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Invest Like the Best with Patrick O'Shaughnessy
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Deep-dive interviews with operators and investors.

In the last 30 days, Invest Like the Best with Patrick O'Shaughnessy produced 125 attributed ideas; most-discussed: META, CVNA.

18
Ideas · 7d
125
Ideas · 30d
1520
Ideas · all time
100
Episodes
Names this show discusses most
30D
META · 1CVNA · 1
90D
META · 1CVNA · 1
Latest attributed ideas · most recent first
27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Intelligence as a cheap, ubiquitous commodity
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Meta as prime beneficiary of cheap intelligence
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
AI build-out could be overbuilt
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cheap intelligence flattens corporate margins
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Own the complements to intelligence
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Frontier AI labs face commoditization, deflation
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Complex systems limit pure intelligence
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
AI agents will push customers to low-cost providers
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Education must be bimodal: foundational skills plus AI mastery
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
AI supply build-out as a super hard investment
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Carvana's concentration as a calculated bet
CVNAOpen in Zortix →
27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Vertical integration enabled by AI agents
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
AI to dominate shorter-timeframe investing
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Physical scale as a moat against AI commoditization
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
AI agents will optimize away consumer lethargy
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Human-plus-AI synergy in investing as a temporary era
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
US capital markets' rapid AI capital redeployment
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27 OCTTODAYCliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Price's signal-and-incentive role as irreplaceable
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Market now favors high-growth over high-margin SaaS
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
AI agents shift software from monitoring to doing
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
AI agents turn low-severity flaws critical
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Talent war inflates comp for high-agency builders
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
High-excitement, low-trust era for tech
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Vanta's platform expansion into security
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Post-training models often for marketing, not quality
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
FDE roles as unsustainable talent arbitrage
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Outcome pricing remains elusive for AI software
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Token pricing puts apps against model providers
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
AI FOMO driving government modernization spend
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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Open-source AI model ecosystem underbuilt
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION