Invest in Progress

Scottish Mortgage
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Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems. This podcast is for all UK investors, existing shareholders of Scottish Mortgage and professional investors in Australia, Germany, Switzerland, Belgium, The Netherlands, Luxembourg, Hong Kong and Singapore. The views expressed are those of the contributors and should not be considered as advice or a recommendation to buy, sell or hold a particular investment. The content of this podcast was accurate to the best of our knowledge at the time of publication. Scottish Mortgage Investment Trust PLC (Scottish Mortgage) is listed on the London Stock Exchange and is not authorised or regulated by the FCA. Hosted on Acast. See acast.com/privacy for more information. For further details please see our legal information at www.scottishmortgage.com Hosted on Acast. See acast.com/privacy for more information.

  1. Horizon Robotics: Driving the Autonomous Revolution

    06/05/2025

    Horizon Robotics: Driving the Autonomous Revolution

    How the founder of a Horizon Robotics plans to become the Microsoft for robots.     Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is transforming vehicles into "computers on wheels" and revolutionising the robotics industry. Episode highlights: Founder's Commitment to Machine Learning: Dr. Kai Yu, a leading AI scientist, has dedicated over 30 years to advancing machine learning. His passion for developing self-learning machines has been a driving force behind Horizon Robotics' innovative solutions.Founding Mission of Horizon Robotics: Horizon Robotics aims to transform vehicles into "computers on wheels" by mastering both hardware and software development. Their AI chips and computing platforms are pivotal in achieving various levels of autonomous driving, making them a key player in the autonomous driving revolution.Global Partnerships with OEMs: Horizon's "Journey Together" mantra has fostered strong relationships with automakers worldwide, including a significant $2bn investment from Volkswagen. These collaborations showcase Horizon's ability to build trust and embrace global partnerships.Embracing Innovation: The competitive and crowded EV market in China serves as an ideal testing ground for Horizon's technology. With over 50% market share, Horizon has successfully taken on Western Advanced Driver Assistance System providers, proving their scalable solutions' effectiveness.Vision for the Future: Horizon Robotics envisions becoming the "Microsoft for robots," applying their technology across various industries. This ambition highlights their potential to revolutionise not just autonomous driving but the entire robotics landscape.Whether you're an investor, tech enthusiast, or simply curious about the future of technology, this episode offers valuable insights into a company poised to become a leader in the robotics industry.   Check the podcast description to ensure this content is suitable for you. Your capital is at risk.  Presenter: Claire Shaw Executive Producer: Niamh Kidd Line producer: Jessica Rooney Broadcast Technician: Samual O’Hare Editors: Rhona Taylor-Craig, An Phan     Hosted on Acast. See acast.com/privacy for more information.

    44 min
  2. Nubank: The Missionaries of Modern Banking

    18/03/2025

    Nubank: The Missionaries of Modern Banking

    How the co-founder of a Latin American challenger bank plans to transform the future of finance.   Join us for the latest episode of Invest in Progress, featuring David Vélez, co-founder and CEO of Nubank – the largest challenger outside China. Vélez shares with Lawrence Burns how he's revolutionising banking across Latin America and saving users tens of billions in the process. Episode Highlights: Breaking the Banking Monopoly: When five banks controlled Brazil's financial sector, making services expensive and inaccessible, Vélez spotted an opportunity to disrupt the status quo with simplified processes and reduced costs. Unlikely Disruptor: Despite having no retail banking experience, technology background, or Portuguese language skills, Vélez envisioned a technology-driven banking transformation focused on consumer needs and digital-first solutions. Economic Impact: Nubank has returned approximately $20 billion to customers – money that would have otherwise gone to traditional banks as fees – demonstrating their commitment to affordability and customer value. Scale and Reach: Now serving over 114 million customers across Brazil, Colombia, and Mexico, Nubank has grown into the largest challenger bank outside China by delivering a seamless digital banking experience. Customer Love: With one of the highest Net Promoter Scores worldwide, Nubank's customer-centric approach has built extraordinary brand loyalty rarely seen in financial services. AI-Powered Future: Vélez discusses how AI integration could evolve banking from merely "having a bank in your pocket" to enjoying a personalised experience akin to having a banker in your pocket too. Worldwide Ambitions: With a methodical approach to global expansion, Nubank aims to become the world's largest retail bank by addressing inefficiencies in banking models worldwide.   Check the podcast description to ensure this content is suitable for you. Your capital is at risk.  Presenter: Claire Shaw Executive Producer: Niamh Kidd Line producer: Jessica Rooney Broadcast Technician: Samual O’Hare Editors: Rhona Taylor-Craig, An Phan Hosted on Acast. See acast.com/privacy for more information.

