Invest Like The Best
Conversations with the best investors and business leaders in the world. We dig into ideas, methods, and stories that help professionals and serious investors think better about capital allocation, technology, and company strategy.
Past bets that played out
Recurring themes: the AI S‑curve and its implications for software economics and hardware, conviction-building in private AI companies (examples include Anthropic and OPENAI), and the investment case for semiconductor and infrastructure winners as compute demand scales. Episodes often emphasize thematic exposure over short-term event-driven trades.
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
Top current topics and high-conviction names mentioned across recent episodes: OPENAI (5 mentions, avg conviction 0.692), ANTHROPIC (3 mentions, avg conviction 0.62), XAI (2 mentions, avg conviction 0.72), NVDA (2 mentions, avg conviction 0.62). Broader interest in TSM (TSM), MSFT, and AI infrastructure including semiconductors and hyperscaler compute stacks.
Latest videos and market context
Recent episodes feature deep interviews and thematic discussions: a profile of Clay’s CEO Kareem Amin on building software from a place of 'wholeness'; a wide-ranging primer arguing the AI boom is still early in its S‑curve with code as a killer app and a nascent hardware renaissance; an interview with Uber CEO Dara Khosrowshahi on AI, autonomous vehicles, and logistics; and a conversation with Dan Loeb on shifting from event-driven credit to thematic opportunities in AI, semiconductors, energy, and governance.
Clay’s CEO Thinks Differently About Everything
Clay’s CEO Thinks Differently About Everything 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 building a highly successful software company by creating from a place of "wholeness" rather than "lack." They explore why true capitalism rewards genuine risk-taking, the value of courage, and the importance of optimizing for self-respect above all else. Kareem dives deep into how lessons from non-dual meditation, music theory, and magicians heavily influence his approach to product development, hiring, and scaling Clay. From debating the necessity of a grand vision to introducing the concept of a "death doula" for companies that have achieved their purpose, Kareem offers a refreshingly profound perspective on ambition, wealth, and leading a meaningful life in business. #KareemAmin #Clay #InvestLikeTheBest #Startups #Entrepreneurship #SaaS #Leadership #Founders #TechStartups #BusinessGrowth Timestamps 0:00 Giving the Power of Programming to Everyone 8:55 Courage, Truth & Justice 9:16 Capitalism & Risks 19:18 Creating from Wholeness 25:19 The 10-Day Silent Retreat 35:23 Re
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 produces long-form, interview-driven podcast episodes that blend investor playbooks, founder lessons, and operational insight. The show is used by professional investors, founders, CEOs, and strategists to surface durable investment themes and to explore how companies win over long time horizons.
...reviews with 99% accuracy. And since RAMP saves companies 5%, [music] 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 [music] ramp.com/invest. OpenAI, Cursor, Enthropic, Perplexity, and Verscell all have something in common. They all use WorkOS. 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 wh
Clay’s CEO Thinks Differently About Everything 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 building a highly successful software company by creating from a place of "wholeness" rather than "lack." They explore why true capitalism rewards genuine risk-taking, the value of courage, and the importance of optimizing for self-respect above all else. Kareem dives deep into how less
...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
About this channel
Hosted and produced for a practitioner audience, Invest Like The Best explores frameworks for allocating capital, building companies, and understanding technology-driven cycles. Episodes combine qualitative insight with thematic investment thinking — especially around AI, compute infrastructure, semiconductors, and platform businesses.
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
Most recognized assets
Unlock the full track record
Explore all episodes and learn more at https://www.colossus.com. Follow the channel on YouTube @iltb_podcast for new episodes and long-form interviews.
22 more thesis calls are available after sign-up.