Invest Like the Best with Patrick O'Shaughnessy

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

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 ...

2026-05-13

Scarica

Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.470]

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...

2026-05-05

Scarica

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

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 compo...

2026-04-28

Scarica

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]

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 abou...

2026-04-23

Scarica

Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.467]

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 th...

2026-04-21

Scarica

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

2026-04-14

Scarica

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

2026-04-08

Scarica

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

2026-03-31

Scarica

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

2026-03-24

Scarica

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

2026-03-17

Scarica

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.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 o...

2026-03-10

Scarica

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

2026-03-04

Scarica

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

2026-02-24

Scarica

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.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 Thriv...

2026-02-18

Scarica

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

2026-02-10

Scarica

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

2026-02-03

Scarica

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

2026-01-30

Scarica

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

2026-01-20

Scarica

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

2026-01-13

Scarica

Reed Hastings - Building Netflix - [Invest Like the Best, EP.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 i...

2026-01-06

Scarica

Invest Like the Best with Patrick O'Shaughnessy

Episodi (578 episodi)

Podcast Correlati