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Invest Like the Best with Patrick O'Shaughnessy
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Kareem Amin - Re-Enchanting the World - [Invest Like the Best, EP.478]
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
Gavin Baker is the founding partner and CIO of Atreides Management, joining host Patrick O'Shaughnessy for their sixth conversation on Invest Like the Best. Baker brings deep expertise in technology i…
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]
Krishna Rao serves as CFO of Anthropic, one of the leading AI companies developing frontier language models. He joined the company two years ago when it had $250 million in run rate revenue and has ov…
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.470]
Brian Chesky is the co-founder and CEO of Airbnb, leading a company that processes nearly $100 billion in annual gross sales. His background includes industrial design training at Rhode Island School …
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]
Paul Tudor Jones is one of the most legendary macro traders in market history, known for his prescient call on the 1987 crash and founding Tudor Investment Corporation. He's also the founder of Robin …
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
Dylan Patel is the founder and CEO of Semi Analysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. Patrick O'Shaughnessy is the CEO of Positive Sum and host of Invest …
Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.467]
Patrick O'Shaughnessy hosts Alex Carnell, a leading biotech investor with 20 years of experience building and backing life sciences companies. Alex serves as co-founder of Braidwell, previously co-ran…
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Scott Nolan is the founder and CEO of General Matter, a company addressing the critical bottleneck of uranium enrichment in the United States. His career spans three major phases: employee #35 at Spac…
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
Alan Waxman is the founder and CEO of 6th Street, one of the largest private capital investment firms in the world. Patrick O'Shaughnessy is the CEO of Positive Sum and host of Invest Like the Best. T…
Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]
Sergei Levine is co-founder and researcher at Physical Intelligence, a company developing foundation models for robotics. Patrick O'Shaughnessy, CEO of Positive Sum and an investor in Physical Intelli…
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]
Mitchell Green is the founder of LeadEdge Capital, a growth equity firm he built with partners Brian and Nieme into what he describes as a 'software company' approach to investing. Green's background …
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
William Hockey is the founder of Column, a software company that owns a bank, and previously co-founded Plaid, one of the most successful fintech companies of the last decade. Column serves major fint…
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
Patrick O'Shaughnessy interviews Shyam Sankar, CTO of Palantir Technologies, exploring his worldview on American reindustrialization and military innovation. Sankar, whose family fled violence in Nige…
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
John Arnold is the CEO of Arnold Ventures and arguably the most successful energy trader in history. After starting at Enron at age 21 in 1995 and surviving its bankruptcy in 2001, Arnold founded his …
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
Dan Sundheim is the founder and CIO of D1 Capital Partners, one of the pioneering investors operating simultaneously across public and private markets for over a decade. He manages a global public equ…
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Josh Kushner is the founder and managing partner of Thrive Capital, which he started in 2011. The firm now manages approximately $50 billion with a deliberately small investment team. Patrick O'Shaugh…
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
Alex Baring and Daniel Schwartz are co-managing partners of 3G Capital, a distinctive investment firm built around concentrating deeply rather than diversifying broadly. Alex previously ran the larges…
Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]
Ben Horowitz, co-founder of Andreessen Horowitz, joins Patrick O'Shaughnessy to discuss America's competitive position in the AI era and the firm's mission to maintain technological leadership. Horowi…
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]
Gokul Rajaram is one of the most prolific product builders of the last 20 years, having built core ads and product businesses at Google, Facebook, Square, and DoorDash during their most formative scal…
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]
This episode features an unusual format where Patrick O'Shaughnessy, CEO of Positive Sum and host of Invest Like the Best, is interviewed by his friend David Senra, creator of the Founders podcast. Th…
Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]
Patrick O'Shaughnessy hosts Tom Deegan (co-founder and president) and Greg Stewart (CEO) of Ladder, the number one strength training app. Tom left a lucrative hedge fund career to co-found the busines…
Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]
Reed Hastings, co-founder and former CEO of Netflix, discusses the company's evolution from DVD-by-mail to streaming giant with host Patrick O'Shaughnessy. Hastings also serves on boards including Ant…
Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]
Nick Kikonis is co-founder of three world-renowned establishments: Alinea (once ranked #1 restaurant globally), Next, and The Aviary, plus CEO of TOC, a comprehensive restaurant booking system. A phil…
Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]
Rick Elias is the CEO and co-founder of Red Ventures, a global investment platform with a portfolio including Lonely Planet, The Points Guy, Bankrate, and investments across multiple industries. He co…
Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]
Henry Ellenbogan is founder and managing partner of Durable Capital Partners, having previously led T. Rowe Price's New Horizons fund to 19% annual returns for nearly a decade. His investment philosop…
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
Gavin Baker, founder and CIO of Atreides Management, joins Patrick O'Shaughnessy for their annual deep dive into the rapidly evolving AI landscape. Baker brings his encyclopedic knowledge of technolog…
Josh Kushner - Building Thrive Capital - [Invest Like the Best, CLASSICS]
The episode features Josh Kushner, founder and managing partner of Thrive Capital, a venture firm he started in 2010 that now manages $15 billion with a team of nine investors. Josh rarely speaks publ…
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