Invest in Progress
by Scottish Mortgage
Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems. This podcast is for all UK investors, existing shareholders of Scottish Mortgage and professional investors in Australia, Germany, Switzerland, Belgium, The Netherlands, Luxembourg, Hong Kong and Singapore. The views expressed are those of the contributors and should not be considered as advice or a recommendation to buy, sell or hold a particular investment. The content of this podcast was accurate to the best of our knowledge at the time of publication. Scottish Mortgage Investment Trust PLC (Scottish Mortgage) is listed on the London Stock Exchange and is not authorised or regulated by the FCA. For further details pl
Episodes
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10-MINUTE TAKE: MiniMax
A compressed version of Scottish Mortgage’s conversation with the Chinese AI lab MiniMax’s CEO and founder, Dr Yan Junjie (IO). Listen to the full episode here. If you’ve ever watched AI-generated videos on YouTube, there’s a good chance they were made using one of MiniMax’s models. The firm has...
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MiniMax: The Chinese AI Lab Doing More With Less
MiniMax is one of China’s leading AI labs. Its models can create video, music, text and code and act as agents to execute complex, multi-step tasks. MiniMax charges customers to access its models, but in many cases also lets them run and modify the underlying ‘weights’ on their own equipment...
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10-MINUTE TAKE: ASML
A compressed version of Scottish Mortgage’s interview with chip-making equipment company ASML’s chief executive, Christophe Fouquet. Listen to the full episode here. ASML prints the vanishingly small patterns that make leading-edge computer chips possible. NVIDIA, Amazon and Anthropic all rely on...
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ASML: The Printing Press of the AI Age
ASML makes what many consider to be the most complex machines in the world. They print the vanishingly small patterns that make leading-edge computer chips possible. NVIDIA, Amazon and Anthropic all rely on it to create their products and services. “Without EUV [extreme ultraviolet light...
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10-MINUTE TAKE: Gopuff
A compressed version of Scottish Mortgage’s interview with the everyday item delivery service’s co-founder Yakir Gola. Listen to the full episode here. ‘Instant commerce’ company Gopuff delivers groceries and other everyday goods to shoppers’ homes in as little as 15 minutes after an online…
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Gopuff: Online Shopping's Express Aisle
The instant commerce company Gopuff delivers groceries and other must-haves to shoppers' homes within minutes of an online order. Co-founder and co-chief executive Yakir Gola tells Scottish Mortgage manager Tom Slater how he developed the business from a dorm-room experiment into a service relied...
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10-MINUTE TAKE: Affirm
This is a compressed version of Scottish Mortgage’s interview with the buy-now, pay-later service’s chief executive and co-founder Max Levchin. Listen to the full episode here. Affirm offers shoppers a transparent alternative to credit cards. It tells consumers upfront what monthly charge they...
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Affirm: Why Shoppers are Walking Away from Credit Cards
Affirm’s buy now, pay later service offers shoppers a transparent alternative to credit cards. It tells consumers up-front what monthly charge they face, promises no late fees or hidden charges – and in many cases offers a zero percent interest rate. Co-founder and chief executive Max Levchin...
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10-MINUTE TAKE: Enveda
This is a compressed version of Scottish Mortgage’s interview with the biotech’s founder Viswa Colluru, for those of you wanting just the highlights. Listen to the full episode here. The biotech company Enveda has developed a new approach to explore and ‘decode’ nature’s chemistry. Its goal is to...
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Enveda: Finding Hidden Medicines in Nature
The biotech company Enveda has developed a new approach to explore and ‘decode’ nature’s chemistry. Its goal is to discover molecules that could underpin a new generation of blockbuster drugs. In this podcast, the firm’s founder and chief executive, Viswa Colluru, explains how Enveda could become…
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Horizon Robotics: Driving the Autonomous Revolution
How the founder of a Horizon Robotics plans to become the Microsoft for robots. Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is transforming vehicles into "computers on...
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Nubank: The Missionaries of Modern Banking
How the co-founder of a Latin American challenger bank plans to transform the future of finance. Join us for the latest episode of Invest in Progress, featuring David Vélez, co-founder and CEO of Nubank – the largest challenger outside China. Vélez shares with Lawrence Burns how he's...
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Tempus AI: Pioneering AI-Enabled Healthcare
Hear from the founder on a mission to make his company the Amazon of the healthcare industry. Join us for the latest episode of Invest in Progress, in which Eric Lefkofsky, Founder and CEO of Tempus AI, tells Scottish Mortgage manager Tom Slater about transforming the healthcare landscape with...
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Blockchain.com: Outlasting the Crypto Chaos
When Bitcoin has been declared dead more than 415 times in the past 14 years, how is it that crypto platform blockchain.com is still alive and well? Scottish Mortgage manager Tom Slater welcomes Peter Smith, Co-Founder and CEO of Blockchain.com onto the Invest in Progress podcast to explain....
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Solugen: Decarbonising the Chemicals Industry
Hear from the entrepreneur on a mission to decarbonise one of the dirtiest industries on the planet. Scottish Mortgage manager Tom Slater welcomes Gaurab Chakrabarti, Co-Founder and CEO of Solugen onto the Invest in Progress podcast. Join them as they delve into the $6trn chemicals industry, a...
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Wise: Money Without Borders
In this bonus episode of Invest in Progress, hear from the company revolutionising global money movement. With international payments a profitable afterthought for the banks, it’s been left to a newcomer to build the best way of moving money around the world. Meet Wise. Wise's chief executive and...
