Invest Like the Best with Patrick O'Shaughnessy
Episodes
Sarah Guo - What the 250 People Building AI Believe - [Invest Like the Best, EP.489]
Patrick O'Shaughnessy interviews a venture capitalist from Horizon about navigating the frenzied AI landscape and the firm's strategy of backing high-agency founders.
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
Patrick O'Shaughnessy interviews Neil Nova, founder of SAIL Research, who is building a "token factory" focused on ultra-low-cost, long-running AI agents rather than low-latency chatbots.
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
Patrick O'Shaughnessy discusses AI geopolitics, arguing that US dominance is dangerous and that current US-China tensions reflect underappreciated supply chain dependencies.
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
Patrick O'Shaughnessy discusses how AI is reshaping investing, comparing current market dynamics to the early cloud era and highlighting the rise of specialized infrastructure like Fireworks.
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
Patrick O'Shaughnessy discusses the July 2022-style market sell-off with Gavin, arguing that AI fundamentals are accelerating despite stock declines.
Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
Patrick O'Shaughnessy interviews Matthew Smith, who argues that surging AI demand and LNG exports will cause a severe U.
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]
Patrick O'Shaughnessy interviews John Kim, a top fundraiser and author of "The Dow of Fundraising," about the psychology behind raising capital.