

Invest Like the Best with Patrick O'Shaughnessy
Colossus | Investing & Business Podcasts
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.joincolossus.com
Episodes
Mentioned books

350 snips
Oct 21, 2025 • 1h 45min
Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]
Karim Atiyeh, Co-founder and CTO of Ramp, shares his innovative approach to finance automation, emphasizing 'self-driving finance' through AI agents. He discusses how these agents automate expenses and enhance policy context with ongoing improvements. Karim elaborates on his 'divinely discontent' philosophy, focusing on long-term impact while maintaining a startup-like agility. He also touches on the advantages of consumer-grade UX over competitors and the crucial role of technical founders in transforming industries. Dive into his journey from engineering pragmatism to building a groundbreaking finance platform.

433 snips
Oct 16, 2025 • 1h 35min
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]
In this discussion, technology analyst Dan Wang, an authority on U.S.–China dynamics and author of *Breakneck*, shares insights from his six years in China. He reveals the stark realities of U.S. manufacturing versus China’s rapid innovation, emphasizing that the latter’s societal structure allows for swift execution of large-scale projects. Dan also addresses the 'ByteDance problem,' explaining why Chinese firms are undervalued in global markets due to political risks. Throughout, he explores the cultural and operational differences that define both superpowers.

365 snips
Oct 6, 2025 • 1h 21min
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]
Jesse Zhang, co-founder and CEO of Decagon, delves into the world of AI customer service. He discusses the importance of understanding customer willingness to pay, revealing insights that shaped Decagon's direction. The conversation highlights the intense competition in AI, the need for continuous improvement loops in product development, and the critical nature of data as a competitive edge. Jesse also shares his thoughts on the dynamics of fundraising in the AI space and the importance of hiring the right talent in a competitive market.

2,174 snips
Sep 30, 2025 • 1h 58min
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]
In this discussion, Dylan Patel, founder and CEO of SemiAnalysis, dives into the intricacies of the semiconductor supply chain and AI infrastructure. He analyzes the interconnected strategies among OpenAI, Nvidia, and Oracle, highlighting how compute capacity drives their deals. Dylan shares insights on current high-value AI applications, the significance of reinforcement learning, and the implications of supply chain bottlenecks. He also contrasts US and Chinese approaches to AI, offering a comprehensive view of the industry's landscape and future opportunities.

418 snips
Sep 26, 2025 • 1h 3min
Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)
In this engaging discussion, Ben Clymer, founder of Hodinkee and luxury watch expert, shares his passion for Rolex, especially the iconic Daytona. He dives into the watch's motorsport roots and sentimental value. Ben explains the shifting dynamics of the luxury watch market, including Rolex's strategic focus and manufacturing innovations. He also unpacks the impacts of rarity and distribution on customer experiences. Listeners will gain insights into Rolex's meticulous craftsmanship and the brand's enduring legacy in horology.

339 snips
Sep 23, 2025 • 54min
Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]
Barry Diller, a veteran media executive and founder of IAC, dives into his transformative career that shaped modern entertainment. He shares his 'creative conflict' philosophy, emphasizing the power of pushing boundaries for innovation. Diller recounts engaging tales of collaboration with icons like Rupert Murdoch and Bill Gates, discusses the risks behind pioneering the Movie of the Week, and explores how personal struggles can empower professional success. Get insights into his experience with 150 internet deals and his current media portfolio strategies.

1,028 snips
Sep 16, 2025 • 1h 31min
Jeff Horing - Building Insight Partners - [Invest Like the Best, EP.440]
Jeff Horing, Cofounder and Managing Director of Insight Partners, dives into the inner workings of one of the largest tech investment firms with over $100 billion in assets. He shares insights on their unique sourcing strategy involving 60-80 global analysts and the advantages of a contrarian ‘one fund’ approach. Horing discusses the evolution of investment strategies, the transformative role of AI in accelerating growth, and the importance of strong relationships with founders. This conversation offers a fascinating glimpse into the world of tech investing and mentorship.

507 snips
Sep 9, 2025 • 1h 18min
Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]
Sam Hinkie, a venture capitalist at 87 Capital and former NBA executive, shares his unique insights on building trust and relationships in business. He emphasizes the value of studying the 'breadcrumbs' individuals leave behind, which can reveal much about their trajectory. The conversation highlights unconventional interview techniques focused on curiosity, attracting top talent, and the importance of genuine connections. Hinkie draws parallels between sports leadership and business dynamics, offering a fresh perspective on team building and success.

207 snips
Sep 5, 2025 • 1h 48min
Sean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, CLASSICS]
Sean Feeney, co-founder of Grove House Hospitality Group and owner of acclaimed NYC restaurants Lilia and Misi, shares his inspiring journey from finance to culinary success. He reveals how he disrupted traditional norms in the restaurant industry, focusing on authenticity and community engagement. Feeney discusses the immersive dining experience, the power of storytelling, and the importance of nurturing customer connections. Tune in for a fascinating look at how his passion for food transformed into a thriving business built on innovation and strong relationships.

646 snips
Sep 2, 2025 • 1h 14min
Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]
Justin Ishbia, Founding Partner of Shore Capital, shares his insights on acquiring nearly 600 companies in three years. He discusses the importance of operational excellence and structured systems in private equity, especially in microcap investments. Ishbia emphasizes nurturing young talent and building effective boards, while also exploring negotiation tactics in private finance. He reflects on the value of strong personal relationships and how innovation stacking can create competitive advantages in diverse sectors, particularly healthcare and real estate.


