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@patrick_oshag
building @psumvc @colossusmag hosting @investlikebest
AI
The a16z general partner also discusses consensus investing, moats and private-market efficiency.
AI
Kratsios assembled six tech leaders, including Jensen Huang and Elon Musk, for a national medal ceremony with Trump.
AI
The Invest Like the Best episode discusses why CAS Investment Partners founder Cliff Sosin avoids investing in the AI build-out.
YouTubeAI
A post citing Anthropic's S-1 lists $974M in Q2 operating income after a $1.7B operating loss in Q1.
World & Business
One post says roughly $72B of the reported loss came from non-cash charges, putting the underlying loss near $9B.
AI
Patrick O’Shaughnessy lists AI attackers and Vanta’s AI pricing among topics in his second conversation with Christina Cacioppo.
XAI
A post quotes David Vélez arguing that AI can do more individual work, while collaboration still needs people together.
AI
The interviewer says Vélez also discusses how he's rebuilding Nubank with AI and where fintech opportunities remain.
XAI
Huberman predicts major AI companies will pursue biotechnology and noninvasive ways to read and write brain activity.
XAI
Ben Thompson argues that Google and Meta may make more from AI-driven ad gains than AI labs do from selling their models.
AI
The Invest Like The Best episode description says Anthropic CFO Krishna Rao discusses how the company sources computing power, allocates it between model training and customer demand, and forecasts growth.
AI
In a conversation with founder Noah Shinn, the interviewer says Instinct has spent nothing on marketing. They also discuss why the personal AI assistant has no app and how users learn to trust it with a credit card.
AI
An essay argues that engineers’ work is shifting from writing code by hand to designing systems that let AI code correctly at scale, using tests, review agents and feedback loops.
AI
Rogo helps some of the world's largest financial institutions research companies, conduct due diligence and execute mergers and acquisitions, according to an interview preview featuring founder and CEO Gabe Stengel.
AI
The interview’s host says Moritz’s new book, Ausländer, traces his parents’ escape from Nazi Germany and helps explain his lifelong interest in what shapes exceptional people.
AI
A listener says Mead argues that disagreement and competing motives may help keep America adaptive and powerful. The listener highlights a caveat: whether its social fabric can absorb the stress.
AI
Argues US limits would slow compliant businesses without stopping adversaries.
AI
Investor shares details of second talk with Conviction founder on AI progress.
XAI
Podcast episode features Neil Movva discussing AI inference layers, chips, power, and spending.
XAI
Discussing AI race dynamics with China on Patrick O'Shaughnessy's podcast.
