Episodes
Two years of tape. Every episode is checked claim by claim and playable.
34 episodes in 2026
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1h 26m Why the World Order Is Collapsing and American Power Is Rising
Foreign policy scholar Walter Russell Mead explores the paradox of enduring American geopolitical strength amidst the breakdown of the post-World War II international order. He explains how …
47 statements 18 featured 3 assessments
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1h 23m Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Ex-NVIDIA engineer Neil Movva outlines how his startup, Sail Research, aims to reduce AI token costs by a thousand-fold through full-stack infrastructure optimization. By targeting asynchron…
67 statements 21 featured 11 assessments
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1h 25m What Happens When the AI Boom Runs Out of Money · Invest Like The Best
In this episode of Invest Like The Best, tech analyst Ben Thompson joins host Patrick O'Shaughnessy to examine the macroeconomic risks, geopolitical bottlenecks, and shifting unit economics …
37 statements 12 featured 7 assessments
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1h 17m Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
Benchmark General Partner Eric Vishria joins Patrick O'Shaughnessy to explore how artificial intelligence is transforming software architectures, enterprise business models, and computing in…
29 statements 10 featured 4 assessments
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1h 18m Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
Investor Gavin Baker and host Patrick O'Shaughnessy examine the sharp divergence between public market pessimism and the accelerating fundamentals of the AI ecosystem, detailing compute econ…
29 statements 7 featured 8 assessments 1 contradicted
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55m Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
In an in-depth conversation on Invest Like The Best, OpenAI CEO Sam Altman joins host Patrick O'Shaughnessy to discuss the trajectory toward Artificial General Intelligence (AGI), compute in…
53 statements 14 featured 5 assessments 1 contradicted
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59m Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
In this episode of Invest Like the Best, energy investor Matt Smith details an impending U.S. natural gas deficit by 2028–2030 driven by soaring AI data center demand and locked-in LNG expor…
35 statements 9 featured 9 assessments 2 contradicted
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51m How to Raise a Few Billion Dollars · Invest Like The Best
Host Patrick O'Shaughnessy interviews fundraiser and investor John Kim on the psychological principles, strategic frameworks, and tactical mechanics behind raising capital at scale. Through …
14 statements 5 featured 1 assessments
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1h 26m Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
Investor Jeremy Giffon joins host Patrick O'Shaughnessy on Invest Like The Best to explore how algorithmic media distribution, evolving venture capital mechanics, AI automation, and narrativ…
35 statements 13 featured
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1h 32m The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
In this episode of Invest Like The Best, host Patrick O'Shaughnessy interviews Etched co-founders Gavin Uberti and Rob Wachen, who detail how their startup is building specialized custom sil…
46 statements 13 featured 12 assessments 6 contradicted
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1h 16m Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
In this episode of Invest Like The Best, Patrick O'Shaughnessy interviews Vlad Barbalat, Chief Investment Officer at Liberty Mutual Investments, about managing a $120 billion permanent capit…
23 statements 8 featured
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1h 0m Clay’s Unusual Path to Building a Multi-Billion Dollar Company · Invest Like The Best
In this episode of Invest Like The Best, Clay co-founder Kareem Amin details how blending unconventional product philosophy, deep introspection, and abstract virtues enabled Clay to scale in…
18 statements 7 featured 1 assessments
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1h 20m Why the AI Boom Is Just Getting Started · Invest Like The Best
In this episode of Invest Like The Best, Alex Sacerdote, founder and Portfolio Manager of Whale Rock Capital Management, discusses how technology S-curves, hardware infrastructure booms, and…
24 statements 9 featured 4 assessments
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1h 11m Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
Uber CEO Dara Khosrowshahi joins host Patrick O'Shaughnessy on Invest Like the Best to detail Uber's transformation from corporate crisis into a highly profitable physical AI and autonomous …
35 statements 8 featured 9 assessments
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1h 13m Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
In this episode of Invest Like The Best, Third Point founder Dan Loeb shares insights on AI market dynamics, shareholder activism, credit investing, multi-strategy firm architecture, and the…
36 statements 12 featured
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1h 22m Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
In this episode of Invest Like The Best, investor Gavin Baker joins host Patrick O'Shaughnessy to explore the unprecedented expansion of artificial intelligence, analyzing infrastructure bot…
59 statements 17 featured 10 assessments 2 contradicted
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1h 22m Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
In this episode of Invest Like The Best, Anthropic CFO Krishna Rao discusses the financial, strategic, and operational mechanics driving frontier AI development, detailing Anthropic's multi-…
42 statements 15 featured 7 assessments 1 contradicted
