Invest Like the Best with Patrick O'Shaughnessy
Colossus | Investing & Business Podcasts
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Episodes
Mentioned books
130 snips
May 13, 2026 • 1h 16min
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]
Krishna Rao, CFO of Anthropic who runs compute procurement and scaling at a leading frontier AI company, discusses buying and allocating massive compute as the company’s core resource. He explains using multiple chip platforms fungibly, the cone of uncertainty for planning, how models drive efficiency and enterprise returns, and why Anthropic builds platform products like Claude Code.
1,771 snips
May 5, 2026 • 1h 15min
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.470]
Brian Chesky, Airbnb co-founder and CEO, shares how a RISD design background shaped his product instincts and how the pandemic pushed him into founder mode. He explores AI-driven leadership, flatter teams, the eleven-star exercise, direct user contact, hiring as a superpower, and the shift from chasing status to building for the joy of making.
1,549 snips
Apr 28, 2026 • 1h 7min
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]
Paul Tudor Jones, founder of Tudor Investment Corporation and legendary macro trader, swaps market war stories and life lessons. He digs into risk, patience, and the rare moments for big swings. He weighs bubbles, leverage, Bitcoin, and AI’s dangers. There’s also philanthropy, clear thinking, and why kindness and service matter as much as markets.
1,623 snips
Apr 23, 2026 • 45min
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
Dylan Patel, founder of chip and AI research firm SemiAnalysis, dives into the exploding demand for frontier-model tokens. He explores why companies are spending aggressively, why the newest models command all the urgency, and how shortages in GPUs, memory, optics, CPUs, and fab gear could slow the AI buildout. He also gets into Claude Mythos and the brewing public backlash toward AI labs.
575 snips
Apr 21, 2026 • 1h 32min
Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.467]
Alex Karnal, co-founder of life sciences firm Braidwell and veteran biotech investor, maps out a coming health revolution. He explores the health stack, why GLP-1s signal proactive healthcare, why PCSK9 drugs may be even bigger, how earlier Alzheimer’s and cancer detection could shift outcomes, and why AI-powered labs could transform drug discovery.
592 snips
Apr 14, 2026 • 1h 16min
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Scott Nolan, early SpaceX builder, longtime Founders Fund investor, and founder of General Matter, gets into the race to rebuild U.S. uranium enrichment. He talks contrarian investing, Peter Thiel’s influence, why founders need obsession, how SpaceX shaped his view on vertical integration, and why nuclear fuel may be the biggest bottleneck to an energy-abundant future.
850 snips
Apr 8, 2026 • 1h 2min
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
Alan Waxman, co-founder and CEO of Sixth Street, a $130B investment firm, maps how decades of financial rule changes set up today’s private credit boom. He explores the rise of the factory model, why wealth channels changed incentives, where underwriting starts to slip, why current stress is not a GFC repeat, and how AI could reshape industries and investing.
780 snips
Mar 31, 2026 • 1h 7min
Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]
Sergey Levine, UC Berkeley professor and robotics AI researcher, explores building foundation models for the physical world. He digs into why general-purpose robots may beat narrow specialists. They discuss dexterity, common sense, language-guided tasks, and why homes are the toughest frontier. There is also a look at trust, cheap hardware, and robots augmenting work before replacing it.
787 snips
Mar 24, 2026 • 54min
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]
Mitchell Green, co-founder of Lead Edge Capital, a growth equity investor, shares how cold calling 10,000 companies shaped a disciplined investing machine. He gets into pattern recognition, an eight-point filter, creative deal structures, LPs as a sourcing edge, selling with forward IRR discipline, resilient software incumbents, firm culture, and why AI may reshape markets unevenly.
574 snips
Mar 17, 2026 • 1h 11min
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
William Hockey, Plaid co-founder and Column CEO, unpacks why building software around a bank changes fintech from the ground up. He talks about owning 100% of his company, borrowing against his Plaid shares to fund it, and why Silicon Valley rewards consensus too much. He also explores specialist founders, emerging markets, and the dollar as America’s hidden advantage.
