YouSaid · the spoken record

Matthew Smith

lines on the record: 37
first: 2026-07-21
most recent: 2026-07-21
sittings or episodes: 1
sources: podcast

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2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
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2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“I love talking about the energy system with you. This was an especially fun one on the back of so much of your work so fascinating and interesting. I hope as the US has been very good at doing historically that lots of people listen and start to imagine solutions and also create the right amount of urgency to get those solutions in place and that we emerge from this more resilient, more capable, more efficient, all these things. Thanks so much for your time If you enjoyed this episode, visit Colossus.com. You'll find every episode of this podcast complete with hand edited transcripts. You can also subscribe to Colossus, our quarterly print, digital, and private audio publication featuring in-depth profiles of the founders, investors, and companies that we admire most. Learn more at Colossus.com slash subscribe.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“So, maybe in closing, what would be like the healthy challenge to pose to anyone out there whose business has as an input directly or indirectly energy prices? How would you encourage those CEOs? What question do they ask of themselves or their business?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Anything that we haven't talked about that has surprised you in this year and a half long analysis of trying to understand state of things and where we're going obviously we've covered the big conclusion which is scary and hard to deal with even if we start acting now. Anything else that surprised you either in your work or in people's reaction to it as you've started to share it?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Every investment firm is unique and generic AI doesn't understand your process. Rogo does. It's an AI platform built specifically for Wall Street connected to your data, understanding your process, and producing real outputs. Check them out at Rogo.ai slash invest. If you were czar for a day and you had to decide everything that gets started and to solve this problem, what are all the things that you would do to most solve and mitigate this?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
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2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“If you were forced to play Devil's Advocate in all of this and come up with the set of circumstances such that this is all much ado about nothing and we're sitting here in 2030 and gas costs three bucks, what do you think is the most likely reason? Is it data center power requirements are much lower because we make performance breakthroughs or AI demand isn't what we think it's going to be? Like what is this most sensitive to such that it might be wrong?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“It seems like sort of like this whole memory shortage thing that we're going through right now that hyperscalers might also be in trouble here if this is a key input to what they're doing. Do you think that's a big problem for them?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Think SMRs can be a solution where you use smaller reactors to power individual data centers behind the meter and this just never touches the system?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“It's important to say you're an investor, like you have money behind this work, beyond those two categories. Are there any other surprising winners, do you think, in all of this? Like, what about nuclear? What about Westinghouse or places like this”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Semi analysis, for instance, leader in many respects. They've done excellent work on everything up to the power source. And they're behind the meter BTM load forecast generation and load forecasts where they match. They do everything up to the point where they don't assess where the gas will come from. And so the market has been focused on understanding the power shortage and trying to solve that. Generation generally, power generation, which could be”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“The regime changes been made very difficult to build interstate gas pipelines. This administration, this is an apolitical economy, but this administration has been trying to reduce the barriers to building interstate gas pipes. We've started to see some more progress to that end. There is an urgency to build more connectivity, to wield gas around the country, to serve this incremental AI compute load. Before we keep going through this sequence here, can you just say what you think the state will be? Let's assume that like there's roughly inertia in the system and like nobody listens to this. Nobody does anything. A lot of people listen to this and have ideas, but what is going to happen in the world? What will the state of the world be like in 2030 if none of this starts getting addressed sooner than later? What's your best guess as to what it looks like? There is a tremendous inertia around natural gas being the primary fuel to power AI.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Pipeline system. There is a fair amount of disclosure around processing systems being expanded and built. And we would posit, we have put all those on a map on top of every one of these wells at their Latin longs in order to grow even a fraction of where we must have natural gas production go in the US. Gathering has to be invested in very materially over the last eminently to get to the place where we can achieve 130 BC of day of production in the US. The last one is Interstate Gas Pipeline System, and this is where I come back to your answer on LNG. Lots of rules and regulations around these things. Pipelines or monopolies for the most part. Local distribution companies that deliver gas to your stove, those are monopolies or oligopolies. In the last ten or twelve years, we've really built one interstate gas pipeline. That was Mountain Valley Pipeline, connecting Appalachia to Mid Atlantic. The various environmental permitting.