HeyJaredInvest Like the Best with Patrick O'Shaughnessy
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.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 16, 2026
- Audience
- Apple #55 · US
- Earliest in this view
- Jul 7, 2026
Latest episodes
Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491] (opens the original)
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Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era. In his new memoir, Ausländer, he turns his attention to his own family, Jewish refugees who fled Nazi Germany and rebuilt their lives in Wales. We discuss the imprint his parents left on him, the method he used for decades of asking founders about their childhoods and the Time profile that ended his relationship with Steve Jobs. We also also cover Lee Iacocca, why Don Valentin
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490] (opens the original)
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My guest today is Walter Russell Mead. Walter is a columnist at the Wall Street Journal and the author of Special Providence and God and Gold, two of the best books written on American power. He has spent decades studying how the United States came to dominate the world, and our conversation is about whether it can keep doing so. Walter lays out the five step playbook that carried the Dutch, then the British, then America to global leadership, and why the same pattern keeps beating centralized c
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489] (opens the original)
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My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining the frontier. In this conversation, we go inside that frontier: what the small group of people actually building AI believe right now, why some of the field's best researchers are wrestling with their own sense of purpose
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488] (opens the original)
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My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that world, latency matters less and cost matters more, and Neil has built the whole company around driving the cost of a token as low as it can possibly go. What makes this conversation special is that it is one of the most
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487] (opens the original)
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My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon. We also discuss why he thinks it would be dangerous for the United States to win the AI race outright, what container shipping and the railroads of the 1870s tell us about the buildout, and why t
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Apple #55 · US
Measured Sep 19, 2026
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