[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @patrick_oshag Patrick OShaughnessy Patrick OShaughnessy posts on X about ai, business, spacex, databricks the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXXXX [#](/creator/twitter::1528558014/interactions)  - X Week XXXXXXXXX +94% - X Month XXXXXXXXX +48% - X Months XXXXXXXXXX +81% - X Year XXXXXXXXXX +34% ### Mentions: XX [#](/creator/twitter::1528558014/posts_active)  - X Week XX no change - X Month XX -XXXX% - X Months XXX +31% - X Year XXX +16% ### Followers: XXXXXXX [#](/creator/twitter::1528558014/followers)  - X Week XXXXXXX +0.17% - X Month XXXXXXX +0.72% - X Months XXXXXXX +5.20% - X Year XXXXXXX +8.90% ### CreatorRank: XXXXX [#](/creator/twitter::1528558014/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) #476 [vc firms](/list/vc-firms) #35 [stocks](/list/stocks) #98 [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXX% [automotive brands](/list/automotive-brands) XXX% [social networks](/list/social-networks) XXX% **Social topic influence** [ai](/topic/ai) #25, [business](/topic/business) #4778, [spacex](/topic/spacex) #203, [databricks](/topic/databricks) #10, [open ai](/topic/open-ai) #30, [history](/topic/history) 7.41%, [emerging markets](/topic/emerging-markets) #13, [cursor](/topic/cursor) #10, [$googl](/topic/$googl) #13, [bolivia](/topic/bolivia) XXX% **Top accounts mentioned or mentioned by** [@davidgeorge83](/creator/undefined) [@a16z](/creator/undefined) [@gavinsbaker](/creator/undefined) [@heiliggerh36381](/creator/undefined) [@sarahdingwang](/creator/undefined) [@markovtrader](/creator/undefined) [@judechrist44](/creator/undefined) [@replygrinder](/creator/undefined) [@etf__investmnts](/creator/undefined) [@quinnhaze](/creator/undefined) [@grant_u61373](/creator/undefined) [@grok](/creator/undefined) [@unixsystem13](/creator/undefined) [@140ismymax](/creator/undefined) [@spicep0dcast](/creator/undefined) [@goolandthekang](/creator/undefined) [@podchemy](/creator/undefined) [@its_tianyi](/creator/undefined) [@cashflowcowboy](/creator/undefined) [@karimatiyeh](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "My conversation with Martn Escobari Head of Growth Equity at General Atlantic explores the history of the firm and the current state of growth and emerging markets. He shares why this is the best window for growth equity since 2009 and how the premium on U.S. equities is creating compelling opportunities abroad. Martn also has an incredible personal story. He grew up in Bolivia during a period of extreme political and economic turmoil and shares how those experiences shaped his investing philosophy and his belief that curiosity and optimism are essential to a long career. Martn's infectious" [X Link](https://x.com/patrick_oshag/status/1993303670994485625) 2025-11-25T13:00Z 302.9K followers, 415.8K engagements "Enjoyed this" [X Link](https://x.com/patrick_oshag/status/1997853586584473857) 2025-12-08T02:19Z 303.1K followers, 92.2K engagements "Jeff Horing has never done an interview like this because hes too busy investing at Insight Partners. Despite having built a $100B investment firm he feels like hes as in the weeds as he was during the firm's early days. As he said My schedule is dictated by 24-year-olds. Insight does things differently from sourcing to fund construction and we cover it all. Enjoy Timestamps: 0:00 Intro 15:40 Five Ingredients of Perfect Investment 20:14 One Fund Strategy 28:02 Sourcing Evolution & Strategy 44:00 What Makes a Great Sourcer 55:14 AI Applications & Late Stage Deals 1:00:12 Pattern Recognition &" [X Link](https://x.com/patrick_oshag/status/1967929155586334805) 2025-09-16T12:30Z 303.1K followers, 260.5K engagements "Who are the best bulls and bears on Palantirs BUSINESS (NOT its stock price and therefore not its multiple)" [X Link](https://x.com/patrick_oshag/status/1995631654896025929) 2025-12-01T23:10Z 303.1K followers, 23.7K engagements ".