Panic with Friends - Howard Lindzon
Description
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)