Invest Like the Best with Patrick O'Shaughnessy cover image

Invest Like the Best with Patrick O'Shaughnessy

Latest episodes

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327 snips
Jan 21, 2025 • 45min

Dylan Field - Designing The Future - [Invest Like the Best, EP.407]

Dylan Field, co-founder and CEO of Figma, shares his vision of design's future while navigating the evolving landscape of AI. He passionately discusses the underappreciated aspects of AI reasoning and emphasizes that great design still requires human creativity. Joining him is Katie Ellenberg from Geneva Capital Management, who shares insights on implementing innovative investment management platforms. Together, they explore the intersection of technology and design, highlighting the importance of long-term thinking and ethical considerations in entrepreneurship.
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140 snips
Jan 14, 2025 • 1h 22min

Tal Zaks - Bridging Science, Medicine, and Returns - [Invest Like the Best, EP.406]

Tal Zaks, a physician-scientist and biotech executive who played a key role at Moderna during the COVID-19 vaccine development, shares his insights into turning scientific innovations into effective medicines. He discusses the challenges and opportunities in drug development, particularly in personalized therapies. Katie Ellenberg from Geneva Capital Management adds her perspective on investing in biotechnology, emphasizing the need for agility and collaboration in the sector. They also explore the transformative potential of AI and mRNA technology in healthcare.
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164 snips
Jan 7, 2025 • 1h 5min

Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

Gaurav Misra and Dwight Churchill, co-founders of Captions, discuss the exciting world of AI-powered video generation. They tackle the difference between bounded and unbounded AI problems, providing insights into creating sustainable businesses. The duo reveals that Hollywood-quality video generation could be just 18 months away and explains how their unique data flywheel contributes to rapid growth. They also highlight that building advanced AI products doesn’t necessarily require large teams, opening doors to innovations in the tech landscape.
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407 snips
Dec 31, 2024 • 49min

Jack Kokko - Building AlphaSense - [Invest Like the Best, EP.404]

Jack Kokko, CEO of AlphaSense, reveals how his AI-driven market intelligence platform started by unifying fragmented financial data and evolved with large language models. He discusses the recent acquisition of Tegus, which expands their services beyond investment firms. The conversation delves into building user trust amidst rapid AI advancements, cultural integration during mergers, and navigating startup growth. Kokko's enthusiasm for the future of AI and its potential to revolutionize business decision-making is palpable!
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1,177 snips
Dec 20, 2024 • 2h 54min

Jared Kushner - The Mechanic - [Invest Like the Best, EP.403]

Jared Kushner, former senior advisor to President Trump and current CEO of Affinity Partners, shares his multifaceted journey in real estate, diplomacy, and private equity. He dives into the complexities of negotiating peace in the Middle East and the strategic lessons learned from the Great Recession. Joining him is Katie Ellenberg, who discusses streamlining investment operations. The conversation touches on resilience, personal growth, and the significance of relationships in navigating both business and geopolitical challenges.
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351 snips
Dec 17, 2024 • 1h 13min

Scott Wu - Building Cognition - [Invest Like the Best, EP.402]

Scott Wu, co-founder and CEO of Cognition, discusses his groundbreaking AI software engineer, Devin, which is evolving to complete comprehensive coding tasks. He envisions AI democratizing software creation, tackling the bottlenecks in development, and potentially outperforming top programmers soon. Alongside Katie Ellenberg from Geneva Capital Management, they explore how Ridgeline is reshaping investment operations. The episode also features Scott showcasing an impressive card trick, adding a fun twist to the tech talk!
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439 snips
Dec 10, 2024 • 1h 32min

Micky Malka - Building Ribbit - [Invest Like the Best, EP.401]

Micky Malka, founder of Ribbit Capital and a pioneering investor in financial technology, shares his visionary insights on the evolution of fintech and the bold declaration that 'fintech is dead.' He discusses the transformative impact of AI, cryptocurrency, and network states in reshaping wealth and power. Micky also explores the convergence of digital art and NFTs as indicators of cultural shifts, emphasizing the need for adaptability and a robust digital identity to seize future opportunities. His passion for innovation shines through this engaging conversation.
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760 snips
Dec 6, 2024 • 1h 35min

Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400]

Chetan Puttagunta is a General Partner at Benchmark, specializing in AI and tech investments, while Modest Proposal is an anonymous investor with deep expertise in AI and public markets. They discuss the scaling challenges in AI development, particularly moving from pre-training to test-time compute. The duo explores how this shift could democratize AI, reshape public and private investments, and transform the competitive landscape for tech companies. They also delve into the future of AI, emphasizing the importance of reasoning capabilities and the need for innovative investment strategies.
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149 snips
Dec 3, 2024 • 1h 26min

Ronnie Fieg - Building Kith - [Invest Like the Best, EP.399]

Ronnie Fieg, founder and CEO of Kith, shares his journey from a young shoe salesman to a cultural icon in fashion and footwear. He discusses his early experiences selling sneakers to legends like Jay-Z and Wu-Tang Clan. Fieg delves into the importance of storytelling in product design and his innovative collaborations, including memorable projects with BMW and Jerry Seinfeld. He also reflects on the influence of his travels on his design philosophy, emphasizing the balance between creativity and quality as Kith grew into a powerhouse brand.
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133 snips
Nov 26, 2024 • 1h 17min

Gabe Whaley - Building MSCHF - [Invest Like the Best, EP.398]

Gabe Whaley, the founder and CEO of MSCHF, shares his journey of building a boundary-pushing creative company known for viral stunts and unexpected products, like anime-themed tax software. He dives into the concept of 'monopolizing a feeling' and the balance between artistic freedom and commercial success. The discussion also explores the cultural phenomenon of the Big Red Boots and the role of social media in shaping consumer perceptions. Whaley emphasizes the importance of fostering creativity and embracing the challenges of the evolving digital landscape.

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