Invest Like the Best with Patrick O'Shaughnessy · 2026-06-09 · 1h 11m
My guest today is Alex Sacerdote , founder of Whale Rock Capital Management. Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power. This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications. Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page here . - Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe .
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]89 / 100Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]