Patrick O'Shaughnessy
speaker
17,117 appearances
113 recordings
1 series
first heard Sep 2024
last heard yesterday
Patrick O'Shaughnessy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 47 in all, peaking in Sep 2026 with 5.
Appearances
What the innovation that you're seeing is, where do you think it goes from here?
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What are you seeing that's interesting, innovative?
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Where do you think this goes?
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I've heard you describe this entire system as like a scavenger strategy.
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Yeah, that's right.
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Unpack that
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And if I imagine the different versions of this, how vertically integrated you can be.
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The extreme would be you own everything so that it's a very capital-intensive business.
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You own the power source.
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You build the data centers.
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You design your own chips.
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You control the software that ekes the most out of those chips.
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And you sell the unfinished token to your user.
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Your user is me.
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and you just own the whole stack.
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But you can imagine many other permutations of the business where, draw the line anywhere, you could be incredibly capital light, own nothing, and just be like the coordination plane across all this stuff, the virtual scavenger.
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How do you think about that question of which type of these businesses to be?
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myself.
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If you had to just zoom out on this entire system, software, hardware, energy, et cetera, and stack rank the places that you think that we are the most inefficient today at producing useful, intelligent tokens, what does that list look like?
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efficiency of that very directly.
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Showing 1261–1280 of 17,117 · page 64 of 856
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