Patrick O'Shaughnessy

speaker

16,865 appearances 112 recordings 1 series first heard Sep 2024 last heard 5d ago

Patrick O'Shaughnessy’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 46 in all, peaking in Jun 2026 with 5.

Appearances

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Invest Like the Best with Patrick O'Shaughnessy · Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488] · 25 Aug 2026 podcast

If you enjoy these conversations and want to go deeper, check out Colossus, our quarterly publication with in-depth profiles of the people shaping business and investing. voice-verified

You can find Colossus along with all of our podcasts at colossus.com. voice-verified

My guest today is Neil Nova, the founder of SAIL Research. voice-verified

SAIL is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. voice-verified

In that world, latency matters less and cost matters much more. voice-verified

And Neil has built the entire company around driving the cost of a token as low as it can possibly go. voice-verified

What makes this conversation special is that it's one of the most detailed tours I've ever done through the full stack of intelligence, the software, the chips, the power, and how the three connect. voice-verified

Along the way, we cover the trade-off between speed and cost that lives inside of every GPU, his scavenger strategy for buying the chips and power no one else wants, his contrarian view on NVIDIA, and why the premium the Frontier Labs charge for being three to six months ahead may not last. voice-verified

Please enjoy my conversation with Neil Mova. voice-verified

I think it's important early in these conversations to just say the thing, literally what you're building and what it does today. voice-verified

So maybe just orient us there with a brief description, like literally what the system is that you're building and why it should exist. voice-verified

or weeks. voice-verified

So I should think about you as a peer company to others that serve different kinds of inference. voice-verified

You're serving one specific kind of inference, and your goal is to be the absolute cheapest provider and enabler of a certain kind of use of intelligence. voice-verified

work towards thinking. voice-verified

So if you think about the theme of the day being token costs, is token cost the right way to think about this? voice-verified

Is there some other way you'd put it? voice-verified

To start voice-verified

many tokens engineers can spend per month. voice-verified

Why is there an opportunity that you can tackle? voice-verified

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