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.
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
Patrick O'ShaughnessyDara Khosrowshahi
Uber is making AV supply its moat through 30+ partnerships, financing, depots, charging, and insurance; network vehicles are 30% or more busier, improving fleet ROI.The upside is a potential trillion-dollar marketplace, but AI budget overruns, Chinese manufacturing advantages, social backlash, and execution in Uber One and hotels remain risks.
World's Top Researcher on AI, LLMs, and Robot Intelligence
Patrick O'ShaughnessySergey Levine
Physical Intelligence is betting on one robotic foundation model that can control many bodies and tasks, with recent tests showing semantic-command data improves generalization without new teleoperated actions.That shifts the bottleneck toward scene interpretation and middle-level reasoning, while falling hardware costs could help create a deployment data flywheel; the unresolved questions are open-world breadth, demonstrations versus autonomous learning, and humanoids versus real-world manipulation.
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.