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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
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Think it's bullshit in what sense?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

I assure you, it's just a market return.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

What startups interest you the most?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Like real startups, relatively young, not to market with their product yet, like that sort of thing.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

I'm especially interested as potential accelerants to all of this, like people that are attacking some interesting bottleneck.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

You should be investigating.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

What about in the hardware world, like just in the pure hardware space, attacking some other interesting bottleneck?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Accelerator companies?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

There's a guy building a company in that space.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

You don't get high return on it.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Now you do.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Could we do like a quick speed round where like I say some company and you just give me like, you know, a sentence or two on like your impression of them, how you feel about them in this moment?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Yeah.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Start with OpenAI.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

That's it.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Why?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

AMD?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Could they not be men?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Why do you love them if they're men?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

But mid.