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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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 —…
A prompt requiring a little more agentic AI that should come soon: “Pull out all of the books suggested here, summarize the key ideas and takeaways for each, and then stack rank which ones are still interesting beyond the summaries” Ditto for podcasts, articles etc
A prompt requiring a little more agentic AI that should come soon: “Pull out all of the books suggested here, summarize the key ideas and takeaways for each, and then stack rank which ones are still interesting beyond the summaries” Ditto for podcasts, articles etc
It’s just under a week until @reidhoffman and EF's cofounders, @Alicebentinck and @matthewclifford, host our first Demo Day in San Francisco. The countdown is on. youtu.be/LSthMcYXP8A
Interesting that in both AI models and quant investing, a version of “the bitter lesson” applies It’s brute force that wins—more great data, more compute—not fancy modeling techniques Some of the best quants I know just use OLS on top of amazing and unique data
What are the best businesses with very long sales cycles?
“To care about anything in the world is to imply the question of how one becomes an instrument for advancing what matters. The question of great achievement need not come from the self’s ambition – it follows from the recognition that one can be an instrument of something…
Ben Carlson @awealthofcs
255K Followers 716 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 Money, meaning, life, culture, visions. Towards a new mythology. Searching awe and alchemy. Collecting sparks, sharing light. Change one word at a time.Brent 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
166K Followers 380 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
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73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQIDaniel S. Loeb @DanielSLoeb1
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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 805 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
79K Followers 536 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
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14 Followers 405 Followingπειρατικό α.. @LKoffp96176
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1 Followers 78 FollowingLloyd @GantaTL
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1 Followers 25 Followingus_Eden_ @eden_us67459
35 Followers 1K FollowingUAE Property Hub @uaepropertyhub
275 Followers 1K Following Your go-to destination for buying and selling properties in the vibrant city of Dubai!kjne418emoqer91v @07yty0w0ptna6
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150 Followers 864 Following Investment Professional @IAN | Views are personalgobangbatok @gobangbatok
48 Followers 359 Following Every morning, decide that today will be the best day of your life.Ard @Ard_the_quiet
0 Followers 672 FollowingPhilippe Larcher @PhilippeLarche1
400 Followers 1K Following Entrepreneur, Marketer, Paragliding Pilot, Nocoder (Bubble), Grateful for Technology & Civilisation, Optimist, Liberty enthusiast, Nomadic since 2014Tiger Fang 方寅 @letigreNYC
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32 Followers 51 FollowingRiver Bench Partners @river_bench
72 Followers 1K FollowingM N @mpnettleton
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755 Followers 3K Following Tired of all the Liberal corruption and incompetence. Husband, Father, Brother, Uncle & Son. Blue Collar Tradesperson. Working Poor. #TrudeauMustGoSam Herschenfeld @SamHerschenfeld
67 Followers 170 FollowingTahir Rehan @TahirRehan19
278 Followers 5K FollowingBen Carlson @awealthofcs
255K Followers 716 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 Money, meaning, life, culture, visions. Towards a new mythology. Searching awe and alchemy. Collecting sparks, sharing light. Change one word at a time.Brent 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
166K Followers 380 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 990 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 805 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
79K Followers 536 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 687 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
841 Followers 2K Following Building something new. Previously @GoldmanSachs | @aztecnetwork | @apexe3hq. University of Oxford. Human honey badger. 🇺🇸🏴🇸🇬Max Bennett @maxsbennett
2K Followers 230 Following Building AI to make shopping less annoying, student of neuroscience, author of "A Brief History of Intelligence", Co-founder CEO of Alby, Co-founder of BluecoreWarren Berger @GlimmerGuy
9K Followers 3K Following Speaker | Questionologist | Author of 3 books about questioning, to help you decide, create, connect & lead! Visit https://t.co/QONoPYIofiAlex Kendall @alexgkendall
10K Followers 590 Following CEO at @wayve_ai teaching cars how to drive with machine learning. 🇳🇿Brett Adcock @adcock_brett
171K Followers 14 Following Founder @Figure_robot (AI Robotics) & Archer Aviation (NYSE: ACHR)Matt Grimm @mttgrmm
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63 Followers 315 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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859 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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6K Followers 2K Following founder & ceo at @openbb_finance - open source finance & AI. @imperialcollege @tudelftJared L Kubin @JaredKubin
2K Followers 2K Following Hedge Fund Founder. ex Adage SAC BAM. Father. Section J HBS .🐊⚾️. Psalm 104:16. Anti-Fragile + Active Faith. Whatever It Takes. *NOT INVESTMENT ADVICE*Daniel Peris @HistoryInvestor
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545K Followers 109 Following #1 NYT Bestselling Author: The 48 Laws of Power, The Art of Seduction, The 33 Strategies of War, The 50th Law, Mastery, The Laws of Human Nature, The Daily LawsLee Jacobs @LeeJacobs
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66K Followers 180 Following Managing Partner, RA Capital Management. We build & invest in biotech companies. Scientist. Author, The Great American Drug Deal. https://t.co/ARVLrrTQU4Dave Font @davefontenot
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7K Followers 161 Following Writes Construction Physics. Senior infrastructure fellow at @IFPWatch 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…
@patrick_oshag @mjmauboussin @bgurley This was a gem
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…
Dang, I love podcasts 😀
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…
When @mjmauboussin meets @bgurley its a Lollapalooza Effect in action! Two of the greatest!!
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…
The new podcast with Gurley and Mauboussin has made me so happy that I broke out a fresh pair of Dad shoes. spotify.link/5iG7qm331Ib
Pairing Bill Gurley and Michael Mauboussin in podcast with Patrick O'Shaughnessy asking the questions is self-recommending. Since they are three of my favorite people, I'm currently singing the Hallelujah Chorus. joincolossus.com/episodes/82708…
.@bgurley / @mjmauboussin / on ILTB @AcquiredFM @gilbert @djrosent on MSFT history @FoundersPodcast on Walt Disney if there’s any week to dedicate to the listening of excellent podcasts, this is it! (unfortunately as a college student I still have to study for finals)
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…
Two of the best. Episodes like this make me very happy, and remind me of listening to the podcast for the first time many years ago.
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 &…
What are some signs a person is high IQ - what are some “hard to fake” signs where you can look at someone and say “probably a member of a group that is higher IQ than average?”
@patrick_oshag Was thinking of Influence and Impro, perhaps Pitch Anything (though I think you have to have a specific personality to implement that one). Internalizing some of the others probably counts in a less direct way.
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)
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)…