Invest Like the Best with Patrick O'Shaughnessy

Episodes

• Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]

  Nov 4, 2026

  Not summarized yet

• Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

  Oct 27, 2026

  Not summarized yet

• Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

  Oct 20, 2026

  Not summarized yet

• David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

  Oct 13, 2026

  Not summarized yet

• Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

  Oct 6, 2026

  Not summarized yet

• Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

  Sep 28, 2026

  Not summarized yet

• Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

  Sep 22, 2026

  Not summarized yet

• Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

  Sep 16, 2026

  Not summarized yet

• Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]

  Sep 8, 2026

  Not summarized yet

• Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]

  Sep 1, 2026

  Not summarized yet

• Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

  Aug 25, 2026

  The fundamental cost of AI inference—tokens—can be significantly reduced by optimizing hardware, software, and power infrastructure through innovative architectures and strategies.

• Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

  Aug 18, 2026

  A balanced and realistic view of global AI leadership recognizes the importance of geopolitical stability, supply chain diversification, and capital availability.

• Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

  Aug 11, 2026

  Market size and potential for multiple winners remain vast; the rise of AI and cloud infrastructure has shifted competitive dynamics, making room for several successful players rather than a monopoly.

• Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

  Aug 4, 2026

  Despite recent market declines in AI stocks, fundamental industry metrics such as cash flow, GPU availability, and inference cloud activity continue to accelerate, indicating strong underlying growth.

• Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

  Jul 28, 2026

  Focus on core infrastructure and scaling compute is critical for AI progress.

• Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]

  Jul 21, 2026

  U.S. natural gas supplies are headed for a significant crunch starting around 2028, with storage potentially depleting by 2030.

• John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]

  Jul 14, 2026

  Building trust is critical in fundraising—trust is the final step that turns interest into action.

• Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

  Jul 7, 2026

  Storytelling and narrative are central to investor and founder success, especially in private markets where perception can override fundamentals.

• Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

  Jun 30, 2026

  Disruptive innovation in AI hardware hinges on focusing on critical design principles such as low-voltage operation, high inter-chip bandwidth, and extreme vertical integration.

• Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

  Jun 23, 2026

  Liberty Mutual's mutual insurance structure provides a long-term capital platform that is free from shareholder pressures, enabling strategic and innovative investments.