Transcripts for 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.

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Recent episodes

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Zach Reitano - Building Ro and Why Healthcare Should Be 50% of GDP - [Invest Like the Best, EP.500]

2026-11-11 · 76 min

My guest today is Zach Reitano, the co-founder and CEO of Ro, the country’s leading provider of GLP-1s. In four years, Ro has grown from a $250 million run rate to over $3 billion, with fewer people t...

Ramtin Naimi - The State of Venture - [Invest Like the Best, EP.499]

2026-11-06 · 46 min

My guest today is Ramtin Naimi, the founder of Abstract Ventures, back for our second conversation. Few people see as many companies as Ramtin and his firm, so this time we zoom in on what they’re see...

Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]

2026-11-04 · 65 min

My guest today is Martin Casado, General Partner at Andreessen Horowitz.  Martin has spent three decades building and investing in technology infrastructure. We discuss why traditional approache...

Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

2026-10-27 · 61 min

Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana.  We discuss why Cliff thinks there are hard limits to what even the s...

Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

2026-10-20 · 58 min

My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance.  Five years after our first conversation, we discuss how Va...

David VĂŠlez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

2026-10-13 · 72 min

David VĂŠlez is the founder and CEO of Nubank, which serves 140 million customers across Latin America.  David believes the industry is still in its Blockbuster era, with most of the world's ban...

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

2026-10-06 · 72 min

Andrew Huberman is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For d...

Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]

2026-09-28 · 72 min

My guest today is Noah Shinn. Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can...

Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

2026-09-22 · 64 min

Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to b...

Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

2026-09-16 · 72 min

Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era.  In his new memoir, AuslĂ¤nder, he turns his attention to his own family,...

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