# ![@patrick_oshag Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1528558014.png) @patrick_oshag Patrick OShaughnessy

Patrick OShaughnessy posts on X about the most, ai, in the, business the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1528558014/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528558014/c:line/m:interactions.svg)

- [--] Week [-------] -24%
- [--] Month [---------] +42%
- [--] Months [----------] +319%
- [--] Year [----------] +126%

### Mentions: [--] [#](/creator/twitter::1528558014/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528558014/c:line/m:posts_active.svg)

- [--] Week [--] -4.60%
- [--] Month [--] +27%
- [--] Months [---] +83%
- [--] Year [---] +33%

### Followers: [-------] [#](/creator/twitter::1528558014/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528558014/c:line/m:followers.svg)

- [--] Week [-------] +0.32%
- [--] Month [-------] +0.91%
- [--] Months [-------] +8.70%
- [--] Year [-------] +12%

### CreatorRank: [------] [#](/creator/twitter::1528558014/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528558014/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  18.24% [technology brands](/list/technology-brands)  11.32% [stocks](/list/stocks)  6.92% [social networks](/list/social-networks)  5.03% [countries](/list/countries)  3.14% [vc firms](/list/vc-firms)  #335 [travel destinations](/list/travel-destinations)  1.26% [automotive brands](/list/automotive-brands)  1.26% [cryptocurrencies](/list/cryptocurrencies)  1.26% [financial services](/list/financial-services)  0.63%

**Social topic influence**
[the most](/topic/the-most) 14.47%, [ai](/topic/ai) #1729, [in the](/topic/in-the) #3665, [business](/topic/business) 8.81%, [the world](/topic/the-world) #831, [company](/topic/company) 6.92%, [books](/topic/books) 5.66%, [this is](/topic/this-is) 5.03%, [money](/topic/money) 5.03%, [build](/topic/build) #922

**Top accounts mentioned or mentioned by**
[@allllllllpha](/creator/undefined) [@a16z](/creator/undefined) [@abeindoria](/creator/undefined) [@gokulr](/creator/undefined) [@gavinsbaker](/creator/undefined) [@coco11223393390](/creator/undefined) [@bhorowitz](/creator/undefined) [@collision](/creator/undefined) [@zoraasi](/creator/undefined) [@worrydream](/creator/undefined) [@domcooke](/creator/undefined) [@grok](/creator/undefined) [@davidgeorge83](/creator/undefined) [@matthuang](/creator/undefined) [@reedhastings](/creator/undefined) [@bgurley](/creator/undefined) [@patrickoshag](/creator/undefined) [@jasonfried](/creator/undefined) [@37signals](/creator/undefined) [@colossusmag](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [DoorDash Inc. (DASH)](/topic/doordash)
### Top Social Posts
Top posts by engagements in the last [--] hours

".@gokulr is one of the most prolific product builders and investors of the last [--] years. He helped build the core ads and product businesses at Google Facebook Square and DoorDash working directly with many of this generation's best founders and CEOs. He's also invested in more than [---] companies giving him an unusually broad view into how products are built and scaled. Gokul has an incredible ability to give precise and prescriptive advice on how to build products particularly in AI and he explains his thinking so clearly that you come away knowing exactly how to apply it. We talk about why"  
[X Link](https://x.com/patrick_oshag/status/2016910574823542864)  2026-01-29T16:25Z 313.1K followers, 1.1M engagements


"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 argues that the only way AI-native startups can disrupt systems of record is by spending 1-2 years building migration tools to get data off of incumbent platforms. "The software companies that should be the most worried right now is where they are pricing the product based on utility. Zendesk is a good example. Instead of paying for [--] Zendesk seats you can pay for [--] and I can have [--] AI agents sitting"  
[X Link](https://x.com/patrick_oshag/status/2016951318816891325)  2026-01-29T19:07Z 313.1K followers, 393.9K 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 313.1K followers, 594.1K engagements


"This video feels more important than ever because Brets lifes work is about collapsing the gap between an idea in a creators mind and the manifestation of that idea. Its the beautiful side of AI (sharing on a day when there are plenty of serious concerns on the flip side) 1/ The most influential video I've ever seen remains "inventing on principle" by @worrydream. https://t.co/JR4G3hLPU9 A well formed principle guides action through time. Here's Brett's principle attached. I realized today this is why I'm so interested in Unreal Engine [--]. https://t.co/1VCmPUP0IF 1/ The most influential video"  
[X Link](https://x.com/anyuser/status/2021576190088151217)  2026-02-11T13:24Z 313.1K followers, 30.9K engagements


"Jump. Its not as wide as you think"  
[X Link](https://x.com/patrick_oshag/status/1861496211141730313)  2024-11-26T19:44Z 313.1K followers, 208.9K engagements


"I need a novel that is a real page turner Any suggestions"  
[X Link](https://x.com/patrick_oshag/status/2004676561946239022)  2025-12-26T22:11Z 313.1K followers, 574.4K engagements


