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Invest Like the Best
@InvestLikeBest
Conversations with the world's best investors, founders & domain experts / hosted by @patrick_oshag / part of @colossusmag
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youtube.com/@ILTB_Podcast
Joined July 2020
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    Invest Like the Best
    @InvestLikeBest
    May 20
    Gavin Baker (@GavinSBaker) says the disaggregation of inference can extend GPU useful lives from 3-4 years to 10-15. That may single-handedly save private credit and reduce the financing rates for GPUs, which will drive demand and help finance the build-out. "The disaggregation
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    Patrick OShaughnessy
    @patrick_oshag
    May 20
    This is my sixth conversation with @GavinSBaker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and
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    Invest Like the Best
    @InvestLikeBest
    Mar 1, 2024
    Frank Slootman is retiring as CEO of Snowflake. He grew the business from $4B to $75B in 5 years. Our conversation with him is one of our favorites. Here’s a taste of why and what makes him special: 1. I have never been too early to fire people. I have been too late. 2. Narrow
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    Invest Like the Best
    @InvestLikeBest
    Apr 1, 2024
    Sean Feeney bought and placed 75 trash cans around his two pizzerias in Brooklyn. His dream was to open 10 successful pizzerias that made their neighborhoods better. Six months after opening his first - Fini - in Williamsburg, he polled the community. 94% of people said they
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    Invest Like the Best
    @InvestLikeBest
    Oct 3, 2025
    > power is a bottleneck > but it's not actually a lot of power (data centers are like 3–4% of US power - 2 of which are AI data centers) > the real bottleneck is we just don't know how to build power anymore > it's a supply chain thing > it's a lack of labor/know-how > OpenAI is
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    Rihard Jarc
    @RihardJarc
    Oct 2, 2025
    It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power, lack of available power, reliable power has become the biggest bottleneck for us." on @AlphaSenseInc
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    Invest Like the Best
    @InvestLikeBest
    Sep 27, 2022
    John Collison (@collision) on the effectiveness of using small teams for new launches
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    Invest Like the Best
    @InvestLikeBest
    Sep 13, 2021
    This is a special week. A little over 5 years ago, @patrick_oshag invited @jeff_gramm to lunch. They hit it off and decided to record a conversation. 3 shows, 318 conversations, and ~30m downloads later, ILtB just turned 5! Here are 40 things we've been taught along the way:
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    Invest Like the Best
    @InvestLikeBest
    Apr 15, 2024
    David Senra (@FoundersPodcast) has studied history's greatest founders in more depth than anyone. This is his favorite maxim about entrepreneurship.
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    57K
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    Invest Like the Best
    @InvestLikeBest
    Nov 4, 2022
    Michael Mauboussin (@mjmauboussin) on cutting through to a company's strategy. From an old but still excellent episode.
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    Invest Like the Best
    @InvestLikeBest
    Dec 20, 2022
    Michael Mauboussin (@mjmauboussin) on the dangers of Wall Street's free cash flow definition.
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    Invest Like the Best
    @InvestLikeBest
    Oct 1, 2020
    What if I told you there was a conglomerate that owned some of your favorite companies? You may have never heard of InterActiveCorp (IAC), but I can promise that you have heard of many of the companies they own or have owned. A 🧵 on IAC and one of it's most famous companies.
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    Invest Like the Best
    @InvestLikeBest
    Oct 9, 2025
    "If you want to be a leader and you want to end conflicts, you need to figure out how to create compromises so that these conflicts can end. I think the whole world could benefit from a decade of rebuilding where people focus internally on building their countries and their
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    The Persian Jewess
    @persianjewess
    Oct 9, 2025
    Jared Kushner brokered both the Abraham Accords and the Gaza Peace Deal. Absolute legend.
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    Invest Like the Best
    @InvestLikeBest
    Feb 6, 2024
    Chuck Akre had no background in business. He was a pre-med student before switching to major in English. These are the principles he used to build a legendary investing firm and career.
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    Invest Like the Best
    @InvestLikeBest
    Dec 21, 2021
    Today was the 88th episode of 2021. 50 Invest Like the Best. 38 Founder’s Field Guide. Thank you to all our incredible guests for sharing their wisdom and thank you to anyone who listened! We're grateful for every single one of you. Here are 20 memorable moments to recap 2021
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    Invest Like the Best
    @InvestLikeBest
    Oct 12, 2025
    Jared Kushner on the mechanics of peace:
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    Patrick OShaughnessy
    @patrick_oshag
    Dec 20, 2024
    The secret service affectionately called @jaredkushner “the Mechanic” because he was constantly fixing problems behind the scenes. That’s the theme of our convo: - Affinity Partners - real estate & business - government - the next 4 years - more Enjoy!
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