
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.183
The Past, Present, and Future of SaaS and Software
Eric Vishria is a general partner at Benchmark Capital. We cover the different generations of SaaS and software businesses, why the future remains brighter than ever for companies building software products, and what impact their products will have on business in general.
07.21.2020

Invest Like The Best
Ep.182
The Past, Present, and Future of Consumer Social Companies
Turner Novak is a partner at Gelt VC. We cover the past, present, and future of consumer social companies, deep dive in to what makes TikTok different from other social media companies, and Pinduoduo's business model that grew them from $0 to $4 billion in revenue in 5 years.
07.14.2020

Invest Like The Best
Ep.181
Lessons from Investing in 483 Companies
Charlie Songhurst is an investor and the former head of strategy at Microsoft. We cover what kills startups at each phase of their funding, the importance of recruiting the best people, and how boring investments can be successful.
07.07.2020

Invest Like The Best
Ep.180
Investing in Gaming
Blake Robbins is a partner at Ludlow Ventures. We cover the state of the video game industry, how video game economics work, and the future of investing in e-sports and the creator economy.
06.30.2020

Invest Like The Best
Ep.179
Public and Private Investing
Brad Gerstner is the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. We discuss the evolution of investment opportunities in internet-enabled businesses, the rise of Chinese internet giants, and the concept of Essentialism.
06.23.2020

Invest Like The Best
Ep.178
Growing the Internet Economy
John Collison is the co-founder of the digital payments company Stripe. We discuss conglomerates, the power of writing, and why board members are like Pokémon characters.
06.16.2020

Invest Like The Best
Ep.177
An Uncertain Crisis
Jeremy Grantham is the co-founder and chief investment strategist of Grantham, Mayo, & Van Otterloo (GMO). We cover investing during the Coronavirus crisis, opportunities for in investing natural resources, and why he's bullish on venture capital.
06.09.2020

Invest Like The Best
Ep.176
Platforms, Ecosystems, and Aggregators
Ben Thompson is the author of Stratechery, a business strategy newsletter. We cover his concept of aggregation theory, the evolution of the internet era, and how other tech trends have changed the business world for good.
06.02.2020

Invest Like The Best
Ep.175
The Art and Science of the Bundle
Shishir Mehrotra is the founder of Coda. He previously ran product at YouTube and sits on Spotify's Board of Directors. We cover why bundling is one of the most powerful business ideas, what is commonly misunderstood about bundling, and his frameworks for thinking about problems.
05.26.2020

Invest Like The Best
Ep.174
Power + Business
Hamilton is the co-founder and Chief Investment Officer of Strategy Capital, as well as the author of 7 Powers, one of the best business books in history. We cover all 7 Powers, the best real-world examples of them, and how companies earn and keep those Powers over time.
05.19.2020