
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.283
Greatness Without Goals
Ken Stanley is a Professor in Computer Science. We cover the reasons greatness cannot be planned, the importance of the individual in a web of disruption, and how to best allocate resources to foster innovation.
06.28.2022

Invest Like The Best
Ep.282
Investing in E-commerce
Lydia Jett is the Managing Partner of SoftBank Investment Advisors. We cover her evolution as an investor working alongside Masayoshi Son, the most valuable lessons for e-commerce founders, and upside down approaches to e-commerce.
06.21.2022

Invest Like The Best
Ep.281
Factories of the Future
Josh Wolfe is the co-founder of Lux Capital and Chris Power is the founder of advanced manufacturing start-up, Hadrian. We cover the fragmented structure of precision manufacturing today, how Hadrian's factories can modernize the industry's supply chain, and the effect of a higher cost of capital on deep tech companies.
06.14.2022

Invest Like The Best
Ep.280
The Past, Present, and Future of Digital Infrastructure
Martin Casado is a general partner at Andreessen Horowitz. We cover the state of the digital infrastructure industry today, what modern data stacks and developer-facing companies look like, and what he’s most excited about that digital infrastructure might unlock in the future.
06.07.2022

Invest Like The Best
Ep.279
Making Sense of the Market
Aswath Damodaran is a Professor of Finance. We cover why inflation is such a dominant force in today's market, the importance of narrative when valuing companies, and his contrarian thoughts on the future of ESG.
05.31.2022

Invest Like The Best
Ep.278
Embrace the Unexpected
Tobi Lütke is the co-founder and CEO of Shopify. We cover Shopify’s evolution into the world of atoms-based building through Shopify’s fulfillment network, the value of infrastructure writ large, and the impact of market volatility on day-to-day business building.
05.24.2022

Invest Like The Best
Ep.277
Identifying Talent
Tyler Cowen is an economics professor and Daniel Gross is the founder of Pioneer, a start-up accelerator. We cover all aspects of identifying, pricing, and evaluating talent, the correlation between talent and happiness, and why talent is a potential rate limiter on global progress.
05.17.2022

Invest Like The Best
Ep.276
Building & Investing in Marketplaces
Jeff Jordan is a General Partner at Andreessen Horowitz. We cover how to build and invest in businesses that create consumer marketplaces, the importance of healthy communication between founders and investors, and the unique aspects of the Andreessen Horowitz business model.
05.10.2022

Invest Like The Best
Ep.275
Reimagining Corporate Finance
Eric Glyman is the co-founder and CEO of Ramp. We cover Ramp’s initial marketing wedge, how the business has dealt with such fast growth, and why they hold stablecoins on their balance sheet.
05.03.2022

Invest Like The Best
Ep.274
Building a Better Model
Dmitry Balyasny is the Managing Partner and CIO of Balyasny Asset Management. We cover the origin story of his unique multi-strategy firm, the common traits that great portfolio managers share, and how to incentivize talented investors.
04.26.2022