{"generated_at": "2026-05-29T22:36:18.834209Z", "slug": "invest_like_best", "source_id": "src_invest_like_best", "name": "Invest Like the Best with Patrick O'Shaughnessy", "episode_count": 4, "avg_signal": 67.8, "median_signal": 64.1, "top_signal": 85.2, "latest_episode_at": "2026-05-28T08:00:00Z", "earliest_episode_at": "2026-05-13T08:00:00Z", "category_mode": "markets_tech", "cover_image_url": "https://megaphone.imgix.net/podcasts/287a409a-5a58-11f1-b0cd-5fd58e8d8d52/image/821d8aa59ebcb4a75d3a2e6000cb7948.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress", "rank_score": 107.111, "episodes": [{"episode_id": "ep_invest_like_best_e2beb729a7a9", "episode_title": "Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]", "podcast_name": "Invest Like the Best with Patrick O'Shaughnessy", "podcast_slug": "invest_like_best", "source_id": "src_invest_like_best", "category": "markets_tech", "publish_date": "2026-05-28T08:00:00Z", "overall_score": 57.6, "score_breakdown": {"clarity": 85.0, "originality": 0.0, "hype_penalty": 3.0, "actionability": 75.0, "technical_depth": 58.0, "information_density": 65.0}, "podcast_cover_url": "https://megaphone.imgix.net/podcasts/287a409a-5a58-11f1-b0cd-5fd58e8d8d52/image/821d8aa59ebcb4a75d3a2e6000cb7948.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress", "source_link": "https://colossus.com/episode/reminiscences-of-an-investor/", "audio_url": "https://traffic.megaphone.fm/CLS8547493168.mp3", "listen_url": "https://colossus.com/episode/reminiscences-of-an-investor/", "verdict": "worth_your_time", "why_listen": "Gain a rare window into how a legendary activist investor has adapted across decades\u2014from distressed debt to AI\u2014while maintaining a focus on governance and operational value creation.", "summary": "Dan Loeb reflects on 30 years of investing, detailing his evolution from deep-value activism to a more diversified strategy incorporating credit, AI, and global opportunities. He emphasizes the importance of governance, operational improvement, and behavioral discipline in driving outsized returns. Loeb also highlights Sony's transformation as a case study in effective activist investing and discusses how AI is reshaping analyst workflows."}, {"episode_id": "ep_invest_like_best_3bd6051fdc62", "episode_title": "Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]", "podcast_name": "Invest Like the Best with Patrick O'Shaughnessy", "podcast_slug": "invest_like_best", "source_id": "src_invest_like_best", "category": "markets_tech", "publish_date": "2026-05-26T08:00:00Z", "overall_score": 65.4, "score_breakdown": {"clarity": 75.0, "originality": 87.0, "hype_penalty": 3.0, "actionability": 50.0, "technical_depth": 52.0, "information_density": 58.0}, "podcast_cover_url": "https://megaphone.imgix.net/podcasts/880fe730-5891-11f1-af54-f7159e798863/image/991e81b40944d90af443d710f2d74fb0.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress", "source_link": "https://colossus.com/episode/the-new-rules-of-war/", "audio_url": "https://traffic.megaphone.fm/CLS3936356790.mp3", "listen_url": "https://colossus.com/episode/the-new-rules-of-war/", "verdict": "worth_your_time", "why_listen": "You get a strategic framework for understanding how asymmetric threats from Iran and China are reshaping defense innovation and investment priorities.", "summary": "The U.S. faces strategic challenges from Iran and China due to asymmetric doctrines of martyrdom and political illegitimacy, requiring a rethinking of deterrence beyond proportional responses. Neoprime defense companies are emerging to fill capability gaps left by traditional defense contractors, but are hindered by short-term congressional funding and bureaucratic inertia. Drones and precision-guided systems have transformed modern warfare, as seen in Ukraine, but sustained industrial depth and real-world combat testing remain critical for readiness."}, {"episode_id": "ep_invest_like_best_e487d1e0210b", "episode_title": "Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]", "podcast_name": "Invest Like the Best with Patrick O'Shaughnessy", "podcast_slug": "invest_like_best", "source_id": "src_invest_like_best", "category": "markets_tech", "publish_date": "2026-05-20T08:00:00Z", "overall_score": 62.8, "score_breakdown": {"clarity": 75.0, "originality": 94.0, "hype_penalty": 6.0, "actionability": 55.0, "technical_depth": 42.0, "information_density": 58.0}, "podcast_cover_url": "https://megaphone.imgix.net/podcasts/3bc7d580-53ec-11f1-99c0-3bd245449e4f/image/31563a7dd10ea92493c934f0c1e723fe.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress", "source_link": "https://colossus.com/episode/watts-and-wafers/", "audio_url": "https://traffic.megaphone.fm/CLS8755474209.mp3?updated=1779241717", "listen_url": "https://colossus.com/episode/watts-and-wafers/", "verdict": "must_listen", "why_listen": "You\u2019ll gain a grounded, infrastructure-first understanding of the AI revolution, seeing how physical constraints in chips, energy, and wafers are shaping the economic winners far more than algorithmic novelty.", "summary": "The conversation centers on the structural shifts in AI and semiconductor infrastructure, arguing that the current build-out in compute, energy, and wafers differs from the dot-com bubble due to tangible capacity constraints and real demand. Key players like TSMC, Nvidia, and SpaceX are highlighted as enablers of this new era, where profits are accruing to physical infrastructure rather than just software. The discussion also explores how usage-based pricing, continual learning, and optical interconnects could reshape AI economics and model development."}, {"episode_id": "ep_invest_like_best_8542718e02b9", "episode_title": "Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]", "podcast_name": "Invest Like the Best with Patrick O'Shaughnessy", "podcast_slug": "invest_like_best", "source_id": "src_invest_like_best", "category": "markets_tech", "publish_date": "2026-05-13T08:00:00Z", "overall_score": 85.2, "score_breakdown": {"clarity": 90.0, "originality": 94.0, "hype_penalty": 2.0, "actionability": 75.0, "technical_depth": 82.0, "information_density": 75.0}, "podcast_cover_url": "https://megaphone.imgix.net/podcasts/fdfca472-4e43-11f1-bf1a-cf5adcc9aeb5/image/b1ed0c54d8c57aae09fe68adc7d1fb32.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress", "source_link": "https://colossus.com/episode/cone-of-uncertainty/", "audio_url": "https://traffic.megaphone.fm/CLS3629415437.mp3?updated=1778621552", "listen_url": "https://colossus.com/episode/cone-of-uncertainty/", "verdict": "must_listen", "why_listen": "Hear how a leading AI lab is treating compute as a strategic lever\u2014balancing chip-level engineering, pricing psychology, and recursive productivity loops to drive 3x revenue growth in a single quarter.", "summary": "Anthropic's CFO reveals the company's compute strategy across TPUs, GPUs, and Tranium chips, emphasizing efficiency gains from chip-level customization and a bottoms-up modeling approach. The company scaled from $9B to $30B in annual run rate revenue in a single quarter, driven by high returns to frontier intelligence and internal model acceleration of R&D. Recursive improvement loops\u2014where better models make research faster, which in turn improves models\u2014are central to their exponential growth thesis."}], "category_breakdown": [{"category": "markets_tech", "count": 4}]}