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Business Breakdowns Podcast Transcripts

Colossus | Investing & Business Podcasts · 261 episodes with transcripts

Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. Join hosts Matt Reustle and Zack Fuss as they uncover the lessons behind every success story. Learn more at www.joincolossus.com.

Spoken has transcripts of 261 Business Breakdowns episodes, with the speakers named. The newest listed here is from July 27, 2026.

InvestingBusiness

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261 episodes of Business Breakdowns have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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curl -s -H "x-api-key: YOUR_KEY" \
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  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
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        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest Business Breakdowns transcripts

Applied Intuition: A Billion Intelligent Machines

July 27, 2026

SPEAKER_1 (0:03)

This is Business Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick.

We believe every business has lessons and secrets that investors and operators can learn from, and we are here to bring them to you. To find more episodes of Breakdowns, check out joincolossus.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their…

SPEAKER_2 (0:52)

Today, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis and Peter Ludwig, who started the company in 2017 with a mission to make a billion machines intelligent. The simplest way to understand Applied Intuition is that it builds the brains for machines and the tools other companies use…

Just as Nvidia sells chips into everyone else's machines, Applied Intuition sells intelligence into everyone else's machines across automotive, defense, mining, agriculture, and robotics without building any single machine itself. We discuss why the most important companies of the next 25 years will all be physical…

Qasar Younis (2:14)

In our case, in Applied Intuition's case, our mission is to make a billion machines intelligent. One simple way of that you could think of is self-driving cars.

Those are intelligent machines, but it's one example like Instagram is an app on the phone. There's many also other apps. So physical AI is this intersection of AI and hardware typically, but in the real world.

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