Patrick O'Shaughnessy

Mentioned in 9 analyzed podcast episodes across 3 shows

Host and CEO of Positive Sum who conducts the "Invest Like the Best" podcast, a platform focused on investment strategy and insights. He interviews prominent figures in investing and finance, including venture capitalists, private equity leaders, and institutional investors, to explore their approaches to public and private market investing.

Appears On

The AI Daily Brief: Artificial Intelligence News and Analysis TBPN Invest Like the Best with Patrick O'Shaughnessy

Episode Appearances

The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 29, 2026

AI Lab Power Rankings

“Hosted Dylan Patel discussion on AI economics and token allocation”

AI Lab Competitive Positioning and Market ShareMicrosoft-OpenAI Partnership RestructuringCloud Infrastructure and Compute Allocation

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TBPN · Apr 28, 2026

In-Car Surveillance is Coming | Diet TBPN

“Hosted Paul Tudor Jones interview; episode recommended by TBPN hosts for macro trading insights”

In-car drunk driving detection technologyFederal vehicle surveillance mandatesAI accuracy and false positive rates in safety systems

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TBPN · Apr 25, 2026

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN

“Discussed Anthropic compute constraints vs OpenAI's ability to pay for incremental compute; inference demand economics”

Intel CPU demand from AI agents and inference workloadsCPU-to-GPU ratio shifts in AI infrastructureUS government semiconductor industrial policy and Intel backing

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Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]

“Podcast host conducting second conversation with Dylan Patel on AI infrastructure and token economics”

Token Economics and Pricing ModelsFrontier Model Capabilities and BenchmarksSemiconductor Supply Chain Constraints

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Invest Like the Best with Patrick O'Shaughnessy · Apr 8, 2026

Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]

“Podcast host conducting second conversation with Waxman on financial system guardrails and incentives”

Glass-Steagall Repeal and Financial Deregulation (1999)Basel III Capital and Liquidity RequirementsAsset-Liability Mismatch Risk in Private Markets

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Invest Like the Best with Patrick O'Shaughnessy · Feb 24, 2026

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

“Podcast host and CEO of Positive Sum; conducts interview with Sundheim”

Public vs. Private Market Investing DynamicsLLM Business Model Economics and Competitive DynamicsAI Scaling Laws and Capital Requirements

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Invest Like the Best with Patrick O'Shaughnessy · Feb 18, 2026

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

“Host of Invest Like the Best podcast; interviewer conducting second conversation with Josh Kushner”

Concentrated portfolio strategy and conviction investingFounder-centric partnership model in venture capitalSmall team culture and organizational design

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Invest Like the Best with Patrick O'Shaughnessy · Feb 10, 2026

Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

“Host of Invest Like the Best podcast; CEO of Positive Sum; conducts in-depth interview with 3G partners”

One investment per fund concentration strategyOperator-led investment approach and CEO experienceBusiness quality assessment and disruption risk evaluation

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Invest Like the Best with Patrick O'Shaughnessy · Feb 3, 2026

Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]

“Podcast host and CEO of Positive Sum; interviewer conducting conversation with Ben Horowitz”

AI Impact on Software Development and ProductivityVenture Capital Firm Scaling and Multi-Stage InvestingAmerican Technological Competitiveness vs. Global Rivals

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