{"generated_at": "2026-05-29T22:16:37.449122Z", "slug": "invest_like_the_best_with_patrick_o_shaughnessy", "source_id": "src_invest_like_the_best_with_patrick_o_shaughnessy", "name": "Invest Like the Best with Patrick O'Shaughnessy", "episode_count": 4, "avg_signal": 76.1, "median_signal": 73.4, "top_signal": 85.8, "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": 120.242, "episodes": [{"episode_id": "ep_invest_like_the_best_with_patrick_o_shaughnessy_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_the_best_with_patrick_o_shaughnessy", "source_id": "src_invest_like_the_best_with_patrick_o_shaughnessy", "category": "markets_tech", "publish_date": "2026-05-28T08:00:00Z", "overall_score": 73.6, "score_breakdown": {"clarity": 85.0, "originality": 78.0, "hype_penalty": 2.0, "actionability": 75.0, "technical_depth": 62.0, "information_density": 58.0}, "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": "must_listen", "why_listen": "Gain a rare window into how a legendary activist investor has adapted over three decades, blending deep operational engagement with evolving financial instruments and AI-driven analysis.", "summary": "Dan Loeb reflects on 30 years of investing, emphasizing the evolution from deep value and activist roots to a more diversified strategy encompassing credit, AI, and global opportunities. He highlights the importance of governance, operational engagement, and behavioral discipline, citing Sony's transformation as a case study in effective activism. Loeb also discusses the growing role of AI in investment analysis and the structural advantages of controlling insurance float for long-term capital deployment."}, {"episode_id": "ep_invest_like_the_best_with_patrick_o_shaughnessy_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_the_best_with_patrick_o_shaughnessy", "source_id": "src_invest_like_the_best_with_patrick_o_shaughnessy", "category": "markets_tech", "publish_date": "2026-05-26T08:00:00Z", "overall_score": 73.2, "score_breakdown": {"clarity": 75.0, "originality": 88.0, "hype_penalty": 2.0, "actionability": 50.0, "technical_depth": 68.0, "information_density": 75.0}, "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": "Understand how geopolitical strategy, military innovation, and industrial policy intersect in the age of drones, cognitive warfare, and neoprime defense contractors.", "summary": "The U.S. faces strategic challenges from Iran and China due to ideological resilience, industrial scale, and asymmetric warfare tactics. Winning requires not just military force but political will, sustained industrial capacity, and the ability to counter cognitive warfare and regime legitimacy. Neoprime defense companies must emerge to modernize military tech with speed and precision, supported by long-term funding and integration across government and capitalism."}, {"episode_id": "ep_invest_like_the_best_with_patrick_o_shaughnessy_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_the_best_with_patrick_o_shaughnessy", "source_id": "src_invest_like_the_best_with_patrick_o_shaughnessy", "category": "markets_tech", "publish_date": "2026-05-20T08:00:00Z", "overall_score": 71.8, "score_breakdown": {"clarity": 75.0, "originality": 94.0, "hype_penalty": 5.0, "actionability": 55.0, "technical_depth": 65.0, "information_density": 75.0}, "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": "Understand how physical constraints\u2014power, wafers, and memory\u2014are shaping the economics and investment landscape of the AI revolution.", "summary": "The AI compute boom is creating unprecedented demand for power, wafers, and memory, with current shortages benefiting low-quality semiconductor suppliers. Capitalism will likely resolve the power (watts) shortage absent regulatory intervention, while optical interconnects and new chip architectures like Tranium are redefining performance trade-offs. The 'bitter lesson' of AI\u2014algorithmic efficiency eventually overtaking hardware advantages\u2014remains the core long-term risk to the current AI investment thesis."}, {"episode_id": "ep_invest_like_the_best_with_patrick_o_shaughnessy_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_the_best_with_patrick_o_shaughnessy", "source_id": "src_invest_like_the_best_with_patrick_o_shaughnessy", "category": "markets_tech", "publish_date": "2026-05-13T08:00:00Z", "overall_score": 85.8, "score_breakdown": {"clarity": 90.0, "originality": 94.0, "hype_penalty": 2.0, "actionability": 75.0, "technical_depth": 85.0, "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": "You\u2019ll gain a rare inside look at how a frontier AI company models compute economics, aligns capital allocation with scaling laws, and leverages AI to accelerate its own R&D.", "summary": "Anthropic's CFO, Krishna Rao, reveals how the company models compute procurement and allocation across multiple chip platforms to support exponential growth, targeting $30B in ARR. He emphasizes the recursive productivity loop where AI models accelerate their own development, and discusses how model efficiency gains\u2014like those from Opus 4 to 4.7\u2014enable faster iteration and enterprise adoption. The company's culture of intellectual openness and talent density is framed as a strategic advantage in the race to frontier intelligence."}], "category_breakdown": [{"category": "markets_tech", "count": 4}]}