Colossus

•

Canal • 6 programas

Inversiones

Inversiones

Cada semana
Inversiones

Inversiones

Cada semana
Inversiones

Inversiones

Cada semana
Inversiones

Inversiones

14/05/2025
Inversiones

Inversiones

Cada semana
Emprendimiento

Emprendimiento

Cada semana

26/09/2025

Rolex: Timeless Excellence

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. This Business Breakdowns on Rolex is a long-time stand out. The founder and executive chairman of Hodinkee, Ben Clymer, was the perfect person to take us through the ins and outs of this legendary brand. For the full show notes, transcript, and links to the best content to learn more, check out the episode page ⁠here⁠. ----- This episode is brought to you by ⁠⁠⁠⁠⁠⁠WorkOS⁠⁠⁠⁠⁠⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. With a single API, developers can implement essential enterprise capabilities that typically require months of engineering work. By handling the complex infrastructure of enterprise features, WorkOS allows developers to focus on their core product while meeting the security and compliance requirements of Fortune 500 companies. Visit ⁠⁠⁠⁠⁠⁠WorkOS. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠ joincolossus.com/episodes⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:01) His favorite Rolex watch ever (00:04:24) What makes the Rolex Daytona such a special watch (00:07:19) The job-to-be-done for high-end watches beyond just telling them the time (00:12:18) The strategy behind marketing luxury products: ⁠The Luxury Strategy⁠ (00:14:34) An overview of the Rolex business (00:19:38) The history of Rolex (00:38:45) Their genius in marketing and distribution (00:41:55) How they make decisions and what others can learn from them (00:47:14) The financials of Rolex and other luxury watch brands (00:49:02) Most important business lessons others can learn from Rolex (00:52:54) Other luxury brands worth studying (00:57:26) Negative lessons gleaned from Rolex

26/09/2025

•

1 h y 3 min
09/10/2024

Gregorys Coffee: From Bean to Dream

Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the New York City born coffee chain that now spans across twelve US states. This is a true look into what it takes to open up a coffee shop and the economics behind it. We get into what it's like to innovate in an industry where innovation can last a week before a competitor releases the same thing on their menu. And Greg also shares all of the challenges around going from one store to a second store to scaling into what Gregorys is today. Please enjoy this Breakdown of Gregorys coffee. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by EightSleep, the temperature-controlled mattress cover that heats or cools your mattress to transform your sleep. The Pod 4 Ultra is the new gold standard in intelligent sleep systems. It can be added to your current mattress like a fitted sheet and is been clinically proven to give you up to an hour more quality of sleep every night. The cooling capability can cool your side of the bed to 20 degrees below room temperature, all managed by the pod's autopilot feature, which adjusts the temperature throughout the night. Go to eightsleep.com/breakdowns and use the code glueguys for $350 off. --- This episode is brought to you by Public: Invest in stocks, bonds, options, crypto, and more in one place. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:33) Growing Up in the Food and Beverage Industry (00:06:57) Deciding to Pursue Gregorys Coffee (00:10:04) Opening the First Gregorys Coffee Location (00:16:42) Innovating and Expanding the Business (00:28:57) Challenges and Lessons in Scaling Up (00:50:52) Comparing Quality: Mass Chains vs. Our Espresso (00:53:27) Our Mission and Core Values (00:58:10) Consistency Across Locations (01:00:46) Partnership with Simon Property Group (01:07:36) The Role of Technology and Loyalty Programs (01:12:16) Balancing Order Ahead and In-Store Experience (01:15:47) The Cost and Challenges of Opening a Coffee Shop (01:22:13) Handling Competition and Maintaining Quality (01:24:29) The Coffee Community and Industry Trends (01:27:16) Vision for Future Expansion (01:29:12) Building a Strong Team and Infrastructure (01:34:04) Lessons Learned and Entrepreneurial Advice

