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Invest Like the Best summaries
Every long episode from Invest Like the Best, read in minutes: the key takeaways, the chapters, and a digest of the whole conversation. 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, entr…
Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]
Michael Moritz, legendary venture capitalist and author, shares lessons from his 40-year career in investing and writing, drawing insights from his family history and observations of human nature.
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
Walter Russell Mead discusses the enduring power of the US, the unique method of Donald Trump, and the future of global power dynamics in an era of rapid technological change.
Sarah Guo - What the 250 People Building AI Believe - [Invest Like the Best, EP.489]
Sarah Guo, founder of Conviction, discusses the current state of AI, the future of robotics, and the investment philosophy that guides her firm.
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
Neil Movva, founder of Sale Research, discusses his company's mission to make AI inference 10x cheaper, focusing on long-running AI agents and the underlying hardware and software optimizations required to achieve this goal.
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
Ben Thompson, author of Stratechery, discusses the implications of AI on geopolitics, the economy, and the future of technology, including the potential for an AI boom to run out of money.
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
Eric Vishria of Benchmark Capital shares his decade of lessons investing in software and hardware, including the shifting competitive frontier, the rise of AI, and the future of compute.
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
Gavin Baker of Baker Technology Partners returns to discuss the AI market's recent jitters, the accelerating pace of innovation, and the surprising resilience of the underlying fundamentals despite a challenging month.
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]
Sam Altman, CEO of OpenAI, discusses the past, present, and future of AI, including the early decisions to secure compute at scale, the development of GPT-4, and the societal implications of advanced AI.
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
Matthew Smith, founder and CIO of Corriente Partners, discusses the impending natural gas crisis in the US, driven by increased demand from AI data centers and LNG exports, and the potential for skyrocketing energy prices.