Patrick O'Shaughnessy

speaker

16,652 appearances 111 recordings 1 series first heard Sep 2024 last heard 6d 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 — 45 in all, peaking in Jun 2026 with 5.

Appearances

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Invest Like the Best with Patrick O'Shaughnessy · Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492] · 22 Sep 2026 podcast

I'm sure your favorite question is how do you ultimately compete with anthropic and open AI who view finance as a big one of the few categories that like you see them talking about and thinking about what can you do in the long run that's counterpositioned against what they can or will do, do you think? voice-verified

I mean you voice-verified

Is there a favorite example of that of some like pain in the ass thing that you've had to wire up last mile things? voice-verified

Yeah. voice-verified

I mean, think about if you voice-verified

Into it. voice-verified

It's interesting. voice-verified

I asked about data and models, but actually it sounds like harness or infrastructure is probably m the most important of the three. voice-verified

If I force you to become an investor and your only goal is to invest in rogo-like businesses, like one of these businesses that's, let's say, a vertical application that's wiring up the capabilities of AI to an industry, what features would you look for that would get you the most excited, either in the industry or in the founder builder and their approach based on what you've learned? voice-verified

that the models currently cannot do that if they could would really change the nature of the product? voice-verified

Yeah. voice-verified

What do you think the major kinds of AI software businesses there are? voice-verified

So we've got companies like a cognition or a cursor or something that can grow unbelievably quickly. voice-verified

And I'm especially curious for you to compare this to like the old classification system for software companies. voice-verified

I'm curious how people buy Rogo, what kind of category you would put it in. voice-verified

Is it usage-based? voice-verified

Is it seat-based? voice-verified

Is it something else? voice-verified

Like talk us through the how people want to buy this stuff and what the emerging levels are for AI. voice-verified

your prediction for how or if that will change in finance? voice-verified

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