Patrick O'Shaughnessy

We're on the same page.

Yeah.

If I asked a bunch of people that knew you and the investments that you've made across your career, what is a you investment?

Like, what are the characteristics where they see that company and they're like, oh, you know, he must have done that.

How would they describe it?

This is a funny story.

If the checklist is mind and the instinct is gut, have you met a great investor who's mostly heart?

But I don't think the three of them come together in the investment profession.

You mentioned the two founders.

What about Bill Ford?

What have you learned from him?

So much.

I've worked with Bill for 15 years.

As you've progressed in your investing-specific career, what changes the most as you become more senior?

How does it feel the most different doing it today versus doing it when you're a lots-to-prove young analyst?

That attitude, I think, makes life full up.

What do you make of this current bubble that we're inside, outside, depending on the person?

You mentioned humanoids.

You mentioned bio a little bit.

There's all this exciting stuff happening, probably all of which in the long run will be amazing for people.