Scottish Mortgage
Invest in Progress
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 con...
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Scottish Mortgage
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Podcast website
Latest episode
Jun 26, 2026
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Episodes
10-MINUTE TAKE: Gopuff 26.06.2026 11:00
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 order. What’s more, it can price-match many products with the major supermarkets. Co-founder and co-chief e...
Gopuff: Online Shopping's Express Aisle 22.06.2026 52:16
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 on by millions, and the changes he’s made to prepare for the next phase of growth. Background: Scottis...
10-MINUTE TAKE: Affirm 04.06.2026 11:28
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 face, promises no late fees or hidden charges, and in many cases offers a 0 percent interest rate. Levchi...
Affirm: Why Shoppers are Walking Away from Credit Cards 04.06.2026 58:23
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 reveals how the business originated in his own “painful” experiences with credit cards, and how AI-powered...
10-MINUTE TAKE: Enveda 04.06.2026 11:56
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 discover molecules that could underpin a new generation of blockbuster drugs. In this podcast, the fir...
Enveda: Finding Hidden Medicines in Nature 04.06.2026 53:33
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 a trillion-dollar business, and Scottish Mortgage Investment Trust manager Tom Slater considers the ri...
Horizon Robotics: Driving the Autonomous Revolution 06.05.2025 43:30
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 wheels" and revolutionising the robotics industry. Episode highlights: Founder's Commitme...
Nubank: The Missionaries of Modern Banking 18.03.2025 1:08:00
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 revolutionising banking across Latin America and saving users tens of billions in the process. Episode High...
Tempus AI: Pioneering AI-Enabled Healthcare 25.02.2025 1:04:08
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 artificial intelligence and big data. Episode Highlights: Personalized Healthcare Revolutio...
Blockchain.com: Outlasting the Crypto Chaos 04.02.2025 41:56
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. Founded in 2011, Blockchain.com is the world’s oldest, most trusted platform for transacting in cryp...
Solugen: Decarbonising the Chemicals Industry 14.01.2025 47:19
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 foundation of modern civilisation yet one of the most polluting sectors in the world. Solugen is rewritin...
Wise: Money Without Borders 17.12.2024 39:39
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 co-founder, Kristo Käärmann, and Scottish Mortgage deputy manager Lawrence Burns, discuss the fintech'...
The Brandtech Group: the masters of modern marketing 26.02.2024 55:32
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 noise of the digital world. They also need help keeping up with ever-increasing complexity and ever-chan...
Climeworks: leading the charge in carbon removal 30.01.2024 43:05
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 that cannot be reduced by other means. Climeworks’ dedication to its mission, its innovative direct ai...
Moderna: from Covid vaccines to cancer cures 09.01.2024 48:36
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 and what that means for its future potential. Moderna’s mRNA technology, which instructs cells to crea...
Joby Aviation: the Uber of the skies 13.12.2023 37:34
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 revolutionise how people travel in modern cities. These aircrafts have features resembling an SUV, take off and lan...
HelloFresh: a recipe for success 23.11.2023 49:27
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 ingredients required with easy-to-follow recipe cards, direct to your doorstep. As well as takin...
Aurora: on the road to autonomous trucks 31.10.2023 44:12
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 faint-hearted. It’s a dangerous and strenuous job, leading to significant driver shortages. Meanwhile, demand f...
Invest In Progress: Season 2 Trailer 24.10.2023 1:09
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 Climeworks, who is on a mission to remove carbon dioxide from the air, Joby Aviation who is pioneering electric...
Invest in Progress: Season 1 Trailer 27.06.2023 0:56
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 entrepreneurs meet Scottish Mortgage managers Tom Slater and Lawrence Burns. In season one, from ecommerce to A...
UPSIDE Foods: real meat, no slaughter 05.04.2023 51:19
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 executive Uma Valeti tells Scottish Mortgage’s deputy manager Lawrence Burns how his firm developed a way to cr...
Recursion Pharmaceuticals: where biology meets technology 15.03.2023 46:47
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 firm uses cutting-edge technologies to create novel insights about biology and chemistry that can lead...
Ocado: when retail meets robotics 01.03.2023 52:02
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. They discuss the enormous complexities involved in delivering groceries, how the firm stays innovative b...
Denali Therapeutics: defeating degenerative diseases 15.02.2023 41:44
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 develop effective treatments for neurological disorders. The two discuss why the biotech company is no...
MercadoLibre: the company leading Latin America’s digital revolution 01.02.2023 45:11
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, and the firm’s role in shaping the future of the Americas. Meaning ‘free market’, its online marketplac...
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