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Invest Like the Best

Summary

Invest Like the Best covering Venture Capital, Geopolitics, Anthropic, and OpenAI. Notable guests include Alex Sacerdote (Founder and Portfolio Manager, Whale Rock Capital Management), Dara Khosrowshahi (CEO, Uber), Dan Loeb (Founder & CEO, Third Point), and Gavin Baker (Technology Investor). Episodes span from Mar 2025 to Jun 2026.

55episodes
1,663total claims
12topics covered
55 episodes
Why the AI Boom Is Just Getting Started
Jun 9, 2026

The enterprise AI application market is less than 1% penetrated, with adoption following a vertical 'L-curve' rather than a traditional S-curve, signaling unprecedented speed and scale. The foundat...

AI AdoptionS-CurveL-CurveFoundation Models+13 more
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
Jun 3, 2026

Uber is aggressively integrating AI, leading to a 10x increase in developer productivity but also significant costs, forcing a metered approach to headcount and a tiered strategy for AI model usage...

Artificial IntelligenceAutonomous Vehicles (AVs)Platform StrategyDemand Aggregation+11 more
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy
May 28, 2026 · WITH Dan Loeb

Dan Loeb identifies the price of oil (driven by geopolitics) and the AI infrastructure build-out as the two most important macroeconomic factors today, superseding traditional indicators. Third Poi...

Dan LoebThird PointHedge FundsActivist Investing+17 more
Former DoD Advisor on How Silicon Valley is Rewiring the U.S. Military
May 26, 2026
Gavin Baker on Orbital Compute, TSMC, and Frontier Models
May 20, 2026
How Claude went from $9 billion to $30 billion in one year
May 13, 2026
How Brian Chesky Is Redesigning Airbnb for the AI Era
May 5, 2026
Lessons From a Life in the Markets
Apr 28, 2026
The Supply and Demand of AI Tokens
Apr 23, 2026
Designing the Modern Health Stack
Apr 21, 2026
The Nuclear Fuel Cliff That Could Break AI
Apr 14, 2026
What 100 Years of American Finance Tells Us About Today
Apr 8, 2026
World's Top Researcher on AI, LLMs, and Robot Intelligence
Mar 31, 2026
Why Now is the Best Time to Buy Public Software Companies
Mar 24, 2026
How to bet on yourself (without venture capital)
Mar 17, 2026
How AI Is Changing Warfare
Mar 10, 2026
The World's Greatest Energy Trader on Markets, China, and AI
Mar 4, 2026
Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX
Feb 24, 2026
The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital)
Feb 10, 2026
Why The Laws of Startup Physics Have Changed
Feb 3, 2026
He Built The Revenue Engines for Google, Facebook & Square
Jan 29, 2026
How Ladder Became #1 Strength Training App
Jan 13, 2026
The Netflix Culture Code That Changed Entertainment Forever
Jan 6, 2026
Finding The 1% of Stocks That Matter
Dec 16, 2025
GPUs, TPUs, & The Economics of AI Explained
Dec 9, 2025
How a16z Growth Invests
Dec 2, 2025
Inside General Atlantic: How a $100B Growth Equity Firm Invests
Nov 25, 2025
Ari Emanuel’s "Anti-AI" Bet on Live Entertainment
Nov 19, 2025
How Great Founders Tell Their Story
Nov 11, 2025
The Playbook on Buying and Running Companies Forever
Nov 4, 2025
The Anatomy of Ramp's Hyper-Growth
Oct 21, 2025
China vs America: The Battle for Global Dominance Explained
Oct 16, 2025
The Future of AI Agents
Oct 6, 2025
Inside the Trillion-Dollar AI Buildout
Sep 30, 2025
How Barry Diller Built Entertainment Empires
Sep 23, 2025
5 Ingredients for the Perfect Investment
Sep 16, 2025
Alpha School's Disruptive Vision for the Future of Education
Aug 26, 2025
The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire
Aug 19, 2025
The Data on America's Economic Split
Aug 5, 2025
How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley
Jul 29, 2025
The Investment Firm That Can 'Do Anything'
Jul 15, 2025
Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker
Jul 8, 2025
How Jens Grede Hacked Pop Culture to Build a Billion-Dollar Brand
Jul 1, 2025
The Chainsmokers’ Journey from DJs to VCs
Jun 24, 2025
Why This Veteran Venture Capitalist Avoids AI Hype
Jun 17, 2025
The Gift and The Curse of Staying Private with Bill Gurley
Jun 10, 2025
How Apollo Built an $800 Billion Capital Markets Giant
Jun 3, 2025
How Graham Weaver Turns Recent Grads Into CEOs
May 27, 2025
Spotify’s Journey To Profitability
May 20, 2025
The Obsession That Creates Enduring Companies
May 6, 2025
Investor Details Carvana's Wild Ride From -99% To Market Leader
Apr 29, 2025
Finding the Next Figma, Wiz, & Stripe Before It's Obvious
Apr 15, 2025
Michael Ovitz - Turning Potential Into Prominence
Apr 8, 2025
The AI Lab Revolutionizing Smell
Mar 18, 2025
Kelly Granat
Mar 12, 2025

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