"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 emerged on the right after seeing the failures of that system firsthand. He taught Ben that bad government and policy can ruin even the greatest countries which explains why Ben believes technology is far more effective than policy at changing the world. Andy Grove (former CEO of Intel) taught Ben that when you are the industry leader expanding the entire market becomes your responsibility. Ben"  
[X Link](https://x.com/patrick_oshag/status/2018670808181415959)  2026-02-03T13:00Z 313.1K followers, 567.4K engagements


"Props where due Will is writing the most interesting stuff right now https://t.co/55JiWR8AEu https://t.co/55JiWR8AEu"  
[X Link](https://x.com/anyuser/status/2019859625089130560)  2026-02-06T19:43Z 313.1K followers, 224.3K engagements


"I spent last night with Andrew Strominger and Alex Lupsasca two of the top physicists in the world They just released a paper co-authored with OpenAi that seems to me like ASI Andrew who helped develop string theory told me that a year ago his view was that he didnt know how helpful AI was going to be. A year later after some back and forth with GPT [---] pro they submitted a final query to an internal model which solved AND proved a previously unsolved problem in quantum field theoryin [--] hours. A model doing something two of the smartest people in the world in their field couldnt do. And when"  
[X Link](https://x.com/anyuser/status/2022395157648195801)  2026-02-13T19:39Z 313.1K followers, 690.9K engagements


"Almost no one can answer this question: What thing bigger than and beyond youself are you committed to and in service of Ive been asking this a lot in private and it makes most people squirm"  
[X Link](https://x.com/patrick_oshag/status/1622980899997380610)  2023-02-07T15:29Z 312.3K followers, 745.1K engagements


"Ive been to five places in the world that felt perfect [--]. Southwest Ireland (actual magic) [--]. South Island New Zealand (🤯🤯🤯) [--]. Southern Africa (especially Londolozi) [--]. Cambodia (the food the people) [--]. Tuscan countryside (family heaven) What would be your list"  
[X Link](https://x.com/patrick_oshag/status/1679941371010981891)  2023-07-14T19:50Z 312.5K followers, 380.5K 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 312.2K followers, 101.2K 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 312.7K followers, 91.2K 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 [--] Grok [--] 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." 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"  
[X Link](https://x.com/patrick_oshag/status/1998415146427781237)  2025-12-09T15:31Z 312.1K followers, 517K engagements


"Im so impressed by @GabeStengel and the team hes built and excited to invest in Rogo again alongside a world-class group of investors. If you are in finance you need to check out what they are building. Were excited to announce our $75 million Series C led by @sequoia with participation from @jpmorgan @WellsFargo @ThriveCapital @khoslaventures@BoxGroup Mantis VC Positive Sum Stonecroft Management & @_altcapital to build AI that makes the best financial professionals https://t.co/KtlKL0mj1X Were excited to announce our $75 million Series C led by @sequoia with participation from @jpmorgan"  
[X Link](https://x.com/patrick_oshag/status/2016571152538149109)  2026-01-28T17:56Z 311.9K followers, 44.5K engagements


"Gokul's best career advice: stay long enough to have an impact. "I've been seeing people who stay at a job for [--] to [--] months and then they move to the next job and then the next job. That is one of the biggest red flags as a hiring manager because you can't achieve anything of value. It takes minimum three to four years to have impact at a company. So my top advice is stay long enough to have an impact. Build a network have fun and don't be thinking about what my next job is. If I'm seeing two or three jobs back to back immediate red flag. People want people who stick around and build."  
[X Link](https://x.com/patrick_oshag/status/2017309009393381474)  2026-01-30T18:48Z 311.9K followers, 163K engagements


"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 so many of these countries in Europe that have so many smart people that went into communism. From inventing everything to nothing overnight. I think that that can absolutely happen here. We could outlaw AI. The last Biden administration executive order said that you could not sell a GPU without federal government approval. That was a real executive order. We were that close to being out of the global"  
[X Link](https://x.com/patrick_oshag/status/2018724147111575998)  2026-02-03T16:31Z 312.2K followers, 60.4K engagements


"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 them three years and did it with a small team Google's not going to hire [----] engineers and catch them. That was a law of physics. Now if you have the data and enough GPUs you can solve damn near anything. We've seen that with Elon catching the big models in no time. He just took a lot of money a really good data center design and some smart engineers. And he got in the game very fast. That would"  
[X Link](https://x.com/patrick_oshag/status/2018776037862310364)  2026-02-03T19:58Z 312.2K followers, 67.3K engagements


"Whats fascinating is Kurzweil was actually too pessimistic on FLOPS (we are way beyond his [----] prediction) but wrong about the implications of that much compute (not uploading brains)"  
[X Link](https://x.com/anyuser/status/2019532078518341781)  2026-02-05T22:02Z 313.1K followers, 24.7K engagements


"What will be the most likely modern analogs"  
[X Link](https://x.com/anyuser/status/2019534363994505249)  2026-02-05T22:11Z 313.1K followers, 23.7K engagements


"You get to teach an investing class by using [--] long-term single stock case studies from any era. Berkshire is not allowed. Which three do you pick"  
[X Link](https://x.com/patrick_oshag/status/1616839335063478274)  2023-01-21T16:45Z 312.9K followers, 799.8K engagements