09/10/2024

•

1 h y 39 min
01/01/2025

Kering: It's Gucci

Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes on. It's a luxury house similar to LVMH, but LVMH over the past five years is up over 40% and Kering is down over 60%. To break down Kering, I am joined by Jonathan Eng, portfolio manager at Causeway. We cover the owners and operators of Kering, the Pinault family. We also discuss wholesale distribution versus retail distribution and brand margin profiles. But Kering's core brand, Gucci, is different from much of what you see in luxury, and we spent a significant amount of time diving into it. What makes Gucci more cyclical than understated luxury? Where do we stand with Gucci today? And how does Jon think about all of this as an investor tapping into his historical context in the space? Please enjoy this breakdown of Kering. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:53) Overview of Kering and Its Brands (00:02:13) Kering's Business Strategy and Challenges (00:05:02) Historical Context and Family Influence (00:07:09) Comparing Kering and LVMH (00:10:27) Financial Performance and Market Dynamics (00:18:05) Impact of Creative Directors and Brand Evolution (00:21:28) Modern Analytical Approaches in Luxury Market (00:23:29) Exploring Kering's Development Centers (00:24:36) Decentralized Decision-Making in Luxury Brands (00:25:04) Wholesale vs. Retail: Control and Margins (00:27:33) Strategic Store Locations and Investments (00:28:51) Geographical Brand Preferences (00:30:19) Balenciaga's Advertising Fallout (00:33:46) M&A Landscape and Future Growth (00:37:41) Valuation and Market Position (00:43:06) Operational Gearing and Risks (00:43:58) Key Lessons from Studying Kering

01/01/2025

•

45 min
22/09/2023

Bored Ape Yacht Club - [Web3 Breakdowns, Replay]

Today, we're continuing our series of replays this week with the first episode we ever published. Almost two years ago to the day, I sat down with Patrick to talk about the Bored Ape Yacht Club. I hope you enjoy listening back to this episode as much as I did recently and I'll be back with new episodes, including our Q3 recap, very soon. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @patrick_oshag | @JoinColossus Show Notes [00:02:30] - [First question] - What the Bored Ape Yacht Club is [00:03:39] - Motivations for owning a Bored Ape compared to traditional art [00:07:46] - The scope of prices, hierarchy, turnover, and trading overview of these NFTs [00:09:51] - Distribution of rarity and why it matters [00:11:29] - How the project roadmap is managed by the member community [00:16:23] - Who are the members and the key stewards of steering the ship [00:18:08] - An example of a project where the owners don’t own the IP of their NFT [00:20:56] - Underlying fundamentals and utility behind owning a Bored Ape [00:26:36] - Thoughts on fungible tokens inside of non-fungible projects [00:29:06] - Ways to think about the value proposition of owning an Ape and an Ape token [00:30:36] - Different options for minting NFTs and their pros and cons [00:34:36] - Literal mechanics of the minting process [00:36:59] - Smart contract mediating of combining NFTs to generate rare ones [00:39:20] - Building a bottom up brand and other examples of this trend [00:41:50] - Are NFTs just gambling, or will they become investable assets like physical art [00:46:09] - Blockchain infrastructure of the NFT space and whether it’ll stay on Ethereum [00:48:48] - What makes the Bored Ape Yacht Club so innovative compared to other projects Learn more about your ad choices. Visit megaphone.fm/adchoices

22/09/2023

•

51 min
28/12/2022

Carbon Reduction: Changing Business Practices

This week is the second half of our mini-series on the two major levers to reduce the impact of climate change. Last week, we covered Carbon Removal with Nan Ransohoff. Today we're focused on Carbon Reduction. To break down the business of decarbonization, I'm joined by Christian Anderson. Christian is the co-founder of Watershed, which helps companies like Monzo, Spotify, and Walmart measure, report, and act on their emissions. We discuss the impact on financial statements, why debt financing is key, and why people say no to climate programs. Please enjoy this breakdown. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt Show Notes [00:02:14] - [First question] - Climate change as a result of the inertia of capital [00:03:44] - Financing a capital stock transformation for decarbonization [00:05:22] - Decreasing dependence on legacy tech to mitigate humankind’s energy debt [00:08:32] - System of incentives to use and invest in clean technology [00:10:59] - Banks and debt financiers getting into the climate effort [00:12:46] - How Watershed’s individual corporate customers approach decarbonization [00:15:30] - Complexity and recent progress to decarbonize industry [00:18:25] - How more effective energy will accelerate the decarbonization of supply chains [00:20:58] - Surprising cost curves for various clean energy processes [00:24:16] - Energy solutions for the most energy-intensive applications [00:26:44] - The impact on corporations’ balance sheets and stakeholders [00:29:49] - Why sophisticated companies are needed to drive the decarbonization transition [00:31:46] - How companies measure and then modify their carbon footprints [00:35:00] - Companies getting serious about climate issues in the past year [00:37:29] - Capital flowing to tech niches and the problem of infrastructure regulation [00:40:35] - Digital tools for decarbonization projects [00:42:43] - How new businesses approach the climate issue from inception [00:44:39] - Structure of Watershed’s buyers [00:46:53] - Why people and businesses say no to Watershed [00:48:55] - Perspectives across Watershed’s global markets [00:51:36] - The most worrisome aspects of the climate crisis [00:53:26] - Simplicity in the complex domain of climate change [00:54:39] - The overall sentiment toward the climate movement [00:57:37] - Forces that antagonize the climate movement [00:59:25] - An exemplary case study of Apple’s climate work

28/12/2022

•

1 h y 1 min
13/07/2023

Rethinking the Membership Model

Our guest today is Jay Clouse. Past guest Chris Hutchins told us that Jay had given him some of the best, contrarian advice on memberships. Naturally, that was enough of a hook for us so we got on the phone and asked him how to build a community around your product. Please enjoy this conversation with Jay Clouse. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Scribe. Scribe is the presenting sponsor of this episode of Making Media and the magic behind the 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. ----- Making Media is a property of Colossus, LLC. For more episodes of Making Media, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @ReustleMatt | @domcooke | @MakingMediaPod | @JoinColossus Show Notes (00:02:35) - (First question) – He tells us about is lead social experience (00:04:14) – The difference between online versus in-person communities (00:06:18) – What he thinks makes a good online community (00:07:54) – How he incorporates his principles into The Lab (00:10:31) – The driving force behind using videos on the platform (00:11:50) – Transitioning out of a guiding role when introducing new members to the platform (00:14:12) – The potential for replication of his platform membership idea (00:16:42) – The meaning of sticky community and its measure of success (00:18:21) – How scaling membership size can affect overall monetary growth (00:20:20) – His opinions on turning his business into solely a membership platform (00:22:01) – He explains how the renewal process for members works (00:24:10) – The percentage of creators treating their content as a business (00:26:00) – Moving from a multimedia business to just a singular outlet for content (00:28:13) – The dangers of consistent content advice (00:29:36) – Other advice to be cautious of when wanting to grow your platform (00:30:36) – The balance between giving up creative freedom for growth and staying true yourself (00:34:31) – His advice for those who are struggling to find success (00:35:56) – Timeless strategies for content growth (00:37:24) – His feelings on taking advice from experts in the field while being one himself (00:41:28) – Who he thinks people should study in the creator space (00:43:34) – Potentially acquiring jay.com (00:46:21) - Debrief

13/07/2023

•

57 min
31/05/2024

Tony Cappell: Underwriting the Cannabis Industry - [Making Markets, EP.31]

My guest today is Tony Cappell, the Founding Partner at Chicago Atlantic. In 2018, Tony saw an opportunity to do private credit in Cannabis and has since built Chicago Atlantic is the largest lender in the space. We start by talking about the early days of Chicago Atlantic. We then move on to the challenges of underwriting in Cannabis, his views on the industry and on competition from other lenders. We end with a discussion on the overall private credit market. Please enjoy this conversation with Tony Cappell. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:02:31) Entering the Cannabis Private Credit Market (00:04:54) Challenges and Opportunities in Cannabis Lending (00:08:12) Market Segmentation and State Regulations (00:11:51) Credit Risk and Market Dynamics (00:15:12) The Life Cycle of A Cannabis Deal (00:20:12) Diversification Across State Regulations (00:23:47) Brand Power and Regulatory Concerns (00:28:13) Impact of 280E and Rescheduling (00:33:13) Private Credit and Investment Strategies (00:36:44) Challenges and Opportunities in Cannabis Lending (00:45:12) Private Credit Market Outlook (00:50:31) Entering Into an Agreed Asent in Cannabis Investing Learn more about your ad choices. Visit megaphone.fm/adchoices

31/05/2024

•

51 min
21/07/2023

Gary Coover: Designing a Sustainable Token Economy - [Web3 Breakdowns, EP.79]

This is Eric Golden and my guest today is Gary Coover. Gary spent 8 years building Samsung’s innovation arm, Samsung Next, before he was drawn into the Web3 world. Today, he is the Chief Operating Officer of Superlayer, a venture studio focused on building Crypto startups. We start this conversation by analyzing what went wrong in the industry over the past 2 years, and why Gary advocates “Burying the Rails”. We then talk about Superlayer’s attempt to build an economically sustainable and inflation-resistant token model within their products, Hotline and Trophy. Please enjoy my conversation with Gary Coover. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by OKX. You may have seen OKX on McLaren’s Formula 1 race car or Manchester City’s football kit. But what is OKX? OKX has over 730 spot trading pairs, 280 derivatives markets, and 1000 options markets. It processes 400,000 requests per second with 99.95% uptime. That’s why over 20 million traders and institutions choose OKX when they want to trade. Visit okx.com to learn more. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes (00:01:35) - (First question) - Things he got wrong while trying to launch his new business (00:03:27) - His view on NBATopShots as an inflation failure versus a crypto failure (00:05:48) - How his businesses differ from previously attempted token based companies (00:09:50) - Determining whether a founders business in capable of tokenization (00:11:54) - He tells us why a token is necessary for these businesses to be successful (00:13:52) - Examples of returning value to the wrong group of people (00:18:32) - He explains how users pay for content on the platform (00:19:33) - Using tokens for in platform purchases instead of centralized currency (00:21:18) - How the inflation economics work behind the token model (00:22:58) - Handling content on the platform that is deemed illegal or unethical (00:24:40) - Developing trust with creators that feel jaded from the past (00:27:00) - How he sees the business developing from a tokenless model to one with tokens (00:28:46) - How he approaches building the right tokenized economic structure (00:30:41) - The ability to charge by preference in either tokens or dollars (00:32:58) - Pros and cons of not having control over market volatility (00:34:49) - Which of his companies are currently using token based currency (00:37:48) - A look back at things he is proud he got right and still believes in (00:40:28) - What he sees in the space today that gets him excited (00:42:11) - What he is most excited to build over the next six months and six years Learn more about your ad choices. Visit megaphone.fm/adchoices

