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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 47 in all, peaking in Sep 2026 with 5.

Appearances

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Invest Like the Best with Patrick O'Shaughnessy · Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487] · 18 Aug 2026 podcast

We talked about aggregation theory mostly. voice-verified

I thought a fun place to begin, since the world has changed so much, is to hear what you think it would mean for the US to win the AI race. voice-verified

But voice-verified

In that state, how much does it extend beyond TSMC being blown up? voice-verified

Because in that state, I would assume we figured out how to build fabs here in the US, you know, to some degree and are less reliant on that one choke point. voice-verified

You said probably the US being purely dominant and AI is not the right end state for the world. voice-verified

What is your ideal equilibrium for how this goes worldwide? voice-verified

There's voice-verified

If you could know anything about the future of how this will go, to be more confident in like where the equilibrium will end up, what is it? voice-verified

Is it like the length of the S curve, like how far up the S curve we are? voice-verified

At some point these things presumably will level out, maybe not. voice-verified

What would be the thing you'd want to know that would give you a better sense of what the future might look like? voice-verified

What can the railroads teach us to think? voice-verified

It's now the last bigger build out, right? voice-verified

In terms of percentage GDP or getting there. voice-verified

I'm curious, setting aside the commercial and competitive components of this, like you're describing, how AI pilled on the pure technology would you say you are relative to other people thinking about this space? voice-verified

What would be like the gradient towards it? voice-verified

Imagine law or medicine where I don't know whether or not you would consider those verifiable, like law is a like a code of some sort. voice-verified

Medicine, we have a certain state understanding of things. voice-verified

Vanta automates security and compliance for over 16,000 fast-moving companies like Ramp, Cursor, and Harvey, keeping them audit ready around the clock. voice-verified

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