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.
How AI Is Changing Warfare | Palantir CTO
Patrick O'ShaughnessyShyam Sankar
Shyam Sankar argues that military innovation comes from heretics who build outside bureaucracy, while defense-specialist spending rose from 6% of major weapon-systems spending in the Cold War era to 86% today.His reindustrialization thesis links production capacity to innovation and AI productivity, with hundreds of founders now treated as “plan A” inside the Pentagon and more than $100B invested in their projects, making execution and cost-plus contracting key signals to monitor.
China vs America: The Battle for Global Dominance Explained | Dan Wang interview
Dan Wang argues China’s engineering state has a scale-up advantage, with 70M manufacturing workers, roughly 90% of solar production, and faster industrial deployment, while America retains stronger pluralism and zero-to-one innovation.China’s structural equity discount reflects policy unpredictability, capital controls, Cayman entities, and Taiwan-sanctions risk, but a five-year AI toss-up and China’s 500 GW solar buildout make deployment, manufacturing, and peace the key variables.