Patrick O'Shaughnessy

Alex Behring and Daniel Schwartz have almost never spoken publicly about how 3G Capital invests and operates. The firm is different in many fascinating ways. Every fund they raise is designed to m...

You could replace “code” with all other computer work in this—code today, excel, docs, PPT, and everything else soon. “So as a senior, you could abstain. But then your junior colleagues will even...

I loved this post from Steve about Golden Ages at companies (Anthropic in this case) Steve writes: “During Golden Ages, there is more work than people. And when they crash, it is because there are...

Props where due, Will is writing the most interesting stuff right now

A dream interview for me: David Attenborough. If anyone knows him, let me know!

What will be the most likely modern analogs ? https://t.co/VeBb6KGL3o

What’s fascinating is Kurzweil was actually too pessimistic on FLOPS (we are way beyond his 2025 prediction), but wrong about the implications of that much compute (not uploading brains) https://t....

Oh https://t.co/68s2nP1vBs

Still interesting

Hard to compete with the people having the most fun

Ben on why AI broke the old laws of company building: "If you'd ever built a software company, you knew you could not just throw money at the problem. If somebody built a great product and it took...

Ben on why bad policy is the biggest threat to America's future: "Venezuela was the fourth richest country in the world and then Communism, and that's that. If you look at how little comes out of ...

This conversation with @bhorowitz gets into sides of his story you don't often hear. The people who shaped Ben tell you a lot about how he sees the world. His father grew up communist and later ...

This profile was long in the making 3G is so different, in fascinating ways Dan and Alex are extremely talented and intense The section on Jorge Paulo Lemann is a profile within the profile ...

Gokul's best career advice: stay long enough to have an impact. "I've been seeing people who stay at a job for 12 to 18 months and then they move to the next job and then the next job. That is ...

Gokul explains the only three ways ads businesses make money, and why ChatGPT may be more valuable than Google and Facebook: "One, you need to own a very coveted group of users and you need to hav...

We’ve infiltrated Ubers now @colossusmag https://t.co/u67aTsnZTS

The three ways AI, particularly long-horizon agents, are changing the role of PMs: "First, product development is changing because the models and the capabilities are growing so fast that if you t...

"The one thing that's going to be truly future proof is judgment. What is the biggest challenge when you have a thousand AI engineers writing code? AI slop. In an era when you can do everything, ...

Gokul explains why outcome-based software companies like Zendesk are more exposed to AI than systems of record like NetSuite, and why public markets are not distinguishing between the two. He argu...