Invest Like the Best with Patrick O'Shaughnessy

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

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. ...

2026-08-18

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Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

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 ...

2026-08-11

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Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

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 th...

2026-08-04

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Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

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. ...

2026-07-28

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Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]

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...

2026-07-21

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John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]

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 fund...

2026-07-14

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Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

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 ...

2026-07-07

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Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

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 calle...

2026-06-30

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Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

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. ...

2026-06-23

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Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]

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 ...

2026-06-16

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Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

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 hy...

2026-06-09

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Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

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 ...

2026-06-03

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Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

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 ...

2026-05-28

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Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

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 a...

2026-05-26

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Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

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 Gavin's...

2026-05-20

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Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

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

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Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]

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

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Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]

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

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Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]

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

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Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]

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

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Invest Like the Best with Patrick O'Shaughnessy

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