Podcasts · Investing
Invest Like the Best with Patrick O'Shaughnessy
346 episodes · 6 with AI analysis
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
AI Intelligence · across all analyzed episodes
People · top 20
Companies · top 20
Topics · top 10
Token Economics and Pricing ModelsFrontier Model Capabilities and BenchmarksSemiconductor Supply Chain ConstraintsMemory (DRAM/NAND) Capacity BottlenecksLogic Manufacturing and TSMC CapExReinforcement Learning InfrastructureCPU Demand and Inference DeploymentRobotics and Physical World AI ApplicationsEnterprise AI Adoption and Spend ScalingModel Access Concentration and Inequality
Analyzed Episodes
Apr 23, 2026
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
Token Economics and Pricing ModelsFrontier Model Capabilities and BenchmarksSemiconductor Supply Chain Constraints
View AnalysisApr 8, 2026
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
Glass-Steagall Repeal and Financial Deregulation (1999)Basel III Capital and Liquidity RequirementsAsset-Liability Mismatch Risk in Private Markets
View AnalysisFeb 3, 2026
Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]
AI Impact on Software Development and ProductivityVenture Capital Firm Scaling and Multi-Stage InvestingAmerican Technological Competitiveness vs. Global Rivals
View AnalysisFeb 24, 2026
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
Public vs. Private Market Investing DynamicsLLM Business Model Economics and Competitive DynamicsAI Scaling Laws and Capital Requirements
View AnalysisFeb 18, 2026
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
Concentrated portfolio strategy and conviction investingFounder-centric partnership model in venture capitalSmall team culture and organizational design
View AnalysisFeb 10, 2026
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
One investment per fund concentration strategyOperator-led investment approach and CEO experienceBusiness quality assessment and disruption risk evaluation
View Analysis