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.
Darren Farber - The Business of Defense - [Invest Like the Best, EP.417]
Patrick O'ShaughnessyDarren Farber
Defense is repricing its 80-year security bargain, but the investable bottleneck remains replacing legacy programs rather than the headline $858 billion budget.Commercial technology, autonomous mass, and industrial scale can create overmatch, while Farber favors one-of-one suppliers near the molecule, backed by long contracts, low replacement cost, and reinvestment rather than prototype novelty alone.