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.

newest first · ▶ plays the moment

There's all these component parts. matched

But if you think about compute independence, like if so much boils down to compute, matched

What's to be done about it? matched

Are you trying to invest in companies that are solving that problem? matched

What is the problem? matched

Say a bit more about what it'll take. matched

Financing, yeah. matched

People are building. matched

What are the biggest debates inside of Conviction? matched

You've got such an interesting team. matched

Mike, your partner is a very technical person, amazing engineer. matched

The young talent in your firm brings really interesting perspectives. matched

So I'm imagining great lively debates about things that matter, et cetera. matched

What are the big debates today? matched

What flipped that for you? matched

What evidence did you see from we don't know yet? matched

Why do you call it conviction? matched

What have you learned about risk taking? matched

Behind conviction, it sounds like there is often a leap of faith of some sort. matched

Obviously, if you knew everything and it was obvious, that would be priced in and there'd be no return opportunity. matched

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