Invest Like the Best

Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX

Guest: Dan SundheimFebruary 24, 2026

investing private markets public markets artificial intelligence technology short selling politics fund management

Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX

Episode Summary

AI-generated · Mar 2026

AI-generated summary — may contain inaccuracies. Not a substitute for the full episode or professional advice.

This episode of "Invest Like the Best" features Patrick in conversation with Dan Sundheim, the Founder and CIO of D1 Capital Partners. The discussion traces Sundheim’s career trajectory from anonymous online contributions to leading one of the world's top crossover funds. The conversation primarily focuses on the distinct dynamics between public and private markets, offering insights into D1's notable investments in companies such as SpaceX, OpenAI, and Anthropic.

Key topics covered include Sundheim’s perspective on the future of AI scaling laws and the evolving landscape of software. The episode also explores the enduring value of fundamental short selling as an investment strategy. Listeners will gain an understanding of lessons learned from the GameStop era, the importance of resilience in investment, and significant geopolitical risks that impact the global economy.

👤 Who Should Listen

Investors interested in the dynamics of public and private markets.
Individuals curious about investment strategies in cutting-edge technology companies like AI and space exploration.
Professionals following hedge funds and crossover funds.
Listeners interested in the intersection of finance, technology, and global economic risks.

🔑 Key Takeaways

1.Dan Sundheim’s unique career path, from anonymous online postings to managing a top crossover fund, is discussed.
2.The conversation covers the distinct dynamics between public and private markets.
3.Deep dives into D1 Capital Partners’ investments in SpaceX, OpenAI, and Anthropic are featured.
4.Dan Sundheim offers his perspective on the future of AI scaling laws and the evolving landscape of software.
5.Insights are provided on the enduring value of fundamental short selling, lessons from the GameStop era, resilience, and significant geopolitical risks.