『Invest Like The Best』のカバーアート

Invest Like The Best

Invest Like The Best

著者： Horror stories and legends
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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. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.comCopyright Horror stories and legends
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  • She Knows the 250 People Building AI. Here's What They Actually Believe.

    She Knows the 250 People Building AI. Here's What They Actually Believe.
    2026/09/01
    Sarah 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 intelligence may be only a few years away, and how she’s navigating an investing environment that can’t be backtested.

    They also explore the race for compute, the future of open-source AI, why America may need compute independence, the rapid progress in robotics, how AI could transform biology and drug discovery, and Sarah’s framework for building conviction before the rest of the market catches up.

    Timestamps

    0:00 Intro
    1:08 Investing Through the AI Boom
    5:03 Building Conviction in AI
    12:06 What AI Researchers Believe
    15:44 Compute, Capital & Robotics
    24:03 How Sarah Makes Investments
    39:24 The Case for Open Source
    49:01 America’s Compute Independence
    51:32 AI’s New Investment Markets
    59:36 Finding Truth & What’s Next

    #InvestLikeTheBest #SarahGuo #ArtificialIntelligence #AI #VentureCapital #Investing #OpenSourceAI #Robotics #Technology #Startups

    Presented by Ramp:
    https://ramp.com/invest

    Sponsored by Vanta, WorkOS, Rogo, and Ridgeline:
    https://www.vanta.com/invest
    https://workos.com/
    https://rogo.ai/invest
    https://www.ridgelineapps.com/

    ******
    Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc
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    1 時間 11 分
  • Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper

    Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
    2026/08/25
    Neil 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 that intelligence cheap enough to become abundant. Neil lays out Sail’s “token factory” strategy across software, chips, data centers, and power; the lessons he learned chasing “speed of light” performance at Nvidia; why he’ll buy almost any chip at the right price; and why unreliable, distributed data centers powered by sources like solar and wind could actually be an advantage. They also discuss transformers and memory, the future of AI training data, the economics of the chip shortage, open versus closed models, and Neil’s belief that there will always be demand for more intelligence.

    TIMESTAMPS
    0:00 Intro
    0:38 Building a “Token Factory”
    4:21 The Future of Background Agents
    13:09 Nvidia and the GPU Stack
    23:27 Chips, Memory, and Transformers
    36:14 The Future of AI Training Data
    44:32 Chip Scarcity and Compute Arbitrage
    52:44 Reinventing the AI Data Center
    59:01 Power and the “Scavenger Strategy”
    1:10:10 Open vs. Closed AI

    #ArtificialIntelligence #AIAgents #NVIDIA #AIInfrastructure #InvestLikeTheBest

    Presented by Ramp:
    https://ramp.com/invest

    Sponsored by Vanta, WorkOS, Rogo, and Ridgeline:
    https://www.vanta.com/invest
    https://workos.com/
    https://rogo.ai/invest
    https://www.ridgelineapps.com/

    ******
    Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc
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    1 時間 24 分
  • What Happens When the AI Boom Runs Out of Money

    What Happens When the AI Boom Runs Out of Money
    2026/08/18
    Ben 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 infrastructure buildout can generate returns before the capital runs out, and what the railroad boom can teach us about today’s spending cycle. Ben also explains why Google may increasingly resemble Berkshire Hathaway, how AI could turn intelligence into a commodity, why Amazon may have the deepest moat in technology, what Apple gets right by staying focused on hardware, how AI threatens Microsoft’s core business, why the current compute shortage may have saved Intel, and why Google and Amazon could ultimately become Nvidia’s most important competitors.

    #InvestLikeTheBest #BenThompson #ArtificialIntelligence #AI #Investing #Technology #Nvidia #Google

    TIMESTAMPS
    0:00 Intro
    0:59 America and the AI Race
    8:26 AI’s Funding Problem
    15:31 AI’s Capabilities and Limits
    20:30 Aggregation Theory, AI, and Ads
    31:10 Compute, TSMC, and Intel
    47:31 Amazon and Apple’s AI Moats
    54:43 The Frontier AI Players
    74:07 Nvidia and Commoditized Intelligence
    82:52 What Survives an AI Bubble?

    Presented by Ramp:
    https://ramp.com/invest

    Sponsored by Vanta, WorkOS, Rogo, and Ridgeline:
    https://www.vanta.com/invest
    https://workos.com/
    https://rogo.ai/invest
    https://www.ridgelineapps.com/

    ******
    Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc
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    1 時間 26 分
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