"Some books I wish everyone read and internalized: Lessons of history (will and Ariel Durant) Upanishads (Easewaran translation) Path of least resistance (Fritz) Emersons collected essays Labyrinths (Borges) Bird by Bird (Lamott) Tao te Ching Titan (Chernow) Sidhartha (Hesse) Awareness (De Mello) Anti fragile (Taleb) All of Caro Finite and Infinite Games (Carse) Art of Gathering (Parker) Score Takes Care of Itself (Walsh) Let My People Go Surfing Endurance (Lansing) Setting the Table (Meyer) [--] Powers (Helmer) Scale (West) Shantaram (Roberts) Bhagavad Gita Creativity Inc (Catmull) War of Art"  
[X Link](https://x.com/patrick_oshag/status/1782046387414139004)  2024-04-21T13:59Z 313K followers, 479.4K engagements


"The secret service affectionately called @jaredkushner the Mechanic because he was constantly fixing problems behind the scenes. Thats the theme of our convo: - Affinity Partners - real estate & business - government - the next [--] years - more Enjoy"  
[X Link](https://x.com/patrick_oshag/status/1870097179253072202)  2024-12-20T13:21Z 313K followers, 1.9M engagements


"David Lynch"  
[X Link](https://x.com/patrick_oshag/status/1880073459864351151)  2025-01-17T02:03Z 313K followers, 552.5K engagements


"In its heyday Goldmans special situations group was the navy SEALs of money making. Todays guest Alan Waxman used to run that group before leaving to build Sixth Street now a $115b behemoth. SSG heads were sometimes of the more brainy nerdy variety. Not Waxman. He is a force of nature and energy who apparently would pound around the SSG office loudly and enthusiastically asking people who is going to make us some money today When I asked another SSG alum about Alan he said his main memory was his remarkable nose for talent. Once the smartest guy at SSG (which is saying something) was a mere"  
[X Link](https://x.com/patrick_oshag/status/1945091630442168407)  2025-07-15T12:02Z 312.9K followers, 777.5K engagements


"The key to happiness is high standards"  
[X Link](https://x.com/patrick_oshag/status/1960451111862558938)  2025-08-26T21:15Z 312.9K followers, 249.3K engagements


"What is the most undervalued asset (something you could purchase with $) in the world today"  
[X Link](https://x.com/patrick_oshag/status/2013667595170332874)  2026-01-20T17:39Z 313K followers, 139.6K engagements


"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 So much to learn from their invesments in burgers ketchup shoes and shades The story of 3G Capital involves Roger Federer Sam Walton and Warren Buffett. It includes the biggest beer company on earth the biggest footwear deal in history and a ketchup bottle with Charlie Munger's face on it. It also involves accusations of 'chainsaw capitalism' CEOs https://t.co/v1nP5MoWmw The story of 3G Capital involves"  
[X Link](https://x.com/patrick_oshag/status/2018311651355673043)  2026-02-02T13:12Z 312.9K followers, 167.9K engagements


"A dream interview for me: David Attenborough. If anyone knows him let me know"  
[X Link](https://x.com/anyuser/status/2019767757856710673)  2026-02-06T13:38Z 313.1K followers, 26K engagements


"I first knew how incredible this authoritative profile of Josh Kushner and Thrive would be when the author @JeremySternLA sent me a 500-page document full of interview transcripts hed done with members of the Thrive team. That dossier ended up being less than half the total background material reviewed to make this profile possible. But even still what I didnt expect was a story that swept this far back in history and became a series of vignettes about American history and culture coming together in a single firm which has become one of the most important in technology if not the most. Here"  
[X Link](https://x.com/patrick_oshag/status/1978070404783554746)  2025-10-14T12:08Z 313K followers, 462.8K engagements


"For years Ive asked @matthuang to let us feature him and @paradigm Matt is the steadiest of hands in a very high vol asset class and world He just said hes more bullish on crypto than any time since [----] so excited to share our profile with you all on @joincolossus"  
[X Link](https://x.com/patrick_oshag/status/1909257555408277766)  2025-04-07T14:50Z 313.1K followers, 705.2K 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 313K followers, 287.6K 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 [--] hours a day. The sun is 30% 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 313.1K followers, 8.2M engagements


"Henry Ellenbogen has one of the best track records in growth investing yet he has kept a notably low profile. He built his reputation at T. Rowe Price where he ran the New Horizons Fund and turned it into one of the best-performing small-cap growth portfolios in the country. He backed more than [--] companies through IPO before leaving in [----] to found Durable Capital. Henry believes great investing is about understanding people and change. He spent his career studying the 1% of companies that drive nearly all long-term returns which led him to a simple philosophy: invest in small companies"  
[X Link](https://x.com/patrick_oshag/status/2000913810647834639)  2025-12-16T13:00Z 313.1K followers, 866.3K engagements


