The GOAT himself, Jim O’Shaughnessy is back for a record fourth appearance on Panic with Friends! And this time he’s slightly panicked by not being panicked. I convinced him to put on some slippers and start showing up for work.
The last time he was on, we talked about the real panic; I’d come back from vacation fired out of a cannon – only wanting to talk to my close friends or pimp some of our companies. But today I’ve got a lot to talk to Jim about. He was guest number one on the show, and he was on just a few weeks ago – since then the Fed’s hiked another 75 basis points, Facebook’s imploded, and we have a new owner at Twitter. So sure, it makes sense if Jim might be a little panicked about not being panicked.
Once again, Jim is the calm voice of reason helping me navigate the turbulent times we’ve found ourselves in. I hope you learn as much from our conversation as I did.
Guest - Jim O’Shaughnessy, Founder, Chairman & Co-Chief Investment Officer, OSAM LLC
howardlindzon.com, osam.com, infiniteloopspodcast.com
Twitter: @howardlindzon , @jposhaughnessy, @PanicwFriends, @knutjensen
linkedin.com/in/james-o-shaughnessy-b072bb
#fintech #invest #investment #venturecapital #stockmarket #finance
Show Notes:
- Introduction (00:41)
- Welcome Jim (05:29)
- Strategy & Tactics (07:46)
- Decision time (10:30)
- Elon Musk (12:58)
- Fixing Twitter (13:39)
- Dealing with trolls (17:26)
- The real reason Elon bought Twitter (23:06)
- Excited about Artificial Intelligence (27:10)
- AI ethics (30:02)
- AI in medical research (31:45)
- AI legal use case (33:15)
- An Open AI is critical (36:05)
- First $1B single creator LLC (36:34)
- Old Models are collapsing (37:25)
- A “Thiel-style” scholarship (39:09)
- A revolution in Education (45:12)
- A real meritocracy (45:56)
- Human nature doesn’t change (48:19)
- The next Robinhood could be Robinhood (49:46)
- Wrapping up (53:05)
- Closing thoughts (56:58)