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“The system to be consumed by folks downstream. So processing is the first major constraint. There are a couple of basins with a little bit of extra processing. We'll fill it up pretty quickly. We do not have processing yet to get to our assumed 20 BCF production target that's necessary, but processing would be something it takes two or three years to build at the midpoint. We generally know what processing investments are being made in projects that have been announced by Permian processors or by Appalachian processors. We know where the materials and liquids handling throughput capacity will be in 2017-28 at least. You really would need to in the near term even to get to our 20 BCF of incremental gas production, we're willing to estimate, you need to have more processing built. Build stuff now. But build it now, imminently. Gathering small diameter pipes, gathering is what takes it from the wellhead to processing.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“A bigger longer term question about is this just a parenthetical period of time between 2010 and now when we were awash in gas? Prior to that we really weren't and maybe after this we really won't be. Let's talk now about, okay, we get gas out of the ground. It still has to go get processed and transmitted and used. What are the most important rate limiters in that part of the equation? In some cases it's processing the natural gas flows to the surface with natural gas liquids embedded therein. In some cases there's sulfur or nitrogen that has to be dealt with. In some cases it comes with oil and so you have to have surface level and structure to produce the oil, which is different. Gas primarily has to be produced into a pipeline system and there's a certain spec on regulated pipelines that's 100, 10, 10 BTU is the spec so you have to remove enough of these other hydrocarbons to get it to pipeline spec to be able to produce it into the”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Ridgeline is the first end to end system of record with embedded AI for investment management firms running portfolio accounting, reconciliation, reporting, trading, and compliance on one unified platform. Firms are moving off legacy technology and onto Ridgeline because of how far ahead Ridgeline's AI features are compared to anything else in investment management software, which is why I believe that firms that come out ahead in the AI era will be the ones running on RidgeLine's unified platform. If you're serious about your firm's AI strategy, Ridgelines should be part of that conversation. You can request a demo at RidgeLine.ai.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Quite quickly. We are advanced in depleting the known resources, especially as we move to the next layer, which is infrastructure. Vanta automates security and compliance for over 16,000 fast moving companies like Ramp, Cursher, and Harvey, keeping them audit ready around the clock. It's the number one Agentic Trust platform, and it now helps companies like yours watch for the risks that show up between audits across your vendors, your AI tools, and your whole environment. Every new tool your team signs up for, every vendor that turns on AI features is an opportunity for something to go wrong, and most security programs weren't built for AI's pace of growth. The Vanta agent works like a 24-7 GRC engineer in the background, finding issues, drafting fixes for you, and cutting vendor assessment time by up to 50%. Whether you're a fast-growing startup or a global enterprise, Vanta helps you earn and prove trust. Invest like the best listeners get a special offer for $1,000 off at Vanta.com slash invest.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“available to us in the Permian. There is plenty of resource in Appalachia. A number of companies describe themselves as having a lot more inventory of wells to drill than we can justify with the facts, and I'll just leave it at that. But when folks meet with companies, they should ask to understand exact engineered locations on a map, where do they have not just the ability to produce, but plans to have infrastructure on the surface to allow it to flow. For instance, and the ability within financial parameters to invest and produce. The resource in the ground were fairly far along in understanding it. We've accounted for all of the major productive basins in the country, and I do not think we're likely to be surprised by some new major shale find at this point knowledge of those things are pretty mature. To say it back, there's a lot of resource, but at this rate, we're depleting the known resources.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“To maximize production before you get to midstream and other surface level constraints, which we'll talk about. There's resource. We are depleting the known resource. If you were to assume prices go up meaningfully, you may unlock additional basins that are legacy known basins. We know a lot about most of the rock in the US. There are other known gas basins, but they're uneconomic. And furthermore, there is an infrastructure to really accelerate drilling and activity in those basins to solve this. The constraints are multifold. So the first constraint is the rock. We have the ability, we think, to get to 128 to 132 BCF. I started in the most, in our highest estimate, which is 132 BCF, as a starting place because that's how you solve the LNG exports we've committed to. We will take the under on that, but that's where you can get to. A common pushback as we have gone through this is there's plenty of resources.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Companies in the next four or five years. And so if you think about, you bring on a new well, it has a decline rate, and each well as it's stacked on an existing company wide portfolio decline, and a lot of these companies decline curves are maturing some, and so that they're not pretty steep in natural gas, right? It's steep initially in natural gas, but expand and EQT and others have such mature portfolios. The replacement is less costly today than it would have been five years ago. So when you stack all of these wells based on existing acreage up on these companies, assuming they're going to drill optimally based on the forward curve, which is depressed, and we'll talk about that, you get to this 132, 12,8, 130, 132 BCF a day of maximum deliverability. So we are assuming that all of these companies develop the rest of their acreage. But that's a flow metric, not a stock metric. That's a flow metric. What is possible when you use known well performance parameters?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Gas and we've as a part of our analysis produced the gas that is logically captured and can be produced from wells from existing acreage positions of all these companies. And so there is gas, we're assuming it gets developed here, that's how you get to our 20 BCF a day of growth, but there are other constraints. It's unbelievably cool that we can like literally know what this precision what is underneath the ground, often deep underneath the ground and hard to reach places. It's a technology story, right, that would be fun to tell sometime. But it doesn't sound like the actual problem is that we are literally running out of the stuff underneath the ground. We've also had a history of just finding new stuff that we didn't know existed before. So it sounds like the problem is more our ability to serve the demand in this kind of timeframe. Not that we're literally going to like run out of the resource over the next 20 years. So it's a little more complicated than that. We get through most of the existing captured inventory.