@DavidGeorge83 leads @a16z Growth which has backed some of the most successful technology companies including Stripe SpaceX Waymo Databricks Figma OpenAI and Cursor. This conversation is a detailed look at how David built and runs the growth business. He shares how they win the most competitive deals the principles behind its culture and the framework he uses to evaluate companies. We discuss how a16z is investing across the AI stack -- from model providers to applications -- and why this platform shift creates a real window for startups to displace incumbents. Throughout the episode David" [X Link](https://x.com/patrick_oshag/status/1995840384799572142) 2025-12-02T13:00Z 303.1K followers, 571.1K engagements "More than half of the people Ive seen try Fortells hearing aids started to cry Absolutely incredible technology that will change the lives of millions of people with hearing loss now and in the future" [X Link](https://x.com/patrick_oshag/status/1996336522883485938) 2025-12-03T21:51Z 303.1K followers, 262K engagements "@Cashflow_Cowboy Nobody better than WashU at this" [X Link](https://x.com/patrick_oshag/status/1998183048035393606) 2025-12-09T00:08Z 303.1K followers, 3335 engagements "This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story which I had never" [X Link](https://x.com/patrick_oshag/status/1998377088940708199) 2025-12-09T13:00Z 303.1K followers, 1.3M engagements "Going off grid for a few days. Any fantastic books that require a bit more quiet / attention that youd recommend" [X Link](https://x.com/patrick_oshag/status/1910751818361024928) 2025-04-11T17:48Z 299K followers, 101.2K engagements ""America gets a much better McKinsey and China gets a much better Foxconn." Dan Wang explains how each country will use AI: The U.S. will automate services while China will automate manufacturing. China will use AI "to produce a lot more drones munitions and ships as well. The U.S. simply doesnt have the training data or the process knowledge in place to get much better at manufacturing."" [X Link](https://x.com/patrick_oshag/status/1979263836231225791) 2025-10-17T19:10Z 298.3K followers, 286.1K engagements "My conversation with @karimatiyeh co-founder and CTO of @tryramp and one of the best operators active today. I love talking to people who are obsessed with their craft and Karim is one of them. The way he talks about every part of the business makes it clear that Ramp wins by caring more than anyone. They labor over every pixel and detail that helps customers save time eliminate waste and spend less. We talk about how to build products faster assembling a team of "Avengers" seeking differentiation and how Karims "divinely discontent" mindset drives Ramps culture. It's a conversation about" [X Link](https://x.com/patrick_oshag/status/1980620086172938572) 2025-10-21T13:00Z 303K followers, 597.1K engagements "The difference between good and great investors: "Good investors recognize patterns. Amazing investors assess each business on its own deep fundamental merits.and that gives them the ability to see what others don't. The truly outstanding investors find something that's really good but only a few people think is good. And the only way to do that is to not apply a pattern."" [X Link](https://x.com/patrick_oshag/status/1986253204430917887) 2025-11-06T02:04Z 303.1K followers, 90.3K engagements "Going from zero to one takes a lot of luck. While building his first startup Luca saw almost no correlation between the teams he considered most talented and hardworking and the ones that actually succeeded. It's the reason why Bending Spoons buys and rebuilds existing digital businesses instead of starting them. Being really good at the functional knowledge and skills to run a digital business is a matter of perseverance effort and discipline. We can bet on that. We dont want to bet our entrepreneurial lives on getting lucky" [X Link](https://x.com/patrick_oshag/status/1986873810138931458) 2025-11-07T19:10Z 303K followers, 32.2K engagements "This is the definitive conversation on Alpha School with @jliemandt who is the schools principal and backer. What if kids could learn in two hours a day test in the top X% nationally spend their afternoons mastering other great skills AND love school more than vacation What sounds impossible is already happening at Alpha. If you are a parent like me its impossible not to wonder how to make sure your kids will benefit from this enormous innovation. We explore everything in exhaustive detailthe learning science the role of software and AI the central role of motivation the challenges of scaling" [X Link](https://x.com/patrick_oshag/status/1960311266762703054) 