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
Jul 2
Rob Wachen was 16 when doctors told him that the bump on his back was stage 4 bone cancer, and that his odds of surviving were under 30%. Surgery meant he would probably live but might never walk again; radiation meant he would keep walking but might not survive. His parents
01:32:31
Patrick OShaughnessy
@patrick_oshag
Jun 30
Three years ago, two Harvard dropouts set out to build a better AI chip than the largest companies in the world. Almost everyone I called at the time said it was impossible. Today, Etched (@Etched) comes out of stealth with $800M total raised, $1B in signed customer contracts,
Invest Like the Best
@InvestLikeBest
Aug 20
Uber CEO: "AVs that are on our network are 30% or more busy than 1P AVs who aren't using our network." –– @dkhos
01:11:17
Patrick OShaughnessy
@patrick_oshag
Jun 3
My conversation with @dkhos, CEO of Uber. Dara took over in 2017, when Uber was losing roughly $4.5B a year. Today the company generates $10B in free cash flow and is worth about $150B. We discuss: - How Daniel Ek convinced him to take the job - How Uber spent a full year of
Invest Like the Best
@InvestLikeBest
Aug 20
In 2013, Ben wrote that Intel should abandon chip design and become a foundry, manufacturing chips for other companies. He called it "increasingly obvious" and said Intel was "already the best microprocessor manufacturing company in the world." 13 years later, it's happening.
01:42
Patrick OShaughnessy
@patrick_oshag
Aug 20
Ben on Intel and TSMC: "A lot of tech companies didn't fully appreciate the extent to which TSMC offloaded risk onto the big tech companies. The risk TSMC is worried about is overcapacity. If we build a fab, we expect that fab to run for 30 years. So they are very biased
Invest Like the Best
@InvestLikeBest
Aug 19
Ben Thompson's (@benthompson) takes on NVIDIA, Google, TSMC, Intel, Microsoft, OpenAI, Apple, Anthropic, Meta, Amazon, & SpaceXAI: NVIDIA: "NVIDIA's position is I think definitely unnatural. You look at NVIDIA, they've maintained all their margins. Isn't that amazing? It's 2026,
Patrick OShaughnessy
@patrick_oshag
Aug 18
My conversation with @benthompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers. We covered a lot. Every important company in the industry and the forces acting on all of them. - Why he thinks it would be problematic for
00:00
Invest Like the Best
@InvestLikeBest
Aug 18
Ben Thompson's two laws of consumer tech: 1) Consumers do not want to pay for software 2) Consumers do not care about being productive. "We went through this in early SaaS. The canonical company for this is Dropbox. They had to rebuild the whole thing and realize the only way
00:00
01:25:54
Patrick OShaughnessy
@patrick_oshag
Aug 18
My conversation with @benthompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers. We covered a lot. Every important company in the industry and the forces acting on all of them. - Why he thinks it would be problematic for