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Not enough of it. Starting with, we'll call it resource in the ground. There's tremendous data availability. We can measure where we are in the exploitation of most of the major gas producing basins. Appalachia, which is primarily the Marcellus plus the Utica, the Hainesville, which is a key swing basin, and then of course the Permian and Ulusi Centa Eagle for these are oil directed plays where the decision to drill and produce is driven by oil and gas is a byproduct. So in each of these plays, there are some stacked pay or zones where well penetrations, output can be measured with a lot of data. What that allows us to do when you digitize the acreage controlled by each one of these companies with polygon shapes that uses a bunch of Latin longs to drop in and associate a well with an area that's controlled, you can figure out what's left. And the reality is there is”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“It's your view that in the bad to worst case scenarios, like this is like a full-blown crisis. This is not like a small thing. This is like the story in the country. So I want to make sure the whole reason we're going into all this detail is like in this scenario, it's really, really bad. And it's really bad primarily, I guess, through prices that maybe you can continue to articulate why we don't necessarily want this specific outcome and what we can do about it. Help me understand like underneath the United States right now or North America, there's a certain amount of gas just like objectively. I'm trying to understand like how much of this is that we are literally going to run out of the gas that's under the ground versus it's just a problem of how quickly we can find out where it is, get it out economically, process it, store it, transmit it, use it, et cetera. Like those seem like two separate problems, like literally just how much there is. And then what we can do with it and about it. And so is any element of this problem like there's just literally.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“We set out to build the firm. We've had about 16 plus months to start to model almost every asset at a time at the atomic level. Along the way, there are numerous constraints and rules and regulations and contracts. When we set out to build this, it was about acknowledging those constraints for what they are, assuming that contract law would be followed. And then as we go through and build all of this, we can flex up and down based on the choice to send less LNG out of our terminals, for instance, or slow AI compute growth, which is one of the solution which we're not really willing to propose because we know that there's insatiable demand, and so it's not popular to say slow AI compute growth, but to the extent that would happen, that would be another lever to reduce the pull or strain we expect in the system as the decade goes along. I'm just going to try to ask really simple questions here, so it's not to minimize it.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Why is the solution not just shut off exports? It's more complicated in that contract law, there are rules, there are really good reasons why we're exporting. And these projects have, you know, there's tens of billions of project financing and contracts attached to or associated with these LNG projects. And as the US will be about a third of global gas supply in several years, our allies and other FTA, and increasingly non-FTA countries are reliant on U.S. gas free trade agreement. So the answer is that it's both because it's a third of the global supply that's really important for the rest of the world. And domestically, there's just contracts and investments. And it could be stopped, but it'd be very complicated. Yeah, let's step back for a moment. You have to have a starting place for a base case, which typically starts with signed contracts. You know, what are the words on the page say? What's allowed or what's not allowed?”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“A six series Bloom Energy latest gen fuel cell will take 150 million cubic feet a day of gas per gigawatt. The market has been assigning a high probability on them attaining two gigawatts a year of productivity or of manufacturing capacity, and that's likely to ramp to five gigawatts. There isn't the gas for that unless you take it from something else. In the extreme case, how high does that number get? If you start to move it down to say P30 or P0, that number can more than double and be twelve to fifteen BCF a day by the early twenty thirties if unmitigated. One naive way to approach this is to say, like, this doesn't sound like that big of a deal. Like 12 new in the extreme case, just shut off the exports. Like, who cares? We didn't export natural gas for a long time. People domestically are not going to tolerate skyrocketing energy prices, especially when they think like the simple solution to this is just like stop shipping it out of the country and just use it for ourselves.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“We have had to assign with an outside partner probabilities to all that stuff. And so what we've gone about doing is we will start with our base case, which is we'll call it P50, everything with the probability of 50% or more, 50% being they have some approvals. They have usually a PPA, someone planning to buy power from them under contract. They usually have some sort of interconnection agreement or they're in process with interconnection agreement. Those are the assets we've taken seriously in our base case. And so we'll call that the P50 level. And when you do that, it's about 5 BCF a day, we think, of very credible incremental natural gas demand associated with mostly AI compute. Now, importantly, there are multiples of what we are considering seriously in our base case that have been proposed that will consume natural gas. Every solution today”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Now Henri, I compute. There's so many different power generating ideas in order to power compute time to power that folks talk about so much. It sort of goes from the large scale most efficient assets, which are GE Frenova combined cycle all the way down through the distributed generation assets, which we'll call fuel cells we will add Wartzila Oish or Caterpillar, solar turbines. There are various local field level behind the meter.