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@joincolossus

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Joined December 2020

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  1. Retweeted

    For every podcast these days, the team prepares deep research. We are toying with sharing that as part of our process. Here's a test: our report on Axie Infinity that helped me prep for today's podcast Feedback welcome

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  2. Retweeted
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  3. Sep 15
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  4. Sep 15
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  5. Sep 15
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  6. Sep 15

    For more about the space Sky Mavis operates in, check out: Our Ethereum breakdown:

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  7. Sep 15

    Ahead of each Business Breakdown, our all-star team of Pioneers prepares research on the business. We're proud to start sharing their excellent work. Get up to speed quickly on Axie Infinity and the business behind it here: Thanks to !

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  8. Sep 15

    Monthly Revenue $178.7k – Oct 20 $237.0k – Nov 20 | $103.1k – Jan 21 $243.7k – Feb 21 $657.0k – Mar 21 | $12m – Jun 21 $197m – Jul 21 $364m – Aug 21 Welcome to Axie Infinity. Learn all about it with co-founder and investor .

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  9. Sep 14

    There are so many places to explore after this conversation but here are a few we recommend starting with. Find our Blocks at

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  10. Sep 14

    “The single biggest virtue that I probably have if you'd ask anyone, it's not that I'm smarter than anyone, it's not that I'm more driven than anyone, but I have one super trait and that is that I'm insanely patient.” -

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  11. Sep 14

    Come to hear about , stay to learn about everything from building atoms-based companies to European tech to decision making frameworks. This is a blast, thanks for celebrating with us .

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  12. Retweeted
    Sep 13

    This is a special week. A little over 5 years ago, invited to lunch. They hit it off and decided to record a conversation. 3 shows, 318 conversations, and ~30m downloads later, ILtB just turned 5! Here are 40 things we've been taught along the way:

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  13. Retweeted
    Sep 8

    I had the opportunity to discuss one of my favorite companies with on the Business Breakdowns podcast. We covered Datadog's history, product differentiation and a look towards future opportunities.

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  14. Sep 8

    Learn more about Datadog, the observability market, and hear from the CEO with today's selection of Blocks:

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  15. Sep 8

    Datadog: ✅ Growing top line at 60%+ YoY ✅ Gross margins upper 70% ✅ Free cash flow positive All while reducing allocation to Marketing $. Listen to and explain the business, its history, and secret sauce.

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  16. Retweeted
    Sep 1

    Another fantastic episode from and on Dexcom, They hit on the key point crucial for any health tech company to get right: - Providing better health outcomes at lower costs -Stakeholder management across payers and patients

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  17. Sep 1
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  18. Sep 1

    65 years of history in 54 seconds. Wyndham Hotels meets

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  19. Sep 1

    After listening, pick up The Dhandho Investor. A value method inspired by the 1st Patels to settle in the US. Papa Patel saw a “Heads I win; tails I don’t lose much” opportunity to buy a motel, paving the way for many more families to become franchisees

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  20. Sep 1

    1/ 80% of US ppl live within 10-miles of a Wyndham 2/ Their hotels breakeven @ 30% occupancy 3/ Wyndham Rewards has 89m members 4/ Members spend 2x more and stay 2x longer 5/ 40% of bookings are same-day Just some of what you’ll learn from

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