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.
From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem
Patrick O'ShaughnessyScott Nolan
America’s zero commercial uranium-enrichment capacity makes fuel the bottleneck for advanced nuclear power, with HALEU scarcity and the January 1, 2028 Russian-import ban creating defined market openings.General Matter targets dollars per kilogram-SWU as its cost metric, while data-center demand and behind-the-meter SMRs could accelerate deployment; execution, permitting, and the economics of nuclear construction remain key risks.
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.