Patrick O'Shaughnessy
speaker
16,865 appearances
112 recordings
1 series
first heard Sep 2024
last heard 4d ago
Patrick O'Shaughnessy’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 46 in all, peaking in Jun 2026 with 5.
Appearances
It does seem inevitable that we're going to have abundant, accessible, low cost, valuable intelligence.
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Can you imagine a world where we don't?
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Just doesn't matter.
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So on this point of compute independence, what does that mean?
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What are the missing pieces of compute independence?
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Like the most obvious one might be more fab capacity, more leading edge fab capacity here in the US or something like this.
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There's all sorts of stuff.
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Upstream, there's particular kinds of glass, very important, that's controlled by basically one company that TSMC has like a monopoly on the supply of.
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There's all these component parts.
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But if you think about compute independence, like if so much boils down to compute,
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What's to be done about it?
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Are you trying to invest in companies that are solving that problem?
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What is the problem?
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Say a bit more about what it'll take.
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Financing, yeah.
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People are building.
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What are the biggest debates inside of Conviction?
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You've got such an interesting team.
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Mike, your partner is a very technical person, amazing engineer.
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The young talent in your firm brings really interesting perspectives.
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Showing 741–760 of 16,865 · page 38 of 844
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