
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.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.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.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

Invest Like The Best
Ep.273
Transforming Private Markets
Henry Ward is the co-founder and CEO of Carta. We cover the historic divergence between public and private infrastructure, how Carta aims to provide private market liquidity, and Henry’s views on building an enduring business.
04.21.2022

Invest Like The Best
Ep.272
A Primer on AI
Alexandr Wang is the CEO and founder of Scale AI. We cover the building blocks behind a successful artificial intelligence business, the significant role of AI in global security, and why data is supplanting code as a company's most valuable asset.
04.12.2022