Podcast Index

Podcasts

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Invest Like the Best with Patrick O'Shaughnessy

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Invest Like the Best with Patrick O'Shaughnessy

Colossus | Investing & Business Podcasts

Etched - Building AI Hardware to Make Inference Faster and Cheaper

June 30, 2026 10:00am 1:27

My guests today are Gavin Uberti and Rob Wachen, the founders of Etched.  A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could no...

Vlad Barbalat - Investing $120 Billion in Permanent Capital

June 23, 2026 3:00am 1:09

My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within one of the largest insurance companies in the world.  Vlad grew up in Sov...

Kareem Amin - The Unusual Approach to Company Building

June 16, 2026 3:00am 56 min

My guest today is Kareem Amin, co-founder and CEO of Clay. Clay has become one of the fastest-growing software companies of the last few years, valued at over four billion dollars. It helps companies find their best cust...

Alex Sacerdote - How to Invest Through Technology Cycles

June 09, 2026 3:00am 1:10

My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over...

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App

June 03, 2026 3:00am 1:07

My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not...

Dan Loeb - Lessons from 30 Years of Investing

May 28, 2026 3:00am 1:03

My guest today is Dan Loeb, the founder and CEO of Third Point.  Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, ve...

Darren Farber on Iran, China, and the Rise of Neoprimes

May 26, 2026 3:00am 46 min

My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy ...

Gavin Baker - Watts and Wafers

May 20, 2026 3:00am 1:16

My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate th...

Krishna Rao - Anthropic's CFO on Managing Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence

May 13, 2026 3:00am 1:16

My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which everything else gets...

Brian Chesky - AI Founder Mode

May 05, 2026 3:00am 1:15

My guest today is Brian Chesky, the co-founder and CEO of Airbnb. Our conversation traces the path from his early training as an industrial designer at RISD through the pandemic moment that forced him into founder mode. ...

Paul Tudor Jones - Lessons From 50 Years in Markets

April 28, 2026 3:00am 1:06

My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at ex...

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints

April 23, 2026 3:00am 45 min

This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema...

Alex Karnal - The Trillion-Dollar Health Revolution

April 21, 2026 3:00am 1:32

My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use throughout the episode ...

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment

April 14, 2026 3:00am 1:15

Scott Nolan spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical, and so ignored, that he couldn't find a company to back. So he starte...

Alan Waxman - Private Credit and the Modern Financial System

April 08, 2026 3:00am 1:02

My guest today is Alan Waxman, co-founder and CEO of Sixth Street, a $130B global investment firm. Private credit is one of the most discussed topics in markets right now, and there is a lot to make sense of. The current...

Sergey Levine - Building LLMs for the Physical World

March 31, 2026 3:00am 1:06

My guest today is Sergey Levine, a professor at UC Berkeley and co-founder of Physical Intelligence. The company is building robotic foundation models designed to control any embodied system to do any task in any environ...

Mitchell Green - Lessons from Cold Calling 10,000 Companies

March 24, 2026 3:00am 54 min

My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investment machines in the b...

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy

March 17, 2026 3:00am 1:10

William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against his Plaid shares an...

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

March 10, 2026 3:00am 1:21

My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of Palantir’s ...

John Arnold - China, Energy Markets and Fixing America's Systems

March 04, 2026 3:00am 1:15

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat wit...

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