David Senra - Passion & Pain - [Invest Like the Best, Replay]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
1w ago
Today, we are replaying what we call a forever episode, which are the few episodes of our show that we think will be as popular a decade from now as they are today. Every time I re-listen to this episode with David Senra, I leave wildly energized and wanting to share that feeling. So we are re-releasing it today for anyone who missed it the first time or hadn't yet discovered Invest Like the Best. David Senra has studied history’s great founders and entrepreneurs in more depth than anyone I’ve ever met, and I’d wager more than anyone else alive. In this conversation, we cover many of the most ..read more
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Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
2w ago
My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for $1.3 billion in 2012. He has studied, built, and invested in digital infrastructure his whole career which has primed him to go in-depth in this interview on the immense opportunities and challenges AI presents a ..read more
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Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
3w ago
My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many different corners of today’s landscape, covering AI’s frontier models versus open-source models, overcapacity issues in transportation in our post-COVID world, the potential economic impact of GLP-1 drugs, and more. Please enjoy my conversation with Modest Proposal. Listen to Founders Podcast For the full show notes, t ..read more
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Robert Greene - Optimizing Your Reality - [Invest Like the Best, EP.379]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
1M ago
My guest today is Robert Greene, author of many books but perhaps most famous for his books "48 Laws of Power" and "Mastery." He has spent his life studying why people behave like they do and why some go on to build great things. I love his idea of finding your life's purpose, which we explore in detail. Please enjoy my conversation with Robert Greene. Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from ..read more
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Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
1M ago
My guest today is Pat Grady, a longtime growth investor at Sequoia and one of the firms senior leaders. Pat has been a part of a long list of legendary investments, ranging from Snowflake, Zoom, ServiceNow, Qualtrics, Okta, Hubspot, Notion, and OpenAI, among many others. There aren't many investors who reference as well at Pat, both inside and outside of his firm. We talk about investing, building an investing firm, and building enduring companies. Please enjoy this great conversation with Pat Grady. Listen to Founders Podcast For the full show notes, transcript, and links to mentioned conten ..read more
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Frank Blake - Leading By Example - [Invest Like the Best, EP.377]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
1M ago
My guest today is Frank Blake. Frank is the former chairman and CEO of Home Depot. I recently interviewed Home Depot co-founder Ken Langone and became fascinated by the business’s impressive lineup of leaders through the decades. Frank led the company from 2007 to 2014 and shares how he carried on the legacy of Ken and the others, upholding their culture of an inverted hierarchy and producing seven consecutive years of growth for the largest home improvement retailer in America. We discuss his hyper focus on solving their customer’s problems before their own, investing time into the employee e ..read more
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Adam Sandow - The Power of Print Media - [Invest Like the Best, EP.376]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
1M ago
My guest today is Adam Sandow. Adam is the chairman and CEO of SANDOW Companies and the executive chairman and founder of Material Bank. He has built an entire ecosystem of businesses and brands that have brought him into the game of media, materials, and beyond. From creating the beauty product subscription model to getting magazines in the hands of billionaires to transforming the design industry with overnight access to samples, when Adam starts a business he writes his own rulebook. We discuss the founding stories of his most interesting companies, his obsession with targeting pain points ..read more
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Howie Liu - Building Airtable - [Invest Like the Best, EP.375]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
2M ago
My guest today is Howie Liu. Howie is the co-founder and CEO of Airtable, a no-code app platform that allows teams to build on top of their shared data and create productive workflows. The business began in 2013 and now has use cases built out for over 300,000 organizations. As Airtable begins to integrate AI and the latest LLMs into its product, Howie has maintained a focus on an intuitive building experience, allowing anyone to build out their workflow within minutes or hours. We discuss the future of the platform in the era of AI, his perspective on horizontal versus vertical software solut ..read more
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Mark Groden - The Future of Flying - [Invest Like the Best, EP.374]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
2M ago
My guest today is Mark Groden. Mark is the Founder and CEO of Skyryse, a company on a mission to make general aviation as safe as commercial aviation and change the future of flying. As you may know, helicopter accidents are far more likely than airplane accidents, and Skyryse is revolutionizing helicopter flight through a safer and simpler universal flying system. Mark is the quintessential example of somebody doing their life’s work and I have no doubt you will come to that conclusion for yourself after listening to his story. He’s determined, through Skyryse, to drive aviation deaths down t ..read more
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Dev Ittycheria - The Database Evolution - [Invest Like the Best, EP.373]
Invest Like the Best with Patrick O'Shaughnessy
by Colossus | Investing & Business Podcasts
2M ago
My guest today is Dev Ittycheria. Dev is the CEO of MongoDB, the developer data platform with tens of thousands of customers in 100 different countries. He joined the company as CEO in 2014, taking it public in 2017, and is now approaching a decade of leading MongoDB to become a go-to choice for the most sophisticated organizations around the world. We discuss Dev’s philosophy for constructing an exceptional enterprise sales organization, why he feels a leader must be incredibly judgemental to drive excellence, and how he plans to guide MongoDB through another technological transition. Please ..read more
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