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1h 23m How Brian Chesky Is Redesigning Airbnb for the AI Era · Invest Like The Best
In this episode of 'Invest Like The Best', Airbnb co-founder and CEO Brian Chesky shares insights on 'Founder Mode,' redesigning products and organizations for the AI era, and applying an in…
33 statements 13 featured 4 assessments
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1h 11m Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett · Invest Like The Best
In this episode of Invest Like The Best, legendary macro trader Paul Tudor Jones joins host Patrick O'Shaughnessy to discuss macro trading mechanics, market bubble dynamics, existential AI r…
32 statements 10 featured 6 assessments
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45m The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
In this episode of Invest Like The Best, Dylan Patel of SemiAnalysis breaks down the explosive growth of AI token demand, the economic shift toward cheap automated execution, severe semicond…
34 statements 10 featured 10 assessments 3 contradicted
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1h 38m GLP-1s, Peptides, and The Trillion-Dollar Health Revolution · Invest Like The Best
In this episode of "Invest Like The Best," host Patrick O'Shaughnessy interviews investor Alex Carnell about the ongoing transformation in biotechnology, focusing on GLP-1 medicines, prevent…
29 statements 8 featured 11 assessments 1 contradicted
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1h 24m From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
In this episode of 'Invest Like The Best,' former SpaceX engineer and Founders Fund partner Scott Nolan discusses his career evolution, contrarian venture investing principles, and his new v…
38 statements 10 featured 11 assessments 2 contradicted
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1h 6m What 100 Years of American Finance Tells Us About Today · Invest Like The Best
In this episode of Invest Like the Best, host Patrick O'Shaughnessy interviews Alan Waxman, co-founder and leader of Sixth Street, to examine how a century of financial regulations and incen…
28 statements 9 featured 4 assessments
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1h 15m World's Top Researcher on AI, LLMs, and Robot Intelligence · Invest Like The Best
In this episode of Invest Like The Best, host Patrick O'Shaughnessy interviews Sergey Levine, co-founder of Physical Intelligence and leading UC Berkeley robotics researcher, on building gen…
49 statements 13 featured 8 assessments
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1h 0m Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
In this episode of Invest Like The Best, host Patrick O'Shaughnessy interviews Mitchell Green, founder of Lead Edge Capital, exploring the firm's highly disciplined approach to growth invest…
34 statements 13 featured
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1h 17m How to bet on yourself (without venture capital) · Invest Like The Best
In this episode of Invest Like The Best, host Patrick O'Shaughnessy interviews William Hockey, founder of Column and co-founder of Plaid, discussing how to build an enduring financial techno…
37 statements 12 featured 3 assessments 2 contradicted
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1h 29m How AI Is Changing Warfare | Palantir CTO · Invest Like The Best
In this episode of Invest Like The Best, Palantir Chief Technology Officer Shyam Sankar discusses the urgent necessity of re-industrializing the United States, restoring military deterrence,…
49 statements 11 featured 12 assessments 1 contradicted
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1h 22m The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
In this episode of 'Invest Like The Best', host Patrick O'Shaughnessy interviews legendary energy trader and philanthropist John Arnold about China's manufacturing ecosystem, the structural …
44 statements 8 featured 10 assessments
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1h 26m Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
In this interview on 'Invest Like The Best', D1 Capital founder Dan Sundheim shares detailed perspectives on public and private equity investing, the economics of foundational AI models, and…
48 statements 13 featured
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1h 30m The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
In this episode of Invest Like The Best, Patrick O'Shaughnessy interviews 3G Capital managing partners Alex Behring and Daniel Schwartz about their firm's concentrated 'one investment per fu…
38 statements 20 featured 15 assessments 1 contradicted
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1h 2m Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best
In this episode of Invest Like The Best, host Patrick O'Shaughnessy interviews Ben Horowitz, co-founder of Andreessen Horowitz, about the shifting dynamics of venture capital, the macroecono…
31 statements 10 featured 4 assessments 2 contradicted
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1h 16m He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
In this episode of 'Invest Like The Best,' tech investor Gokul Rajaram joins host Patrick O'Shaughnessy to explore how artificial intelligence is reshaping product management, software busin…
36 statements 12 featured 2 assessments
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1h 15m How Ladder Became #1 Strength Training App · Invest Like The Best
In this episode of Invest Like The Best, host Patrick O'Shaughnessy interviews Ladder founders Tom Deegan and Greg about how they transformed a failing fitness marketplace into a top-ranked,…
9 statements 2 featured
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1h 1m The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview · Invest Like The Best
In this interview with Patrick O'Shaughnessy, Netflix co-founder Reed Hastings breaks down the core principles of talent density, strategic decision-making, and organizational culture that e…
37 statements 10 featured 6 assessments