
About
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 is the Founder and CEO of Positive Sum. He founded Colossus in 2020 to build on the success of Invest Like the Best.
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Invest Like The Best
Ep.355
A Conversation with Charlie Munger & John Collison
Charlie Munger was the vice chairman of Berkshire Hathaway. In this conversation with Stripe's John Collison, recorded last year, he shares the ingredients for long-term business success, his thoughts on American society writ large, and what makes Berkshire special.
12.05.2023

Invest Like The Best
Ep.400
Capital, Compute & AI Scaling
Chetan Puttagunta is a General Partner at Benchmark and Modest Proposal is a money manager who is one of the most respected thinkers in financial markets. We cover the current scaling challenges of frontier AI models, the incredible proliferation of open source models, and the investing implications across private and public markets.
12.06.2024

Invest Like The Best
Ep.394
Building Islands of Innovation
Tobi Lütke is the co-founder and CEO of Shopify. We cover the biggest changes he's observed in the wider tech ecosystem with the advent of AI, his unique way of interpreting and implementing "founder mode" at Shopify, and how we can promote more entrepreneurs to build on "islands of innovation" away from the mainstream.
10.22.2024
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Invest Like The Best
Ep.429
Keys to Successful Growth Investing
Jay Hoag is the co-founder of TCV. We cover the decline in consumer-focused investing, why the trend of companies staying private for longer can't continue forever, and his favorite lessons from TCV's 30-year history.
06.17.2025

Invest Like The Best
Ep.428
A Father’s Call To Action
Dinakar Singh is the founder and CEO of Axon. We cover the story and inspiration behind Axon, what it means to deploy capital towards outcomes that matter, and why research into rare diseases is in need of a structural overhaul.
06.15.2025

Invest Like The Best
Ep.427
The Gift and The Curse of Staying Private
Bill Gurley is a former General Partner at Benchmark Capital. We cover the breakdown of incentives that created over a thousand "zombie unicorn" companies, how late-stage venture firms have largely eliminated the need to go public to access funding and liquidity, and the investing implications if AI turns out to be the single greatest platform shift of our lifetime.
06.10.2025

Invest Like The Best
Ep.426
Inside Apollo
John Zito is the Co-President of Apollo Global Management. We cover the secrets behind Apollo's origination engine, their plan for capturing a greater share of client portfolios, and why companies are abandoning banks and embracing private credit for financing deals.
06.03.2025

Invest Like The Best
Ep.425
Building Alpine
Graham Weaver is the founder and Managing Partner of Alpine Investors. We cover the three North Stars shaping Alpine's outperformance, how it became the most coveted destination for business school graduates, and why executives should seek the same level of coaching as professional athletes.
05.27.2025

Invest Like The Best
Ep.424
How Spotify Thinks
Gustav Söderström is the Co-President, Chief Product Officer and Chief Technology Officer at Spotify. We cover how AI might revolutionize the music-listening experience, the systematic process behind all of Spotify's successful innovations, and why it's become the effective R&D department for the entire music industry.
05.20.2025

Invest Like The Best
Ep.423
Entrepreneurship Through Acquisition
Royce Yudkoff and Rick Ruback are professors at Harvard Business School. We cover the bifurcation of search funds, how acquisition entrepreneurs achieve returns that consistently outperform private equity, and the common red flags that can break otherwise promising deals.
05.13.2025

Invest Like The Best
Ep.422
The Focused Few
David Senra is the creator and host of the Founders podcast. We cover how obsessive focus can transform a simple idea into a billion-dollar business, the importance of optimizing for durability over growth, and why the best entrepreneurs seek wisdom from unrelated industries.
05.06.2025

Invest Like The Best
Ep.421
Investing in Carvana
Cliff Sosin is the founder of CAS Investment Partners. We cover how taking concentrated positions in companies with brilliant business models created a billion-dollar fund, the remarkable turnaround story behind Carvana, and the critical decision-making processes that set successful investors apart during market crises.
04.29.2025

Invest Like The Best
Ep.420
Investing at the Frontier
Matt Huang is the co-founder of Paradigm. We cover the building blocks of Paradigm's highly technical investing approach, how navigating illegible frontiers leads to outsized returns, and why crypto plays an important role in preserving economic freedoms.
04.22.2025