Invest Like the Best with Patrick O'Shaughnessy
01:10:26 · Andrew Huberman
[01:10:26] S1: Success is determined by how precisely you match your genuine curiosity to the work that you do. You do have to understand the field you're in and pay attention to it, because all experiments are so hard. Building any company is hard. Doing any podcast, if it's done right, is hard. So you have to make sure that it's really true to you. And not to puff him up too much, but I think one of the reasons why Elon is admired by so many people... Yeah, some people dislike him, but I think one of the reasons why deep down, people either greatly admire him or envy him is not his money. It's his ability to ignore what people say about what he should be doing. I had a guy come on my podcast who I actually like and respect, and he was telling me all the things that Elon and the top technologists should be doing. They should be helping people this way and that way. I'm like, Wait, electric cars, and I do think OpenAI is heading to some very interesting things that relate to medicine and benevolence there and on and on. And he's like, yeah, that's what they should be doing. Not this other stuff, not Mars. That's like telling Metallica to play the Grateful Dead. Metallica or Metallica because that's what they love. That's the music they fucking love. And the Grateful Dead or the Grateful Dead because that's the music they love. Like, you have to be yourself. The big tragedy is when people don't go in the direction of their genuine curiosity because they're trying to, quote unquote, succeed. So the kindest thing someone did for me was to gently, but very clearly tell me, follow your curiosity, answer the questions, solve the problems related to that, and you can't go wrong. And to not do that is kind of a slow death, frankly.
01:11:56 · Patrick O'Shaughnessy, S2
[01:11:56] S0: A wonderful, awesome place to close. Andrew, thank you so much for your time. Thanks. If you enjoyed this episode, visit colossus.com. You'll find every episode of this podcast complete with hand edited transcripts. You can also subscribe to Colossus, our quarterly print, digital, and private audio publication featuring in-depth profiles of the founders, investors, and companies that we admire most. Learn more at colossus.com slash subscribe. [01:12:22] S2: Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of PositiveSum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
01:13:05 · Patrick O'Shaughnessy
[01:13:05] S0: You know how small advantages compound over time? That's true in investing and just as true in how you run your company. Your spending system is your capital allocation strategy. Ramp makes it smarter by default. Better data, better decisions, better economics over time. See how at ramp.com/invest. As your business grows, Vanta scales with you, automating compliance and giving you a single source of truth for security and risk. Learn more at vanta.com/invest. The best AI and companies from open AI to cursor to perplexity use WorkOS to become enterprise ready overnight, not in months. Visit workos.com to skip the unglamorous infrastructure work and focus on your product. Bridgeline is redefining asset management technology as a true partner, not just a software vendor. They've helped firms 5x in scale, enabling faster growth, smarter operations, and a competitive edge. Visit ridgelineapps.com to see what they can unlock for your firm. Every investment firm is unique, and generic AI doesn't understand your process. Rogo does. It's an AI platform built specifically for Wall Street, connected to your data, understanding your process, and producing real outputs. Check them out at rogo.ai/invest.