Invest Like The Best

Conversations with the best investors and business leaders in the world. Patrick explores their ideas, methods, and stories to help you better invest your time and money.

Patrick O'Shaughnessy Host Patrick O'Shaughnessy

Patrick is the Founder and CEO of Positive Sum. He founded Colossus in 2020 to build on the success of Invest Like the Best.

Investors

Leaders

Invest Like The Best

Ep.419

Finding Future S&P 500 Companies

Neil Mehta is the founder of Greenoaks Capital. We cover his favorite stories from being a long-term investment partner to companies like Coupang and Carvana, why he looks for founders with maniacal focus and ambition who are building jaw-dropping customer experiences, and the mechanics behind successful investing partnerships.

04.15.2025

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Invest Like The Best

Ep.418

Turning Potential into Prominence

Michael Ovitz is a legendary talent agent and the co-founder of CAA. We cover his checklist for identifying exceptional talent, the critical components for building enduring institutions, and why time is the most valuable resource in business.

04.08.2025

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Invest Like The Best

Ep.417

The Business of Defense

Darren Farber is the Managing Partner of Albion River. We cover how the defense industry is changing, the delicate balance between the use of innovative new technologies and traditional warfare tactics in a theater of conflict, and his investment philosophy of "getting closer to the molecule".

04.01.2025

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Invest Like The Best

Ep.416

Cybersecurity Investment Playbook

Gili Raanan is the founder of Cyberstarts, a VC firm focused on cybersecurity. We cover how AI is redefining the cybersecurity industry, the most important signal of a quality founder, and the best lessons from his early investment in Wiz.

03.25.2025

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Invest Like The Best

Ep.415

Giving Computers A Sense Of Smell

Alex Wiltschko is the founder and CEO of Osmo. We cover the science behind how we experience smell, the practical applications of using AI to detect and design scents, and why it has the potential to democratize and disrupt the very lucrative fragrance industry.

03.18.2025

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Invest Like The Best

Ep.414

Investing At Lone Pine

Kelly Granat is the co-CIO and Managing Director of Lone Pine Capital. We cover the building blocks behind Lone Pine's investment decisions, why the market frequently misprices the ability to execute, and the investing industry's problems with aligning incentives and duration.

03.11.2025

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Invest Like The Best

Ep.413

How To Create A New Town

Devon Zuegel is the founder and President of the Esmeralda Institute. We cover how Esmeralda is building a new blueprint for community living, the funding challenges that mean we don't see many new towns built, and how spaces and environments impact the way we live, think, and interact.

03.04.2025

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Invest Like The Best

Ep.412

Building Granola

Chris Pedregal is the CEO and founder of Granola. We cover where Granola differs from other note-taking apps, the difference between the "explore" and "exploit" phases of product design, and what the history of photography can teach us about the future of software.

02.25.2025

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Invest Like The Best

Ep.411

AI or Die

Ravi Gupta is a partner at Sequoia and a host of the Glue Guys podcast. We cover the reaction to his latest blog post, why traditional business constraints and metrics are becoming irrelevant, and the importance of trying to break your own convenient beliefs.

02.18.2025

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Invest Like The Best

Ep.410

The Battle For Tech Supremacy

Marc Andreessen is the co-founder of Andreessen Horowitz. We cover what DeepSeek's R1 model means for the tech arms race between the US and China, the trade-off between competition and cooperation in geopolitics, and the factors behind the sweeping backlash against traditional media and political institutions.

02.11.2025

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