@patrick_oshag
building @psumvc @colossusmag hosting @investlikebest
AI
Patrick O’Shaughnessy lists AI attackers and Vanta’s AI pricing among topics in his second conversation with Christina Cacioppo.
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A post quotes David Vélez arguing that AI can do more individual work, while collaboration still needs people together.
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The interviewer says Vélez also discusses how he's rebuilding Nubank with AI and where fintech opportunities remain.
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Huberman predicts major AI companies will pursue biotechnology and noninvasive ways to read and write brain activity.
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Ben Thompson argues that Google and Meta may make more from AI-driven ad gains than AI labs do from selling their models.
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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.
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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.
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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.
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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.
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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.
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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.
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Argues US limits would slow compliant businesses without stopping adversaries.
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Investor shares details of second talk with Conviction founder on AI progress.
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Podcast episode features Neil Movva discussing AI inference layers, chips, power, and spending.
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Discussing AI race dynamics with China on Patrick O'Shaughnessy's podcast.
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Podcast covers AI infrastructure buildout and investing lessons from hardware and software.
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She will build the independent live program alongside Jas Wu after departing the network.
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Investor tweet frames lab monkey prices as fifth-order effect of chip shortages.
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Replies reference The Matrix, Bending Spoons acquisitions, and communal kitchen jokes.
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Patrick O'Shaughnessy talks with Gavin Baker about market prices versus on-ground AI demand.
