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Patrick O'Shaughnessy

๐Ÿ‘ค Speaker
8519 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Can you say a little bit more about this chat GPT wrapper concept?

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

My sense is certainly for what you built, but probably for other companies that

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

A lot of the work that your engineers are doing is not AI work.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

It's traditional software work.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

It's the ability to hook this system up to enterprise customers.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

It's good old-fashioned product and infrastructure building that is very different from what OpenAI or Anthropic are providing you.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

And that's hard work.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Like just like building any software system, it's hard work.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Everyone's very enamored of this idea that like in five years, I can just show you a piece of software and just tell a coding agent, just like replicate this piece of software.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

And that's going to mean lower software moats.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I don't think you think of it that way.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

So maybe describe your thinking or critique of this ChatGPT wrapper concern that people have.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

How would you advise other founders thinking about the ideal customers to go after?

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

What are the most interesting qualities of your best customers?

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

When you're qualifying them, are they going to be, you have limited time that you can only serve so many people.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I know you're growing really fast, but

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

You can only serve so many customers at any given time.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

How do you qualify who you want to work with and don't?

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

What are the attributes that you've seen matter the most?

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Is there any leader that you've come across that most exemplifies that posture?