Invest Like the Best with Patrick O'Shaughnessy
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
October 6, 2026 • 72 mins
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 has focused on reading from the brain, and Andrew believes the next era is about writing to it with precise control over specific brain states.
He explains why he thinks the leading AI companies are really building t...
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September 28, 2026 • 71 mins
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 anything on your behalf that you would do yourself online. Instinct is about a year old, still invite-only, and growing roughly 10% day over day without any marketing spend.
We discuss the surprising ways people are already...
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September 22, 2026 • 64 mins
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 infrastructure that allows them to do it.
We discuss how Rogo evolved alongside the frontier models, why the last mile and the harness around the models matter so much, what happens when every portfolio manager can deploy tho...
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September 16, 2026 • 72 mins
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 rebuilt their lives in Wales.
We discuss the imprint his parents left on him, the method he used for decades of asking founders about their childhoods and the Time profile that ended his...
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September 8, 2026 • 78 mins
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 States came to dominate the world, and our conversation is about whether it can keep doing so.
Walter lays out the five step playbook that carried the Dutch, then the British, then Ame...
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September 1, 2026 • 59 mins
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 investors in AI, often the first check into the companies defining the frontier.
In this conversation, we go inside that frontier: what the small group of people actually building AI believe right now, why som...
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August 25, 2026 • 78 mins
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 at a time rather than answering a human in real time.
In that world, latency matters less and cost matters more, and Neil has built the whole company around driving the cost of a token as low as it can possibly...
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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 important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon. We also discuss why he thinks it would be dangerous for the United States to win the AI race outright, what container shipp...
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Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
August 11, 2026 • 65 mins
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 ability to use that history to make sense of today.
We discuss what the rise of AWS teaches us about AI, what he has learned from investing in Fireworks, Sierra, and Cerebras, and how the criteria for winning ...
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August 4, 2026 • 65 mins
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 and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley.
We discuss the latest moves, contracted vs. spot GPU prices, the ga...
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July 28, 2026 • 53 mins
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 early decision to buy compute at a scale nobody thought was rational, and the plan to build a gigawatt of new capacity every week.
We talk about Kimi and distillation, the Hugging Face incident and what it means ...
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July 21, 2026 • 56 mins
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 his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share.
Starting in 2028, AI data centers and LNG ex...
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July 14, 2026 • 50 mins
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 and president of corporate development at Lila Sciences, a company building scientific superintelligence, where he has helped raise several hundred million dollars.
He is also the author of The Tao of Fundr...
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July 7, 2026 • 75 mins
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 conversations with founders and with the capital behind their companies. I don't know many investors with such a high rep count in the most interesting corners of private markets, so I asked him what he has learned....
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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 not be done. They have since done it, taping out a working chip on their first attempt and becoming the first hardware company founded after ChatGPT to do so.
They already have more than a billion dollars of cu...
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June 23, 2026 • 69 mins
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 Soviet Moldova, came to America in 1990, and built a career that eventually led him to one of the most distinctive capital allocator seats anywhere in finance.
Today we talk about how the mutual insurance ...
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June 16, 2026 • 56 mins
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 customers and reach them at scale.
But this conversation is about a lot more than Clay. Kareem is one of the most original thinkers I know.
We talk about the statues he keeps at the center of how he runs Clay &m...
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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. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year.
Alex invests through a single lens that he has refined over twenty years. He looks for techn...
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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 not about happiness, it is about impact.
We talk about what the chaos felt like on day one, and how his family leaving Iran when he was nine shaped the way he handles pressure today.
We spend most of our time o...
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May 28, 2026 • 63 mins
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, venture, and insurance.
He is best known for his activist work at companies like Sotheby's, Sony, and Yahoo, and for the public letters he has written to boards over the years.
What I find most interesti...
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