Patrick O'Shaughnessy
Host of the Invest Like the Best podcast and investor at O'Shaughnessy Asset Management.
- Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
- Kareem Amin - Re-Enchanting the World - [Invest Like the Best, EP.478]
- Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
- 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]
- Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]
- Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]
“The firms that come out ahead in the AI era will be the ones running on Ridgeline's unified platform.”
Source→“It's all going to work. Like, everything is going to be huge... another great podcast comes in and it doesn't kill the other.”
Source→“That was true before OpenAI and Anthropic and SpaceX. Now those are resurgent even on top of our great technology companies”
Source→“Conducted the full-length interview with Altman from which all insights are sourced”
“I was listening to this podcast you did with Patrick O'Shaughnessy back in 2022 and you were explaining how delicate but dynamic and competitive the gaming ecosystem is.”
Source→“The most interesting duo in modern business history, Johnny Ive and Steve Jobs, were like almost undoubtedly creating from this generative place... They're the most adored, but maybe the least emulated.”
Source→“Invest Like the Best, EP.477 — Alex Sacerdote - How to Invest Through Technology Cycles”
Source→“Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]”
Source→“Anduril is, of course, the most famous. But tons of companies doing something. Drone-specific companies. Submarine boats. Missiles.”
Source→“I talked to Sham from Palantir about this. He had just come out with his book. I think it was called Mobilize about this exact thing of increasing magazine depth.”
Source→“Anduril is, of course, the most famous. But tons of companies doing something. Drone-specific companies. Submarine boats. Missiles.”
Source→“Patrick O'Shaughnessy interviews Krishna Rao, CFO of Anthropic, on Invest Like the Best EP.471”
Source→“Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.