Episodios

  • Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]

    Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]
    Nov 28 2025
    Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless builder and original thinker. He founded Oculus, bringing virtual reality to the mainstream, and is now reshaping the future of defense and technology with Anduril. I hope you enjoy this conversation. Palmer is the founder of Anduril, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defense industry. Prior to Anduril, Palmer founded Oculus VR, a virtual reality business that he sold to Facebook for $2 billion. Palmer is only in his early 30s, but he has already experienced more than most people will in a 40-year career. We talk about innovation, invention, differentiated thinking, and so much more. Please enjoy this great discussion with Palmer Luckey. Listen to Patrick's Business Breakdowns with Anduril CEO. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by WorkOS. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. With a single API, developers can implement essential enterprise capabilities that typically require months of engineering work. By handling the complex infrastructure of enterprise features, WorkOS allows developers to focus on their core product while meeting the security and compliance requirements of Fortune 500 companies. Visit WorkOS to Transform your application into an enterprise-ready solution in minutes, not months. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @joincolossus Show Notes (00:00:00) Welcome to Invest Like the Best (00:01:15) Meet Palmer Luckey (00:02:03) The importance of synthetic long-chain hydrocarbon fuel (00:08:12) Ranking America's potential for innovation (00:11:18) Why there aren't more ⁠Thiel Fellowships⁠ (00:13:31) The principles that motivate and drive him (00:16:56) What it has been like working in the world of defense after the attack on Israel (00:19:09) Surprising lessons learned when building a large company (00:22:37) How to approach a new field initially (00:27:20) Meeting other out-of-the-box thinkers (00:31:46) Inventors working backward from existing systems versus forward from their ideals (00:33:26) The most pressing issue in national security (00:39:36) What matters most for America from a defense perspective (00:42:33) How to determine which problems to prioritize (00:48:59) Lessons learned from working with AI (00:55:56) How Apple is shaping the future of VR (01:00:11) Which videogame a prospective employee should excel at (01:02:41) Why ⁠Oculus⁠ was so successful in marketing (01:09:48) The kindest thing
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    1 h y 15 m
  • Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

    Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]
    Nov 25 2025
    My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its long-term structure, including permanent capital, a single P&L, and partnership culture, allows it to invest differently than other growth equity firms. We discuss the firm’s global perspective and particularly why the premium on U.S. equities is creating compelling opportunities across international and emerging markets. Martín has spent his career investing through bubbles, market cycles, and technological shifts. He shares his investing framework for balancing intuition with analysis, his approach to “spearfishing” for once-in-a-decade opportunities, and why he believes this is the best window for growth equity since 2009. Martín also reflects on his incredible personal story. He talks about growing up in turbulent Bolivia, and the role of curiosity and optimism in sustaining a long investing career. Martín’s infectious energy and genuine love for investing made this conversation both insightful and a lot of fun. Please enjoy my great conversation with Martín Escobari. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:00) The Bold Move That Landed a Job (00:07:16) The Art of Spearfishing in Business (00:11:55) Navigating the Dotcom Bubble (00:15:18) Investing Through the AI “Bubble” (00:20:06) General Atlantic Founding Story (00:23:04) General Atlantic's Unique Investing Strategy (00:28:20) Lessons on Fundraising (00:30:48) Global Diversification and Market Insights (00:33:12) Understanding Chinese Entrepreneurs (00:35:27) Personal and Generational Traumas (00:39:10) Characteristics of a GA Investment and Martín’s “Educated Intuition" (00:43:55) Proud Investment Achievements (00:44:41) Lessons from CEO Bill Ford (00:46:15) Changes in Investing with Experience (00:48:52) Current Market and Future Predictions (00:54:55) Growth Equity’s Competitive Landscape (00:56:59) How to Invest Outside the US (00:59:44) How to Develop Investing Talent (01:01:50) Inside the Investment Committee Process (01:04:56) Why Growth Equity is Attractive Today (01:05:58) Martín’s Unfinished Business and Mentoring (01:09:33) The Kindest Thing
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    1 h y 9 m
  • Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]

    Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]
    Nov 19 2025
    My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chairman of WME Group, and recently founded MARI, a new company focused on global events and live experiences. At the center of this conversation is Ari's anti-AI bet: as AI makes digital content cheaper and everyday work more automated, he believes the value will increasingly concentrate in live and physical experiences. He explains how he’s building his portfolio around that belief, what defines a great live experience, and how he thinks about AI’s impact on content and IP. Ari is best known as a dealmaker, and he shares the principles behind his success – relentless follow-up, over-communication, velocity, and an obsession with making things happen – and how those things become the operating system he uses today. If you’re listening to this, I recommend watching the video of this interview. Ari’s energy is constant and visceral, and gives a different dimension to this episode. Please enjoy my conversation with Ari Emanuel. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:20) Meet Ari Emanuel (00:05:32) The UFC Story (00:10:03) Mindset, Relentlessness, and Emotional Endurance (00:13:52) AI’s Impact on Content and Distribution (00:18:44) Value, Taste, and the Future of Content (00:19:43) The Anti-AI Bet: Live Events and Experiences (00:22:39) Monetization, User Experience, and the Premium Economy (00:26:21) Building and Scaling Live Event Businesses (00:27:16) Boxing and the Business of Live Entertainment (00:28:45) Lessons from Dana White and Dealing with Dyslexia (00:31:32) Getting a Job at CAA and How to Be a Successful Agent (00:35:50) Ari’s Operating System (00:38:04) Lessons from Egon Durban (00:39:36) Betting on Himself and Elon (00:43:16) Who Wants to be Normal?! (00:44:23) The Art of Dealmaking (00:48:58) Money, Family, and Learning from Mistakes (00:52:45) The Future of Tech, Media and Content (00:57:32) Concerns and Excitement about the Future (01:00:16) Art (01:01:01) The Kindest Thing
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    1 h y 1 m
  • Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]

    Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]
    Nov 11 2025
    Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447] My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Miramax. He’s now building a new kind of film studio with support from Mitch Lasky and Marc Andreessen. Wolfgang also helps founders and CEOs use storytelling to better understand what they do, and why it matters. In many ways, this conversation is a manual for how to find that story and communicate it in a way that resonates. Wolfgang shares the questions and tools he gives leaders to help them do the same. Our conversation explores how stories work, what great ones have in common, and why understanding your own story can be transformative. We talk about the three layers every story must have — the external, the emotional, and the philosophical — and how they apply to building companies and leading people. So many CEOs — at both startups and massive fortune 100 companies — have Wolfgang to thank for changing how they think and talk about their business, and I hope this episode gives you the tools to do the same. Please enjoy my conversation with the great Wolfgang Hammer. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:46) Meet Wolfgang Hammer (00:06:49) How to Tell Your Story (00:08:34) The Three Layers of Every Story (00:11:26) What a Good Story Unlocks (00:14:03) Applying Storytelling Principles to Business (00:18:48) Lessons From Filmmaking for CEOs (00:24:10) Everything is a Death Project (00:26:27) What Makes a Great Story (00:32:18) The Role of Status (00:33:12) Building a New Kind of Film Studio (00:36:44) The Version of Your Story so Big it Terrifies You (00:40:58) Grand Unified Theory (00:43:27) The Kindest Thing
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    42 m
  • Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

    Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]
    Nov 4 2025
    My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons fully acquires and operates digital companies like Evernote, Meetup, Vimeo, and most recently AOL. Our conversation explores the unique model behind Bending Spoons, and the culture required to scale it. Luca shares exactly how their acquisition playbook works – from identifying promising businesses to rebuilding every part of them across product, design, monetization, and marketing. We discuss their approach to financing long-term ownership through both debt and equity, Luca’s obsession with finding and developing exceptional talent, and his decision to build the company in Europe. I found Luca’s description of himself as perennially unhappy to be the clearest window into how he builds. It’s a mindset that fuels his pursuit of excellence and defines the culture at Bending Spoons. Please enjoy my conversation with Luca Ferrari. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:12) The Vision and Ambition (00:07:56) Challenges and Early Days (00:11:01) The Turning Point: Evertale to Bending Spoons (00:13:12) Acquisition Strategy and Growth (00:24:22) Case Study: Evernote Acquisition (00:33:34) Pricing and Valuation Insights (00:40:02) Making Competitive Offers (00:40:37) Walkaway Rate and Offer Success (00:41:14) Financing the Business (00:43:21) Lessons from Acquisitions (00:46:32) The AOL Acquisition (00:48:21) Simplifying Business Operations (00:56:10) Incentives and Motivation (00:58:31) Balancing Discontent and Growth (01:03:21) Raising Debt Capital (01:06:37) Impact of AI on Business (01:11:00) Company Culture and Traditions (01:16:00) The Kindest Thing
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    1 h y 21 m
  • Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

    Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]
    Oct 31 2025
    Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Kevin Kelly⁠ co-founded Wired magazine and has published a number of seminal books and essays on technology over the past three decades. I have devoured everything Kevin has put out into the world and many of his ideas shape the way I live today. Our conversation explores media, family, money, his concept of the Technium, AI, and more but the central theme of this episode is that we should be as generous and unique as possible. You will hear us refer to his latest book, Excellent Advice for Living, throughout and I highly recommend reading it if you haven’t already. Please enjoy this great conversation with Kevin Kelly. Colossus Profile on Kevin Kelly: Flounder Mode For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠here⁠. ----- This episode is brought to you by⁠ ⁠⁠⁠⁠⁠⁠WorkOS⁠⁠⁠⁠⁠⁠⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. With a single API, developers can implement essential enterprise capabilities that typically require months of engineering work. By handling the complex infrastructure of enterprise features, WorkOS allows developers to focus on their core product while meeting the security and compliance requirements of Fortune 500 companies. Visit⁠ ⁠⁠⁠⁠⁠⁠WorkOS. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit ⁠joincolossus.com/episodes⁠. Follow us on Twitter: ⁠@patrick_oshag⁠ | ⁠@JoinColossus⁠ Show Notes (00:03:05) ⁠Excellent Advice for Living⁠ - a journey towards authenticity (00:05:05) Uncovering the essence of oneself is a lifelong journey of self-reflection (00:06:47) What he would have done differently at 30 had he internalized this concept earlier (00:08:51) The highest form of self-expression is being authentically unique and redefining success (00:11:05) Conforming to others' definition of success and societal biases hinders progress (00:13:07) Surrender and collaboration are both essential in becoming your authentic self (00:14:38) Prototype your life to embrace imperfections and make ideas tangible (00:17:34) Mastering cultural photography in Asia and developing a keen ability to spot trends (00:19:59) Energy signatures reveal depth, breadth, discovery, and momentum in events (00:22:02) The reward for good work is more work (00:23:42) Money is a tool for doing things, but beware its imprisoning burden (00:28:35) Imagination can be cultivated and improved, often by challenging expectations (00:31:38) Imaginative individuals include lateral thinkers who challenge norms (00:34:41) Rites of passage and rituals provide stability and identity for children (00:38:15) Mealtime without screens, family traditions, and cultivating a family identity (00:41:44) An overview of “The three gates” (00:43:02) Humans are naturally kind (00:47:23) The Technium: an evolving ecosystem of interdependent tech and their tendencies (00:52:01) Thoughts on AI (00:55:55) Overestimating the existential threat of AI (00:57:38) Idiosyncratic expression of creators (00:59:48) Lessons learned about media (01:01:34) Be the only, not the best. (01:05:09) The kindest thing anyone has ever done for Kevin
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    1 h y 8 m
  • Ken Langone - The American Dream - [Invest Like the Best, REPLAY]

    Ken Langone - The American Dream - [Invest Like the Best, REPLAY]
    Oct 30 2025
    Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange and a passionate philanthropist. He shares with us a lifetime worth of wisdom, building Home Depot into a powerhouse and prioritizing his employees above all else. He says he still “bleeds orange” to this day. You’ll hear as he recounts his business endeavors, his strict belief in keeping your word and his true pride in his country, what he knows to be the land of opportunity. We discuss his work with Ross Perot, the idea of an upside down hierarchy, and the power of loyalty. For anyone who may find it easier to follow along, we have a transcript of the episode on joincolossus.com. Please enjoy this conversation with Ken Langone. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:004:00) The Unforgettable Pitch to Ross Perot (00:08:37) Winning Over Perot with Honesty and Insight (00:16:08) The Art of Negotiation and Trust (00:19:31) Loyalty, Integrity, and the Power of Keeping Your Word (00:23:51) Home Depot's Culture of Service and Empowerment (00:29:16) Frank's Authentic Leadership and Its Impact (00:31:00) Transforming NYU Medical Center (00:33:45) Ken’s Investment Philosophy: Long Hold Only (00:39:56) The Power of Resilience in Business (00:45:37) The Kindest Thing Anyone Has Ever Done For Ken
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    49 m
  • Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]

    Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]
    Oct 21 2025
    My guest today is Karim Atiyeh. Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1 billion in revenue in just over five years. Ramp is, of course, also our presenting sponsor, so I’m obviously very biased in how highly I think about Ramp and about Karim. But, this interview was not part of that sponsorship, I simply view Karim as one of the best operators active today. Ramp is building what Karim calls "self-driving finance"—using AI agents to automate everything from expense policy enforcement to invoice processing, eliminating the bureaucratic waste that plagues modern businesses. Karim shares his framework for moving from using AI as a productivity tool to programming AI as your actual product, with policy agents that understand context better than humans and improve continuously. Our discussion captures the relentless iteration speed and technical depth required to build generational companies in the age of AI. We explore his systematic approach to building consumer-grade experiences for business software, the psychology behind his "divinely discontent" management style, and why he believes technical founders will dominate this era because they can see possibilities others miss. Please enjoy my conversation with Karim Atiyeh. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:09) The Competitive Landscape and AI Advancements (00:07:27) Building Self-Driving Finance with AI (00:08:28) Policy Agents and Automation (00:12:14) Ramp's User Experience and Design Philosophy (00:23:10) Kareem's Background and Entrepreneurial Journey (00:28:06) Founding Paribus and Lessons Learned (00:41:57) The Birth of Ramp and Early Challenges (00:54:30) Nurturing Investor Relationships (00:57:10) Challenges in Fundraising (00:58:23) Customer Adoption and Product Evolution (01:01:55) Transition to SaaS Revenue Model (01:06:37) Marketing Innovations and Experiments (01:24:16) Recruiting for Spikiness and Speed (01:31:29) Future of Payments and Business Models (01:39:06) The Kindest Thing
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