PERSON DIRECTORY
Patrick O'Shaughnessy
Host of Invest Like the Best. Patrick O'Shaughnessy appears in 92 indexed conversations across Invest Like the Best, David Senra, Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
Patrick O'ShaughnessyPaul Tudor Jones
Paul Tudor Jones sees dollar-yen as an undervalued trade finally gaining a catalyst from Japan’s new leadership and its largely unhedged $4.5 trillion international investment position.He also flags a sovereign debt bubble and an IPO supply reversal as buybacks weaken under hyperscaler capex; the yen catalyst and 6–18-month unlock schedule remain key monitors.
The Supply and Demand of AI Tokens | Dylan Patel Interview
Patrick O'ShaughnessyDylan Patel
SemiAnalysis’s Claude Code spend has reached a $7M annual run rate against $25M of salaries, while Anthropic’s revenue growth implies a 72% gross-margin floor and pricing power that still may not clear capacity constraints.Mythos’s reported L4-to-L6 leap, selective cybersecurity access at 5–10x token cost, and sold-out DRAM, GPUs, CPUs, and fab equipment make compute supply and deployment breadth the key catalysts to monitor.