Podcast · 200 episodes
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts · English
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
Latest episodes
Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]Noah Shinn discusses Instinct, a “personal assistant” agent that interacts via phone/computer/email/calls, plus an “Instinct network” for scheduling with trusted people.28 Sep 2026 · 1 h 26 min
Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]Gabe Stengel discusses how AI “investing superintelligence” will change the investment and deal-making lifecycle, arguing the biggest near-term challenge is not raw model intelligence but building…22 Sep 2026 · 1 h 4 min
Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]Michael Moritz reflects on lessons from his family history (refugees from Nazi Germany), how early-life “imprints” shape identity and investing, and how monomania/outsider drive can produce durable…16 Sep 2026 · 1 h 12 min
All episodes
Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]Noah Shinn discusses Instinct, a “personal assistant” agent that interacts via phone/computer/email/calls, plus an “Instinct network” for scheduling with trusted people.28 Sep 2026 · 1 h 26 min · 33 chapters
Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]Gabe Stengel discusses how AI “investing superintelligence” will change the investment and deal-making lifecycle, arguing the biggest near-term challenge is not raw model intelligence but building…22 Sep 2026 · 1 h 4 min · 28 chapters
Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]Michael Moritz reflects on lessons from his family history (refugees from Nazi Germany), how early-life “imprints” shape identity and investing, and how monomania/outsider drive can produce durable…16 Sep 2026 · 1 h 12 min · 29 chapters
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]Walter Russell Mead discusses why the “Pax Americana” world order is fraying while American power remains strong, how Trump’s personal, unpredictable style accelerates institutional collapse, and how…8 Sep 2026 · 1 h 18 min · 23 chapters
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]Sarah Guo (Conviction VC) discusses how to invest in a frenzied, fast-changing AI frontier where backtesting is hard, and where outcomes may hinge on a small set of “~250” high-agency…1 Sep 2026 · 1 h · 24 chapters
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]Neil Nova (SAIL Research) explains “Token Factory” inference: serving long-running AI agents (hours to weeks) via an API and “sail boxes,” aiming for the lowest possible cost per token by optimizing…25 Aug 2026 · 1 h 19 min · 32 chapters
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]Ben Thompson (a tech investor/analyst) argues the U.S. shouldn’t aim to “win” AI dominance in a way that increases military/national-security risk.18 Aug 2026 · 1 h 16 min · 23 chapters
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]How AI and cloud adoption reshape software economics, why winners emerge via shifting “competitive frontiers,” and what it takes to run frontier models and build hard infrastructure (compute, agents,…11 Aug 2026 · 1 h 6 min · 23 chapters
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]July’s “AI market jitters” and why the episode argues AI demand and hyperscaler operating cash flow are accelerating, despite public-market selloffs; key risks are credit conditions and regulation.4 Aug 2026 · 1 h 5 min · 31 chapters
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]Sam Altman (OpenAI CEO) discusses OpenAI’s shift in 2025 toward focusing on the “best, most abundant, most cost-effective intelligence,” securing massive compute early, and building an AI “stack”…28 Jul 2026 · 54 min · 29 chapters
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]Matthew Smith argues the U.S. is headed for a natural-gas supply deficit by the late 2020s, driven mainly by LNG export buildout plus new AI/data-center power demand. He claims the U.S.21 Jul 2026 · 56 min · 17 chapters
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]A “highest-level” guide to fundraising, centered on persuasion as desire minus fear, building trust (not just belief), and running campaigns that convert interest into capital using track record,…14 Jul 2026 · 50 min · 19 chapters
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]Jeremy Giffon discusses how private-market investing is driven by narrative (“storytelling ability”), why cap tables should preserve optionality in volatile times, and his “billion-dollar PDF” idea:…7 Jul 2026 · 1 h 15 min · 30 chapters
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]Etched (Etch/Etched) explains why AI inference needs new hardware and how they’re building a rack-scale inference system to make inference faster and cheaper.30 Jun 2026 · 1 h 27 min · 32 chapters
Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]Vlad Barbalat, CIO of Liberty Mutual Investments, explains how Liberty Mutual’s mutual insurance structure creates a permanent, long-term investment platform (~$120B), how the firm allocates capital…23 Jun 2026 · 1 h 10 min · 26 chapters
Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]Kareem Amin (Clay) discusses building go-to-market software that “re-enchants” work by giving users programming-like power, and how Clay’s culture is guided by courage, truth, and justice.16 Jun 2026 · 57 min · 22 chapters
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]How Alex Sacerdote (WhaleRock Capital) invests through technology S-curves, using the AI stack as the running example (chips → models → applications), and why he’s highest-conviction on Anthropic.9 Jun 2026 · 1 h 11 min · 28 chapters
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]Dara Khosrowshahi (Uber CEO) discusses why he joined Uber in 2017, how he brought order to early “chaos,” and Uber’s strategy for AI and autonomous vehicles (AVs).3 Jun 2026 · 1 h 7 min · 30 chapters
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]Dan Loeb (Third Point) discusses how he stays informed, how he invests across credit and equities, what he thinks about AI-driven markets, governance, and activism—especially the role of writing.28 May 2026 · 1 h 3 min · 28 chapters
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]What “winning” means in Iran and other theaters, and how the U.S. should build “magazine depth” and flexible power (not just maximal nuclear deterrence).26 May 2026 · 46 min · 25 chapters
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]“Watts and wafers” as the two physical constraints shaping the next phase of AI—power/energy availability and semiconductor wafer supply—plus how orbital compute, GPU disaggregation, and chip…20 May 2026 · 1 h 17 min · 25 chapters
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]How Anthropic’s CFO, Krishna Rao, manages compute procurement and allocation across model development, internal product R&D, and customer serving.13 May 2026 · 1 h 16 min · 40 chapters
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]Brian Chesky explains “AI founder mode” using his Airbnb experience—how founders should stay hands-on in the details, how AI changes management from meetings to asynchronous work, and how to regain…5 May 2026 · 1 h 15 min · 36 chapters
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]Paul Tudor Jones discusses the difference between investing and trading, lessons from decades in markets, risk management, and AI regulation concerns.28 Apr 2026 · 1 h 7 min · 28 chapters