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Invest in Progress

Scottish Mortgage
Artificial Intelligence
Tempus AI
Horizon Robotics
Autonomous Driving
Enveda
Carbon Removal
Climate Change
Scottish Mortgage
Wise
Moderna
Brandtech
Chemical Industry
Blockchain.com
Bitcoin
Cryptocurrency
Healthcare
Oncology
Covid-19
Cancer
Sustainable Technology

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,... more

PublishesMonthlyEpisodes23Founded3 years ago
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BusinessEntrepreneurshipInvesting

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Latest Episodes

Summary:

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 approac... more

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, ... more

YouTube

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 comp... more

YouTube

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 ... more

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Recent Guests

Viswa Colloru
Chief Executive of Enveda
Enveda
Episode: 10-MINUTE TAKE: Enveda
Viswa Colluru
Founder and Chief Executive of Enveda
Enveda
Episode: Enveda: Finding Hidden Medicines in Nature
Dr. Kai Yu
Founder and CEO of Horizon Robotics
Horizon Robotics
Episode: Horizon Robotics: Driving the Autonomous Revolution
Eric Lefkofsky
Founder of Tempus AI and tech entrepreneur
Tempus AI
Episode: Tempus AI: Pioneering AI-Enabled Healthcare
Peter Smith
CEO of blockchain.com
blockchain.com
Episode: Blockchain.com: Outlasting the Crypto Chaos
Tom Slater
Scottish Mortgage Manager
Scottish Mortgage Team
Episode: Blockchain.com: Outlasting the Crypto Chaos
Gaurab Chakrabarti
Co-founder and CEO of Solugen
Solugen
Episode: Solugen: Decarbonising the Chemicals Industry
Kristo Käärmann
CEO and co-founder of WISE, a company that makes transferring, spending, and holding money across borders easier and cheaper.
WISE
Episode: Wise: Money Without Borders
David Jones
Founder of Brandtech Group, a leading digital-only marketing group and generative AI marketing company
Brandtech Group
Episode: The Brandtech Group: the masters of modern marketing

Host

Claire Shaw
Host and portfolio director in the Scottish Mortgage Team.

Reviews

4.8 out of 5 stars from 63 ratings
  • Excellent and Insightful Podcast

    Love hearing more about the different holdings in the SMT portfolio. Keep them coming!

    Apple Podcasts
    1
    Podlover4075
    United Kingdoma year ago
  • Great podcasts

    Just a big shame that they don’t post very often

    Apple Podcasts
    5
    caffe nero hero
    United Kingdom2 years ago
  • Good background.

    Well worth producing this podcast series, very informative.

    Apple Podcasts
    5
    ARH Family Money
    United Kingdom3 years ago
  • Truly insightful listening

    Absolutely fantastic podcast

    Apple Podcasts
    5
    GSG 1
    United Kingdom3 years ago
  • Awesome

    First time I have listened to the podcast! And I am blown away by how interesting the interviews are and the information you have provided.

    Looking forward to all future podcasts.

    Well done.

    Apple Podcasts
    5
    Simon08says
    United Kingdom3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall feedback highlights the podcast as engaging and informative, especially for understanding investment strategies.
Listeners appreciate the insightful discussions and depth of knowledge shared by guests.
There is a desire for more frequent episodes; some feel the release schedule could improve.

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Talking Points

Recent interactions between the hosts and their guests.

10-MINUTE TAKE: Enveda
Q: Can you explain what Enveda does and what problem the company is trying to solve?
Enveda seeks to map nature's chemistry at scale using AI and mass spectrometry to identify drug candidates that have a higher likelihood of working in humans, aiming to accelerate discovery from decades to weeks and uncover medicines inspired by natural products.
Enveda: Finding Hidden Medicines in Nature
Q: What role do partnerships with big pharma and tech companies play in your strategy?
Partnerships are essential for de-risking late-stage development and enabling global reach, with investments from Sanofi and Microsoft helping to balance innovation with capital support. Enveda aims to retain strategic control while leveraging partner capabilities to accelerate progress and maximize long-term value.
Enveda: Finding Hidden Medicines in Nature
Q: How does Enveda plan to expand from discovery to actual medicines in patients?
The plan involves a three-stage model: first, generate meaningful clinical data for assets; second, strike partnerships to handle late-stage development and commercial scale; third, pursue global, multi-disease potential with a standalone platform that scales responsibly, combining in-house discovery with outsourced manufacturing to maximize speed and cost efficiency.
Enveda: Finding Hidden Medicines in Nature
Q: What motivated you to start Enveda after your time at Recursion?
The founder explains a personal, mission-driven shift after his mother's cancer journey, realizing the need to bring nature-enabled medicines to people and recognizing that old ideas could be revitalized with new technology. He invested his own money, framed by a belief that revisiting ancient medicine with modern sequencing, AI, and autonomous labs could create a more efficient path to impactful therapies.
Enveda: Finding Hidden Medicines in Nature
Q: Can you explain what Enveda does and what problem you're solving?
Enveda focuses on chemistry that nature has sampled for eons, using AI and mass spectrometry to map the world's chemical landscape and translate it into drug candidates. By creating a 'sequence of chemistry' rather than chasing single targets, they aim to discover safer, more effective medicines faster, with the ability to tackle multi-target disease representations and scale molecular discovery globally.

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Frequently Asked Questions About Invest in Progress

What is Invest in Progress about and what kind of topics does it cover?

Focused on investment strategies and exploring innovative growth companies, this podcast offers unique insights through conversations with industry leaders and managers from the Scottish Mortgage Team. Each episode highlights cutting-edge advancements in sectors such as healthcare, technology, and sustainability, featuring discussions that bridge the gap between investment and real-world impacts. The show's appeal lies in its commitment to providing valuable knowledge and a behind-the-scenes look at how these thought leaders tackle complex global challenges, making it essential listening for UK investors and shareholders seeking a deeper understanding of their investments.

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These podcasts share a similar audience with Invest in Progress:

1. Merryn Talks Money
2. On The Money
3. Investors' Chronicle
4. AJ Bell Money & Markets
5. Short Briefings on Long Term Thinking - Baillie Gifford

How many episodes of Invest in Progress are there?

Invest in Progress launched 3 years ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Invest in Progress?

Recent guests on Invest in Progress include:

1. Viswa Colloru
2. Viswa Colluru
3. Dr. Kai Yu
4. Eric Lefkofsky
5. Peter Smith
6. Tom Slater
7. Gaurab Chakrabarti
8. Kristo Käärmann

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