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The Brandtech Group: the masters of modern marketing
Hear how this company has a 9-year head start on utilising AI. David Jones, founder of digital-only marketing agency The Brandtech Group, tells Lawrence Burns how his company makes marketing better, faster and cheaper. The offering is simple. Brands need help maintaining their identity amid the...
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Climeworks: leading the charge in carbon removal
Pioneering a potential trillion-dollar industry, Climeworks removes CO2 from the air and stores it underground. In the latest episode of Scottish Mortgage’s Invest in Progress podcast, Climeworks co-founder Christoph Gebald explains the role the company hopes to play in mitigating those emissions...
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Moderna: from Covid vaccines to cancer cures
Stéphane Bancel believes Moderna’s Covid-19 vaccine success could be the tip of the iceberg for its mRNA technology. In the latest episode of the Invest in Progress podcast, Moderna’s chief executive talks to Scottish Mortgage manager Tom Slater about the company’s remarkable achievements to date...
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Joby Aviation: the Uber of the skies
Joby Aviation’s Paul Sciarra on why we’re closer to the Jetson future of flying cars than people might think. The latest episode of the Scottish Mortgage podcast Invest in Progress features Joby Aviation. Its electric vertical take-off and landing (eVOTL) aircrafts are well-placed to…
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HelloFresh: a recipe for success
HelloFresh CEO Dominik Richter shares why his company is on a mission to “to change the way people eat forever”. The latest episode of the Scottish Mortgage Invest in Progress podcast centres on Berlin-based HelloFresh, the successful meal kit delivery service, providing the exact amount of...
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Aurora: on the road to autonomous trucks
Trucks transport almost every object, yet the industry has many pain points. Aurora’s CEO Chris Urmson talks solutions. In the US alone, 80 per cent of freight is transported by trucks. Without them and their drivers, the world would literally grind to a halt. But trucking is not for the...
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Invest In Progress: Season 2 Trailer
Invest in Progress from Scottish Mortgage is back. In season two, we head behind the scenes with the founders and leaders of some of the most innovative companies of our time. We welcome well-known brands such as Moderna and HelloFresh, as well as some you may not have heard of yet like…
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Invest in Progress: Season 1 Trailer
All six episodes of the first season of Invest in Progress are available now! What lies behind the world’s most innovative and exceptional companies? The Scottish Mortgage team invites you behind the scenes to hear the extraordinary conversations that take place when business leaders and...
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UPSIDE Foods: real meat, no slaughter
We speak to UPSIDE Foods about how it makes cultivated meat. The product is genetically identical to the much-loved meat you find central to global cuisine, but avoids animal slaughter and could benefit the environment. In the final episode of Season 1, UPSIDE Foods’ co-founder and chief…
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Recursion Pharmaceuticals: where biology meets technology
We speak to Recursion Pharmaceuticals about its use of artificial intelligence, data science, and robotics to create medicinal drugs more efficiently than before and at a lower cost. In this episode, Recursion’s co-founder and CEO Chris Gibson tells Scottish Mortgage’s manager Tom Slater how the...
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Ocado: when retail meets robotics
We speak to Ocado about how its futuristic technology and platform have cut the cost of preparing home deliveries and unlocked vast opportunities in the grocery market. In this conversation, Ocado’s co-founder and CEO, Tim Steiner, speaks with Scottish Mortgage’s deputy manager, Lawrence Burns....
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Denali Therapeutics: defeating degenerative diseases
We speak to Denali Therapeutics about overcoming the challenge of the blood-brain barrier to treat devastating neurodegenerative diseases. In this episode, Denali’s founder Ryan Watts tells Scottish Mortgage’s manager Tom Slater why he thinks his company can succeed where big pharma has failed to...
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MercadoLibre: the company leading Latin America’s digital revolution
We talk to MercadoLibre about squaring up to Amazon and the need for constant innovation. In this episode, MercadoLibre’s chief financial officer, Pedro Arnt speaks to Scottish Mortgage’s deputy manager Lawrence Burns. The conversation covers the company’s early days, how it keeps Amazon at bay,...
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Zipline: why the sky's the limit for delivery drones
We talk to Zipline about building the world logistics system of the future. In this episode, Zipline's founder Keller Rinaudo Cliffton talks to Scottish Mortgage's manager Tom Slater. They discuss the benefits of working in Africa; how a mission can give a company its competitive edge; and their...
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Welcome to Invest in Progress
What drives the world’s most innovative and exceptional companies? Scottish Mortgage invites you behind the scenes to witness the extraordinary conversations that are driving the future forward. In this fascinating series, we go from ecommerce to Alzheimer’s treatments, drone delivery to…
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About this show
Invest in Progress is a podcast brought to you by the Scottish Mortgage Team. It offers a backstage pass to the conversations that occur between our managers and visionary leaders solving some of the world’s most complex problems. This podcast is for all UK investors, existing shareholders of Scottish Mortgage and professional investors in Australia, Germany, Switzerland, Belgium, The Netherlands, Luxembourg, Hong Kong and Singapore. The views expressed are those of the contributors and should not be considered as advice or a recommendation to buy, sell or hold a particular investment. The content of this podcast was accurate to the best of our knowledge at the time of publication. Scottish Mortgage Investment Trust PLC (Scottish Mortgage) is listed on the London Stock Exchange and is not authorised or regulated by the FCA. For further details pl
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