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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 107 attributed ideas.

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Ideas · 7d
107
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Ideas · all time
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Episodes
Latest attributed ideas · most recent first
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]
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]
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]
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]
Generative AI green shoots in security and rev-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]
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]
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]
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]
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]
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]
AI adoption requires hands-on, frequent experimentation
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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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20 OCT1W AGOChristina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
Robotics underweighted versus software AI
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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-driven efficiency as a private equity play
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Infrastructure as a platform for unforeseen businesses
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Rockefeller's crushing advantage from minor efficiencies
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Rockefeller's industrial conquest on the efficiency principle
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Gould's predatory consolidation versus pools
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Gould's mastery of financial leverage in railroads
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Rockefeller's stealthy, intelligent roll-up playbook
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Carnegie's cost accounting as a competitive weapon
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Gould's strategy: own the network for control
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Jay Gould's supple mind in railroad warfare
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Carnegie's strategy: cut costs, take share, gain scale
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Technology enabling mass consumption, not just production
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Morgan as the disciplinarian against ruinous competition
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Rockefeller overpaid for control and speed
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13 OCT2W AGO#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan
Carnegie's remote management as a competitive edge
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION