Patrick O’Shaughnessy
American investor and podcaster. CEO of Positive Sum (formerly O’Shaughnessy Asset Management, OSAM). Son of quantitative investing pioneer Jim O’Shaughnessy. Host of Invest Like the Best and co-creator of Business Breakdowns, both part of the Colossus podcast network.
His interviews span public market investors, private equity practitioners, venture capitalists, and founders — with particular attention to how elite investors construct their edge and how durable businesses are built.
Shows
Invest Like the Best — long-form conversations with investors and founders on how to build lasting investment and business advantages. One of the most-listened-to investing podcasts.
Business Breakdowns — deep dives into individual companies: their history, competitive position, financial model, and what makes them exceptional or flawed.
Episodes hosted
- Jeremy Giffon on the Billion-Dollar PDF, the Poaster Class, and the Next Era of Finance (7 July 2026)
- Vlad Barbalat on Permanent Capital, Branded Capital, and AI's Repricing of Risk (23 June 2026)
- Gavin Uberti on Etched, Transformer ASICs, and Challenging Nvidia (30 June 2026)
- Dara Khosrowshahi on Uber, AI, and the Autonomous Vehicle Future (3 June 2026)
- Dan Loeb on Activist Investing, AI, and Third Point's Credit Playbook (28 May 2026)
- Gavin Baker on AI Infrastructure, Power Constraints, and Semiconductor Investing (20 May 2026)
- Krishna Rao on Anthropic's Compute Economics, the $100 Billion Commitment, and Financing Frontier AI (13 May 2026)
- Brian Chesky on Founder Mode, the CEO Job, and Redesigning Airbnb for AI (5 May 2026)
- Paul Tudor Jones on Trend-Following, Risk Management, and the AI Bubble (28 April 2026)
- Scott Nolan on Uranium Enrichment, Founders Fund, and Reindustrialising America (14 April 2026)
- Sergey Levine on Robot Foundation Models, Generalisation, and Embodied AI (31 March 2026)
- Shyam Sankar on Palantir, Reindustrialising America, and AI in Warfare (10 March 2026)
- Dylan Patel on the Token Economy, AI Supply-Demand, and the Permanent Underclass (2025)
Related
- Dylan Patel — guest; AI supply-demand dynamics, token economy