Invest Like The Best

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 frontie

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 autonom

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 overwhe

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 invest

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. Descri

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,

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 bo

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 behi

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

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,

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 inve

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 buil

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

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 compa

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 cred

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. Dar

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

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 compan

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 ind

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 th