".@reedhastings built Netflix around two ideas that everyone talks about but are extremely hard to do in practice. The first is finding a simple idea and taking it extraordinarily seriously. Even from Netflix's inception in [----] Reed explains how the DVD business was always just a bridge to streaming and why the company stayed relentlessly focused on that core model for decades rather than expanding into to new areas. The second is talent density. Netflix intentionally maintained a wide hiring funnel and accepted 20% first-year attrition. Reed shares how he sustained an exceptionally high bar"  
[X Link](https://x.com/patrick_oshag/status/2008523957415117248)  2026-01-06T13:00Z 313.1K followers, 905K engagements


"Still interesting Why AI wont destroy existing software https://t.co/f9mWALHdGZ Why AI wont destroy existing software https://t.co/f9mWALHdGZ"  
[X Link](https://x.com/patrick_oshag/status/2019192745697636441)  2026-02-04T23:34Z 313.1K followers, 116.9K engagements


"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 more people than work. This reminded me of Neil Mehtas beautifully simple question when considering investing in a company: are its best days still ahead of it Steve goes on to lay down the gauntlet: If you make beer or work with humans or ship stuff say then youve got a bit more time to work with maybe to find your feet in the AI era. If you have a strictly online or SaaS software presence with no"  
[X Link](https://x.com/anyuser/status/2019933931680714893)  2026-02-07T00:39Z 313.1K followers, 85.4K 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 1% 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 313.1K followers, 1.9M engagements


"Why AI wont destroy existing software"  
[X Link](https://x.com/patrick_oshag/status/1968379890430074912)  2025-09-17T18:21Z 313.1K followers, 364.5K 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/anyuser/status/1998377088940708199)  2025-12-09T13:00Z 313.1K followers, 2.8M engagements


"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 make exactly one investment. They invest more of their own money than any of their limited partners in every deal and send their own people to run the businesses as CEOs and CFOs. Over [--] years they have never lost money on a deal. The conversation includes the story of how they spent [--] years building a relationship with the founding family of Hunter Douglas before getting the opportunity to buy it."  
[X Link](https://x.com/anyuser/status/2021207532149100633)  2026-02-10T13:00Z 313.1K followers, 41.4K engagements


"Iain M. Banks wrote one of my favorite sci fi series (Culture Series) about what society would be like in an abundant future. One of the ideas that stands out is that even if people dont strictly need a job they will still want mastery stories to build and to feel useful to others. In the society he imagines the hard problems are no longer allocation problems but are instead about values (whats good beautiful) and identity. The scarce resources become trust attention and for institutions claims to legitimacy. Values not resources drive differences in cultures. Societies choose different"  
[X Link](https://x.com/anyuser/status/2022723886106738819)  2026-02-14T17:25Z 313.1K followers, 81.2K engagements


"Our breakdown of Berkshire Hathaway Theres more content on BRK than there is on the Kardashians so @ChrisBloomstran and I tried to keep it fresh We focus on insurance Allegheny energy and other unique elements that make Berkshire impossible to copy https://www.joincolossus.com/episodes/21729827/bloomstran-berkshire-hathaway-the-incomparable-compoundertab=blocks https://www.joincolossus.com/episodes/21729827/bloomstran-berkshire-hathaway-the-incomparable-compoundertab=blocks"  
[X Link](https://x.com/patrick_oshag/status/1542110083554983936)  2022-06-29T11:37Z 312.9K followers, [---] engagements


"5000 people applied for this"  
[X Link](https://x.com/anyuser/status/1556250300666843136)  2022-08-07T12:06Z 312.8K followers, 12.8K engagements


"Who are the best family office investors in the world"  
[X Link](https://x.com/patrick_oshag/status/1596496170280525830)  2022-11-26T13:28Z 313K followers, [----] engagements


"My definition of Lifes Work: A lifelong quest to build something for others that expresses who you are [--] parts to the definition all important A LIFELONG QUEST reflects the reality that work isnt about a series of accomplishments which ultimately ring hollow. Asimov wrote past glories are poor feeding Those doing their lifes work agree with Kevin Kellys brilliant maxim: the reward for good work is more work and want to spend as much time working as they can in this short life. Everything worth doing is worth doing for its own sake. TO BUILD SOMETHING FOR OTHERS is a reminder that work is"  
[X Link](https://x.com/patrick_oshag/status/1690444379494690816)  2023-08-12T19:25Z 312.9K followers, 811.3K engagements


"There should be a new button on zoom If one party presses the button nothings happens If both press it the zoom simply shuts down immediately No hard feelings just tons of saved time This button could raise GDP"  
[X Link](https://x.com/patrick_oshag/status/1695295173423763663)  2023-08-26T04:40Z 312.9K followers, 467.7K engagements


"The best class at Notre Dame in my humble opinion is the Art of Investing I first met its professors Rick Buhrman and Paul Buser during their decade+ long tenure helping manage Notre Dames storied endowment where they met and learned from just about every great investor alive (they often joke to me that they hosted Invest Like the Best before I did). They invited me to teach their class one year and it was unlike any other Id ever encountered. Long sessions with huge engagement and the deepest questions Id been asked in a classroom. What they teach about in their class is the many joys of"  
[X Link](https://x.com/anyuser/status/1708930501678096852)  2023-10-02T19:42Z 312.8K followers, 482.1K engagements


