Invest Like The Best
Today: #24 in Leisure on our combined chart.
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| Date | Apple Podcasts | Pocket Casts |
|---|---|---|
| Oct 1 | #15 | #12 |
About the show
Latest episodes
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She Knows the 250 People Building AI. Here's What They Actually Believe.
September 1, 2026 · 1 hr 11 minSarah Guo is the founder of Conviction and one of the most closely watched investors in AI. In this conversation, Sarah and Patrick discuss what the people at the frontier of AI actually believe, why some researchers think exponential…
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Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
August 25, 2026 · 1 hr 24 minNeil Movva, co-founder of Sail Research, joins Patrick to explain why the next era of AI may be defined not by faster chatbots, but by background agents that work autonomously for hours, days, or even weeks—and what it will take to make…
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What Happens When the AI Boom Runs Out of Money
August 18, 2026 · 1 hr 26 minBen Thompson joins Invest Like the Best for a wide-ranging conversation about the economics, geopolitics, and business models shaping the AI era. They discuss why overwhelming U.S. dominance in AI could be dangerous, whether the massive AI…
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Everyone Is Still Undersizing the AI Market | Eric Vishria
August 11, 2026 · 1 hr 18 minEric Vishria, General Partner at Benchmark, joins Invest Like the Best for a wide-ranging conversation on how AI is reshaping software, infrastructure, and venture investing. He explains why the competitive frontier for SaaS has shifted…
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Why the Markets Are Pricing AI Wrong | Gavin Baker
August 4, 2026 · 1 hr 19 minIn this episode of Invest Like the Best, Patrick O'Shaughnessy sits down with Gavin Baker to dissect the intense AI and semiconductor market sell-off of July 2026. Describing the period as "2022 packed into a single month," Gavin explains…
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Sam Altman on AGI, Compute, and Human Agency
July 28, 2026 · 56 minSam Altman joins us for a wide-ranging conversation about OpenAI’s next chapter, the race for compute, and what happens as artificial intelligence becomes more powerful, abundant, and embedded across the economy. He explains why OpenAI…
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Why Natural Gas Will Be AI’s Next Great Shortage
July 21, 2026 · 60 minMatt Smith joins us to explain why the United States may be approaching a historic natural gas shortage—and why the market is not yet pricing it in. After 18 months of bottom-up research across producing basins, pipelines, processing…
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How to Raise a Few Billion Dollars
July 14, 2026 · 52 minJohn Kim, former chief development officer at General Catalyst and author of The Tao of Fundraising, joins us to explain the psychology, strategy, and human dynamics behind raising capital. John argues that money moves at the speed of…