Invest Like The Best
Conversations with top investors and business leaders worldwide, exploring their ideas, methods, and stories to help you invest your time and money more wisely. The podcast offers stock market and boardroom insights that are hard to find elsewhere, aimed at professional investors, CEOs, entrepreneurs, and business strategists. Episodes provide unique perspectives on finance and leadership.
Episodes
She Knows the 250 People Building AI. Here's What They Actually Believe.
Sarah Guo is the founder of Conviction and one of the most closely watched investors in AI. In this conversation, Sarah and Patrick discuss what the people at the frontier of AI actually believe, why some researchers think exponential intelligence may be only a few years away, and how she’s navigating an investing environment that can’t be backtested.They also explore the race for compute, the fut
Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Neil Movva, co-founder of Sail Research, joins Patrick to explain why the next era of AI may be defined not by faster chatbots, but by background agents that work autonomously for hours, days, or even weeks—and what it will take to make that intelligence cheap enough to become abundant. Neil lays out Sail’s “token factory” strategy across software, chips, data centers, and power; the lessons he le
What Happens When the AI Boom Runs Out of Money
Ben Thompson joins Invest Like the Best for a wide-ranging conversation about the economics, geopolitics, and business models shaping the AI era. They discuss why overwhelming U.S. dominance in AI could be dangerous, whether the massive AI infrastructure buildout can generate returns before the capital runs out, and what the railroad boom can teach us about today’s spending cycle. Ben also explain
Everyone Is Still Undersizing the AI Market | Eric Vishria
Eric Vishria, General Partner at Benchmark, joins Invest Like the Best for a wide-ranging conversation on how AI is reshaping software, infrastructure, and venture investing. He explains why the competitive frontier for SaaS has shifted, why companies can destroy value by faithfully executing an outdated plan, and what the cloud wars can teach us about the emerging AI market. Eric also discusses F
Why the Markets Are Pricing AI Wrong | Gavin Baker
In this episode of Invest Like the Best, Patrick O'Shaughnessy sits down with Gavin Baker to dissect the intense AI and semiconductor market sell-off of July 2026. Describing the period as "2022 packed into a single month," Gavin explains why public market panic contrasts sharply with the booming fundamentals seen on the ground in Silicon Valley. They dive into the accelerating operating cash flow
Sam Altman on AGI, Compute, and Human Agency
Sam Altman joins us for a wide-ranging conversation about OpenAI’s next chapter, the race for compute, and what happens as artificial intelligence becomes more powerful, abundant, and embedded across the economy. He explains why OpenAI recently narrowed its focus, why demand for intelligence may be effectively uncapped, how close we may be to AGI, and what the future could hold for robotics, jobs,
Why Natural Gas Will Be AI’s Next Great Shortage
Matt Smith joins us to explain why the United States may be approaching a historic natural gas shortage—and why the market is not yet pricing it in. After 18 months of bottom-up research across producing basins, pipelines, processing infrastructure, LNG exports, and AI power projects, Matt argues that the country could begin drawing down gas storage at unprecedented rates as early as 2028, with ma
How to Raise a Few Billion Dollars
John Kim, former chief development officer at General Catalyst and author of The Tao of Fundraising, joins us to explain the psychology, strategy, and human dynamics behind raising capital.John argues that money moves at the speed of trust—and that the best fundraisers understand how to increase desire, reduce fear, simplify their story, and build genuine conviction. He shares the three laws of fu
Everything in Capital Markets is Downstream of Algorithms
Jeremy Giffon joins us for his second conversation on Invest Like the Best. This episode is a window into one of those conversations about how power, status, capital, and attention are shifting in America.We discuss the billion dollar PDF, why narratives shape capital formation, how the timeline became market infrastructure, why America’s billionaire class may be losing status to the “poaster” cla
The Two Harvard Dropouts Who raised $800M to take on NVIDIA
Gavin Uberti and Robert Wachen, co-founders of Etched, join us to tell the story of building one of the most ambitious AI chip companies in the world. Three years ago, they were two Harvard dropouts trying to convince skeptics they could build better inference hardware than the largest semiconductor companies on earth. Today, Etched has raised $800M, signed more than $1B in customer contracts, and
Investing a $120 Billion Balance Sheet with No Outside Investors
Vlad Barbalat is President of Global Risk & Capital Solutions and Chief Investment Officer at Liberty Mutual Insurance, where he helps oversee one of the most unique investment platforms in the world: a $120 billion balance sheet with no third-party capital. In this conversation, Vlad and Patrick discuss how insurance float creates permanent capital, why Liberty Mutual’s structure allows it to