"Worth closing our eyes in the morning for [--] min to dwell on all of our affairs that are going on perfectly well. https://t.co/Kzjpp2BpVk https://t.co/Kzjpp2BpVk"  
[X Link](https://x.com/patrick_oshag/status/1731304007228920104)  2023-12-03T13:26Z 312.9K followers, 171.2K engagements


"A conversation with Charlie Munger & @collision Charlie said the best thing a human being can do is to help another human being know more. On the count there arent many more successful than him. So much wisdom from Charlie and John Please enjoy https://www.joincolossus.com/episodes/76168278/munger-a-conversation-with-charlie-munger-john-collisontab=transcript https://www.joincolossus.com/episodes/76168278/munger-a-conversation-with-charlie-munger-john-collisontab=transcript"  
[X Link](https://x.com/patrick_oshag/status/1732018080694341672)  2023-12-05T12:44Z 312.9K followers, 531.4K engagements


"30th employee [--] years in Paid 10% profit share no equity That amount became crazy and when they flipped from partnership to corporation Balmer took 8% equity to cancel the profit share Most of that came from Gatess end Then Balmer just never sold Now Rich as Gates This man is now worth $110B https://t.co/G4wEAfiREB This man is now worth $110B https://t.co/G4wEAfiREB"  
[X Link](https://x.com/anyuser/status/1737233878429966666)  2023-12-19T22:10Z 312.8K followers, 2.1M engagements


"Claude projects are truly incredible My favorite is a version of morning pages. I could never sit and write for [--] min so instead I do it with Claude as an audio note and have it organize it. Heres the custom instructions I input. Then just talk at the thing for [--] minutes. I want to be able to track certain things about my audio notes over time: -their sentiment (positive neutral negative) - their focus (1-2 words a day) - key to dos for me - key to dos for others - key ideas - messages to be drafted (please create a first draft of every message I mention) - cross references to past notes"  
[X Link](https://x.com/patrick_oshag/status/1876455619516911720)  2025-01-07T02:27Z 312.9K followers, 233.6K engagements


"My conversation with Lone Pines co-CIO Kelly Granat We cover every aspect of their investment process and how theyve built Lone Pine Links below (including YouTube) Timestamps: 1:09 Market Structure Evolution 3:39 The Impact of Passive Investing 5:21 Collaboration & Team Dynamics 8:48 Excitement in Periods of Extreme Change 9:21 The Role of Competition & Curiosity 17:00 Fundamental Research & Data Integration 22:34 Investment Philosophy 30:31 People-Centric Investing 37:24 Succession Planning 44:32 Facing the Pressure of Early Success 45:31 Burnout & Rediscovery 52:08 Learning from Industry"  
[X Link](https://x.com/patrick_oshag/status/1899457759407472802)  2025-03-11T13:49Z 312.7K followers, 392.8K engagements


"Buffett selling Apple right before the world decided its corporate soul is cooked is really something"  
[X Link](https://x.com/anyuser/status/1900189610359034340)  2025-03-13T14:18Z 312.8K followers, 679.8K engagements


"My conversation with Neil Mehta one of my generation's best investors. His firm Greenoaks has posted legendary returns and hes still so young he may be just getting started. Hes never done an interview and we recorded for hours discussing everything under the sun. Timestamps: 2:32 Connecting Craftsmanship to Career 5:25 The Concept of Jaw-Dropping Customer Experience (JDCE) 12:08 The Coupang Case Study 17:16 The Importance of Founders & Business Models 31:04 Greenoaks' Unique Approach to VC 39:04 A Memorable Encounter with Henry Kravis 44:52 Early Career & Lessons from Hong Kong 47:53 The"  
[X Link](https://x.com/patrick_oshag/status/1912122764934238352)  2025-04-15T12:36Z 312.9K followers, 556.9K engagements


"Almost [--] years ago I hosted Royce Yudkoff and Rick Ruback for one of the first ILtB episodes They are back to teach us all about entrepreneurship through acquisition Royce was a legendary PE investor and now with Rick has built the most popular class at HBS So fun. Enjoy"  
[X Link](https://x.com/patrick_oshag/status/1922261297980158310)  2025-05-13T12:03Z 312.9K followers, 50.3K engagements


"Capital battles and all or nothing company building"  
[X Link](https://x.com/patrick_oshag/status/1932922726819188900)  2025-06-11T22:07Z 313K followers, 119.3K engagements


"In [----] he launched Interactive Brokers to give ordinary investors the same technological advantages he had built for himself. That business is now worth over $100 billion and Peterffy owns 70% of it. It operates with higher profit margins than Visa while offering some of the lowest trading costs in the industry. Thomas Peterffy is the 23rd richest person in the world a chief architect of modern finance and has one of the most remarkable stories in business. Yet he remains virtually unknown. Born in a Budapest basement during a Soviet bombing raid in September [----] his father left"  
[X Link](https://x.com/patrick_oshag/status/1971197075384885689)  2025-09-25T12:56Z 312.9K followers, 296.5K 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 25% private equity firm and 75% 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 312.9K followers, 376.6K engagements