    1 h 8 min
  3. Tempus AI: Pioneering AI-Enabled Healthcare

    25/02/2025

    Tempus AI: Pioneering AI-Enabled Healthcare

    Hear from the founder on a mission to make his company the Amazon of the healthcare industry.    Join us for the latest episode of Invest in Progress, in which Eric Lefkofsky, Founder and CEO of Tempus AI, tells Scottish Mortgage manager Tom Slater about transforming the healthcare landscape with artificial intelligence and big data. Episode Highlights: Personalized Healthcare Revolution: Discover how Tempus AI is revolutionising cancer diagnosis and treatment by leveraging one of the largest libraries of oncology data. Eric shares the personal journey that led to the creation of Tempus AI, driven by a desire to improve his wife's cancer treatment. Technological Edge: Learn about Tempus AI's unique technological advantage, akin to Tesla's in the EV market. Eric explains how Tempus integrates AI with diagnostics to provide intelligent, personalised insights that empower physicians and improve patient outcomes. Data-Driven Insights: Explore how Tempus AI's vast data resources are being utilised to accelerate drug discovery and enhance clinical trials, in partnership with major pharmaceutical companies like GSK and AstraZeneca. AI's Transformative Potential: Eric discusses the future of AI in healthcare, envisioning a world where AI diagnostics become the norm, saving the global healthcare industry trillions of dollars and significantly extending human life expectancy. A Visionary Leader: Gain insights into Eric's entrepreneurial spirit and his ability to articulate a compelling vision for Tempus AI, drawing parallels with industry giants like Amazon and Google. This episode is a must-listen for anyone interested in the intersection of technology and healthcare, offering a glimpse into a future where AI not only saves lives but also transforms the efficiency of healthcare systems worldwide. Don't miss this opportunity to hear from a leader who is not just imagining the future but actively building it.   Check the podcast description to ensure this content is suitable for you. Your capital is at risk.  Presenter: Claire Shaw Executive Producer: Niamh Kidd Line producer: Jessica Rooney Broadcast Technician: Samual O’Hare Editors: Rhona Taylor-Craig, An Phan Hosted on Acast. See acast.com/privacy for more information.

    1 h 4 min
  4. Blockchain.com: Outlasting the Crypto Chaos

    04/02/2025

    Blockchain.com: Outlasting the Crypto Chaos

    When Bitcoin has been declared dead more than 415 times in the past 14 years, how is it that crypto platform blockchain.com is still alive and well? Scottish Mortgage manager Tom Slater welcomes Peter Smith, Co-Founder and CEO of Blockchain.com onto the Invest in Progress podcast to explain.   Founded in 2011, Blockchain.com is the world’s oldest, most trusted platform for transacting in cryptocurrencies for individuals and institutions. The company now has 37 million users worldwide with approximately a third of all bitcoin network transactions going through its platform. However the crypto landscape has been undeniably volatile over the last decade. So how has the company emerged stronger now than ever before? Peter Smith's vision of providing financial freedom and choice to all, his dedication to being the most trusted platform in this space, and maintain a long-term view, certainly have something to do with it. Add a more supportive environment under Trump’s administration, and the outlook looks pretty exciting. Check the podcast description to ensure this content is suitable for you. Your capital is at risk.  Presenter: Claire Shaw Executive Producer: Niamh Kidd Line producer: Jessica Rooney Broadcast Technician: Samuel O’Hare Editors: Rhona Taylor-Craig, An Phan Hosted on Acast. See acast.com/privacy for more information.

    42 min
  5. Solugen: Decarbonising the Chemicals Industry

    14/01/2025

    Solugen: Decarbonising the Chemicals Industry

    Hear from the entrepreneur on a mission to decarbonise one of the dirtiest industries on the planet. Scottish Mortgage manager Tom Slater welcomes Gaurab Chakrabarti, Co-Founder and CEO of Solugen onto the Invest in Progress podcast. Join them as they delve into the $6trn chemicals industry, a foundation of modern civilisation yet one of the most polluting sectors in the world. Solugen is rewriting the rules by producing chemicals in a sustainable way: by combining biology and nature. What started as a homemade reactor made out of pipes bought from Home Depot, is now a business attracting industry giants and the US Department of Energy. Tune in to Invest in Progress to discover how this company not only paves the way for a more sustainable future, but could make chemical production a high-growth industry again.  Check the podcast description to ensure this content is suitable for you. Your capital is at risk.  Presenter: Claire Shaw Executive Producer: Niamh Kidd Line Producer: Jessica Rooney Broadcast Technician: Samual O’Hare Editors: Rhona Taylor-Craig, An Phan Hosted on Acast. See acast.com/privacy for more information.

