Episodes featuring Invest Like The Best
Browse episodes where Invest Like The Best appears as host or guest. View all episodes →
Two 24-year-old Harvard dropouts explain how they raised $800M to build AI inference chips designed to compete with NVIDIA using a radically different architecture.
Vlad Barbalat explains how managing Liberty Mutual's $120 billion balance sheet with no outside investors changes how he thinks about capital, risk, and long-term decision-making.
Kareem Amin, founder of Clay, talks about how the company reached a $1B+ valuation and shares his philosophy on risk, motivation, and building with integrity.
Uber CEO Dara Khosrowshahi talks with Invest Like The Best about how AI and autonomous vehicles could be the next big opportunity for Uber, and how he manages complexity at scale.
Third Point founder Dan Loeb talks with Invest Like The Best about running about $25 billion. Topics include spin-offs, quality investing, AI-era markets, credit, activism at Sotheby's and Sony, and lessons from FTX.
Former DoD advisor Darren Farber talks with Invest Like The Best about how the US can maintain military and strategic advantage against Iran, China, and other adversarial regimes in an era of AI and commercial warfare.
Gavin Baker joins Invest Like The Best to discuss why AI infrastructure, not frontier models, is the key investment opportunity, covering semiconductors, power, and orbital compute.
Anthropic CFO Krishna Rao joins Invest Like The Best to explain how the company buys and allocates compute, including an over $100 billion Amazon commitment, and why he says frontier models pay off most in enterprise.
Airbnb CEO Brian Chesky joins Invest Like The Best to explain founder mode, how he is redesigning Airbnb around AI with small elite teams, and why he now works like an artist rather than for approval.
Dylan Patel of SemiAnalysis talks with Invest Like The Best about AI token supply and demand, arguing demand for the best models is exploding faster than chips, memory and data centers can keep up.
Biotech investor Alex Karnal outlines a five-part health stack framework he says can extend healthy lifespan by a decade or more using existing and emerging medicines.
Scott Nolan, formerly of SpaceX and Founders Fund, explains how he started General Matter to fix uranium enrichment, the key bottleneck slowing advanced nuclear reactors in the US.
Alan Waxman, founder of Sixth Street, traces 100 years of American financial regulation to explain the private capital boom and the risks building inside today's wealth vehicles.
Sergey Levine, co-founder of Physical Intelligence, talks about building general-purpose robotic foundation models that can control any robot for any task, rather than narrow single-purpose machines.
Mitchell Green of Lead Edge Capital explains how his firm picks profitable software companies using strict criteria and why public software stocks look attractive right now.
William Hockey, founder of Column and ex-co-founder of Plaid, explains how he built a fintech company to scale by bootstrapping through debt and profitability instead of taking venture capital.
John Arnold, renowned energy trader turned philanthropist, talks with Invest Like The Best about U.S. energy constraints, China's manufacturing edge, and fixing broken systems in healthcare, education, and criminal...