"Netflix had a slide in its original culture deck that said "adequate performance gets a generous severance package." Reed explains why Netflix paid 4-9 months severance packages and how the Keeper Test actually worked: "One of the best things is to do large severance packages like four to nine months of salary. It feels expensive at first but it makes the person who's let go feel better because they've got a bunch of money in their pocket. And two it helps the manager do their job because then they don't feel as bad in letting the person go. It's like a professional sports player. The test"  
[X Link](https://x.com/patrick_oshag/status/2009000602827681981)  2026-01-07T20:34Z 313K followers, 462.8K engagements


"Sorry in advance because I hate these lists but years in these strategies have really paid off: - dont read the news - dont discuss politics - dont opine without lots of personal investigation - dont read a book past 5-10% if not clearly unique Say no to noise"  
[X Link](https://x.com/patrick_oshag/status/1047511368457474049)  2018-10-03T15:39Z 313K followers, [----] engagements


"Fun exercise: review every book youve read and ask did this permanently change me For me roughly [--] in [---] did Of the [--] I hardly finished any Reading strategykeep reading if good then: -Start as many books as possible -Finish as few as possible -Re-read the 1s"  
[X Link](https://x.com/patrick_oshag/status/1053987853380784128)  2018-10-21T12:34Z 313K followers, [----] engagements


"Two strategies I've heard for teaching kids about money. [--]. Allowance then 1/3 gets saved/invest 1/3 get spent 1/3 given away [--]. Allowance then 20% interest paid on money not spent Send other ideas if you have them"  
[X Link](https://x.com/patrick_oshag/status/1067820090253545474)  2018-11-28T16:38Z 313K followers, [----] engagements


"The power of owning demand: Google paid Apple $9B to continue to be default search on iOS. Microsoft's Bing by contrast generated $1.7B in revenue. So Apple's "search business" 5x Microsft's.without having a search engine. https://florentcrivello.com/index.php/2018/10/22/own-the-demand/ https://florentcrivello.com/index.php/2018/10/22/own-the-demand/"  
[X Link](https://x.com/patrick_oshag/status/1079405335356559360)  2018-12-30T15:54Z 313K followers, [----] engagements


"Starter kit for learning about strategy: 1) @benthompson 2) Modern Monopolies 📖 3) @AnnieDuke 4) [--] Powers 📖 5) @BrentBeshore 6) Let My People Go Surfing 📖 7) @mjmauboussin 8) Bird by Bird 📖 9) @ganeumann 10) @paulg"  
[X Link](https://x.com/patrick_oshag/status/1086978715286994944)  2019-01-20T13:28Z 313K followers, [----] engagements


"Woods thread to be added to the rest of the year. Hopefully these will cause a few people go to the woods that wouldnt have otherwise. Found a tree down over the river. Great spot to sit and not think"  
[X Link](https://x.com/patrick_oshag/status/1112350444154695691)  2019-03-31T13:46Z 313K followers, [----] engagements


"What person (who everyone else can follow on twitter) has given you the best or highest impact advice Bonus points for sharing the advice. For me in the past year it has been @chetanp (will explore some of that advice on podcast soon). Follow him and share yours What are the best resources (articles books) on the open source business model What are the best resources (articles books) on the open source business model"  
[X Link](https://x.com/patrick_oshag/status/1199760234761375744)  2019-11-27T18:41Z 313K followers, [---] engagements


"This is the standard of communication that we need. Wish we could clone this general and have the clone army handle all messaging. - fast - clear - SIMPLE - high energy - numbers examples and purpose - clear step one step two Lt. Gen. Todd Semonite Chief of the @USACEHQ provides a 'simple' solution to the complicated problem of building temporary medical facilities to assist states with responding to #COVID19. This clip is from a press conference by Army senior leader on March [--] [----]. https://t.co/HrASBfRSjz Lt. Gen. Todd Semonite Chief of the @USACEHQ provides a 'simple' solution to the"  
[X Link](https://x.com/patrick_oshag/status/1242093599157870598)  2020-03-23T14:19Z 313K followers, [----] engagements


"Bitcoin getting crushed at the halving would be a very appropriate [----] thing"  
[X Link](https://x.com/patrick_oshag/status/1253376591738126337)  2020-04-23T17:34Z 313K followers, [----] engagements


"All work calls now taken in the woods. A large % of people on the other end of the line are also walking with birds chirping. Calls somehow go better knowing the other person is outside. How did it take so long to figure this out Never going back"  
[X Link](https://x.com/patrick_oshag/status/1263577898545557504)  2020-05-21T21:10Z 313K followers, [----] engagements


"Today @jposhaughnessy turns [--] Theres nobody who smiles and laughs more He remains the most generous person Ive met. He gives time money energy love.and GIFs.freely without any expectation of a return If you try to faze his spirit you will fail Happy birthday dad"  
[X Link](https://x.com/patrick_oshag/status/1264554317622718464)  2020-05-24T13:50Z 313K followers, [----] engagements


"If we take one investing lesson away from this period its that we should completely disregard ANY investors short term market views no matter their track record or net worth"  
[X Link](https://x.com/patrick_oshag/status/1269985023635214337)  2020-06-08T13:29Z 313K followers, [----] engagements


"My conversation with Stripe co-founder @collision. We discuss: - industrial conglomerates - the power of writing - size vs speed as an edge - why accounting must evolve - future of the internet economy I could talk to John about paint drying. So fun. http://investorfieldguide.com/collison/ http://investorfieldguide.com/collison/"  
[X Link](https://x.com/patrick_oshag/status/1272858666035748870)  2020-06-16T11:48Z 313K followers, [----] engagements


"Excel is the premier "no code" programming tool. Loved this passage from @collision: http://investorfieldguide.com/collison http://investorfieldguide.com/collison"  
[X Link](https://x.com/patrick_oshag/status/1273274553658150912)  2020-06-17T15:21Z 313K followers, [----] engagements


"Most influential essays I've ever read: [--]. Walking by Thoreau [--]. Self-Reliance by Emerson [--]. Katha Upanishad What are yours"  
[X Link](https://x.com/patrick_oshag/status/1278307221944840193)  2020-07-01T12:39Z 313K followers, [----] engagements


"What is the most interesting business essay youve read in 2020"  
[X Link](https://x.com/patrick_oshag/status/1281027453364862976)  2020-07-09T00:48Z 313K followers, [----] engagements


"Enough educational content for the next year below @ScarrottKalani built compilations based on everyones answer to: Best essay: Best business essay: Best explainer video: https://kscarrott.com/explainer-videos/ https://kscarrott.com/biz-essays/ https://kscarrott.com/essays/ https://kscarrott.com/explainer-videos/ https://kscarrott.com/biz-essays/ https://kscarrott.com/essays/"  
[X Link](https://x.com/patrick_oshag/status/1282278198378627073)  2020-07-12T11:38Z 313K followers, [----] engagements


"A book I wish existed: A huge collection of 2-3 page summaries of now large company's initial go to market strategies across as many industries as possible. Ditto for many spectacular failures"  
[X Link](https://x.com/patrick_oshag/status/1286472567046504450)  2020-07-24T01:25Z 313K followers, [----] engagements


"🚨 🚨 🚨 Very excited to announce a new initiative. After years of building operating and investing in software we are launching Positive Sum an early stage equity investing firm. For founders and investors out there here's a sneak peak: https://positivesumadvisors.com/ https://positivesumadvisors.com/"  
[X Link](https://x.com/patrick_oshag/status/1301938656517730304)  2020-09-04T17:42Z 313K followers, [----] engagements


"Whats the best article on business that youve read this year (or ever)"  
[X Link](https://x.com/patrick_oshag/status/1302953207744921603)  2020-09-07T12:53Z 313K followers, [----] engagements


"This is so f-ing great. Watch until the end. Behind the scenes of Cuba Gooding Jr. winning an Oscar [----] https://t.co/dcnsEkFTBP Behind the scenes of Cuba Gooding Jr. winning an Oscar [----] https://t.co/dcnsEkFTBP"  
[X Link](https://x.com/patrick_oshag/status/1325075956114067457)  2020-11-07T14:01Z 313K followers, [----] engagements


"Bezos on experimental vs operational failure. Simple and elegant comparison"  
[X Link](https://x.com/patrick_oshag/status/1331040034510802949)  2020-11-24T01:00Z 313K followers, [----] engagements


"Bezos on trust and experiments"  
[X Link](https://x.com/patrick_oshag/status/1331359812437897219)  2020-11-24T22:11Z 313K followers, [----] engagements


"Tony Hsieh on similarities between poker and business (from his book) Look for opportunities beyond the game you sat down to play. You never know who youre going to meet including new friends for life"  
[X Link](https://x.com/patrick_oshag/status/1332726152276955138)  2020-11-28T16:40Z 313K followers, [----] engagements


"My favorite western philosopher is Arthur Schopenhauer. His most approachable collection is The Wisdom of Life. His key idea: health and curiosity drive happiness. Riches are like sea water; the more you drink the thirstier you become; and the same is true for fame"  
[X Link](https://x.com/patrick_oshag/status/1337825811467018240)  2020-12-12T18:25Z 313K followers, [----] engagements


"Merry Christmas from my fam to yours"  
[X Link](https://x.com/patrick_oshag/status/1342308898032803843)  2020-12-25T03:19Z 313K followers, [----] engagements


"Hoping now for an American Renaissance where America: - welcomes top global talent with open arms - leads the worlds research in biology AI energy and transportation - renews leadership in semiconductor fabrication - fights for every Americans dignity and opportunity 🚀"  
[X Link](https://x.com/patrick_oshag/status/1347356366978097152)  2021-01-08T01:36Z 313K followers, [----] engagements


"We are really in a Billions episode"  
[X Link](https://x.com/patrick_oshag/status/1354247335883247624)  2021-01-27T01:58Z 313K followers, [----] engagements


"A plane just flew down South Beach with the message Buy GameStop stock WSB trailing behind it"  
[X Link](https://x.com/patrick_oshag/status/1354887509466079235)  2021-01-28T20:22Z 313K followers, [----] engagements


