Invest Like the Best with Patrick O'Shaughnessy
00:59:45 · Patrick O'Shaughnessy, S2
[00:59:45] S0: You and I get to talk every so often on the phone. Every time I wish it was recorded so that other people could hear it because I learned so much. And I think in this particular conversation today, which is sort of a version of a call we had several months ago, is just such a valuable set of food for thought about the future of intelligence and what that means for markets and companies and is a little bit, not in opposition to, but a different perspective than the most common one that you're hearing, which is unlimited build out forever, short everything forever, no cap on the demand for intelligence. And I've loved talking to you about it both on the phone and today. So thank you so much for your time. Thank 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. [01:00:43] S2: Patrick O'Shaughnessy is the CEO of PositiveSum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of PositiveSum. 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.
01:01:26 · Patrick O'Shaughnessy
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