The novel is a bildungsroman that explores Ged's process of learning to cope with power and come to terms with death. It is set in the fictional archipelago of Earthsea, where magic is based on a delicate balance maintained by wizards. Ged's story involves his education at a school of wizardry, his struggles with a shadow he inadvertently summons, and his journey to confront and merge with this shadow. The book is renowned for its philosophical themes, including the power of names and the balance of the universe, and is part of the six-volume Earthsea Cycle.
In 'Hyperion', Dan Simmons crafts a complex and engaging narrative that follows seven pilgrims as they travel to the enigmatic planet Hyperion. Each pilgrim has a unique story to tell, which they share during their journey, revealing their connections to Hyperion and the Shrike, a metallic creature with the power to grant wishes. The novel is structured similarly to 'The Canterbury Tales' by Geoffrey Chaucer, with a framing narrative that presents the tales of the pilgrims. The story explores themes of religion, war, love, and the human condition, set against a backdrop of interstellar politics and technological advancements. The novel is praised for its detailed world-building, character development, and literary references[1][2][5].
Dune, written by Frank Herbert, is set in a feudal interstellar society where noble houses control planetary fiefs. The story follows Paul Atreides, whose family is tasked with ruling the inhospitable desert planet Arrakis, the sole source of melange, a substance crucial for extending life and enhancing mental abilities. The novel delves into the intricate politics, religion, ecology, and technology of this futuristic world, as various factions vie for control of Arrakis and its valuable spice. Paul, with his unique abilities and training by the Bene Gesserit, becomes a key figure in this struggle and eventually assumes the role of a messianic leader among the native Fremen people[2][5][4].
In 'The Culture Code', Daniel Coyle delves into the secrets of highly successful groups by examining some of the world’s most effective organizations, such as the U.S. Navy’s SEAL Team Six, Pixar, and the San Antonio Spurs. Coyle identifies three universal skills that generate cohesion and cooperation: building safety through belonging cues, sharing vulnerability to foster trust, and establishing purpose through clear narratives. The book combines leading-edge science, real-world examples, and practical strategies to help leaders and teams create an environment where innovation thrives, problems are solved, and expectations are exceeded.
My guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we’ve seen in many growth equities over the past few months. We also cover inflation, semiconductors, and the disconnect between private and public markets. Please enjoy this conversation with the always great Gavin Baker.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.
-----
This episode is brought to you by Canalyst. Canalyst is the leading destination for public company data and analysis. If you're a professional equity investor and haven't talked to Canalyst recently, you should give them a shout. Learn more and try Canalyst for yourself at canalyst.com/Patrick.
-----
This episode is brought to you by Lemon.io. The team at Lemon.io has built a network of Eastern European developers ready to pair with fast-growing startups. We have faced challenges hiring engineering talent for various projects - and Lemon.io offered developers for one-off projects, developers for full start to finish product development, or developers that could be add-ons to the existing team. Check out lemon.io/patrick to learn more.
-----
Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.
Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @patrick_oshag | @JoinColossus
Show Notes
[00:02:30] - [First question] - What it’s been like investing over the pandemic
[00:06:14] - The way he thinks about multiples, how they’ve done, and where they’re going
[00:09:14] - Themes that most have his attention in our current economic landscape
[00:19:25] - The ways in which wage inflation negatively impacts the market
[00:25:39] - How semiconductors have evolved and what matters in that subsector
[00:32:47] - Software volatility and the roller coaster it's been on lately
[00:35:52] - A future state where infrastructure overtakes apps
[00:41:03] - Key differences between internet and software and how they behave
[00:43:44] - The coming trend of the metaverse and his reaction to public adoption
[00:49:26] - Investor and business opportunities in adopting tech trends
[00:53:54] - An unfolding mismatch between private and public market multiples
[00:57:17] - How the competitive landscape of venture capital might evolve
[01:05:54] - Differences in recruiting and training talent in private and public markets
[01:10:20] - Sci-Fi novels that he’s read recently; Dune, A Wizard of Earthsea, Culture, Hyperion
Invest Like the Best with Patrick O'Shaughnessy 
