Episodes featuring Invest Like The Best
Browse episodes where Invest Like The Best appears as host or guest. View all episodes →
Ro CEO Zach Reitano joins Invest Like The Best to argue the patient is not the customer in US healthcare, and why cash-pay GLP-1s, now out-earning AI, are rewiring it.
Seed investor Ramtin Naimi of Abstract joins Invest Like The Best to describe today's AI venture market up close: faster rounds, funds running out of money early, compute shortages, and why he thinks only a few...
Martin Casado of a16z joins Invest Like The Best to explain four investing mindsets, why moats matter less in growing markets, and what could happen to frontier AI models if the boom slows down.
Investor Cliff Sosin joins Invest Like The Best to argue that intelligence has hard limits and is getting cheap fast, so the lasting value lies in what complements it: data, attention, physical proximity and scale.
Vanta CEO Christina Cacioppo joins Invest Like The Best to discuss why fast-growing, high-margin software firms now get lower valuations, and how Vanta is rebuilding around AI agents, pricing, talent and security.
David Vélez explains how he built Nubank into a 140-million-customer digital bank and where AI, open banking, and the end of cash are taking global finance.
Neuroscientist Andrew Huberman joins Invest Like The Best to discuss energy and sleep for high performers, how to fall asleep faster, and his prediction that AI labs will become biotech companies that read and write...
Patrick O'Shaughnessy talks with Noah Shinn, founder of Instinct, a personal AI assistant you text or call, about its 10% daily growth, earning user trust, its ad-free business model and the compute crunch.
Rogo founder Gabe Stengel joins Invest Like The Best to explain why AI built deep into finance workflows can beat general AI labs, plus what 40 series A rejections taught him.
Venture capitalist Michael Moritz discusses how his family's escape from Nazi Germany shaped his investing philosophy, and what he looks for in founders at Sequoia Capital.
Historian Walter Russell Mead joins Invest Like The Best to argue that the post-1945 world order is crumbling while American power keeps rising, and to cover China, Trump, AI, drone warfare and the Middle East.
Sarah Guo of Conviction fund shares what she hears from 250 AI researchers about the competitive landscape, investment decisions, and infrastructure gaps holding back AI progress.
Ex-NVIDIA engineer Neil Movva explains how AI inference costs could fall 1000x by using underutilized chips, small data centers, and software optimization instead of premium capacity.
Ben Thompson joins Invest Like The Best to argue AI is real but its funding may run out before revenue catches up, covering China and TSMC, ads, chip shortages, and which big tech companies are best placed.
Eric Vishria argues that the AI market is far larger than investors expect, with energy and capital as the real bottlenecks, not technology or demand.
Gavin Baker joins Invest Like The Best to argue that the recent AI stock selloff contradicts every measurable fundamental, from GPU pricing to operating cash flow at major hyperscalers.
Sam Altman joins Invest Like The Best to discuss OpenAI's big bets on compute, the road to AGI, and why keeping AI power decentralized matters for human agency.
Matt Smith joins Invest Like The Best to lay out why U.S. natural gas supply will fall dangerously short by 2028–2030, driven by LNG exports, AI data center demand, and slow infrastructure buildout.
John Kim joins Invest Like The Best to explain how trust, not logic, drives large fundraises and shares a practical framework for building it systematically.
Investor Jeremy Giffon joins Invest Like The Best to argue that narrative drives capital, covering the billion dollar PDF, X as the global newspaper, AI's hit to software margins, and advice for founders and LPs.