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Patrick OShaughnessy
@patrick_oshag
building @psumvc @colossusmag hosting @investlikebest
New York, NY
colossus.com/subscribe
Joined June 2013
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    Patrick OShaughnessy
    @patrick_oshag
    5h
    My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from
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    Patrick OShaughnessy
    @patrick_oshag
    24m
    Eric Vishria: "The issue with SaaS companies is the competitive frontier completely shifted, and everything they thought they were building against that would make them win is not what's going to make them win."
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    01:17:52
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    Patrick OShaughnessy
    @patrick_oshag
    5h
    My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from
  • user avatar
    Patrick OShaughnessy
    @patrick_oshag
    3h
    Eric says the biggest mistake investors made in cloud was undersizing the market, and everyone is doing it again with AI: "In 2014, a really common narrative was AWS is going to eat everything. There's no enterprise opportunity left. Think about 2014 to now. You have Snowflake,
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    01:17:52
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    Patrick OShaughnessy
    @patrick_oshag
    5h
    My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is about what history teaches us about the current moment, and a dispatch from
  • user avatar
    Patrick OShaughnessy
    @patrick_oshag
    Aug 6
    Sam Altman: "I'm not a jobs doomer at all. I think there are gonna be tons of jobs." "If we could go back to 2019 and show people our latest model, not only would they say that it's AGI, they would say that the economy would have been completely upended. And that has not
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    55:47
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    Patrick OShaughnessy
    @patrick_oshag
    Jul 28
    My conversation with Sam Altman (@sama), CEO of OpenAI. We discuss: - Kimi, distillation, and open source - OpenAI's compute bets - The Hugging Face incident - What happens after AGI - Raising kids in an age of abundant intelligence - And much more Enjoy! TIMESTAMPS 0:00 Intro