Invest Like The Best
Long-form conversations with the best investors and business leaders. We unpack ideas, methods, and stories that matter to investors and operators—AI, semiconductors, marketplaces, and the operating principles behind great companies.
Past bets that played out
Recurring theme: the AI S‑curve is early. Episodes emphasize software economics changing as code becomes a first major AI killer app, a hardware renaissance in compute/networking/semiconductors, and thematic exposure to Anthropic (private), OpenAI, NVIDIA, and other AI infrastructure winners. Tradeable implications tend to be second-order (capex-chain beneficiaries, power/semicap supply chain, hyperscaler positioning) rather than single-event catalysts.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast summary about AI infrastructure boom focused on the binding constraints of compute buildout (“watts and wafers”), with discussion of TSMC’s manufacturing dominance, hyperscaler competition (Google/Meta/Amazon/Microsoft), chip design landscape, weak/uncertain AI application-layer economics, and longer-run AI impacts (biotech) plus geopolitical/AGI risk. Tradable implications are mostly second-order (capex cycle beneficiaries, power/semicap supply chain, hyperscaler relative winners).
What this channel is watching now
Primary focus: AI and its ecosystem. Top-mentioned tickers and themes include OPENAI, ANTHROPIC, XAI, NVDA, TSM, MSFT, with repeated emphasis on AI infrastructure, developer tooling, and autonomous-vehicle platforms.
Latest videos and market context
Recent episodes cover: why the AI boom is early and how that shapes winners and losers; Uber’s strategy for AI, AVs, robotaxis, drones and aggregating physical demand with Dara Khosrowshahi; Dan Loeb on evolving from event-driven credit to thematic investing (AI, semis, energy, governance); and a conversation on defense, Iran, China, and AI warfare (limited actionable market detail).
Clay’s Unusual Path to Building a Multi-Billion Dollar Company
The text appears to be a fragmented podcast ad/conversation referencing Clay (private), Ramp (private spend-management), and WorkOS (private enterprise SSO/audit-log tooling), with mentions of Shopify and Stripe (Stripe is private). Actionable market content is limited; the most tradable implication is a mild positive read-through to enterprise software demand for identity/compliance features and spend-management/finops controls.
Why the AI Boom Is Just Getting Started
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
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 company’s ambition to become the demand aggregator for the physical world. He explains why Uber is a supply-led marketplace, how the company is partnering across the AV ecosystem, what AI is already changing inside Uber, and why he believes autonomous transportation could unlock another trillion-dollar market. Dara also shares lessons from rebuilding Uber through chaos, leading with transparency, learning from Barry Diller and Reed Hastings, and staying open to the “troublemakers” who help companies evolve. TIMESTAMPS 0:00 Intro 3:44 Bringing Order to Uber’s Chaos 7:22 Managing Stress, Immigrant Drive, and Going All In 14:28 Why Uber Is at the Center of AI and the Physical World 22:39 How Uber Plans to Win in Autonomous Vehicles 32:25 The Trillion-Dollar AV Opportunity 37:05 Drones, Robotaxis, and Global Adoption 38:20 Uber Eats, Uber One, and Aggregating Supply 47:00 Hotels, Travel, Marketing, and the Future of the Uber App 55:55 Lessons from Barry D
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy
Podcast description of Dan Loeb (Third Point) discussing his evolution from event-driven credit to broader thematic investing, with emphasis on AI, semiconductors, energy, corporate governance/activism, lessons from FTX, admiration for Danaher’s operating system, and use of reinsurance as a growth lever. The source is high-level and light on specific, time-bound trade catalysts; actionable exposure is mostly thematic (AI/semis/energy/quality operators) rather than single-name event setups.
Proof-backed call history
Invest Like The Best has built a catalog of interview-driven research with long-form conversations that connect operator experience to investment framework. Episodes frequently surface high-conviction thematic views (AI, semiconductors, marketplaces, governance) while remaining cautious on single-name event timing.
...ight now, investors like you, investing in private markets, anthropic, the business, AI, everything. It's a great great way to zoom in. Why is it your highest conviction? And how did you get started? >> Yeah. Well, when when the gun went off with OpenAI chat GPT in November 2022, we immediately took the firm and did a massive deep dive with our 10 person team. And we anytime you have a new compute paradigm, there's a new stack and on the and and that creates new winners and losers on the old
...s through Whale Rock’s framework for finding the most important companies in technology: S-curves, competitive advantage, and underappreciated earnings power. He explains why AI may be the biggest S-curve yet, how Whale Rock built conviction in Anthropic, why code has become the first major unlock for AI, what AI means for the software market, and why the hardware industry powering AI is entering a new renaissance. TIMESTAMPS 0:00 Intro 9:55 AI's L-Curve 19:31 Whale Rock's S-Curve Playbook 26
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
Podcast-style discussion arguing the AI boom is early in its S-curve, with “code” as an initial killer app, major implications for software economics, and a “hardware renaissance” (compute/networking/semis). Mentions Whale Rock conviction-building and Anthropic (private) as an example, but provides few concrete company-specific catalysts in the text provided.
...85% of expense reviews with 99% accuracy. And since Ramp saves companies 5%, it's no wonder that Shopify runs on RAM, Stripe runs on RAM, and my business does, too. To see what happens when you eliminate the busy work, check out ramp.com/invest. OpenAI, Cursor, Enthropic, Perplexity, and Verscell all have something in common. They all use work OS. And here's why. To achieve enterprise adoption at scale, you have to deliver on core capabilities like SSO, skim, arbback, and audit logs. That's w
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 company’s ambition to become the demand aggregator for the physical world. He explains why Uber is a supply-led marketplace, how the company is partnering across the AV ecosystem, what AI is already changing inside Uber, and why he believes autonomous transportatio
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 company’s ambition to become the demand aggregator for the physical world. He explains why Uber is a supply-led marketplace, how the company is partnering across the AV ecosystem, what AI is already changing inside Uber, and why he believes autonomous transportatio
About this channel
Invest Like The Best hosts interviews with top investors, founders, and executives to surface actionable ideas on technology, markets, and corporate strategy. The show targets professional investors, CEOs, entrepreneurs, and business strategists seeking deeper context and repeatable frameworks.
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
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