Patrick O'Shaughnessy Releases Second Jeremy Giffon Conversation On AI And Finance
A new X-announced episode promises talk about private markets, software economics, and the ideas shaping Silicon Valley.
31601361K235K
“its impossible to overstate how formative jeremy giffon thought has been for all of us.”
Will Manidis@WillManidisTECH#520Story Brief
Patrick O'Shaughnessy posted on X that he has released his second conversation with Jeremy Giffon, presenting it as a follow-up to a previous episode he said was among his most popular. In the post, O'Shaughnessy says the new discussion covers "the billion dollar PDF," private-market lessons from the last 18 months, why billionaires have become subservient to the "poaster" class, Buffett and beating the market, East vs. West Coast finance, and the philosophers who "secretly shaped Silicon Valley." So far, the announcement itself is the main public source.
“many will post today about Jeremy’s obvious traits- possibly the posting run known in history, octaves outperformance not nearly enough will get to know about what an incredible friend is, his incredible willingness to pick up the phone in the hardest moments, his sincerity”
Will Manidis@WillManidis