21/07/2023

•

45 min
15/04/2022

GaryVee: The Future of NFTs - [Web3 Breakdowns, EP. 17]

This is Eric Golden and my guest today is serial entrepreneur Gary Vaynerchuk, better known as GaryVee. This conversation covers why Gary has so much conviction in blockchain technology, why he sees established companies willing to embrace NFTs, and his vision for how this new medium allows him to build and distribute value today, and far into the future. Please enjoy my conversation with GaryVee. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes [00:02:06] - [First question] - Why NFTs are the future and why they’re so powerful [00:04:41] - How his long-term thinking has both helped and hurt his efforts in this space [00:06:24] - Being open about what he’s buying and how a public wallet changes that dynamic [00:09:21] - Whether one can participate in the NFT space without being all in [00:10:47] - How big brands are interacting with NFTs and their adoption cycle [00:12:10] - Whether or not they understand the longevity of their actions and decisions [00:13:46] - Thoughts on separating his public and private life online [00:16:44] - Where his drive and desire to entertain comes from [00:18:47] - How he lets people into his world and betting on people who are “one of us” [00:22:27] - Ways smart contracts will change the future of long term bets on assets [00:25:54] - Things that seem bizarre today that will appear obvious in hindsight [00:28:10] - What he’s most excited to see built in the next six months and six years Learn more about your ad choices. Visit megaphone.fm/adchoices

15/04/2022

•

32 min
11/11/2022

EG Galano: Decentralized Infrastructure - [Web3 Breakdowns, EP.46]

This is Eric Golden and my guest today is EG Galano, co-founder of Infura. EG launched Infura out of ConsenSys in 2016 to meet a growing need for blockchain infrastructure providers. Our discussion covers the challenges of running an Ethereum node, how Infura convinced developers to trust a centralized service provider, and why Infura plans to decentralize in the near future. Please enjoy this conversation with EG Galano. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes [00:02:08] - [First question] - How he first got involved with Ethereum and wound up at ConsenSys [00:04:57] - What made the idea of smart contracts so special and first got his attention [00:06:21] - The original inspiration behind building Infura [00:08:31] - What life was like trying to build on top of Ethereum before Infura [00:10:19] - Overview of what a node is and what it’s like to run one [00:11:49] - When the time came to outsource instead of handling infrastructure internally [00:14:15] - How Infura was initially received and whether or not blockchain participants and builders felt it went against their decentralized philosophies [00:19:48] - Going from an open source project to a monetized platform [00:22:49] - How their premium offering was received and which developers made them second guess themselves [00:24:14] - The story of Uniswap and how Infura influenced and impacted their success [00:27:52] - How the buying and trading of an NFT with MetaMask interacts with Infura [00:32:01] - Whether or not building applications on blockchains is more similar to on-premise servers than building on the cloud [00:34:08] - His thoughts about their market share and possible system fragility [00:35:39] - How their mission incentivizes them to help and support their competitors [00:39:14] - What he’s worried about that could go wrong when decentralizing infrastructure [00:41:11] - Jai Ramaswamy - Crypto Regulation and Enforcement [00:43:58] - Thoughts about decentralization, the benefits of it, and where Infura is headed [00:48:11] - Describing the future of Infura in a non-technical way [00:49:32] - The trigger that lead to making an immediate pivot in their trajectory [00:53:44] - What he’s most excited to see built in the six months and six years Learn more about your ad choices. Visit megaphone.fm/adchoices

11/11/2022

•

57 min

Definitive conversations on business and investing. Learn ideas, frameworks, and strategies from the world's best investors and operators.