Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnes...

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Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so fo ...  Show more

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

My guest today is Sam Altman, CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip. We discuss the early decision to buy compute at a scale nobody thought was ration ...  Show more

Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]

My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, ...  Show more

John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]

Today my guest is John Kim. John is one of the world's top and most prolific fundraisers. He was chief client officer at General Catalyst, where he helped raise many of the firm's flagship funds. He is now chairman and president of corporate development at Lila Sciences, a compan ...  Show more

Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of conversations with founders and with the capital behind their c ...  Show more