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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
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

What advice would you give someone that's trying to pick the thing around which the company is going to optimize?

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

There's these two ideas that we talked about when we first met.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

One was the need for the very best software companies to stand alone in the sense that someone can just go use it without talking to a human and it just works for their problems.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

So like fully, fully self-serve.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

So I'd love to hear you talk about that.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

And a related idea was that's sort of on the builder side.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

On the investor side, you mentioned to me that all the great investments that you've had, the companies that have really had explosive growth,

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

have had a high number of one of four qualities, which I think was gross margins, low cost to acquire the customer, high retention, and a tight sales cycle, which maybe maxed back onto the self-serve thing.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Talk about the relationship between those two things.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

As your business grows, Vanta scales with you, automating compliance and giving you a single source of truth for security and risk.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Learn more at vanta.com slash invest.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Ridgeline is redefining asset management technology as a true partner, not just a software vendor.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

They've helped firms 5X in scale, enabling faster growth, smarter operations, and a competitive edge.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Visit RidgelineApps.com to see what they can unlock for your firm.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

One of the other dimensions that's changing fast is careers.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

I'm curious what you think about the sorts of people that will thrive best in this new era.

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

So if you're a person hiring someone, what are the sorts of things that you would place extra emphasis on now in the AI era?

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

What is your favorite way to assess whether or not someone is that, interviewing them or learning about them?

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Is there any other advice that you would give the person building the career?

Invest Like the Best with Patrick O'Shaughnessy
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

We talked about evaluating and be a builder and all these sorts of things.