy
1:07:30 Going Public, AI Value, and Jobs

[Keshav Lohia @Keshav_Lohiaaa]

I’m a little late to read Sarah Guo’s incredible profile in @colossusmag but it’s one of the most compelling pieces on an investor out there

[Colossus @colossusmag]

You can now listen to Flounder Mode wherever you get your podcasts.

Spotify: https://t.co/JaYFhesssx

[Brie Wolfson @zebriez]

So much has been written about Kevin Kelly over his 40 years doing amazing things.

I didn’t know if I’d have anything to add to the story so I turned to the truest thing, how this man inspired me and changed the way I think.

[kamil @unable0_]

sometimes the strategy is being exceptional at execution.

really loved the write-up about @saranormous and @conviction.

truly remarkable job! @domcooke @colossusmag

[fed_speak @fed_speak]

This is a lovely little profile from @colossusmag on the comeback of the Guiness brand.

Planning to enjoy one myself at a happy hour this afternoon.

https://t.co/jCKnYOyr67

[Ian Vanagas @IanVanagas]

This article is an infohazard because it makes you want to go out and have a Guinness.

It happened to me today.

[Patrick OShaughnessy @patrick_oshag]

My seventh conversation with @GavinSBaker.

It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley.

We discuss:
- Why old GPUs are getting more expensive
- Open source vs the frontier
- Claude as Wall Street's Walter Cronkite
- Whether the buildout gets funded out of cash flow or debt
- SpaceX as a data center company
- And more

Enjoy!

TIMESTAMPS
0:00 Intro
1:17 AI Selloff vs. Fundamentals
10:20 Financing the AI Buildout
18:18 GPU Prices Keep Rising
24:23 Claude Moves Markets
29:01 What Could Break the Thesis
36:59 The Memory Supply War
42:08 Nvidia’s New Playbook
50:14 China and Open Source
61:51 Data Centers and Regulation
71:11 SpaceX and Orbital Compute

[Colossus @colossusmag]

Imagine explaining 'Guinness YouTuber' to an Irish farmer in 1759.

[Des Traynor @destraynor]

A really nice article about my favourite drink.

(It’s still sad that there’s no Guinness emoji)

[Jim O'Shaughnessy @jposhaughnessy]

Fun article on the reemergence of Guinness

[Colossus @colossusmag]

The best pint of Guinness in the world is served at a pub called John Kavanagh’s in Dublin.

It is built into the wall of a cemetery. The pub doesn't allow music, singing, or dancing. There’s no TV. There’s no WiFi. If you want to eat, you must go next door to the restaurant.

Anthony Bourdain, who visited in 2012, signed the guestbook “heaven looks just like this.”

[Colossus @colossusmag]

Guinness used to be an old man's pint, poured in old men's pubs. Now the Irish stout is selling faster than ever. It's the fastest-growing imported beer in the US, and the best-selling beer in British pubs.

This resurgence has played out against the backdrop of plummeting alcohol sales worldwide and near-apocalyptic conditions in the hospitality trade.

We sent Alex Bilmes, former editor-in-chief of British Esquire, to investigate.

He drank at the London pub that sells 20,000 pints of Guinness a week, more than any place on earth. He drank five at the Dublin pub known for the best pint of black stuff in the world. And at 10:30am on a Friday, he drank at St James's Gate, where Guinness has been brewed since 1759.

Between pints he consulted TikTok influencers, authors, cemetery workers and Diageo executives, all to understand the revival of a 267-year-old beer that was decidedly uncool just a decade ago.

Nothing about Guinness turns out to be black and white. Including the drink, which held up to the light is dark red.

https://t.co/Xt0nfGqvmD

[Colossus @colossusmag]

Guinness used to be an old man's pint, poured in old men's pubs. Now the Irish stout is selling faster than ever. It's the fastest-growing imported beer in the US, and the best-selling beer in British pubs.

This resurgence has played out against the backdrop of plummeting alcohol sales worldwide and near-apocalyptic conditions in the hospitality trade.

We sent Alex Bilmes, former editor-in-chief of British Esquire, to investigate.

He drank at the London pub that sells 20,000 pints of Guinness a week, more than any place on earth. He drank five at the Dublin pub known for the best pint of black stuff in the world. And at 10:30am on a Friday, he drank at St James's Gate, where Guinness has been brewed since 1759.

Between pints he consulted TikTok influencers, authors, cemetery workers and Diageo executives, all to understand the revival of a 267-year-old beer that was decidedly uncool just a decade ago.

Nothing about Guinness turns out to be black and white. Including the drink, which held up to the light is dark red.

https://t.co/Xt0nfGqvmD

[Colossus @colossusmag]

A Twitter account highlighting all the bad pints of Guinness in London (@shitlondonguinn) became hugely positive for the brand.

[Colossus @colossusmag]

Guinness used to be an old man's pint, poured in old men's pubs. Now the Irish stout is selling faster than ever. It's the fastest-growing imported beer in the US, and the best-selling beer in British pubs.

This resurgence has played out against the backdrop of plummeting alcohol sales worldwide and near-apocalyptic conditions in the hospitality trade.

We sent Alex Bilmes, former editor-in-chief of British Esquire, to investigate.

He drank at the London pub that sells 20,000 pints of Guinness a week, more than any place on earth. He drank five at the Dublin pub known for the best pint of black stuff in the world. And at 10:30am on a Friday, he drank at St James's Gate, where Guinness has been brewed since 1759.

Between pints he consulted TikTok influencers, authors, cemetery workers and Diageo executives, all to understand the revival of a 267-year-old beer that was decidedly uncool just a decade ago.

Nothing about Guinness turns out to be black and white. Including the drink, which held up to the light is dark red.

https://t.co/Xt0nfGqvmD

[Colossus @colossusmag]

You can also listen to the piece.

Spotify link: https://t.co/M1p0DwJD9f

[Colossus @colossusmag]

Guinness used to be an old man's pint, poured in old men's pubs. Now the Irish stout is selling faster than ever. It's the fastest-growing imported beer in the US, and the best-selling beer in British pubs.

This resurgence has played out against the backdrop of plummeting alcohol sales worldwide and near-apocalyptic conditions in the hospitality trade.

We sent Alex Bilmes, former editor-in-chief of British Esquire, to investigate.

He drank at the London pub that sells 20,000 pints of Guinness a week, more than any place on earth. He drank five at the Dublin pub known for the best pint of black stuff in the world. And at 10:30am on a Friday, he drank at St James's Gate, where Guinness has been brewed since 1759.

Between pints he consulted TikTok influencers, authors, cemetery workers and Diageo executives, all to understand the revival of a 267-year-old beer that was decidedly uncool just a decade ago.

Nothing about Guinness turns out to be black and white. Including the drink, which held up to the light is dark red.

https://t.co/Xt0nfGqvmD

[modest proposal @modestproposal1]

I first followed Sarah because she had a god tier podcast title and her first guest built poker bots. I'm fortunate that she was willing to meet a random anon and have learned a ton from her. This is an awesome profile, with much deserved praise.
https://t.co/hWKGmPErVA

[Colossus @colossusmag]

From this profile

https://t.co/dKQvYmvyuL

[Colossus @colossusmag]

Before Citadel Securities, there was Thomas Peterffy.

Peterffy pioneered electronic market making in the 1980s. One of his breakthroughs nearly killed his business.

[Colossus @colossusmag]

Who are the 100?

Bonus points for those under the radar.