Invest Like the Best with Patrick O'Shaughnessy — Podcast Ad Analysis
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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
PodSkip has analyzed 1 episode of Invest Like the Best with Patrick O'Shaughnessy, averaging 9.0 ads per episode (8% of runtime).
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
May 20, 2026
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…
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]
May 13, 2026
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…
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]
May 05, 2026
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…
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]
Apr 28, 2026
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…
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Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
Apr 23, 2026
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…
Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]
Apr 21, 2026
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…
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Apr 14, 2026
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…
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
Apr 08, 2026
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…
Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]
Mar 31, 2026
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…
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]
Mar 24, 2026
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…
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
Mar 17, 2026
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…
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
Mar 10, 2026
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…
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
Mar 04, 2026
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…
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
Feb 24, 2026
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…
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Feb 18, 2026
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…
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
Feb 10, 2026
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…
Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]
Feb 03, 2026
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…
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]
Jan 29, 2026
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…
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]
Jan 20, 2026
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…
Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]
Jan 13, 2026
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…
Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]
Jan 06, 2026
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…
Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]
Dec 30, 2025
Today, I am replaying my conversation with Nick Kokonas, one of my favorites from the show. Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as…
Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]
Dec 23, 2025
Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS] Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of…
Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]
Dec 16, 2025
My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of…
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
Dec 09, 2025
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I…
David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]
Dec 02, 2025
My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era…
Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]
Nov 28, 2025
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless…
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]
Nov 25, 2025
My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its long-term structure…
Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]
Nov 19, 2025
My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive…
Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]
Nov 11, 2025
My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and…