Patrick OShaughnessy
@patrick_oshag
Followers
306K
Following
39K
Media
3K
Statuses
23K
building @psumvc @joincolossus hosting @investlikebest
New York, NY
Joined June 2013
This is the definitive conversation on Alpha School with @jliemandt, who is the school’s principal and backer. What if kids could learn in two hours a day, test in the top 1% nationally, spend their afternoons mastering other great skills, AND love school more than vacation?
170
433
3K
Thanks to the millions who’ve listened to and shared this episode Gavin and I have some ideas for checking in on the market even more regularly together!
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
6
1
27
Issue 4 of @joincolossus Having these in print makes it so much more fun Our model is to make all major articles free, so you only need to subscribe if you want the print editions, exclusive shorter form content, and early access to the big features Amazing work by
0
2
13
God would I love to interview Nas. New album is great. His career and mind are so fascinating. If anyone can connect me let me know.
39
0
202
Visually, what are the most interesting offices in the world? Or, if you could see inside any office, where would you want to see? Some for me: - Valve - Colossus data center - Huawei - Pixar Yours?
39
5
91
Gavin on how Blackwell and GB300 will end Google's position as the lowest-cost producer of tokens: "I think it's important that Google has been the lowest cost producer of tokens. And this is really important because AI is the first time in my career as a tech investor that
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
22
81
410
Gavin on why it's a mistake for SaaS companies to resist AI because it has a lower margin structure: "When there's a transformative new technology customers are demanding, it's always a mistake not to embrace it. If you're trying to preserve an 80% gross-margin structure, you
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
25
44
452
True
"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense,
2K
3K
21K
"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense,
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
873
2K
10K
Gavin explains that the bear case for AI capex spend is on-device inference: "In three years, on a bigger phone, you'll be able to run a pruned-down version of Gemini 5, Grok 4, or ChatGPT. And that's free. This is clearly Apple's strategy - we're going to make it privacy-safe
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
111
145
1K
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
114
443
3K
Casey feels like a modern Vaclav Smil. Love reading his writing about energy. Also makes me wish I owned more of @basepowerco !
It's been a long time since I posted a single piece with all my predictions on energy, so I made an update. https://t.co/2hDLQOEcPc Here's some free alpha for you all.
12
11
295
My favorite of the year end summaries on AI “Between 1 and 7% of all work hours are currently assisted by generative AI” reminds me of the other major technology penetration curves. It’s not where we are on the curve, or how long it’ll take, it’s that we are on one
8
30
433
Enjoyed this https://t.co/pTqiKwRqSV
experimental-history.com
Where has all the weirdness gone?
21
33
416
This is too interesting to summarize: watch it now Teaser: "originality is the new revelation of a constant truth" "anxiety purged or desire fulfilled" "what’s the version of your story that’s so big it terrifies you" "no good narrative without an active character" "it’s
Wolfgang Hammer helps founders and CEOs, at both startups and massive fortune 100 companies, use storytelling to better understand what they do, and why it matters. In many ways, this conversation is a manual for how to find that story and communicate it in a way that resonates.
1
3
15
Simon is impervious to VCs (me included) and is also the best
first watch the video on the left (yesterday) then Cramer on the right (today)
1
1
36
This is a fantastic article and a must read for investors focused on business quality, outstanding management, and long-term compounders.
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first
7
12
150
More than half of the people I’ve seen try Fortell’s hearing aids started to cry Absolutely incredible technology that will change the lives of millions of people with hearing loss now and in the future
Even before launch these AI hearing aids have become the in-ear Birkin bag of the elite (of a certain age). Here’s why.
18
30
756
I had a great time chatting with @patrick_oshag on @InvestLikeBest. I've known Patrick since college, and this is the first time we've talked markets and investing at this much depth. The fundamentals of company building haven’t changed: people, products, and markets matter.
.@DavidGeorge83 leads @a16z Growth, which has backed some of the most successful technology companies including Stripe, SpaceX, Waymo, Databricks, Figma, OpenAI, and Cursor. This conversation is a detailed look at how David built and runs the growth business. He shares how they
12
15
134