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Competition, Intensity & Building a $115 Billion Global Bank | Nik Storonsky, Revolut

Oct 25, 2026 · 1:07:02

Revolut co-founder and CEO Nik Storonsky tells David Senra he is building the number one bank in 100 countries, arguing founder-led firms beat professional CEOs who protect their jobs. He calls delaying the banking license his worst mistake—UK approval took five years—and says Chime-style fintechs without licenses can never win prime customers. He runs the company as a machine, funding product bets algorithmically: sunsetting the bottom 25% and doubling down on top bets growing 10-20% monthly. AI is rethinking teams from 10 to 2-3 people, automated 90% of customer support, and powers Pragma, an LLM trained on 30 million daily transactions. He explains hiring self-guided people, keeping VCs off his board, his 56% IRR Quantum Light fund, and buying 50% of Europe's airport ads.

Building Muse, Working with Mark Zuckerberg & The Future of AI | Alexandr Wang, Meta

Oct 11, 2026 · 1:12:17

David Senra interviews Alexandr Wang, Meta's chief AI officer and co-founder of Scale AI, about building Muse, which Wang calls the fastest-growing consumer AI app of all time with 'millions' of users. Muse grew from Nat Friedman's OpenClaw experiments into a one-week prototype demoed to Meta's board in February, then a seven-month build by a team of under 200 to make a reliable personal agent. Wang argues Meta bet on personal AI over coding agents because its heritage and 3.5 billion daily users make consumer AI its edge, and he describes marketing Muse with memes to make Meta cool again. He recounts Zuckerberg's call after the Llama 4 setback, leaving Scale after nine years as Meta took 49%, and rebuilding Meta's AI lab as a flat, anti-bureaucratic team with over 200 direct reports.

How Mark Zuckerberg, Palmer Luckey, Josh Kushner & Scott Wu Think | Jeremy Stern

Oct 4, 2026 · 1:08:11

Colossus editor-in-chief Jeremy Stern joins David Senra to unpack his profiles of Mark Zuckerberg (Meta), Palmer Luckey (Anduril), Scott Wu (Cognition) and Josh Kushner (Thrive Capital), arguing Zuckerberg is more competitive than anyone imagines and will never walk away. An Augustus devotee since 15 who refused Yahoo's $1 billion at 21, Zuckerberg has, Stern argues, the distribution and owned infrastructure to win the AI race. The Luckey profile began with a question — was defense tech real or bullshit after October 7th? — and became 15,000 words on a man who backed Trump when it cost him Facebook. Wu stands out as an authentic math genius who won't sell. Kushner's piece grew from his family's Holocaust story and ends with Stern's Russian professor, who taught him people owe their gifts.

How to Dominate for Decades | Doug Leone, Sequoia Capital

Aug 30, 2026 · 1:22:18

Doug Leone, who led Sequoia Capital for 26 years, tells David Senra he dominates through fear of irrelevance, and at 69 he is again a 'low-level analyst' racing to understand an AI revolution he calls more radical than anything he has seen. His investment tests are whether he would put his kids' money in, whether it is one of 20 lifetime investments, and whether it can return the whole fund — he wants only 100x outliers and says the biggest venture mistake is selling winners early, citing Sequoia's 20% of NVIDIA and 10% of Google. He recounts backing David Vélez before Nubank existed, Fred Luddy's ServiceNow pitch, and seeking founders who are hypercompetitive with a heart of gold. He advises founders to architect boards like products and to avoid 'completely fucking clueless' investors.