
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.
Featured

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
Collections
Most Popular
Investors
Leaders

Invest Like The Best
Ep.269
Everything Compounds
Gaurav Kapadia is the founder of investment firm XN. We cover his approach to building XN around a culture of rigor and kindness, how he finds remarkable businesses to invest in, and the imperative to increase diversity and inclusivity in the industry.
03.22.2022

Invest Like The Best
Ep.268
A Multi-Polar World
Marko Papic is a partner and chief strategist at Clocktower Group. We cover current events in Ukraine and their potential economic impact, the prospect of inflation and the shifting role of the Fed in response to it, and the evolving positions of China and the US as players on the global stage.
03.15.2022

Invest Like The Best
Ep.267
Unwrapping the Gift
Garry Tan is the founder and managing partner of Initialized Capital. We cover what’s missing in the investment world, how to best systematize venture investments, and the most common bad ideas for startups.
03.08.2022

Invest Like The Best
Ep.266
Investing in the Industrial Economy
Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.
03.01.2022

Invest Like The Best
Ep.265
Narrow the Focus, Increase the Quality
Frank Slootman is the chairman and CEO of Snowflake. We cover the ways he evaluates teams, why he hates incrementalism, and the importance of narrowing your focus.
02.22.2022

Invest Like The Best
Ep.264
Building an Anti-Conglomerate
Joey Levin is the CEO of IAC, a holding company that builds world-class digital businesses. We cover how he approaches capital allocation, why he tries to avoid centralization between businesses, and what he has learned from working with Barry Diller.
02.15.2022

Invest Like The Best
Ep.263
Betting on Passion
Peter Chernin is the co-founder of The Chernin Group. We cover lessons learned from his time running News Corp and Fox, how he has been able to identify powerful secular tailwinds across his varied career, and his thesis of investing in content that people are passionate enough to pay for.
02.08.2022

Invest Like The Best
Ep.262
Adapt and Evolve
John Pfeffer is an entrepreneur and investor through his private family office, Pfeffer Capital. We cover the difference between value creation and value capture, why John has made such a big bet on Bitcoin, and why adaptation has become more important than ever.
02.01.2022

Invest Like The Best
Ep.261
Building Gorilla Businesses
Geoffrey Moore is a tech author, consultant, and venture partner at Wildcat Ventures. We define what makes a company a "Gorilla", explore the lifecycle of technology adoption, and discuss how Geoffrey has updated his thinking over a long career.
01.27.2022

Invest Like The Best
Ep.260
The Cyclone Under the Surface
Gavin Baker is the managing partner and CIO of Atreides Management. We cover the current state of growth equities, the disconnect between private and public markets, and how semiconductors have evolved.
01.25.2022