Invest Like the Best with Patrick O'Shaughnessy

Kareem Zaki, a General Partner at Thrive Capital, is a leading healthcare investor with a decade of experience and a track record of co-founding billion-dollar companies. He discusses Thrive's impressive growth from a $40 million to a $5 billion fund and their focus on category-defining businesses. Kareem shares insights on navigating the complexities of healthcare, the critical qualities of visionary founders, and the innovative strategies needed to reform the American healthcare system. His perspectives emphasize the importance of resilience and adaptability in investment.

Ray Ozzie, a pioneering technologist and creator of Lotus Notes, shares his wealth of experience in software development. The conversation dives into the evolution of intelligent machines and the challenges of data management and security. Ozzie discusses the integration of innovative technologies in energy solutions and highlights the transformative power of AI and IoT in business. He emphasizes the importance of mentorship and enterprise experience for aspiring entrepreneurs, painting a vivid picture of the future of connectivity and technology.

Ted Seides, host of Capital Allocators and an investment expert, shares valuable insights from his extensive conversations with industry leaders. He discusses the evolving dynamics between limited and general partners, emphasizing the importance of communication. The conversation also covers the shift from passive to complex investment strategies, illustrated by 3G Capital's innovative approach with Burger King. Seides reflects on strategic turnarounds in exclusive real estate, like the Yellowstone Club, and highlights the power of collaboration in investment success.

Lulu Meservey, Founder and CEO of Rostra and board member at Shopify, dives into the art of communication for founders. She emphasizes the power of authentic storytelling and the need for direct messaging to resonate with audiences. Lulu shares unconventional insights on how diverse experiences enhance communication. The discussion also tackles crisis management strategies and the historical significance of her company's name. Ultimately, she encourages entrepreneurs to prioritize authenticity and alignment in their narratives.

Ric Elias, CEO and co-founder of Red Ventures, shares his journey from early struggles to building a global powerhouse. He discusses the art of living well versus simply living good, emphasizing the importance of resilience and forgiveness. Elias reflects on his life-changing experience during the 'Miracle on the Hudson,' using it as a backdrop to explore genuine leadership and the value of community contributions. He advocates for redefining success beyond financial metrics, focusing instead on deeper connections and personal growth.

In this engaging conversation, Alex Smith, a former NFL quarterback known for his resilience, Shane Battier, a champion NBA player celebrated for his team-first mentality, and Ravi Gupta, a leader in tech and investment, discuss the essence of 'glue guys.' They share personal stories about teamwork, overcoming adversity, and the significance of mentorship in fostering success. The trio emphasizes how shared experiences and authentic connections are crucial in both sports and business, highlighting the fine balance between competition and collaboration.

Bret Taylor, co-founder of Sierra and former CTO of Facebook, shares insights on the evolving world of AI agents. He dives into how these agents will transform human-technology interactions and enhance productivity. Bret discusses the importance of small teams in software development, exploring the 'mythical man-month' concept. He emphasizes customer-centricity and the moral imperative of equitable tech access. Finally, he reflects on balancing work with personal life while navigating the rapidly changing landscape of AI.

Gavin Baker, managing partner and CIO of Atreides Management, shares his expertise on AI and semiconductors. He discusses the fierce competition among major tech giants for AI dominance and the challenges inherent in innovative technologies. Gavin dives into the evolution of data centers and the importance of efficiency in AI development. He also explores the transformative potential of robotics in various industries, particularly through Tesla's advancements. Lastly, he emphasizes the changing landscape of investment strategies influenced by AI.

In this engaging discussion, Charlie Munger, Vice Chairman of Berkshire Hathaway and a legendary investor, shares profound insights on business and investing. He critiques traditional financial metrics and emphasizes ethical decision-making's role in long-term success. Munger also weighs the merits of gold versus cryptocurrency, advocating for gold as a stable asset. The conversation dives into the complexities of investment strategies, stressing the importance of management integrity and the value of collaboration in achieving win-win scenarios.

Vlad Tenev, the co-founder and CEO of Robinhood, shares an insider's look at the company's groundbreaking shift to zero-cost trading and its commitment to consumer-friendly products. He discusses the transformative impact of the GameStop incident and lessons learned from navigating challenges. Tenev also explores the role of AI in finance, revealing how mathematical principles influence innovative solutions. Plus, get insights into upcoming offerings like the Robinhood Gold credit card and a vision for a high-performing culture in a rapidly evolving landscape.