
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.216
The Past, Present, and Future of Defense
Josh Wolfe is the co-founder of Lux Capital. Tony Thomas, now a partner at Lux, is a retired 4-star General and 11th Commander of the US Special Operations Command. We cover the technology frontiers in defense, the future of semiconductors, and the most important trait of great leaders.
03.09.2021

Invest Like The Best
Ep.215
Grateful for Everything, Entitled to Nothing
Jack Clark is the head coach of the University of California Varsity Rugby team. We cover how Jack builds high-performing teams, the shared vocabulary he creates across his organization, and his work with companies applying what he's learned on the field to operating businesses.
03.02.2021

Invest Like The Best
Ep.214
A Historic Market Bubble
Jeremy Grantham is the Long-Term Investment Strategist and Co-Founder at GMO. We cover the three key signs of a bubble, why Jeremy believes we are in a bubble right now and how it’s being led by retail rather than institutional investors.
02.23.2021

Invest Like The Best
Ep.213
Focus on the First Mile
Scott Belsky is an angel investor with early investments in Pinterest, Uber, and Airtable and is the CPO of Adobe. We cover the importance of a customer's first mile with any product, the tech trends that will dominate for decades, and what those trends mean for investors and creators.
02.15.2021

Invest Like The Best
Ep.212
Investing in Bleeding Edge Technology
Michael Dempsey is a General Partner at Compound, a seed-stage venture fund based in New York. We cover the rise of virtual influencers, how to identify key inflection points in the evolution of new technologies, and why computational biology might be the single best technology bet right now.
02.09.2021

Invest Like The Best
Ep.211
The Major Problems Facing The World
Chamath Palihapitiya is the founder and CEO of Social Capital, whose mission is to advance humanity by solving the world's hardest problems. We cover potential paths to closing the income inequality gap, how to manage one's personal psychology, and tackling climate change.
02.02.2021

Invest Like The Best
Ep.210
Unlocking Value in Gaming
Joost van Dreunen is an investor in the gaming world and a professor at NYU's Stern School of Business. We cover the rise and decline of GameStop, what parts of the value chain actually make money in video games, and the evolution of the video games business model.
01.26.2021

Invest Like The Best
Ep.209
The Future of Cities and Real Estate
Claire Cormier Thielke is the Managing Director of Asia Pacific for Hines. We cover how to use pattern recognition to unlock real alpha in real estate, the ingredients that make a city special, and the surprising ROI of public art.
01.19.2021

Invest Like The Best
Ep.208
Breaking Down the Food Ecosystem
Zack Fuss is a Vice President at Continental Grain. We cover where profits tend to sit in a specific value chain, how legacy food businesses are creating their 2nd acts as digital businesses, and explore what makes Domino's Pizza so interesting and special.
01.12.2021

Invest Like The Best
Ep.207
Internet Scale Businesses
Ram Parameswaran is the founder of Octahedron Capital and previously a partner at Altimeter Capital. We cover the potential for internet scale business, explore the common characteristics of these businesses, and the most important qualities for 8 business models.
01.05.2021