{"podcast":{"title":"Invest Like the Best with Patrick O'Shaughnessy","slug":"invest-like-the-best","podcast_index_feed_id":982387,"rss_url":"https://feeds.megaphone.fm/CLS2859450455","website_url":"https://colossus.com/","image_url":"https://megaphone.imgix.net/podcasts/ef669774-cccd-11ed-889b-c36caad6646f/image/158efdddfb983d2678b3530d484e8aa2.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Colossus","episode_count":577,"summary":"Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com","last_synced_at":null,"page_url":"https://stenobird.com/podcast/invest-like-the-best"},"episode":{"title":"Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]","slug":"dan-sundheim-the-art-of-public-and-private-market-investing-invest-like-the-best-ep-460","published_at":"2026-02-24T09:00:00+00:00","page_url":"https://stenobird.com/podcast/invest-like-the-best/dan-sundheim-the-art-of-public-and-private-market-investing-invest-like-the-best-ep-460","show_page_url":"https://stenobird.com/podcast/invest-like-the-best","url":"https://colossus.com/episode/the-art-of-public-private-market-investing","audio_url":"https://traffic.megaphone.fm/CLS5459102822.mp3?updated=1771933632","summary":"My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI’s Uber, what reading Dario Amodei’s essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. 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. ----- ⁠Ramp’s⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠. ----- ⁠W…","meta_description":"My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a care…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4518,"processing_state":"failed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/invest-like-the-best/episodes/dan-sundheim-the-art-of-public-and-private-market-investing-invest-like-the-best-ep-460/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/invest-like-the-best/dan-sundheim-the-art-of-public-and-private-market-investing-invest-like-the-best-ep-460.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}