Invest Like the Best with Patrick O'Shaughnessy — Podcast Ad Analysis
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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 https://www.colossus.com
PodSkip has analyzed 1 episode of Invest Like the Best with Patrick O'Shaughnessy, averaging 9.0 ads per episode (8% of runtime).
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
Aug 25, 2026
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…
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
Aug 18, 2026
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…
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
Aug 11, 2026
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…
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
Aug 04, 2026
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…
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]
Jul 28, 2026
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…
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
Jul 21, 2026
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…
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]
Jul 14, 2026
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…
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]
Jul 07, 2026
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…
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]
Jun 30, 2026
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…
Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]
Jun 23, 2026
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…
Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]
Jun 16, 2026
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…
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
Jun 09, 2026
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…
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
Jun 03, 2026
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…
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
May 28, 2026
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…
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
May 26, 2026
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…
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
May 20, 2026
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…
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]
May 13, 2026
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…
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]
May 05, 2026
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…
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]
Apr 28, 2026
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…
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Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
Apr 23, 2026
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…
Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]
Apr 21, 2026
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…
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Apr 14, 2026
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…
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
Apr 08, 2026
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…
Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]
Mar 31, 2026
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…
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]
Mar 24, 2026
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…
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
Mar 17, 2026
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…
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
Mar 10, 2026
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…
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
Mar 04, 2026
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…
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
Feb 24, 2026
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…
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Feb 18, 2026
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…