Patrick OShaughnessy @patrick_oshag
backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first” joincolossus.com New York, NY Joined June 2013-
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“There’s nothing I revile quite as much as a dilettante. I don’t like doing something to a mediocre level. It’s great to be 70, because you really get to preach with some authority: Get good at something. That’s it. Everything else is bullshit.” gq.com/story/jerry-se…
What should be securitized that isn’t ?
Microsoft’s yearly data center spend for the next few years is more than that of the Apollo program (yes, adjusted for inflation)
Microsoft’s yearly data center spend for the next few years is more than that of the Apollo program (yes, adjusted for inflation)
I knew Gartner but never looked at $IT prior to this episode. My two cents: - A willingness to conduct TAM math gets you paid - Access (to analysts) is 2x+ the value of reports (evident on sell-side as well) - B2B Wirecutter is a marketplace (if you squint a little) - CEO coming…
I knew Gartner but never looked at $IT prior to this episode. My two cents: - A willingness to conduct TAM math gets you paid - Access (to analysts) is 2x+ the value of reports (evident on sell-side as well) - B2B Wirecutter is a marketplace (if you squint a little) - CEO coming…
This Mauboussin and Gurley conversation does not disappoint. One of my favorite parts was their discussion on the dangers of pattern recognition. “There’s two error types. Only one of them matters. Missing the big one is all of the game.”
This Mauboussin and Gurley conversation does not disappoint. One of my favorite parts was their discussion on the dangers of pattern recognition. “There’s two error types. Only one of them matters. Missing the big one is all of the game.” https://t.co/05Ci6Io5PD
Today, we break down Gartner. Gartner provides research for leaders at big companies. It was founded in the late 70s by Gideon Gartner to advise businesses on IBM products. Today, it services 18,000 clients who, on average, pay Gartner $225,000 a year. Since 2004, the company…
There are many fertile technology frontiers today ...but I think what is going on in biology is maybe the single most exciting. The amount of incredibly talented people we've met just ATTACKING key technology problems is so exciting, and if successful the impact will be so…
Two first ballot guests on the same pod finally
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
They quickly get to the key issue within a handful of questions, it feels like being attacked by a shark if you're on the receiving end of it - the speed and precision are unexpected. A former partner of David Boies described to me how you'd meet with him on an initial case &…
They quickly get to the key issue within a handful of questions, it feels like being attacked by a shark if you're on the receiving end of it - the speed and precision are unexpected. A former partner of David Boies described to me how you'd meet with him on an initial case &…
Fantastic list. I’d add: - Workplace Management (Ohno) - Timeless Way of Building (Alexander) - Guidelines for Leader & Commander (Clarke) - Propaganda (Bernays) - Design of Everyday Things (Norman) - Origin of Wealth (Beinhocker) - Atlas Shrugged - On Guerrilla Warfare (Mao)
Fantastic list. I’d add: - Workplace Management (Ohno) - Timeless Way of Building (Alexander) - Guidelines for Leader & Commander (Clarke) - Propaganda (Bernays) - Design of Everyday Things (Norman) - Origin of Wealth (Beinhocker) - Atlas Shrugged - On Guerrilla Warfare (Mao)
Incredible -- Yergin, Borges, Smil, Thiel, Taleb on the same list. Looks fantastic.
Incredible -- Yergin, Borges, Smil, Thiel, Taleb on the same list. Looks fantastic.
Some books I wish everyone read and internalized: Lessons of history (will and Ariel Durant) Upanishads (Easewaran translation) Path of least resistance (Fritz) Emerson’s collected essays Labyrinths (Borges) Bird by Bird (Lamott) Tao te Ching Titan (Chernow) Sidhartha (Hesse)…
Who are the equivalents of Dario, Sam, Demis in Robotic AI? I feel like this part is way under discussed (both in terms of what a GPT like moment could kick off in robotics and in terms of the additional training data that robots could collect) Who are the top few people?
