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AI Scaling Laws and Capital Requirements

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Invest Like the Best with Patrick O'Shaughnessy

Episodes

Invest Like the Best with Patrick O'Shaughnessy

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]

Public vs. Private Market Investing Dynamics LLM Business Model Economics and Competitive Dynamics Hyperscaler Margin Compression and Insourcing Trends Founder Quality and CEO Communication as Investment Signal Software Industry Disruption from AI Coding Tools