Clay’s Unusual Path to Building a Multi-Billion Dollar Company
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Kareem Amin, co-founder and CEO of Clay. Kareem shares his unconventional philosophy on building a highly successful software company by creating from a place of "wholeness" rather than "lack." They explore why true capitalism rewards genuine risk-taking, the value of courage, and the importance of optimizing for self-re
Why the AI Boom Is Just Getting Started
Alex Sacerdote is the Founder and Portfolio Manager of Whale Rock Capital Management, where he has spent the past two decades investing through major technology platform shifts. In this episode, Alex walks through Whale Rock’s framework for finding the most important companies in technology: S-curves, competitive advantage, and underappreciated earnings power. He explains why AI may be the biggest
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
Dara Khosrowshahi, CEO of Uber, joins Invest Like the Best to discuss Uber’s next chapter: the rise of AI, autonomous vehicles, robotaxis, drones, delivery, and the company’s ambition to become the demand aggregator for the physical world. He explains why Uber is a supply-led marketplace, how the company is partnering across the AV ecosystem, what AI is already changing inside Uber, and why he bel
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy
Patrick O'Shaughnessy sits down with Dan Loeb, the legendary investor and founder of Third Point. Dan shares his incredible evolution from a deep-value, event-driven credit investor to a dynamic capital allocator spanning equities, venture capital, and private credit. They dive into the current macro environment, focusing heavily on the transformative power of AI, semiconductors, and energy. Dan a
Former DoD Advisor on Iran, China and AI Warfare
Patrick O'Shaughnessy sits down with former Pentagon official Darren Farber to explore the complex landscape of modern warfare, geopolitics, and US military strategy. Darren shares his unique insights on what it means to "win" against adversaries driven by martyrdom cultures, examining the ongoing conflicts. They discuss the historical strategic frameworks of Eisenhower and Maxwell Taylor, the cri
Watts, Wafers, and the Future of AI Infra | Gavin Baker
In this episode of Invest Like The Best, Patrick O'Shaughnessy is joined by Gavin Baker to dissect the unprecedented AI technology boom. Gavin explains why recent growth from companies like Anthropic represents the most extraordinary moment in the history of capitalism. They explore the critical constraints of the AI build-out—"watts and wafers"—and how capitalism, from TSMC's chip manufacturing d
Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Anthropic CFO Krishna Rao for a fascinating look inside one of the fastest-growing AI companies in the world. Krishna reveals what it takes to manage the lifeblood of generative AI: compute. From procuring gigawatts of processing power across Amazon, Google, and Nvidia, to dynamically allocating it for model training and
How Brian Chesky Is Redesigning Airbnb for the AI Era
Patrick O'Shaughnessy sits down with Airbnb CEO Brian Chesky to explore the critical shift from "Founder Mode" to "CEO Mode." Brian opens up about his journey from an industrial design student to leading a generational tech company, sharing the hard-learned lessons of the pandemic that forced him to rethink his leadership style. He discusses the profound influence of Apple's design philosophy, the
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
Legendary investor Paul Tudor Jones joins Patrick to discuss his 50-year career in markets and his philosophy on life. Paul contrasts the intense life of a trader with that of a long-term investor, sharing lessons from the 1987 crash, the 1980 silver collapse, and his evolving appreciation for Warren Buffett. He details his rigorous daily routine, his macro outlook on the current debt bubble, and
The Supply and Demand of AI Tokens | Dylan Patel Interview
Patrick O'Shaughnessy sits down with Dylan Patel, founder of SemiAnalysis, to explore the explosive supply and demand dynamics of the AI revolution. Dylan shares how his firm's token spend skyrocketed to $7 million a year, completely transforming their productivity and highlighting a new era where execution is cheap, but high-quality ideas are at a premium. They dive into the implications of Anthr
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
In this episode of Invest like the Best, we're joined by Alex Karnal, founder of Braidwell and one of the sharpest minds in biotech investing. Alex believes we are entering a trillion-dollar health revolution — one driven by GLP-1s, preventive medicine, AI-powered drug discovery, and a new model for how people take control of their health.We cover why GLP-1s may be the first real proof that medici
From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem
Patrick O'Shaughnessy sits down with Scott Nolan, Founder and CEO of General Matter, Partner at Founders Fund, and early SpaceX engineer. Scott shares his fascinating career journey, from building rocket engines at an early-stage SpaceX to joining Peter Thiel at Founders Fund to invest in "atoms over bits." He explains the contrarian investing frameworks he learned and how avoiding trends led to m
What 100 Years of American Finance Tells Us About Today
In this episode of Invest Like The Best, Patrick O'Shaughnessy is joined by Alan Waxman, CEO of Sixth Street Partners. Alan dives deep into the evolution of the American financial system, explaining the historical guardrails and incentives that led to the modern boom in private credit. He introduces the "Factory Model" of investing, warning against the dangers of asset-liability mismatches and det
World's Top Researcher on AI, LLMs, and Robot Intelligence
Sergey Levine, co-founder of Physical Intelligence, joins the show to discuss the frontier of general-purpose robotics. Unlike traditional robots designed for specific tasks, Levine is building foundation models that enable robots to understand and interact with the physical world generally. They explore the shift from specialized bots to "physical intelligence," the parallels between LLMs and rob
Why Now is the Best Time to Buy Public Software Companies
Patrick O'Shaughnessy sits down with Mitchell Green, Founder of Lead Edge Capital, to discuss building an investment firm focused on consistency rather than moonshots. Mitchell breaks down Lead Edge’s unique model, which leverages a network of over 800 executive LPs to source and validate deals. They dive into the firm’s “Lead Edge 8” investment criteria, the importance of capital efficiency, and
How to bet on yourself (without venture capital)
William Hockey, co-founder of Plaid and founder of Column, joins the show to discuss building the global operating system for the US dollar. Unlike the typical Silicon Valley playbook, William funded Column entirely with his own to avoid the "hamster wheel" of venture capital. In this conversation, he shares unconventional wisdom on why modern founders take too little risk, the strategic importanc
How AI Is Changing Warfare | Palantir CTO
Patrick O'Shaughnessy sits down with Shyam Sankar, CTO of Palantir Technologies, to discuss the critical role of "heretics" in driving American innovation and military success. Shyam shares Palantir's unique approach to unlocking extreme talent through high-stakes "gamma ray" moments and explains the philosophy behind their pioneering Forward Deployed Engineering model. The conversation dives deep
The World's Greatest Energy Trader on Markets, China, and AI
Patrick O'Shaughnessy interviews legendary energy trader and philanthropist John Arnold. John shares eye-opening insights from his recent trip to China, contrasting their manufacturing speed and robotics innovation with the West. They dive deep into John’s historic trading career, from his time at Enron to building Centaurus, and break down the current state of US energy markets, including the imp
Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX
Patrick sits down with Dan Sundheim, Founder and CIO of D1 Capital Partners. They discuss Dan’s unique path from anonymous posting on Value Investors Club to managing one of the world's top crossover funds. The conversation covers the distinct dynamics between public and private markets, with deep dives into D1’s investments in SpaceX, OpenAI, and Anthropic. Dan offers his perspective on the futur
The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital)
Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital, join Patrick for one of the most detailed public conversations they’ve ever had about how 3G actually works.3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of truly great businesses and even fewer great CEOs. Their model is to raise capital with the intention of making j
Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview
Ben Horowitz, co-founder of a16z, joins Patrick to discuss the changing landscape of technology and the future of America. They explore how AI is altering the "laws of physics" for company building and why Ben remains optimistic about the US tech sector. The conversation covers the founding principles of a16z, lessons on management from Andy Grove, and why corporate culture is defined by actions,
He Built The Revenue Engines for Google, Facebook & Square
Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI. As a legendary operator (Google, Facebook, Square, DoorDash) and prolific investor, Gokul breaks down how tools like Claude are merging design and engineering roles and why human "judgment" is the only future-proof skill. They explore the durability of software companies in an agentic world, the mechanics of
How Ladder Became #1 Strength Training App
Patrick O'Shaughnessy as interviews Tom Digan and Greg Stewart. Tom is the co-founder of Ladder, and Greg is its CEO. Ladder is the #1 strength training app with 300,000+ paying members and nearly $100M ARR. This episode reveals the dramatic journey from near-bankruptcy to market dominance, including how they pivoted from a failing marketplace to an engineering-first fitness platform. Learn their
The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview
Patrick sits down with Reed Hastings, the co-founder and Executive Chairman of Netflix. They explore the counterintuitive philosophies that built one of the world's most successful media companies, starting with the origin story of "talent density" and why Reed believes companies should run like professional sports teams rather than families.They discuss the "informed captain" model for decision-m
Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview
In this episode, Patrick interviews Henry Ellenbogen, founder of Durable Capital Partners. Henry shares his investment philosophy of finding the 1% of companies that become long-term compounders, growing 6x over 10 years. He discusses "Act Two" entrepreneurs who leverage previous experience to build better companies, the importance of studying business history, and how AI represents a transformati
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving AI landscape. They dive deep into the infrastructure war between Nvidia and Google, discuss the implications of Gemini 3 and scaling laws, and examine how the transition from Hopper to Blackwell chips is reshaping the industry. Baker shares his insights on frontier AI
How a16z Growth Invests
David George, head of growth investing at Andreessen Horowitz, shares insights on the future of AI, growth stage investing, and building billion-dollar companies. From analyzing OpenAI's potential beyond chatbots to discussing the competitive dynamics in autonomous driving with Waymo vs Tesla, George reveals how A16z identifies and backs market leaders. He explores the "technical terminator" found
Inside General Atlantic: How a $100B Growth Equity Firm Invests
Martín Escobari, Head of Global Growth Equity at General Atlantic, shares insights from 25+ years of investing across 19 countries. He discusses the "spearfishing" investment philosophy, navigating market bubbles and global volatility, and why patience is crucial for capturing generational opportunities. The conversation covers AI investment strategies, the prevalence of trauma-driven entrepreneur
Ari Emanuel’s "Anti-AI" Bet on Live Entertainment
Ari Emanuel joins Patrick O'Shaughnessy to discuss his incredible journey from dyslexic kid in special education to one of entertainment's most powerful dealmakers. Emanuel shares the story behind acquiring the UFC, building a live events empire spanning combat sports to art festivals, and his contrarian bet on "anti-AI" experiences. He reveals his relentless communication style, the emotional tol
How Great Founders Tell Their Story
Wolfgang Hammer, acclaimed film producer behind House of Cards and former executive at Lionsgate, CBS Films, and Miramax, joins Patrick O'Shaughnessy to discuss the transformative power of storytelling in business. Now building a new film studio with backing from Marc Andreessen and Mitch Lasky, Wolfgang helps Fortune 100 CEOs and startup founders discover and communicate their company's story. Th
The Playbook on Buying and Running Companies Forever
Luca Ferrari, co-founder of Bending Spoons, joins Patrick O'Shaughnessy in Milan to discuss building Europe's most unique tech company. Bending Spoons operates as 25% private equity, 75% tech company - acquiring digital businesses to own and operate forever while completely transforming them. Ferrari shares the journey from near-bankruptcy with an €11 billion valuation, major acquisitions like Eve
The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview
Karim Atiyeh, co-founder and CTO of Ramp, shares his journey from growing up in war-torn Lebanon to building one of the fastest-growing B2B companies ever. In this conversation, we explore Ramp's mission to eliminate bureaucratic waste in business finance through AI-powered automation, the transition from a payments company to a comprehensive finance platform, and Karim's unique approach to produc
China vs America: The Battle for Global Dominance Explained | Dan Wang interview
Patrick O'Shaughnessy interviews Dan Wang, author of "Breakneck," about China's rise as a technological superpower and its complex relationship with the United States. Wang explores China as an "engineering state" that excels at manufacturing and scaling innovations, contrasting it with America's "lawyerly society" that prioritizes debate but struggles with execution. The conversation covers China
The Future of AI Agents | Jesse Zhang Interview
Jesse Zhang, founder of Decagon AI, shares insights on building AI-powered customer service agents in the most competitive era of technology. The conversation explores the intense culture required to compete against formidable opponents, drawing parallels between math competition backgrounds and successful company building. Zhang discusses their systematic approach to customer discovery, the techn
Why a $100 Million Salary for an Elite AI Researcher is a Bargain
The battle for AI supremacy has ignited a fierce talent war, with companies like Meta offering salaries in the tens of millions for top researchers. In this clip, Dylan Patel explains the incredible economics behind these bidding wars. Discover why a single researcher who can make a process just 5% more efficient can save a company billions in compute costs, and how this makes even a $100 million