On a 5-year timescale, do you think AI is 1) transformative to everyday life, more than the internet or mobile 2) transformative mostly to businesses and product features (maybe more similar to cloud) 3) incrementally impactful (like machine learning has been for a long time)
The original LLM
A sample of conversations to come on @InvestLikeBest - Marc Lasry - @bgurley and @mjmauboussin together - @ncsh - @dittycheria - 2 hours of Mitch Rales (on @artofinvest)
Which are the most interesting companies working on one of these four things? 👇 “He pointed to a quartet of cognitive challenges: reasoning, planning, persistent memory, and understanding the physical world. “Those are four essential characteristics of human intelligence —…
Ben Carlson @awealthofcs
255K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLvFrederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful lifeBrent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows JesusChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqTren Griffin @trengriffin
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100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSffMeb Faber @MebFaber
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80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.Mostly Borrowed Ideas @borrowed_ideas
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90 Followers 757 Following Vê se há em mim algum pecado e guia-me pelo caminho eterno. 🌷💗🇧🇷🇺🇸h 🅰️nsel yellowi.. @HansoloSpace
229 Followers 4K Following #dataprotection #cybersecurity #dataownership $ELA $TLOS $LUNAFreedom Watch @TheRealStoryPlz
1K Followers 965 Following #NoWar Truth matters. Loving people is what lasts. Strong communities start w/social trust grounded in fair rules & respect. Racism =evil!SP @ContangoBull
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571 Followers 4K Following 🇺🇦🇺🇸🇪🇸🇹🇻🇪🇪🇧🇻🇨🇿🇱🇻🇸🇮🇫🇮🇬🇧🇨🇦🇮🇱🇩🇪🇩🇰🇱🇹🇬🇪🇦🇺🇬🇷🇯🇵🇦🇹🇮🇹🇦🇽🇹🇷🇨🇭🇦🇿🇸🇪🇸🇰🇵🇱🏳️🌈🏴☠️Yasminaaaaa @AsiaAsi66837542
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720 Followers 2K FollowingBryan Judd @BryanJudd6
104 Followers 5K Following Give, and it will be given to you. Luke 6:38. We make a living by what we earn; we make a life by what we give. Winston Churchilllinart @sepriotolinart
935 Followers 868 Following UPD '23. Writing about productivity, self-development, and intentional living | https://t.co/oC4WLvaMt8Maaz Ghori 📚 @Maaz__Ghori
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255K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLvFrederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful lifeBrent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows JesusChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqTren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9UNick Maggiulli @dollarsanddata
167K Followers 381 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElDClifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfeDaniel S. Loeb @DanielSLoeb1
124K Followers 991 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HJason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSffMeb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqVQuartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1OmyPythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.George Lewin-Smith @iam_gls
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161K Followers 2K Following GET funded ➡ $150m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄 LEARN SaaS ➡ https://t.co/X23R2qMajX JOIN us ▶ https://t.co/0cR8K6pxEI Founder/ceo #AdobeSignBosco @bostech19
62 Followers 314 Following Civil Engineer, Director Bostech constr. Nig LTD, co-founder mecqubas construction company Nig. Ltd, christian, extrovert. For consulting;+234706371676.Konstantine Buhler @KostaBuhler
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841 Followers 1K Following creative programming - https://t.co/lDSdU3tpzd bringing back printing @getprinternet find the things you genuinely love and do them well.Dan Luu @danluu
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705 Followers 493 FollowingChris Hutchins @hutchins
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@david_perell “When a system is far from equilibrium small islands of coherence in a sea of chaos have the capacity to lift the entire system to a higher order.” - Chemist and Nobel Laureate, Illya Prigogine
A better question - what's the best question you've never been asked by an investor?
What is the best question you have ever been asked by an investor?
“Covid broke the reliability premium of enterprise procurement. A huge shift in volume is happening to SMB’s.” Lunchtime conversation w/ @utekkare
What’s the best sentence or paragraph you’ve ever come across?
@patrick_oshag requirements: deep market, participants with different time horizons. It would probably have to be something new, or newly legible. Probably GPUs. Maybe residuals on high quality training data. Some text corpuses should be more valuable than most recorded music, for example.
Today is the day! To celebrate the 10th anniversary of the podcast, fellow listeners are hosting meetups around the world! There are nearly 4,000 attendees RSVP’d on @getriver_io, and I’ll be raising a glass with you all. Find a meetup in your city here: tim.blog/meetups…
@patrick_oshag @mjmauboussin @bgurley Can’t keep up with the cadence of great content :) Just finishing Tim’s episode when I saw this episode drop. Always excited to hear more from @sfiscience leaders ever since I read @MitchWaldrop’s brilliant book on complexity
🤌📖😍
“Excellence in statistical graphics consists of complex ideas communicated with clarity, precision, and efficiency.” — Edward Tufte My dump of learnings + best practices after a few weeks of exploring the world of ✨graphics & data visualization✨: 1. Making excellent *and*…
I knew Gartner but never looked at $IT prior to this episode. My two cents: - A willingness to conduct TAM math gets you paid - Access (to analysts) is 2x+ the value of reports (evident on sell-side as well) - B2B Wirecutter is a marketplace (if you squint a little) - CEO coming…
Today, we break down Gartner. Gartner provides research for leaders at big companies. It was founded in the late 70s by Gideon Gartner to advise businesses on IBM products. Today, it services 18,000 clients who, on average, pay Gartner $225,000 a year. Since 2004, the company…
Can genius be brute forced? If you gave an average person 10k years and knowledge of all physics, could they have come up with relativity? (The answer to this determines just how far AI can go.)
Watch the Stripe Sessions keynote livestream at 9.30am this morning!
The Stripe Sessions opening keynote will be streaming live tomorrow at 9:30 AM PT: youtube.com/live/j_esVVI4K….
Benchmark has a few golden rules to find huge companies: 1) Focus on what can go right. 2) Be exhaustive. 3) Never lose at the finish line. As @bgurley told us:
@paulg Already did it Paul. Tock. Sold for $430M to SQSP. The problem is the operators not the tech.
This Mauboussin and Gurley conversation does not disappoint. One of my favorite parts was their discussion on the dangers of pattern recognition. “There’s two error types. Only one of them matters. Missing the big one is all of the game.”
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
Today, we break down Gartner. Gartner provides research for leaders at big companies. It was founded in the late 70s by Gideon Gartner to advise businesses on IBM products. Today, it services 18,000 clients who, on average, pay Gartner $225,000 a year. Since 2004, the company…
This was SO good, @mjmauboussin and @bgurley in a master class on strategy, competitive advantage and outlier performance with @patrick_oshag Highly recommend open.spotify.com/episode/05lIHH…
Two first ballot guests on the same pod finally
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…