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All-In 46TBPN 30Big Technology 1820VC 13Invest Like the Best 11Capital Allocators 8David Senra 7the a16z Podcast 67 more shows

every year every show All-In 46 TBPN 30 Big Technology 18 20VC 13 Invest Like the Best 11 Capital Allocators 8 David Senra 7 Sourcery 6 the a16z Podcast 6 the MAD Podcast 4 Acquired 4 Latent Space 3 My First Million 2 No Priors 2 Catalyst 2

Verbatim, from the transcripts: passages where Colossus comes up on All-In, TBPN, Big Technology, 20VC, Invest Like the Best

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Building One of AI’s Fastest-Growing Companies | Mati Staniszewski, ElevenLabs Sep 9, 2026 · 1 mention

Why the World Order Is Collapsing and American Power Is Rising Sep 8, 2026 · 1 mention

  • ▶ 1:04 Patrick O'Shaughnessy We were introduced through Jeremy Stern, who runs Colossus, who I know credits you with a lot of his skill in writing and thinking about the world.

Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue? Aug 20, 2026 · 2 mentions

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback Aug 13, 2026 · 1 mention

  • ▶ 4:57 Jason Calacanis And the detente was obviously, Elon decided, uh, when he had so much extra compute with Colossus, that he would rent it to Dario and Anthropic.

Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN Aug 12, 2026 · 1 mention

  • ▶ 5:25 John Coogan A lot of it's going to go to a Colossus five data center and then be rented by a lab.

Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI Aug 7, 2026 · 1 mention

  • ▶ 21:26 Jason Calacanis This is from Elon web services, uh, renting out compute specifically to anthropic and Google from the Colossus, uh, collection of servers.

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea Jul 27, 2026 · 1 mention

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence? Jul 24, 2026 · 2 mentions

  • ▶ 1:14:15 David Friedberg The worst, worst, worst case scenario is they have the lowest cost infrastructure in the world to run other people's models as a service, like Elon did with Grok, with the Colossus. 2 times in the scene

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters Jul 18, 2026 · 1 mention

  • ▶ 57:49 Chamath Palihapitiya And he, he, Elon needed to do this by the way, just so you know, because there's an issue in Memphis where he was very clever about how he was able to get Colossus off the ground.

The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best Jun 30, 2026 · 2 mentions

The Future of Software & AI | Cognition’s Scott Wu Jun 28, 2026 · 1 mention

  • ▶ 34:22 David Senra I called Jeremy Stern who wrote this excellent profile of you in Colossus, which there's a lot of parts I was just laughing my ass off by the way.

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal Jun 19, 2026 · 1 mention

Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings Jun 18, 2026 · 3 mentions

  • ▶ 12:41 unnamed speaker I forward bought cursor to fill the gap in Colossus, and then obviously since then, but before the IPO, he announced the contract with Anthropic for a 1.25 and a contract with Google for I think seven hundred billion. 2 times in the scene
  • ▶ 15:08 unnamed speaker Because no one else could have built, I mean, if you got into your local bank and said, I think AI is going to take off, I have a crackerjack engineering team, I really can build Colossus I and II in less than a year,

Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN Jun 16, 2026 · 1 mention

  • ▶ 18:20 John Coogan It's like, sure, they, maybe, maybe Colossus was built a little bit faster, but Meta's pretty fast.

Gavin Baker: SpaceX Might Be the Greatest Company of All Time Jun 15, 2026 · 2 mentions

  • ▶ 3:40 Jordi Hays So all eyes on Colossus three, four, five, six, seven, eight, nine, 10, et cetera, at least in the short term. 2 times in the scene

SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War Jun 15, 2026 · 1 mention

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings Jun 11, 2026 · 1 mention

  • ▶ 51:30 unnamed speaker But in the last 24 months, he moved from ground zero to building Colossus, building Colossus II,

Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI Jun 8, 2026 · 3 mentions

  • ▶ 34:56 Ranjan Roy Alex is sitting there in, uh, a Brooklyn apartment, has a bunch of, uh, has a, your own colossus set up, and suddenly you train, uh, Kantrowitz, 5.7. 3 times in the scene

Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 2 mentions

  • ▶ 0:48 Rajiv Jain X.AI, cash losses were give and take double legit 1,000,000,012 to 15, and their capacity relation on the Colossus was 11%.
  • ▶ 34:00 Rajiv Jain X.ai, cash losses were give and take double legit 1,000,000,012 to 15, and their capacity relation on the Colossus was 11%.

Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public Jun 8, 2026 · 1 mention

  • ▶ 1:07:34 M.G. Siegler Like, fifteen billion dollars potentially a year to, to SpaceX to lease, uh, the Colossus data center.

Inside xAI: Building Grok Imagine in 3 Months, Videogen vs World Models, and Video Agents— Ethan He Jun 1, 2026 · 2 mentions

OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings May 28, 2026 · 4 mentions

  • ▶ 50:13 unnamed speaker They did make an enormously clever deal in the sense that they had Colossus
  • ▶ 59:28 unnamed speaker He can't control the whole supply chain, but the man has a history of, of doing things that are both at the cutting edge and radically more by investing hard, like Colossus and all of this by doing things that are radically, maybe he does… 3 times in the scene

Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI May 25, 2026 · 1 mention

Rick Rubin on Finding Your Life’s Work May 24, 2026 · 1 mention

  • ▶ 1:11:44 David Senra Uh, I just finished rereading this profile of, uh, that was in Colossus Magazine on Josh Kushner, and it starts out with him coming to seek your counsel.

IPO Giga Boom, World’s Fairs of the Past | Diet TBPN May 22, 2026 · 1 mention

  • ▶ 16:36 unnamed speaker Like, like, clearly, if, if SpaceX is listing Starship as the first risk factor, it means, like, oh, yeah, like, Colossus, like, we're going to be able to do that.

SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis? May 22, 2026 · 6 mentions

  • ▶ 50:03 Gavin Baker And this is just, you know, three, four weeks of doing reinforcement learning on Colossus II with Cursor's data. 2 times in the scene
  • ▶ 1:01:05 Chamath Palihapitiya And I think when you scale that out, like why is Colossus so valuable to Anthropic? 3 times in the scene
  • ▶ 1:19:20 Chamath Palihapitiya That was my takeaway from the quarter as well, which is like, holy these guys actually have domain specific architectures because they're doing these design programs with every, this is why back to sort of the, you know, when he does DC to…

SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN May 22, 2026 · 2 mentions

  • ▶ 9:41 John Coogan And, uh, the Colossus XAI that felt like a different company because it was, but it has just become so, so, so big so quickly.
  • ▶ 11:10 John Coogan So, uh, Tom Brown, co-founder of Anthropic says, we're expanding our partnership with SpaceX and we'll be scaling up GB 200 capacity on Colossus two throughout June.

Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier May 20, 2026 · 1 mention

  • ▶ 35:22 Boris Cherny And of course, we announced the new Colossus capacity, which, you know, we brought online to serve all these new users.

Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best May 13, 2026 · 1 mention

  • ▶ 22:59 Krishna Rao We announced a partnership, uh, with SpaceX for their Colossus facility in Memphis.

The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope? May 11, 2026 · 3 mentions

Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN May 9, 2026 · 1 mention

  • ▶ 33:32 unnamed speaker I thought the cursor deal was the long-term solution for all that compute, and then the compute sort of got sold twice maybe, but of course, ah, there are multiple clusters, multiple Colossus data centers.

Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom May 8, 2026 · 4 mentions

Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate? May 5, 2026 · 1 mention

  • ▶ 15:28 M.G. Siegler The throwing the money at it, it seemed like when Elon was ramping up the quote unquote Colossus data center, that maybe he could just all of a sudden jump back into the race because, you know, he was able to build a data center that, that…

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike Apr 24, 2026 · 2 mentions

Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings Apr 23, 2026 · 3 mentions

  • ▶ 2:30 Jason Lemkin They have, their market share has fallen, and they've already committed to using a lot of the, the, the, the million GPUs that SpaceX, whatever we're calling it, is in Colossus. 3 times in the scene

SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN Apr 23, 2026 · 2 mentions

  • ▶ 1:24 unnamed speaker Access to compute from SpaceX's million H-one hundred equivalent Colossus supercomputer. 2 times in the scene

Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN Apr 13, 2026 · 1 mention

  • ▶ 19:33 John Coogan You know, sending a rocket to the moon or probably less than Colossus five or some crazy data center.

OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure Apr 6, 2026 · 1 mention

Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z Mar 20, 2026 · 1 mention

  • ▶ 0:54 Katherine Boyle Yeah, well, I, you know, it's, it's, I think people are, you know, after the Jeremy Stern profile, and Colossus, and a lot of, um, I think, you know, stories that have come out recently, or podcasts that have come out about Shyam.

Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea Mar 11, 2026 · 1 mention

  • ▶ 37:10 Molly O'Shea Israeli founders, uh, have tremendous resilience and grit, and one thing that I found really incredible when I was reading this Colossus profile on Josh Kushner and Thrive Capital, and then I interviewed Philip, who worked on the Wiz deal…

Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best Feb 24, 2026 · 1 mention

Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN Feb 11, 2026 · 2 mentions

  • ▶ 6:33 unnamed speaker Uh, a Neo lab that's trying to solve continual learning, or some, you know, unsolved problem in AI research, or should you think about them more like a hyperscaler, like an AWS, or like a core weave, or like a Lambda, like a Neo cloud… 2 times in the scene

Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 2 mentions

  • ▶ 59:05 Dylan Patel I think the, uh, metric was the entirety of Elon Musk's Colossus data center, right?
  • ▶ 1:01:51 Dylan Patel Um, like some part, some data centers, like partially like Colossus from Elon,

SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN Feb 4, 2026 · 1 mention

  • ▶ 17:05 unnamed speaker Actually, uh, yeah, because they're building Colossus, they're, they're buying a ton of chips, and so that's where that, that cash loss is coming from.

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI Feb 3, 2026 · 1 mention

  • ▶ 8:23 unnamed speaker Like, can they actually scale up to, you know, a, a Colossus-style data center that could actually speed up Codex, not just for, like, one user, but all the users.

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 Jan 25, 2026 · 2 mentions

  • ▶ 1:56:33 Jason Calacanis What was your take when you saw him build Colossus under that short time frame? 2 times in the scene

Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition Jan 23, 2026 · 1 mention

  • ▶ 33:30 Michael Kratsios There are very few countries around the world that are going to build sort of Colossus style training centers.

X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN Jan 20, 2026 · 1 mention

  • ▶ 14:00 unnamed speaker How they built Colossus.

Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea Dec 31, 2025 · 1 mention

  • ▶ 4:01 David Senra But I have a verbal agreement with this guy named Patrick O'Shaughnessy, one of us like the best, and he just signed me to Colossus.

My Conversation With Patrick O'Shaughnessy, Founder of Colossus & Positive Sum | David Senra Dec 21, 2025 · 4 mentions

No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad Dec 19, 2025 · 1 mention

  • ▶ 39:29 unnamed speaker Power available, the great interconnects, high-voltage equipment, things like that, which is why Next AI's Colossus was initially powered by on-site gas turbines.

AI to AE's: Grit, Glean, and Kleiner Perkins' next Enterprise AI hit — Joubin Mirzadegan, Roadrunner Dec 12, 2025 · 1 mention

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line? Dec 6, 2025 · 1 mention

Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea Nov 24, 2025 · 1 mention

  • ▶ 10:38 Molly O'Shea And to the point of, uh, just, I, I think like going hard at it, you were cited at the Colossus profile of flying into a war zone.

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast Nov 24, 2025 · 1 mention

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia Oct 31, 2025 · 1 mention

Building the Real-World Infrastructure for AI, with Google, Cisco & a16z Oct 29, 2025 · 1 mention

  • ▶ 10:18 Amin Vahdat Bigtable, Spanner, GFS, Borg, Colossus, they were hand in hand co-designed with the hardware, the cluster scale-out architecture.

Calibrating hype with Akshat Rathi Oct 16, 2025 · 1 mention

  • ▶ 11:14 Shayle Kann You're seeing this in, in the U S we have the, the XAI Colossus data center has a bunch of gas turbines, uh, Meta is building a big facility.

How Josh Kushner Became The Most Powerful VC in New York Oct 15, 2025 · 1 mention

  • ▶ 0:08 unnamed speaker Uh, uh, Jeremy Stern profiled Josh Kushner in Colossus.

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally Oct 10, 2025 · 1 mention

Anduril CEO: China Has Scale. Can America Catch Up? Sep 29, 2025 · 1 mention

Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI Sep 27, 2025 · 3 mentions

  • ▶ 5:35 John Coogan Colossus two massive data center.
  • ▶ 31:10 John Coogan But I feel like there's something there about, wait, we're actually building something and what Elon's doing with Colossus too. 2 times in the scene

Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China Sep 22, 2025 · 2 mentions

  • ▶ 1:16:02 unnamed speaker Well, I guess maybe, you know, on the topic of these giant data center build outs, um, you guys just released a piece on XAI and, um, Colossus II. 2 times in the scene

When to colocate data centers with generation Sep 12, 2025 · 1 mention

Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea Sep 10, 2025 · 2 mentions

  • ▶ 13:21 Pete Shadbolt So the XAI, Colossus, supercomputer, Elon Musk, and team famously built a 100,000 GPU cluster.
  • ▶ 1:45:50 Pete Shadbolt XAI Colossus supercomputer built in a 112 days, you know, much kind of bigger system than, than what we're building in many ways.

Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding Sep 10, 2025 · 1 mention

  • ▶ 29:00 David Sacks Um, in terms of training Grok five, um, you're, you're scaling up your super cluster in Colossus and Memphis.

No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel Aug 14, 2025 · 1 mention

  • ▶ 34:00 Dylan Patel Like, and that's like commendable because that is part of the equation of being the best models, right?

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis Aug 9, 2025 · 2 mentions

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law Jul 19, 2025 · 1 mention

OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie Jul 14, 2025 · 1 mention

  • ▶ 12:10 Alex Kantrowitz So, Elon Musk builds this massive GPU cluster in Memphis, called Project Memphis, he calls it, ah, Colossus, I think that was the name of this GPU cluster, and we finally see, I think, the first model that's built on top of it, Grok IV.

Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses Jul 12, 2025 · 2 mentions

  • ▶ 1:41:29 unnamed speaker In like three months, they should have Grok five and there's no reason that they shouldn't, but maybe there's, it's very possible that Colossus is the, is the key. 2 times in the scene

Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs Jul 11, 2025 · 3 mentions

ELON MUSK's New Grok 4 Is Here! - We Break it Down Jul 11, 2025 · 2 mentions

  • ▶ 26:47 unnamed speaker Colossus? 2 times in the scene

Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler Jul 9, 2025 · 1 mention

  • ▶ 38:12 M.G. Siegler I think that that situation is interesting because when, when Elon went down the path with building Colossus, right?

Which Company Is Going To Win The AI Race? - David Friedberg Jun 24, 2025 · 1 mention

  • ▶ 4:12 unnamed speaker I think what Colossus has done and what Tesla has done, both of these things, Tesla with their own stack of hardware, to your point, Shamath, hardware plus software, plus the user application of FSD and Optimus, then you put that together…

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate Jun 21, 2025 · 1 mention

  • ▶ 1:37:21 Jason Calacanis I think if Elon took what he did with Colossus and he had an AWS competitor, he would be a serious competitor in this space.

Is ChatGPT The Last Website?, Grok’s System Prompt, Meta’s llama Fiasco May 19, 2025 · 1 mention

  • ▶ 7:50 Alex Kantrowitz Ok, so for those who don't know, when people were asking questions to Grok, which is the chatbot that Elon Musk's XAI has produced with, as we've noted on the show many times, a shit ton of GPUs, uh, in their Project Memphis supercomputer,…

AI’s Drawbacks: Environmental Damage, Bad Benchmarks, Outsourcing Thinking May 14, 2025 · 1 mention

  • ▶ 5:54 Alex Hanna I would also say that speaking about existing, uh, effects, there's also a lot of reporting coming out of Memphis right now, especially around, um, the methane generators that, um, XAI has been using to power a particular, uh,…

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down May 3, 2025 · 1 mention

From making $6/week selling worms to making $110M+ Apr 15, 2025 · 2 mentions

  • ▶ 18:21 Shaan Puri So sometimes I hear these stories about, you know, Elon built the Colossus data center and 2 times in the scene

The AI Lab Revolutionizing Smell · Invest Like The Best Mar 18, 2025 · 2 mentions

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO Mar 8, 2025 · 1 mention

  • ▶ 54:08 Jason Calacanis As an example, when Elon built the largest, fastest, uh, data center, Colossus, that was a 100,000.

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private Feb 22, 2025 · 4 mentions

  • ▶ 1:19:21 Chamath Palihapitiya And then I think if you looked at Colossus, the, Elon's Colossus. 2 times in the scene
  • ▶ 1:27:23 Jason Calacanis Well, and what happened with Colossus is they had told Elon that it would, when he wanted to use other network operation centers to host Colossus, you know, and he looked, there were none available. 2 times in the scene

How Does GROK Compare? (Full Analysis) Feb 19, 2025 · 3 mentions

  • ▶ 24:26 John Coogan And so, uh, uh, Shiel Monat gives a little context on the, the Grot Colossus. 3 times in the scene

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s Feb 7, 2025 · 1 mention

  • ▶ 1:12:16 Jason Calacanis Obviously, I think you've been involved with XAI and obviously involved with Twitter and X previously and Colossus's colossal build out.

2025 Predictions: Tech, Business, Media, Politics! Jan 4, 2025 · 1 mention

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