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview
Dylan Patel, AI and semiconductor expert, joins Patrick O'Shaughnessy to dive deep into the past, present, and future of compute. They explore the massive capital requirements driving AI development, from OpenAI's $300B Oracle deal to NVIDIA's strategic partnerships. The conversation covers power infrastructure challenges, US-China competition in AI, talent wars reaching unprecedented levels, and
How Barry Diller Built Entertainment Empires
Media legend Barry Diller joins Patrick O'Shaughnessy to discuss his remarkable journey from the William Morris mailroom to building entertainment giants like Fox and pioneering internet commerce. Diller shares candid insights on curiosity as an innate trait, the power of creative conflict in organizations, and his transition from entertainment executive to internet opportunist with 150+ deals. He
5 Ingredients for the Perfect Investment | Jeff Horing Interview
Jeff Horing, founding partner of Insight Partners, shares his approach to building one of the world's largest venture capital firms. In this rare interview, Horing discusses Insight's unique one-fund strategy, systematic sourcing process involving 60+ people, and how they've graduated 16-18 fund managers who started their own firms. He breaks down the "college-level math" behind evaluating softwar
Alpha School's Disruptive Vision for the Future of Education
Joe Liemandt, founder of Trilogy and principal of Alpha School, shares a revolutionary approach to education that enables kids to learn 10x faster in just 2 hours a day. After building a billion-dollar AI company in the 90s, Joe turned his attention to transforming K-12 education. Alpha School's students consistently outperform traditional schools while spending afternoons on life skills workshops
The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire
Mark Bertolini, CEO of Oscar Health, shares his extraordinary life story of resilience and transformation. From surviving a catastrophic skiing accident that broke his neck and left him in chronic pain for 18 years, to saving his son's life, Bertolini reveals how suffering led to profound personal growth and business success.The conversation explores his vision for transforming American healthcare
The Data on America's Economic Split | Andrew Milgram Interview
Andrew Milgram, founder of Marblegate, reveals shocking data about America's "K-shaped economy". The conversation covers his unique roll-up-the-sleeves approach to distressed investing, why he predicts continued business bankruptcies, and how tariff uncertainty could devastate middle-market companies while potentially benefiting large public corporations.TIMESTAMPS:0:00 Intro0:55 Understanding the
How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley
Patrick O'Shaughnessy sits down with Ramtin Naimi, founder of Abstract Ventures, for a deep dive into his unconventional journey from bankruptcy to building one of Silicon Valley's most talked-about seed funds. Ramtin shares fascinating parallels between art collecting and venture investing, explaining how blue-chip galleries mirror top-tier VC firms. He details his systematic approach to identify
The Investment Firm That Can 'Do Anything' | Sixth Street CEO Alan Waxman
Alan Waxman, CEO of Sixth Street, shares insights from his journey from Goldman Sachs' Special Situations Group to building one of the most flexible investment firms in the world. He discusses the concept of "unitizing risk and return" across asset classes, his firm's unique approach to go-anywhere investing, and notable deals including Spotify, Airbnb, and Real Madrid. Waxman explains how Sixth S
Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker
Caryn Seidman Becker, CEO of Clear, shares her remarkable journey from Wall Street investor to building the identity platform we know today. After acquiring Clear out of bankruptcy for $6 million, she transformed it from a failed airport security company into a platform serving 30+ million members across travel, sports, and enterprise. Caryn discusses the evolution from product to platform, lesson
How Jens Grede Hacked Pop Culture to Build a Billion-Dollar Brand
Patrick O'Shaughnessy interviews Jens Grede, co-founder of SKIMS and founder of Popular Culture. In this fascinating conversation, Jens shares insights on how popular culture has become the ultimate hack to reach consumers in today's fragmented media landscape. Jens details the origin story of SKIMS, his partnership with Kim Kardashian, and how they built a platform beyond celebrity endorsement. F
The Chainsmokers’ Journey from DJs to VCs
The Chainsmokers (Drew Taggart and Alex Pall) join Patrick O'Shaughnessy to discuss their evolution from DJs to global superstars to venture capitalists. They share insights on AI's impact on music creation, the creative process behind hits and how they built their early success through scrappy growth hacking tactics. The duo reveals their investment philosophy at Mantis, drawing parallels between
Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview
Jay Hoag, co-founder of Technology Crossover Ventures (TCV), joins Patrick O'Shaughnessy to discuss 30 years of growth investing. Hoag shares insights on TCV's contrarian focus on consumer internet businesses while others chase AI and SaaS, the anatomy of fantastic consumer companies, and lessons from holding Netflix and Spotify through challenging periods. He explores the evolution of venture cap
The Gift and The Curse of Staying Private with Bill Gurley
Bill Gurley explains the state of the markets, shares advice for founders in the AI era, and breaks down the IPO stalemate.Timestamps0:00 Intro0:23 State of the Union: VC Edition2:58 The Rise of Mega VC Funds4:38 Zombie Unicorns12:29 The IPO and M&A Market Stalemate19:08 The AI Wave and Its Impact21:03 Private Markets and LP Liquidity Issues24:57 The Future of Capital Markets32:49 Advice for F
How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview
Patrick O'Shaughnessy sits down with John Zito, a key leader at Apollo, to explore how the $800 billion asset manager is reshaping capital markets. The conversation covers Apollo's innovative approach to credit origination, their role in major deals, the evolution of private markets, and how they're positioning for the AI infrastructure boom. Zito shares insights on building origination platforms,
How Graham Weaver Turns Recent Grads Into CEOs
Graham Weaver, founder of Alpine Investors, shares his journey from mowing lawns in Ohio while listening to self-help tapes to building one of the top-performing private equity firms. Known for their unique approach of installing young, talented CEOs into portfolio companies, Alpine has achieved outsized returns across multiple funds. Weaver discusses the power of choosing your path, the importanc
Spotify’s Journey To Profitability
Gustav Söderström, Spotify's Chief Product & Technology Officer, discusses how Spotify is navigating the AI revolution and reshaping its business. He explores how generative AI is transforming user interaction from passive consumption to rich two-way conversations. Gustav shares insights into Spotify's unique "bets process" for resource allocation, the company's journey to profitability after
The Obsession That Creates Enduring Companies | David Senra Interview
David Senra, the creator and host of Founders Podcast, shares the essential lessons learned from studying over 400 biographies of the greatest entrepreneurs in history. Senra distills decades of insights into powerful lessons on focus, obsession, craftsmanship, and the timeless pursuit of excellence.TIMESTAMPS:0:00 Intro1:18 The Value of Long-Term Focus8:48 The Importance of Simplicity12:14 Learni
Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview
Cliff Sosin shares his investment philosophy and recounts his wild journey with Carvana stock. He explains his approach to finding businesses with sustainable advantages, his framework for evaluating company economics, and the psychological toll of watching his largest position drop 99% before recovering. Cliff provides a masterclass in conviction investing while detailing both the operational cha
Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview
Neil Mehta, founder of Greenoaks Capital, discusses his unique approach to investing in future S&P 500 companies. In this deep dive, Neil explains his concept of "jaw-dropping customer experiences," and how Greenoaks identifies and partners with exceptional founders. Neil reveals how his firm remains hyper-focused on finding just 10-15 extraordinary founders each year while ignoring "the trivi
Michael Ovitz - Turning Potential Into Prominence
(00:00:00) Welcome to Invest Like the Best(00:01:56) Spotting Talent and Building Institutions(00:03:01) The MoMA Story: Transforming an Art Institution(00:14:35) The Importance of Relationships and Time(00:19:32) Building Successful Boards and Teams(00:29:02) Insights on Leadership and Momentum(00:39:49) Building Blackstone and CAA(00:51:32) The Power of Momentum(00:52:25) Overcoming Fear of Fail
The AI Lab Revolutionizing Smell
(00:00:00) Welcome to Invest Like the Best(00:04:25) Introduction to Plum 1.0(00:06:20) Synthetic Chemistry & OI(00:07:09) Perfumer's Organ & Fragrance Creation(00:08:03) Launching Generation Fragrance House(00:09:15) The Fragrance Design Process(00:12:04) AI and Olfactory Intelligence(00:14:59) The GCMS Machine(00:22:08) The Scent Printer(00:26:47) The Journey of a Fragrance Enthusiast(00
Kelly Granat - Investing At Lone Pine
(00:00:00) Welcome to Invest Like the Best(00:04:29) Market Structure Evolution(00:07:09)The Impact of Passive Investing(00:08:51) Collaboration & Team Dynamics(00:12:18) Excitement in Periods of Extreme Change(00:12:51) The Role of Competition & Curiosity(00:20:30) Fundamental Research & Data Integration(00:26:04) Investment Philosophy(00:34:01) People-Centric Investing(00:40:54) Succ
Jared Kushner - The Mechanic
My guest today is Jared Kushner. Jared has lived more lives than just about anyone I know his age. He ran Kushner companies for years, investing in real estate in and around New York City. He owned the New York Observer. He was a senior advisor to President Trump in his first term. He now runs Affinity Partners, which we discuss in detail, a private equity firm built to find and execute unique inv
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