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podcast
Invest Like The Best
host · patrick o'shaughnessy
episodes
45
mentions
353
tickers
199
net sentiment
68%
tickers discussed · 199
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guests & speakers · 38
gavin bakersam altmanmattrobalexdara khosrowshahidan loebdarrenbrian cheskypaul tudor jonesdylan patelalex cornellscott nolanalan waxmansergey levinepatrick o'shaughnessymitchell greenwilliam hockeyshyam sankarjohn arnolddaniel schwarzalex beeringben horowitzreed hastingshenry ellenbogenmartin escobariari emanuelluca ferrarikarim atiyehdan wangjesse zhangbarry dillerjeff horingjoe liemandtmark bertoliniandrew milgramromoncaryn seidman becker
episodes · 45
Why the Markets Are Pricing AI Wrong | Gavin Baker38 insights
2026-08-04 · Baker: Nvidia at 10-year low forward PE while compute repricing accelerates hyperscaler c…
Sam Altman on AGI, Compute, and Human Agency5 insights
2026-07-28 · OpenAI targets foundational intelligence platform like electricity, avoids vertical appli…
The 2028 Natural Gas Crisis No One Sees Coming10 insights
2026-07-21 · BWXT primary Navy nuclear supplier positioned for coming commercial nuclear cycle
Everything in Capital Markets is Downstream of Algorithms1 insight
2026-07-07 · Guest advocates long Elon Musk as simple winning investment idea
The Two Harvard Dropouts Who raised $800M to take on NVIDIA5 insights
2026-06-30 · Etched builds full-stack inference racks targeting 10x throughput via low-voltage and clu…
Investing a $120 Billion Balance Sheet with No Outside Investors2 insights
2026-06-25 · Liberty Mutual's $120B balance sheet behaves differently because it has no outside fund c…
Why the AI Boom Is Just Getting Started21 insights
2026-06-09 · Own Adyen as cloud payments leader taking share from Worldpay; 5% penetration of $80T mar…
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation8 insights
2026-06-03 · Khosrowshahi: AV opportunity is a trillion-dollar marketplace; supply-first strategy driv…
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy13 insights
2026-05-28 · Third Point led XAI debt financing despite no cash flow, conviction on real business fund…
Former DoD Advisor on Iran, China and AI Warfare1 insight
2026-05-26 · Palantir leads new defense primes with mission-capable systems surpassing legacy contract…
Watts, Wafers, and the Future of AI Infra | Gavin Baker18 insights
2026-05-20 · Nvidia could sell $2-3T GPUs if TSMC expanded capacity; GPU life extended to 10-15 years
How Brian Chesky Is Redesigning Airbnb for the AI Era6 insights
2026-05-05 · Chesky: Airbnb must shift atomic unit from home to person to unlock next growth phase
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett3 insights
2026-04-28 · PTJ: Bitcoin is best inflation hedge, superior to gold due to finite supply
The Supply and Demand of AI Tokens | Dylan Patel Interview9 insights
2026-04-23 · Anthropic margins surge to 72%+ as token demand explodes
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution8 insights
2026-04-21 · Eli Lilly's GLP-1 franchise proves trillion-dollar preventive health thesis with oral Weg…
From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem8 insights
2026-04-14 · Nolan building domestic uranium enrichment to solve HALEU bottleneck for advanced reactors
What 100 Years of American Finance Tells Us About Today1 insight
2026-04-08 · Waxman defends Sixth Street's artisan model against factory model excesses
World's Top Researcher on AI, LLMs, and Robot Intelligence4 insights
2026-03-31 · Host invests in Physical Intelligence: general robotic foundation models
Why Now is the Best Time to Buy Public Software Companies6 insights
2026-03-24 · Lead Edge sold Toast secondary at $40-50, stock now $30 but still cheap
How to bet on yourself (without venture capital)2 insights
2026-03-17 · Hockey predicts large US banks with massive distribution and high labor costs will be pri…
How AI Is Changing Warfare | Palantir CTO4 insights
2026-03-10 · Palantir CTO argues ontology layer captures AI value accrual
The World's Greatest Energy Trader on Markets, China, and AI1 insight
2026-03-04 · Arnold impressed by NIO's 17-month factory build and robotics-driven cost advantage
The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital)4 insights
2026-02-10 · 3G acquired window covering leader Hunter Douglas for its scaled manufacturing, direct-to…
Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview6 insights
2026-02-03 · Flag Safety's AI cameras reduce mistaken-identity police confrontations
He Built The Revenue Engines for Google, Facebook & Square10 insights
2026-01-29 · Figma displaced Sketch via bottom-up self-serve adoption
The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview3 insights
2026-01-06 · Hastings: Netflix's low-margin, high-reinvestment model drives content advantage
Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview10 insights
2025-12-16 · DoorDash among Durable's largest public positions; led last private round and continued b…
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview23 insights
2025-12-09 · GB300 drop-in compatibility will make vertically integrated players the low-cost token pr…
How a16z Growth Invests13 insights
2025-12-02 · a16z Growth won Figma by combining years of relationship-building with nuanced market-siz…
Inside General Atlantic: How a $100B Growth Equity Firm Invests7 insights
2025-11-25 · Escobari: XP transformed Brazil investing from 80k to 10M accounts
Ari Emanuel’s "Anti-AI" Bet on Live Entertainment6 insights
2025-11-19 · Zuffa Boxing league with Paramount could rival UFC/WWE scale
The Playbook on Buying and Running Companies Forever6 insights
2025-11-04 · Evernote transformed: 250 product improvements, 3-5x faster innovation, 60% price hike wi…
The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview6 insights
2025-10-21 · Ramp beat MX by obsessing consumer-grade UX in B2B, not just brand
China vs America: The Battle for Global Dominance Explained | Dan Wang interview10 insights
2025-10-16 · Wang: DeepSeek proves China can produce frontier reasoning models; 7 of 11 Meta superinte…
The Future of AI Agents | Jesse Zhang Interview10 insights
2025-10-06 · Jesse Zhang bullish on Google: consumer data moat critical for AI
Why a $100 Million Salary for an Elite AI Researcher is a Bargain7 insights
2025-10-02 · Meta's massive compute spending is rational given leverage of elite AI talent
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview14 insights
2025-09-30 · Periodic Labs applies RL to materials science for battery breakthroughs
How Barry Diller Built Entertainment Empires1 insight
2025-09-23 · Diller buys 24% of MGM: AI cannot disintermediate physical resorts
5 Ingredients for the Perfect Investment | Jeff Horing Interview10 insights
2025-09-16 · Wiz is a flagship portfolio company backed at zero revenue, doubling net new bookings for…
Alpha School's Disruptive Vision for the Future of Education6 insights
2025-08-26 · Liemandt invests $100M+ to build AAA video games on Timeback learning engine
The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire4 insights
2025-08-19 · Diabetes program proves model: invest $699/mo to save $700/mo via risk adjustment
The Data on America's Economic Split | Andrew Milgram Interview2 insights
2025-08-05 · Ares and Golub stand out as best-in-class private credit managers
How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley6 insights
2025-07-29 · Romon backed Solana at 4 cents, now a >$100B centicorn
The Investment Firm That Can 'Do Anything' | Sixth Street CEO Alan Waxman7 insights
2025-07-15 · Sixth Street formed $20B JV with Affirm to expand asset origination capacity
Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker6 insights
2025-07-08 · Clear bought back 22M shares at prices below IPO, signaling undervaluation