
Matt Russell
Investor, founder of Business Breakdowns and Colossus, and commentator on how professional investors apply AI to research and portfolio management; known for producing in-depth investment analysis and the Business Breakdowns series.
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Feb 25, 2026 • 1h 4min
The Edge Has Shifted | Matt Reustle on How the Best Investors Use AI
Matt Russell, founder of Business Breakdowns and Colossus, is an investor known for deep investment analysis. He discusses how AI moved from hype to practical tools for research and monitoring. Short takes cover agentic AI vs LLMs, AI in due diligence and earnings monitoring, prompt engineering, encoding mental models, and how AI reshapes workflows and team structures.


