Colossus

also referred to as: colossus facility

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 13, 2026 by Krishna Rao · said 13 times in 7 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Patrick O'Shaughnessy (7), Rob Wachen (2), Alex Wiltschko (2), Krishna Rao (1), Dylan Patel (1)

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2026 5 mentions in 4 episodes 1 per episode

The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best Jun 30, 2026 · 2 mentions · from 15:53
Why the World Order Is Collapsing and American Power Is Rising Sep 8, 2026 · 1 mention · from 1:04
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best May 13, 2026 · 1 mention · from 22:59
Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best Feb 24, 2026 · 1 mention · from 17:33
every mention in 2026, scene by scene →

2025 3 mentions in 2 episodes 2 per episode

The AI Lab Revolutionizing Smell · Invest Like The Best Mar 18, 2025 · 2 mentions · from 12:08
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best Sep 30, 2025 · 1 mention · from 1:49:49
every mention in 2025, scene by scene →

2024 5 mentions in 1 episode

Jared Kushner - The Mechanic · Invest Like The Best Dec 20, 2024 · 5 mentions · from 0:15
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Colossus, oldest first

May 13, 2026 positive

Disclosure

Anthropic partners with SpaceX for compute at Colossus facility in Memphis

“We announced a partnership with SpaceX for their Colossus facility in Memphis. We're really excited about that. It's gonna allow us to continue to expand, especially on the consumer and prosumer side.”

Krishna Rao May 13, 2026 ▶ 22:59 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best

Jun 30, 2026 neutral

Assertion Contradicted

Wachen: Colossus charges $12/hour for Blackwells as the only 20k-cluster provider

“Why is Colossus charging 12 dollars an hour for Blackwells? It's because they're the only place you can buy 20,000 of them at once, right?”

Rob Wachen Jun 30, 2026 ▶ 42:44 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Colossus

Mentions by year, the whole family

Everything said about Colossus, oldest first

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