2025-08-26T12:00Z 302.8K followers, 1.9M engagements "Luca Ferrari is the co-founder and CEO of @bendingspoons one of the most fascinating companies in Europe and just became Italy's first decacorn. He describes it as XX% private equity firm and XX% technology company. They fully acquire and rebuild digital companies like Evernote Vimeo and most recently AOL. @luke10ferrari shares exactly how the Bending Spoons playbook works how they find great businesses improve every core function and finance them with both debt and equity to own and operate forever. We also talk about his obsession with attracting and developing exceptional talent and why" [X Link](https://x.com/patrick_oshag/status/1985693514357756286) 2025-11-04T13:00Z 302.4K followers, 373.3K engagements "The best investors are like great spearfishermen. "You drop down with no equipment and hold your breath. You let little fish go by because you're not there to hunt little fish. You're waiting for the big fish. It's an exercise in waiting." Martn learned this from 3G Capital. They waited five years for the right deal and closed it in a week. Then waited another decade to do their biggest deal with Anheuser-Busch. "Every four or five years theres a once-in-a-generation opportunity and you have to be ready and willing to move quickly to capture it."" [X Link](https://x.com/patrick_oshag/status/1993689979814298022) 2025-11-26T14:35Z 302.8K followers, 133.9K engagements "Martn on why this is the best opportunity for growth investing since 2009: "Everything's on sale. There's so much pressure on GPs to post DPI that we're getting XX% growers at 15x EBITDA -- a 30-40% discount to public comps. This is not normal. It has to do with four years of no IPOs and no strategic exits. The engines of growth are undisturbed. The valuations are half. It feels incredibly attractive."" [X Link](https://x.com/patrick_oshag/status/1993726445730861304) 2025-11-26T17:00Z 303.1K followers, 274.5K engagements "David on why venture capital has become more competitive: "When I started my career there were one or two technology companies in the largest XX market cap companies. Now it's X of XX and X of X are West Coast technology venture-backed companies. There's $5T of private market cap up 10x in the last XX years and it's some of the best companies in the world. That's a quarter of the S&P XXX and more than half of the Mag X. Our portfolio on average dollar weight is growing 112%. The quality of small cap public companies is much lower than what's available in the private markets."" [X Link](https://x.com/patrick_oshag/status/1995925659915338046) 2025-12-02T18:38Z 303.1K followers, 149.3K engagements "David explains why markets struggle to price sustained growth: "Above XX% growth the market still doesn't fully value the growth rate. It is so hard for any investor to build a X or 10-year model where high growth persists. It's just not natural. No one built a financial model for Google or Visa that had them growing 15-20% for XX years. Growth de-risks so much but it's just really hard to truly appreciate."" [X Link](https://x.com/patrick_oshag/status/1995994943098065038) 2025-12-02T23:14Z 303K followers, 281.3K engagements "Gavin explains that the bear case for AI capex spend is on-device inference: "In three years on a bigger phone you'll be able to run a pruned-down version of Gemini X Grok X or ChatGPT. And that's free. This is clearly Apple's strategy - we're going to make it privacy-safe and run on the phone. Other than scaling laws breaking edge AI is by far the most plausible and scariest bear case."" [X Link](https://x.com/patrick_oshag/status/1998415146427781237) 2025-12-09T15:31Z 303.1K followers, 383.6K engagements ""The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a satellite in the sun XX hours a day. The sun is XX% more intense which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through" [X Link](https://x.com/patrick_oshag/status/1998440819078898140) 2025-12-09T17:13Z 303.1K followers, 5.5M engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@patrick_oshag Patrick OShaughnessy
Patrick OShaughnessy posts on X about ai, business, spacex, databricks the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXXXXX engagements in the last XX hours.