    47 min
  6. Wise: Money Without Borders

    17/12/2024 · CONTENIDO EXTRA

    Wise: Money Without Borders

    In this bonus episode of Invest in Progress, hear from the company revolutionising global money movement. With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world. Meet Wise. Wise's chief executive and co-founder, Kristo Käärmann, and Scottish Mortgage deputy manager Lawrence Burns, discuss the fintech's remarkable rise, which offers low-cost, faster cross-border transactions for millions. Check the podcast description to ensure this content is suitable for you. Your capital is at risk.  Credits: Presenter: Claire Shaw Production manager: Niamh Kidd Production team: Baillie Gifford Hosted on Acast. See acast.com/privacy for more information.

    40 min
  7. The Brandtech Group: the masters of modern marketing

    26/02/2024

    The Brandtech Group: the masters of modern marketing

    Hear how this company has a 9-year head start on utilising AI. David Jones, founder of digital-only marketing agency The Brandtech Group, tells Lawrence Burns how his company makes marketing better, faster and cheaper. The offering is simple. Brands need help maintaining their identity amid the noise of the digital world. They also need help keeping up with ever-increasing complexity and ever-changing trends on a global scale. The Brandtech Group provides end-to-end digital solutions to help global brands stay ahead of the curve, from in-house content creation, to hyper targeted digital campaigns, to influencer marketing. And the company has always had technological development at its core, meaning the recent craze around artificial intelligence comes as no surprise. In fact, they’ve been utilising AI for almost a decade. Because of this, Brandtech is now the leading generative AI marketing group – ‘not only can we create content 10x faster but we're seeing 2x the performance on it’. But Jones also cautions ‘we are in mile one of the marathon’ as ‘the rule of modern marketing is it will just get more complex.’ Brandtech’s willingness to embrace technology and make strategic acquisitions not only gives it a substantial head start. But it also increases the likelihood of the company remaining a key player in a $750bn per year global industry, making it an attractive position in the Scottish Mortgage portfolio. Check the podcast description to ensure this content is suitable for you. Your capital is at risk. Credits: Presenter: Claire Shaw Audio production agency: Listen Producer: Shannon Delwiche Executive producer: Suzy Grant Production manager: Niamh Kidd Editorial lead: Malcolm Borthwick Hosted on Acast. See acast.com/privacy for more information.

    56 min
  8. Climeworks: leading the charge in carbon removal

    30/01/2024

    Climeworks: leading the charge in carbon removal

    Pioneering a potential trillion-dollar industry, Climeworks removes CO2 from the air and stores it underground. In the latest episode of Scottish Mortgage’s Invest in Progress podcast, Climeworks co-founder Christoph Gebald explains the role the company hopes to play in mitigating those emissions that cannot be reduced by other means. Climeworks’ dedication to its mission, its innovative direct air capture technology, and its commitment to scaling carbon removal make it a key player in the fight against climate change. As the first company to establish commercial-scale operational plants, its Iceland plant is the only one with third-party verification of its carbon removal capabilities. Scottish Mortgage invests in Climeworks as an early pioneer in an industry addressing a global issue – climate change – where the company could become a significant presence over time. Within 25 years, direct air capture facilities could be as commonplace as wind or solar farms are today, and the industry an equivalent size to today’s oil and gas industry. Although still early in its journey, if the company succeeds in scaling, it has the potential to create a multi-billion-dollar revenue stream. If you're interested in using Climeworks’ service as an individual, visit: https://climeworks.com/subscriptions Check the podcast description to ensure this content is suitable for you. Your capital is at risk. Credits: Presenter: Claire Shaw Audio production agency: Listen Producer: Shannon Delwiche Executive producer: Suzy Grant Production manager: Rachel Kay Editorial lead: Malcolm Borthwick Hosted on Acast. See acast.com/privacy for more information.

    43 min
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Información

Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems. This podcast is for all UK investors, existing shareholders of Scottish Mortgage and professional investors in Australia, Germany, Switzerland, Belgium, The Netherlands, Luxembourg, Hong Kong and Singapore. The views expressed are those of the contributors and should not be considered as advice or a recommendation to buy, sell or hold a particular investment. The content of this podcast was accurate to the best of our knowledge at the time of publication. Scottish Mortgage Investment Trust PLC (Scottish Mortgage) is listed on the London Stock Exchange and is not authorised or regulated by the FCA. Hosted on Acast. See acast.com/privacy for more information. For further details please see our legal information at www.scottishmortgage.com Hosted on Acast. See acast.com/privacy for more information.

Ficha técnica

  • Creado por
    Scottish Mortgage
  • Años en activo
    2023 - 2025
  • Episodios
    21
  • Clasificación
    Apto
  • Derechos de autor
    © Copyright 2023 Invest in Progress
  • Sitio web del podcast
    Invest in Progress