Patrick O'Shaughnessy
๐ค SpeakerAppearances Over Time
Podcast Appearances
It's become in our collective careers, you've been in this specific business much longer than me, but across your career, it's become way more institutionalized.
There's way more players, there's way more money
The people you are up against on a daily basis are probably more talented, sometimes by a lot.
So you have to keep up with that.
Describe the competitive dynamic when you are trying to make a big investment in a big, exciting company led by a consensus, amazing person in a big market.
What does that feel like now?
And I'm also interested in how it's changed over time.
And I'm especially curious in the actual extreme versions of the answer, the lengths that you're willing to go to to win.
One thing that I'm trying to do more of because I'm just interested by it is to hear about the minutiae of your day and life in this incredibly competitive environment.
I've become interested in how some of the best investors literally just like run a given day and what that looks like for you.
And I think you'd be surprised how in the weeds I'm interested in learning about.
So like err on the side of detail.
I'm just curious what the actual life of your job feels and looks like.
How do you run those meetings?
If I came into one of those 10, what is the structure of the meeting?
If you think about the reasons why you do this versus something else, what are the most important ones?
Why aren't you a founder?
Why don't you work in some other industry?
Why don't you have your own firm?
There's other things that you could do.