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Patrick O'Shaughnessy

๐Ÿ‘ค Speaker
8519 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

to tinker with the business try new things stretch that comfort zone that you were talking about earlier the question behind the question is like what does your week look like like how do you spend your time

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

What did you learn during this biggest ever debt race?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Most of the people that I talked to for this are raising equity capital.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

I haven't had a lot of conversations with people that have raised lots of debt capital for something like an acquisition.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

I'm curious about the whole process and how you would compare and contrast equity versus debt capital markets from a raising perspective.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

I'm so curious what you think about what I would call almost like a religious debate right now in the world of software, which is how AI will affect the sorts of businesses that you've bought historically.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Will it enhance them?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Will it hurt them because it's easier to create replicas or copies or new versions?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

We talked about Remedy earlier, which is an app that you bought before ChatGPTO that I'm sure has benefited tremendously from the advent of AI.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

How does this new

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

tidal wave of technology impact your old businesses, how you think about new businesses, just your take on it in general?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

You mentioned earlier that ultimately your main product is your company and the people that work here are the key people to attract the jobs or products themselves.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

What are some of your favorite ways of making sure once you get these amazing people, we talked a lot about data science and recruiting and the pipeline and the crazy number of applicants and so on.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Once they're here, making sure that they get the most out of it and you get the most out of them, which is mutually beneficial.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

What are the sorts of traditions and things that you do that you think have most contributed to it being the kind of place you want to work?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Why do you think there are not more bending spoons?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

It's kind of like asking why are there not more Berkshires, like there's only one Buffett.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Why do you think there haven't been more people that have taken advantage of this ecosystem, this huge team of companies that are more mature now that you can acquire that have installed user bases and low growth, lower growth?

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

I have loved doing this with you.

Invest Like the Best with Patrick O'Shaughnessy
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

It's so fun to hear you be so transparent about what you've done to build this thing.