Engagements: XXXXXXXXX #
- X Week XXXXXXXXX +94%
- X Month XXXXXXXXX +48%
- X Months XXXXXXXXXX +81%
- X Year XXXXXXXXXX +34%
Mentions: XX #
- X Week XX no change
- X Month XX -XXXX%
- X Months XXX +31%
- X Year XXX +16%
Followers: XXXXXXX #
- X Week XXXXXXX +0.17%
- X Month XXXXXXX +0.72%
- X Months XXXXXXX +5.20%
- X Year XXXXXXX +8.90%
CreatorRank: XXXXX #
Social Influence
Social category influence finance XXXXX% technology brands #476 vc firms #35 stocks #98 countries XXXX% luxury brands XXX% automotive brands XXX% social networks XXX%
Social topic influence ai #25, business #4778, spacex #203, databricks #10, open ai #30, history 7.41%, emerging markets #13, cursor #10, $googl #13, bolivia XXX%
Top accounts mentioned or mentioned by @davidgeorge83 @a16z @gavinsbaker @heiliggerh36381 @sarahdingwang @markovtrader @judechrist44 @replygrinder @etf__investmnts @quinnhaze @grant_u61373 @grok @unixsystem13 @140ismymax @spicep0dcast @goolandthekang @podchemy @its_tianyi @cashflowcowboy @karimatiyeh
Top assets mentioned Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"My conversation with Martn Escobari Head of Growth Equity at General Atlantic explores the history of the firm and the current state of growth and emerging markets. He shares why this is the best window for growth equity since 2009 and how the premium on U.S. equities is creating compelling opportunities abroad. Martn also has an incredible personal story. He grew up in Bolivia during a period of extreme political and economic turmoil and shares how those experiences shaped his investing philosophy and his belief that curiosity and optimism are essential to a long career. Martn's infectious"
X Link 2025-11-25T13:00Z 302.9K followers, 415.8K engagements
"Enjoyed this"
X Link 2025-12-08T02:19Z 303.1K followers, 92.2K engagements
"Jeff Horing has never done an interview like this because hes too busy investing at Insight Partners. Despite having built a $100B investment firm he feels like hes as in the weeds as he was during the firm's early days. As he said My schedule is dictated by 24-year-olds. Insight does things differently from sourcing to fund construction and we cover it all. Enjoy Timestamps: 0:00 Intro 15:40 Five Ingredients of Perfect Investment 20:14 One Fund Strategy 28:02 Sourcing Evolution & Strategy 44:00 What Makes a Great Sourcer 55:14 AI Applications & Late Stage Deals 1:00:12 Pattern Recognition &"
X Link 2025-09-16T12:30Z 303.1K followers, 260.5K engagements
"Who are the best bulls and bears on Palantirs BUSINESS (NOT its stock price and therefore not its multiple)"
X Link 2025-12-01T23:10Z 303.1K followers, 23.7K engagements
".@DavidGeorge83 leads @a16z Growth which has backed some of the most successful technology companies including Stripe SpaceX Waymo Databricks Figma OpenAI and Cursor. This conversation is a detailed look at how David built and runs the growth business. He shares how they win the most competitive deals the principles behind its culture and the framework he uses to evaluate companies. We discuss how a16z is investing across the AI stack -- from model providers to applications -- and why this platform shift creates a real window for startups to displace incumbents. Throughout the episode David"
X Link 2025-12-02T13:00Z 303.1K followers, 571.1K engagements
"More than half of the people Ive seen try Fortells hearing aids started to cry Absolutely incredible technology that will change the lives of millions of people with hearing loss now and in the future"
X Link 2025-12-03T21:51Z 303.1K followers, 262K engagements
"@Cashflow_Cowboy Nobody better than WashU at this"
X Link 2025-12-09T00:08Z 303.1K followers, 3335 engagements
"This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story which I had never"
X Link 2025-12-09T13:00Z 303.1K followers, 1.3M engagements
"Going off grid for a few days. Any fantastic books that require a bit more quiet / attention that youd recommend"
X Link 2025-04-11T17:48Z 299K followers, 101.2K engagements
""America gets a much better McKinsey and China gets a much better Foxconn." Dan Wang explains how each country will use AI: The U.S. will automate services while China will automate manufacturing. China will use AI "to produce a lot more drones munitions and ships as well. The U.S. simply doesnt have the training data or the process knowledge in place to get much better at manufacturing.""
X Link 2025-10-17T19:10Z 298.3K followers, 286.1K engagements
"My conversation with @karimatiyeh co-founder and CTO of @tryramp and one of the best operators active today. I love talking to people who are obsessed with their craft and Karim is one of them. The way he talks about every part of the business makes it clear that Ramp wins by caring more than anyone. They labor over every pixel and detail that helps customers save time eliminate waste and spend less. We talk about how to build products faster assembling a team of "Avengers" seeking differentiation and how Karims "divinely discontent" mindset drives Ramps culture. It's a conversation about"
X Link 2025-10-21T13:00Z 303K followers, 597.1K engagements
"The difference between good and great investors: "Good investors recognize patterns. Amazing investors assess each business on its own deep fundamental merits.and that gives them the ability to see what others don't. The truly outstanding investors find something that's really good but only a few people think is good. And the only way to do that is to not apply a pattern.""
