Patrick O'Shaughnessy

speaker

16,865 appearances 112 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 — 46 in all, peaking in Jun 2026 with 5.

Appearances

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Invest Like the Best with Patrick O'Shaughnessy · Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489] · 1 Sep 2026 podcast

I'm always interested in sources of inspiration. matched

I'm curious in two ways, overall in your life, who has inspired you the most? matched

And also right now in this very moment, who is inspiring you the most and why? matched

One of the huge debates right now is what to do about the fact that there are open source models, not American made, which are competitive at the frontier of performance of AI models and seem to clearly have been, at least to some degree, based on the work of American models. matched

What to do about this, what it means for the future of AI. matched

Companies love open source. matched

Because they can build their own thing and base ten and others that serve a lot of inference work with a lot of these models. matched

How are you thinking about what's right, what should happen, what will happen, the implications for business? matched

This is a big, hard, important, interesting question. matched

Do you ever worry that an alternate version of US history is that there was energy too cheap to meter because we built a thousand AP 1000s or something, much like China is doing now in nuclear? matched

And just a set of circumstances happened such that like we just didn't get that. matched

Do you ever worry about that as it relates to intelligence? matched

It does seem inevitable that we're going to have abundant, accessible, low cost, valuable intelligence. matched

Can you imagine a world where we don't? matched

Just doesn't matter. matched

So on this point of compute independence, what does that mean? matched

What are the missing pieces of compute independence? matched

Like the most obvious one might be more fab capacity, more leading edge fab capacity here in the US or something like this. matched

There's all sorts of stuff. matched

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. matched

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