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Tens and teens into the 2020s. We went through a period of stagnating electricity demand. You had energy efficiency and some other things driving down electricity demand while you had more demand for gas driven generation, but it's really been in the recent past where compute has started to pull incrementally. But before that, you had LNG as the main driver demand. Now let's put those together. I just shared that we're going to go from about fifteen to thirty five BCF a day of incremental LNG exports. And after evaluating every producing gas well and the entire pipeline and processing and gathering system, we have the capacity to add about 20 BCF a day of gas production even without AI compute. We had sources and uses matched between our ability to deliver new natural gas from appellation, Hainesville, Permian, and that which is supposed to leave the door through LNG.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“15 billion cubic feet is on a base of about 110 to 112 BCF a day of natural gas production in the US. So if you think about it, it's become about 12 to 15 percent of the US daily ability to supply the market we're exporting. As this abundance continued, more and more facilities and projects have been announced. As of today, we're scheduled to export up to 35 BCF a day by the end of 2030. And in that case, the die has been mostly cast to build an energy project you need various approvals, their project financed, you cite and permit many years in advance. Most of these projects that get you from fifteen or sixteen BC up day to day nameplate to thirty five are well on their way. And so that's the primary incremental demand driver in the country over the last 10 years and will be at least for the next five. We had moderate population growth during the”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Will be electricity prices in 28, 29, 20, 30 based on our work. How much of this is just attributable to data centers, like just purely we're building a lot more data centers? That's just for AI. Is it that simple or is there something else going on as well? The die was cast long before AI compute came to the scene. If I may set the stage a little bit, US gas was plentiful. Starting at about two thousand ten, when shale started to really change, come to the scene and change things. We had been importing natural gas to satisfy consumption on top of what we produced domestically. Shale started to be very productive, surprised the upside, and became this abundant force. And as these natural gas became more abundant, we started to export it, starting with Chenier. We've gone from that early Chenier exporting to today we're exporting about 15 BCF a day of nameplate US export capacity.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Supply available in the United States, which does pretend some pretty serious consequences. Natural gas, which is over forty percent of US power generation, is eminently going to become the most important fuel in the country silver taking petroleum given the amount that we use now for generation. Our work suggests that twenty six twenty seven natural gas is appropriately supplied, but as we get into 28 and you plug in this compute and you assign gas to very specific assets as they're plugged in as well, and you continue to export LNG as we're planning to do with known projects, we start to eat into our working gas storage, which is the nexus of supply and demand in the country. I think we will come to a conclusion that the upside risk compressed natural gas is both unbounded and convex. And so where you will feel at the most”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“With Matthew Smith. So, Matt, the last time we did this was, I think, during COVID, kind of crazy that it's been six years. I've always loved talking to you about energy markets. You've been working in this space for 20 years. You're about as encyclopedic on this stuff as anyone I've ever met. But you've also been acutely studying the current energy situation in the US, rebuilding in a way that you'll describe from the well-level up a picture of what's happening, especially as AI is creating all this new demand through data centers, et cetera, of what is going on over the last 18 months of concerted effort. You've reached a fascinating and somewhat scary conclusion. I'd love you to just start with a conclusion, and then we're going to talk through how you came to this conclusion, who the winners might be, the losers might be, what's to be done about it. But before we get deep into all the component parts, just tell us what you found after 18 months of study. We are headed into a place where we see an historic deficit in natural gas.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“Our guest today is Matthew Smith. He's been on the show before many years ago, and I always love talking to him about energy markets where he's worked for 20 years. He's the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power, utilities, and related infrastructure. He and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached the conclusion that most of the market does not share. Starting in 2028, AI data centers and LNG exports will need more gas than the country can produce and deliver. By his math, the U.S. could exhaust its working natural gas storage by 2030 and could lead to a true energy crisis. In his words, the upside risk to prices becomes unbounded and convex. Who wins and loses among producers, nuclear, solar, and hyperscalers, and what he sees as the only long-term solution. Please enjoy my great conversation.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
“AI and software companies from OpenAI to cursor to perplexity use WorkOS to become enterprise ready overnight, not in months. Visit WorkOS.com to skip the unglamorous infrastructure work and focus on your product. Hello and welcome everyone. I'm Patrick O'Shaughnessy and this is Invest Like the Best. This show is an open-ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money. If you enjoy these conversations and want to go deeper, check out Colossus, our quarterly publication with in-depth profiles of the people shaping business and investing. You can find Colossus along with all of our podcasts at Colossus.com.”
2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source
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2026-07-21 · Invest Like the Best · Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483] · IDENTIFIED FROM THE TRANSCRIPT · source