Invest Like The Best

Horror stories and legends

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 https://www.colossus.com

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September 1 · 1 hr 10 min
She Knows the 250 People Building AI. Here's What They Actually Believe.
Sarah Guo is the founder of Conviction and one of the most closely watched investors in AI. In this conversation, Sarah and Patrick discuss what the people at the frontier of AI actually believe, why some researchers think exponential intelligence may...
August 25 · 1 hr 23 min
Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Neil Movva, co-founder of Sail Research, joins Patrick to explain why the next era of AI may be defined not by faster chatbots, but by background agents that work autonomously for hours, days, or even weeks—and what it will take to make that...
August 18 · 1 hr 25 min
What Happens When the AI Boom Runs Out of Money
Ben Thompson joins Invest Like the Best for a wide-ranging conversation about the economics, geopolitics, and business models shaping the AI era. They discuss why overwhelming U.S. dominance in AI could be dangerous, whether the massive AI...
August 11 · 1 hr 17 min
Everyone Is Still Undersizing the AI Market | Eric Vishria
Eric Vishria, General Partner at Benchmark, joins Invest Like the Best for a wide-ranging conversation on how AI is reshaping software, infrastructure, and venture investing. He explains why the competitive frontier for SaaS has shifted, why companies...
August 4 · 1 hr 18 min
Why the Markets Are Pricing AI Wrong | Gavin Baker
In this episode of Invest Like the Best, Patrick O'Shaughnessy sits down with Gavin Baker to dissect the intense AI and semiconductor market sell-off of July 2026. Describing the period as "2022 packed into a single month," Gavin explains why public...
July 28 · 55 min
Sam Altman on AGI, Compute, and Human Agency
Sam Altman joins us for a wide-ranging conversation about OpenAI’s next chapter, the race for compute, and what happens as artificial intelligence becomes more powerful, abundant, and embedded across the economy. He explains why OpenAI recently...
July 21 · 59 min
Why Natural Gas Will Be AI’s Next Great Shortage
Matt Smith joins us to explain why the United States may be approaching a historic natural gas shortage—and why the market is not yet pricing it in. After 18 months of bottom-up research across producing basins, pipelines, processing infrastructure,...
July 14 · 51 min
How to Raise a Few Billion Dollars
John Kim, former chief development officer at General Catalyst and author of The Tao of Fundraising, joins us to explain the psychology, strategy, and human dynamics behind raising capital. John argues that money moves at the speed of trust—and that...
July 7 · 1 hr 26 min
Everything in Capital Markets is Downstream of Algorithms
Jeremy Giffon joins us for his second conversation on Invest Like the Best. This episode is a window into one of those conversations about how power, status, capital, and attention are shifting in America. We discuss the billion dollar PDF, why...
June 30 · 1 hr 32 min
The Two Harvard Dropouts Who raised $800M to take on NVIDIA
Gavin Uberti and Robert Wachen, co-founders of Etched, join us to tell the story of building one of the most ambitious AI chip companies in the world. Three years ago, they were two Harvard dropouts trying to convince skeptics they could build...
June 23 · 1 hr 16 min
Investing a $120 Billion Balance Sheet with No Outside Investors
Vlad Barbalat is President of Global Risk & Capital Solutions and Chief Investment Officer at Liberty Mutual Insurance, where he helps oversee one of the most unique investment platforms in the world: a $120 billion balance sheet with no...
June 16 · 1 hr
Clay’s Unusual Path to Building a Multi-Billion Dollar Company
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Kareem Amin, co-founder and CEO of Clay. Kareem shares his unconventional philosophy on building a highly successful software company by creating from a place of "wholeness"...
June 9 · 1 hr 20 min
Why the AI Boom Is Just Getting Started
Alex Sacerdote is the Founder and Portfolio Manager of Whale Rock Capital Management, where he has spent the past two decades investing through major technology platform shifts. In this episode, Alex walks through Whale Rock’s framework for finding...
June 3 · 1 hr 11 min
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
Dara Khosrowshahi, CEO of Uber, joins Invest Like the Best to discuss Uber’s next chapter: the rise of AI, autonomous vehicles, robotaxis, drones, delivery, and the company’s ambition to become the demand aggregator for the physical world. He explains...
May 28 · 1 hr 13 min
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy
Patrick O'Shaughnessy sits down with Dan Loeb, the legendary investor and founder of Third Point. Dan shares his incredible evolution from a deep-value, event-driven credit investor to a dynamic capital allocator spanning equities, venture capital,...
May 26 · 51 min
Former DoD Advisor on Iran, China and AI Warfare
Patrick O'Shaughnessy sits down with former Pentagon official Darren Farber to explore the complex landscape of modern warfare, geopolitics, and US military strategy. Darren shares his unique insights on what it means to "win" against adversaries...
May 20 · 1 hr 22 min
Watts, Wafers, and the Future of AI Infra | Gavin Baker
In this episode of Invest Like The Best, Patrick O'Shaughnessy is joined by Gavin Baker to dissect the unprecedented AI technology boom. Gavin explains why recent growth from companies like Anthropic represents the most extraordinary moment in the...
May 13 · 1 hr 22 min
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Anthropic CFO Krishna Rao for a fascinating look inside one of the fastest-growing AI companies in the world. Krishna reveals what it takes to manage the lifeblood of...
May 5 · 1 hr 23 min
How Brian Chesky Is Redesigning Airbnb for the AI Era
Patrick O'Shaughnessy sits down with Airbnb CEO Brian Chesky to explore the critical shift from "Founder Mode" to "CEO Mode." Brian opens up about his journey from an industrial design student to leading a generational tech company, sharing the...
April 28 · 1 hr 11 min
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
Legendary investor Paul Tudor Jones joins Patrick to discuss his 50-year career in markets and his philosophy on life. Paul contrasts the intense life of a trader with that of a long-term investor, sharing lessons from the 1987 crash, the 1980 silver...

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