X Link 2025-11-06T02:04Z 303.1K followers, 90.3K engagements
"Going from zero to one takes a lot of luck. While building his first startup Luca saw almost no correlation between the teams he considered most talented and hardworking and the ones that actually succeeded. It's the reason why Bending Spoons buys and rebuilds existing digital businesses instead of starting them. Being really good at the functional knowledge and skills to run a digital business is a matter of perseverance effort and discipline. We can bet on that. We dont want to bet our entrepreneurial lives on getting lucky"
X Link 2025-11-07T19:10Z 303K followers, 32.2K engagements
"This is the definitive conversation on Alpha School with @jliemandt who is the schools principal and backer. What if kids could learn in two hours a day test in the top X% nationally spend their afternoons mastering other great skills AND love school more than vacation What sounds impossible is already happening at Alpha. If you are a parent like me its impossible not to wonder how to make sure your kids will benefit from this enormous innovation. We explore everything in exhaustive detailthe learning science the role of software and AI the central role of motivation the challenges of scaling"
X Link 2025-08-26T12:00Z 302.8K followers, 1.9M engagements
"Luca Ferrari is the co-founder and CEO of @bendingspoons one of the most fascinating companies in Europe and just became Italy's first decacorn. He describes it as XX% private equity firm and XX% technology company. They fully acquire and rebuild digital companies like Evernote Vimeo and most recently AOL. @luke10ferrari shares exactly how the Bending Spoons playbook works how they find great businesses improve every core function and finance them with both debt and equity to own and operate forever. We also talk about his obsession with attracting and developing exceptional talent and why"
X Link 2025-11-04T13:00Z 302.4K followers, 373.3K engagements
"The best investors are like great spearfishermen. "You drop down with no equipment and hold your breath. You let little fish go by because you're not there to hunt little fish. You're waiting for the big fish. It's an exercise in waiting." Martn learned this from 3G Capital. They waited five years for the right deal and closed it in a week. Then waited another decade to do their biggest deal with Anheuser-Busch. "Every four or five years theres a once-in-a-generation opportunity and you have to be ready and willing to move quickly to capture it.""
X Link 2025-11-26T14:35Z 302.8K followers, 133.9K engagements
"Martn on why this is the best opportunity for growth investing since 2009: "Everything's on sale. There's so much pressure on GPs to post DPI that we're getting XX% growers at 15x EBITDA -- a 30-40% discount to public comps. This is not normal. It has to do with four years of no IPOs and no strategic exits. The engines of growth are undisturbed. The valuations are half. It feels incredibly attractive.""
X Link 2025-11-26T17:00Z 303.1K followers, 274.5K engagements
"David on why venture capital has become more competitive: "When I started my career there were one or two technology companies in the largest XX market cap companies. Now it's X of XX and X of X are West Coast technology venture-backed companies. There's $5T of private market cap up 10x in the last XX years and it's some of the best companies in the world. That's a quarter of the S&P XXX and more than half of the Mag X. Our portfolio on average dollar weight is growing 112%. The quality of small cap public companies is much lower than what's available in the private markets.""
X Link 2025-12-02T18:38Z 303.1K followers, 149.3K engagements
"David explains why markets struggle to price sustained growth: "Above XX% growth the market still doesn't fully value the growth rate. It is so hard for any investor to build a X or 10-year model where high growth persists. It's just not natural. No one built a financial model for Google or Visa that had them growing 15-20% for XX years. Growth de-risks so much but it's just really hard to truly appreciate.""
X Link 2025-12-02T23:14Z 303K followers, 281.3K engagements
"Gavin explains that the bear case for AI capex spend is on-device inference: "In three years on a bigger phone you'll be able to run a pruned-down version of Gemini X Grok X or ChatGPT. And that's free. This is clearly Apple's strategy - we're going to make it privacy-safe and run on the phone. Other than scaling laws breaking edge AI is by far the most plausible and scariest bear case.""
X Link 2025-12-09T15:31Z 303.1K followers, 383.6K engagements
""The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a satellite in the sun XX hours a day. The sun is XX% more intense which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through"
X Link 2025-12-09T17:13Z 303.1K followers, 5.5M engagements