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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.