It was fun to speak with Patrick OShaughnessy to talk about the business, my learnings over multiple companies and the potential impact of AI

When you ask around about who the great active CEOs are, you hear Dev Ittycheria’s name a lot

MongoDB has grown tremendously under his long leadership, and we discuss all aspects of the business

We also cover how he thinks the world is changing and what to do about it

Enjoy!

For those that watched OpenAI demo…

Did it make you more bullish on impact of AI, less, or neutral?

Can you imagine trying to get 20,000 New Yorkers to wear the same t shirt

The nicest people in podcasting, dedicated to their craft

I’ll give them this…first time I’ve thought about whether I need a new iPad in about 8 years

🧊

Great / fun interview. The Perrier founder taking pictures of everyone and then coming back a couple of months later to make sure people didn’t leave is a great story

Today, we cover British American Tobacco.

The company was founded in 1902 when the UK’s Imperial Tobacco Company and the American Tobacco Company formed a joint venture.

It is the 2nd largest tobacco business in the world.

Evan Tindell joins Matt Reustle to break it down.

I felt honored to speak with Patrick on Invest Like the Best, following giants in the investing world to talk about the Adjacent, consumer subs and early-stage VC!

Today’s conversation is with Nico Wittenborn

While consumer investing has been less popular in the last few years, Nico has found a way to do it with great success

His method is to explore “the adjacent possible” and he’s become a deep expert on consumer subscriptions

I learned a ton

I am building a list of older, accomplished corporate leaders who have a distinctive leadership style, method, or philosophy (inspired by a conversation with Frank Blake from Home Depot).

Who else would you put on a list of people with unique leadership philosophies?

Napoleon fought in 43 battles and the only other major general with even half as many is Robert E. Lee

Alexander the Great fought in 9 (!)

As rabbit holes go, I haven’t found a deeper one than Biologics in a long time

What are the best graphic novels?

Between Mitch Rales, Marc Lasry, and amazing breakdown of Ametek, it was one of the more fun weeks on Colossus in a while. Colossus team is 🧑‍🍳 👩‍🍳

Whether you're an operator or an investor, Danaher should be at the very top of the pile of great businesses to study

This interview is excellent for every minute of the 2+ hour runtime
joincolossus.com/episodes/37099…

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