Patrick O’Shaughnessy is founder and CEO of Positive Sum and founder of Colossus. Through Invest Like the Best, he interviews investors and company builders about the decisions and systems behind their work.[2]
Start with GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview →
Education
Links
Colossus host biography
X · patrick_oshag Founder · Colossus
Founder and CEO · Positive Sum
Chairman Emeritus · O’Shaughnessy Asset Management
Career
O’Shaughnessy joined OSAM in 2007 and worked on research and portfolio management before his January 2018 appointment as CEO. The firm’s current disclosure identifies him as chairman emeritus. His later work includes founding Colossus and leading Positive Sum; the interviews create a forum for examining how builders make decisions across different industries.[3][4][2]
Contributions
In his conversation with Gavin Baker, O’Shaughnessy asks about the transition from Hopper to Blackwell, competition between GPUs and TPUs, and the physical constraints on data-center growth. Baker supplies the investment arguments; the host connects hardware choices with token-production economics and application businesses. The chaptered recording helps readers distinguish an infrastructure claim from the assumptions about demand and adoption that make it economically significant.[5]
Tools, writing & talks
Writing, research & talks
Start here
A chaptered conversation with Gavin Baker about accelerators, power constraints and AI economics.
Begin with the Blackwell-transition chapter and follow the hardware argument into power constraints. Basic familiarity with AI inference helps.
Host and interviewer; Baker supplies guest analysis[5]Original source