Invest Like the Best with Patrick O'Shaughnessy
von Colossus | Investing & Business Podcasts
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Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at colossus.com
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Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cliff Sosin (https://x.com/CliffordSosin) is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can pr
Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
My guest today is Christina Cacioppo (https://x.com/christinacaci), founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a cate
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez (https://x.com/velez_david) is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running t
Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]
Andrew Huberman (https://x.com/hubermanlab) is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For decades the fi
Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]
My guest today is Noah Shinn (https://x.com/noahrshinn). Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can do almost an
Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]
Gabe Stengel (https://x.com/GabeStengel) is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to build the inf
Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]
Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era. In his new memoir, Ausländer, he turns his attention to his own family, Jewish refugees who fled Nazi Germany and rebui
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
My guest today is Walter Russell Mead. Walter is a columnist at the Wall Street Journal and the author of Special Providence and God and Gold, two of the best books written on American power. He has spent decades studying how the United Sta
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]
My guest today is Sarah Guo (https://x.com/saranormous), founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
My guest today is Neil Movva (https://x.com/neilmovva), founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or d
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
My guest today is Ben Thompson (https://x.com/benthompson), the founder and author of Stratechery (https://stratechery.com/). Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and te
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
My guest today is Eric Vishria (https://x.com/ericvishria), a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
My guest today is Gavin Baker (https://x.com/GavinSBaker), founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is d
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]
My guest today is Sam Altman (https://x.com/sama), CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip. We discuss the early
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
My guest today is Matthew Smith (https://www.linkedin.com/in/matthew-smith-27318b2/). Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure.
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]
Today my guest is John Kim (https://www.linkedin.com/in/john-kim-106127182/). John is one of the world's top and most prolific fundraisers. He was chief client officer at General Catalyst, where he helped raise many of the firm's flagship f
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]
My guest today is Jeremy Giffon (https://x.com/jeremygiffon). Jeremy has been on the show before (https://podcasts.apple.com/us/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909?i=1000620745533) as one of our most popular
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]
My guests today are Gavin Uberti (https://x.com/UbertiGavin) and Rob Wachen (https://x.com/robertwachen), the founders of Etched. A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost e
Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]
My guest today is Vlad Barbalat (https://www.linkedin.com/in/vlad-barbalat-1a677079/), the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies
Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]
My guest today is Kareem Amin (https://www.linkedin.com/in/kareemamin/), co-founder and CEO of Clay. Clay has become one of the fastest-growing software companies of the last few years, valued at over four billion dollars. It helps companie
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
My guest today is Alex Sacerdote (https://www.linkedin.com/in/alex-sacerdote-59747814/), founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
My guest today is Dara Khosrowshahi (https://x.com/dkhos), the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is n
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
My guest today is Dan Loeb (https://x.com/DanielSLoeb1), the founder and CEO of Third Point. Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured cr
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
My guest today is Darren Farber, (https://x.com/DarrenFarber) and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to th
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
My guest today is Gavin Baker (https://x.com/GavinSBaker), founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will di
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]
My guest today is Krishna Rao (https://www.linkedin.com/in/krishna-rao-193b613/), the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canva
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]
My guest today is Brian Chesky (https://x.com/bchesky), the co-founder and CEO of Airbnb. Our conversation traces the path from his early training as an industrial designer at RISD through the pandemic moment that forced him into founder mo
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]
My guest today is Paul Tudor Jones (https://x.com/ptj_official). Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capi
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
This is my second conversation with Dylan Patel (https://x.com/dylan522p). Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply an
Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]
My guest today is Alex Karnal (https://www.linkedin.com/in/alexkarnal/). Alex is the co-founder and managing partner of Braidwell (https://www.braidwell.com/), a life sciences investment firm he built after spending 15 years at Deerfield Ma
