Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]
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What is discussed at the start of this section?
Here's an interesting question to think about. If your finance team suddenly had an extra week every month, what would you have them work on? Most CFOs don't know because their finance teams are grinding it out on lost expense reports, invoice coding, and tracking down receipts until the last possible minute. That's exactly the problem that Ramp set out to solve. Looking at the parts of finance, everyone quietly hates and asking why are humans doing any of this? Turns out they don't need to. Ramp's AI handles 85% of expense reviews automatically with 99% accuracy. which means your finance team stops being the department that processes stuff and starts being the team that thinks about stuff. Here's the real shift.
Companies using ramp aren't just saving time, they're reallocating it. While competitors spend two weeks closing their books, you're already planning next quarter. While they're cleaning up spreadsheets, you're thinking about new pricing strategy, new markets, and where the next dollar of ROI comes from. That difference compounds. Go to ramp.com slash invest to try ramp and see how much leverage your team gains when the work you have to do stops getting in the way of the work that you want to do. Investing is hard. It's an apprenticeship industry with messy data, complicated workflows, and decisions that demand judgment. Investing needs specialized AI, and that's why I'm so excited about Rogo. Rogo is an AI platform purpose-built for Wall Street, not a generic chatbot, but a suite of agents designed around how bankers and investors actually work, from sourcing, diligence, and modeling, to turning analysis into deliverables.
Finance requires deep domain expertise far beyond your average chatbot. As listeners of this podcast know, every investment firm is unique, with its own thesis, internal notes, templates, and ways of investing.
How does Ramp's AI technology improve finance team efficiency?
Generic AI can be impressive, but it doesn't actually understand your process, and that's where the advantage lives. For me, three things set Rogo apart. One, it connects directly to your system, so it can work with your actual data, internal and external. Two, it understands your workflows, how work really happens across a deal or an investment. And three, it runs end-to-end and produces real outputs in the way that your best people do. Auditable spreadsheets, investment memos, diligence materials, and slide decks that match your standards. Rogo is built by a deeply technical AI team with real finance DNA. Large language models for finance professionals by finance professionals. I'm fully bought into that vision, and I think their work will fundamentally reshape investing.
What is the significance of the Upanishads in shaping Patrick's worldview?
Learn more at rogo.ai slash invest. If you're a longtime listener of this show, you've heard the same pattern play out across so many great companies. The moment a product finds early traction, the constraints shift from engineering curiosity to enterprise execution. And one of the biggest hurdles, whether you're OpenAI, Cursor, Perplexity, Vercel, or a brand new startup is identity and access. SSO, SCIM, RBAC, audit logs, these are the capabilities that give enterprises the confidence to adopt your product at scale. That's where WorkOS comes in. It's become the default way fast-growing software companies get enterprise-ready. Instead of spending months building SSO or provisioning or permissions in-house, WorkOS gives you all the core features enterprises require through clean, modern APIs.
And in the era of AI, this matters more than ever. AI-native companies scale faster than anything we saw in classic SaaS. They can't afford to wait on enterprise compliance. They need it on day zero. That's why so many of the top AI teams you hear about already run on WorkOS. If you're building software and want to unlock larger customers or just avoid reinventing a very unglamorous wheel, head to WorkOS.com. It's the fastest way to become enterprise-ready and stay focused on what actually moves the needle your product. Visit WorkOS.com to get started. Hello and welcome everyone.
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Chapters
8 chapters
1
What is discussed at the start of this section?
0:00–1:30
2
How does Ramp's AI technology improve finance team efficiency?
1:30–2:24
3
What is the significance of the Upanishads in shaping Patrick's worldview?
2:24–6:58
4
How does Patrick define his organizing principle for life?
6:58–1:04:05
5
How do relationships influence success in life and work?
1:04:05–1:07:10
6
What does it mean to be red on the color wheel?
1:07:10–1:08:50
7
What role does kindness play in shaping our lives?
1:08:50–1:12:29
8
How does one define their life's work?
1:12:29–2:09:10
Speakers
4 identifiedMore from Invest Like the Best with Patrick O'Shaughnessy
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Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]