
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.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

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

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

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

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

Invest Like The Best
Ep.409
Graham Duncan: Talent Whisperer
Graham Duncan is the co-founder of East Rock Capital. We cover the pivotal moments of ignition in his career, his frameworks for pricing talent and matching the perfect person to a role, and how mindset and intensity separate masters from professionals in any field.
02.04.2025

Invest Like The Best
Ep.408
Combat, Service, and Innovation
Blake Hall is the CEO and co-founder of ID.me. We cover what his time in the military taught him about leadership and service, the staggering true cost of identity fraud, and his frameworks for building trust and culture in organizations.
01.28.2025

Invest Like The Best
Ep.407
Designing The Future
Dylan Field is the co-founder and CEO of Figma. We cover the hardest part of building in private, his principles for avoiding common design pitfalls, and why human creativity is still as relevant as ever despite the growing capabilities of AI models.
01.21.2025

Invest Like The Best
Ep.406
Bridging Science, Medicine, and Returns
Tal Zaks is a Partner at OrbiMed. We cover the challenges that make investing in biotech different from fields like software, the importance of seeking lessons in your successes as well as failures, and why the pursuit of returns makes large-scale capital flows into science and innovation possible.
01.14.2025

Invest Like The Best
Ep.405
Building Captions
Gaurav Misra and Dwight Churchill are the co-founders of Captions. We cover the idea of solving bounded versus unbounded problems, the process of building a business model and setting pricing for a generative AI product, and the most salient point investors in this space are missing.
01.07.2025