Podcasts · Business · Technology

Invest Like the Best with Patrick O'Shaughnessy

Colossus | Investing & Business Podcasts

300 episodes

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

Episodes page 1 of 6

  1. Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

    · 1 h 01 min · Episode 497

    Cliff Sosin 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 predict,…

  2. Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

    · 57 min · Episode 496

    My guest today is Christina Cacioppo, 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 category…

  3. David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

    · 1 h 12 min · Episode 495

    David Vélez 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…

  4. Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

    · 1 h 12 min · Episode 494

    Andrew Huberman 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 field…

  5. Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

    · 1 h 12 min · Episode 493

    My guest today is Noah Shinn. 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…

  6. Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

    · 1 h 04 min · Episode 492

    Gabe Stengel 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…

  7. Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

    · 1 h 12 min · Episode 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…

  8. Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]

    · 1 h 18 min · Episode 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…

  9. Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]

    · 1 h 00 min · Episode 489

    My guest today is Sarah Guo, 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…

  10. Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

    · 1 h 18 min · Episode 488

    My guest today is Neil Movva, 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 days…

  11. Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

    · 1 h 16 min · Episode 487

    My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every…

  12. Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

    · 1 h 06 min · Episode 486

    My guest today is Eric Vishria, 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…

  13. Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

    · 1 h 05 min

    My guest today is Gavin Baker, 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 doing…

  14. Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

    · 54 min · Episode 484

    My guest today is Sam Altman, 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…

  15. Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]

    · 57 min · Episode 483

    My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and…

  16. John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]

    · 50 min · Episode 482

    Today my guest is John Kim. 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 funds. He is now chairman…

  17. Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

    · 1 h 15 min · Episode 481

    My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of…

  18. Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

    · 1 h 27 min

    My guests today are Gavin Uberti and Rob Wachen, 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 everyone I called told me it could…

  19. Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

    · 1 h 10 min · Episode 479

    My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies in the world. Vlad grew up in…

  20. Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]

    · 57 min · Episode 478

    My guest today is Kareem Amin, 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 companies find their best…

  21. Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

    · 1 h 11 min · Episode 477

    My guest today is Alex Sacerdote, founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies.…

  22. Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

    · 1 h 07 min · Episode 476

    My guest today is Dara Khosrowshahi, 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…

  23. Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

    · 1 h 03 min · Episode 475

    My guest today is Dan Loeb, 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 credit,…

  24. Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

    · 46 min · Episode 474

    My guest today is Darren Farber, 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 the…

  25. Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

    · 1 h 17 min · Episode 473

    My guest today is Gavin Baker, 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 dictate…

  26. Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

    · 1 h 16 min · Episode 472

    My guest today is Krishna Rao, 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 canvas on which everything else…

  27. Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]

    · 1 h 15 min · Episode 471

    My guest today is Brian Chesky, 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…

  28. Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]

    · 1 h 07 min · Episode 470

    My guest today is Paul Tudor Jones. 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 capital at…

  29. Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]

    · 45 min · Episode 469

    This is my second conversation with Dylan Patel. 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 and…

  30. Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]

    · 1 h 32 min · Episode 485

    My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use throughout the…

  31. Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

    · 1 h 16 min · Episode 467

    Scott Nolan spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical, and so ignored, that he couldn't find a company to back. So he…

  32. Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]

    · 1 h 02 min · Episode 466

    My guest today is Alan Waxman, co-founder and CEO of Sixth Street, a $130B global investment firm. Private credit is one of the most discussed topics in markets right now, and there is a lot to make sense of. The…

  33. Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]

    · 1 h 07 min · Episode 465

    My guest today is Sergey Levine, a professor at UC Berkeley and co-founder of Physical Intelligence. The company is building robotic foundation models designed to control any embodied system to do any task in any…

  34. Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

    · 54 min · Episode 464

    My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investment machines in the…

  35. William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

    · 1 h 11 min · Episode 463

    William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against his Plaid shares…

  36. Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

    · 1 h 22 min · Episode 462

    My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of…

  37. John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

    · 1 h 16 min · Episode 461

    My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat…

  38. Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

    · 1 h 15 min · Episode 460

    My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across…

  39. Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

    · 1 h 03 min · Episode 459

    This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital. I recorded this conversation in October after publishing the Colossus cover story about him and Thrive. Given the…

  40. Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

    · 1 h 36 min · Episode 458

    My guests today are Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital. 3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of truly great…

  41. Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]

    · 56 min · Episode 457

    My guest today is Ben Horowitz, the co-founder of Andreessen Horowitz. Since its founding in 2009, a16z has grown into one of the most influential firms in venture capital, reshaping how technology companies are funded…

  42. Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

    · 1 h 16 min · Episode 456

    My guest today is Gokul Rajaram, Founding Partner at Marathon Management. Gokul is one of the most prolific product builders and investors of the last twenty years. He has built the core ad and product businesses at…

  43. Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

    · 2 h 07 min · Episode 455

    This week is a special episode. Only David Senra could get me to be on the other side of the mic. Because I don’t plan on being interviewed often, I wanted to share this conversation, which I so enjoyed, with our…

  44. Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]

    · 1 h 14 min · Episode 454

    My guests today are Tom Digan and Greg Stewart. Tom is the co-founder of Ladder, and Greg is its CEO. Ladder was my first angel investment. What followed over the next seven years is one of the most unlikely and…

  45. Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

    · 1 h 03 min · Episode 453

    My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first is finding a simple…

  46. Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]

    · 1 h 18 min

    Today, I am replaying my conversation with Nick Kokonas, one of my favorites from the show. Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as well as the…

  47. Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]

    · 1 h 25 min

    Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS] Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations…

  48. Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

    · 1 h 48 min · Episode 452

    My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of the…

  49. Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

    · 1 h 26 min · Episode 451

    My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I find his interest…

  50. David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

    · 1 h 07 min · Episode 450

    My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era – including…

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