"My conversation with @chamath. We discuss: - personal finance - inequality - value investing - health care - climate change - lessons from Social Capital Chamath is a central figure in markets in [----] and this is different kind of discussion. Enjoy https://www.joincolossus.com/episodes/33654465/palihapitiya-the-major-problems-facing-the-world https://www.joincolossus.com/episodes/33654465/palihapitiya-the-major-problems-facing-the-world"  
[X Link](https://x.com/patrick_oshag/status/1356585913602744321)  2021-02-02T12:51Z 313K followers, [----] engagements


"Todays young people with some money to invest are interested in so many more things than I was in my 20s. - crypto - collectibles - art - angel investing - active stock picking - real estate Advisors who just focus on these and software to track and manage may do very well"  
[X Link](https://x.com/patrick_oshag/status/1357135411517227009)  2021-02-04T01:14Z 313K followers, [----] engagements


"Looking for people with these qualities: - doing their lifes work - working on one thing for a long time - hard to stump (domain knowledge) - have been beaten up and continued on - adaptive - high energy & integrity - doing something unique Who do you know that hits these"  
[X Link](https://x.com/patrick_oshag/status/1361033867189252096)  2021-02-14T19:25Z 313K followers, [----] engagements


"If you were building a school which only taught investing what courses would you include [---] through graduate level ideas welcome. (we may build this someday so your ideas may come to life)"  
[X Link](https://x.com/patrick_oshag/status/1361391224603742209)  2021-02-15T19:05Z 313K followers, [----] engagements


"We wanted flying cars and all we got was satellite internet blanketing the world supersonic jets 2-day vaccine development a budding genomics revolution a $1T self organizing internet native currency and AI advancing at insane rate doubling compute demand every few months"  
[X Link](https://x.com/patrick_oshag/status/1362773626139906049)  2021-02-19T14:38Z 313K followers, [----] engagements


"36 today.weird age One of the only ages where you feel simultaneously very old and very young. Im insanely fortunate to do what I love with people I admire. Seems a good opportunity to share some things that have helped me along the way"  
[X Link](https://x.com/patrick_oshag/status/1382781568343797767)  2021-04-15T19:43Z 313K followers, [----] engagements


"Smart people make you feel dumb. Very smart people make you feel smart. H/t @BlasMoros"  
[X Link](https://x.com/patrick_oshag/status/1392485918280400905)  2021-05-12T14:24Z 313K followers, [----] engagements


"The west loop in Chicago with good weather is one of the best vibes in the US"  
[X Link](https://x.com/patrick_oshag/status/1396533212592197642)  2021-05-23T18:27Z 313K followers, [----] engagements


"Positioning is one of the most important books Ive read. The basic idea is not to create something new and different but to manipulate whats already in the mind to retie the connections that already exist. E.g. this is how we came up with the term Custom Indexing"  
[X Link](https://x.com/patrick_oshag/status/1398610524187807744)  2021-05-29T12:01Z 313K followers, [----] engagements


"Every year I respect marketing messaging sales and communications more Best books: - Pitch Anything (Klaff) - Nobody Wants to Read Your Sh*t (Pressfield) - Positioning (Ries Trout) - Influence (Cialdini) - Scientific Advertising (Hopkins) - Priceless (Poundstone)"  
[X Link](https://x.com/patrick_oshag/status/1398995775552643075)  2021-05-30T13:32Z 313K followers, [----] engagements


"This might be the best slide deck advice that Ive seen. The creators of South Park share their favorite storytelling advice. Drive your story with words like but and therefore instead of and then. https://t.co/RVWFHI0aTT The creators of South Park share their favorite storytelling advice. Drive your story with words like but and therefore instead of and then. https://t.co/RVWFHI0aTT"  
[X Link](https://x.com/patrick_oshag/status/1402421793688854533)  2021-06-09T00:26Z 313K followers, [----] engagements


"This was one of the books that may permanently change my behavior. Dont find those often. Reminded me of Born to Run. After reading Born to Run I never ran the same again. After Breath Ill breath less and mostly though my nose"  
[X Link](https://x.com/patrick_oshag/status/1413283242988421120)  2021-07-08T23:45Z 313K followers, [----] engagements


"When hiring what qualities do you think are most interesting to look for regardless of the role I have [--] 1) evidence of some sort of mastery (describe something excellent youve done) 2) evidence of deep + insatiable curiosity (how many layers deep they can go on something)"  
[X Link](https://x.com/patrick_oshag/status/1416388404707737602)  2021-07-17T13:24Z 313K followers, [----] engagements


"In my early 20s having been mostly an entitled little shit but facing an existential crisis I was trying to reform myself. I made a little list to read each morning. Funny to stumble on that list almost [--] years later:"  
[X Link](https://x.com/patrick_oshag/status/1425815586089717761)  2021-08-12T13:45Z 313K followers, [----] engagements


"Have been lucky to meet with or study hundreds of companies in [----]. Here's an ongoing list of company attributes that I find interesting"  
[X Link](https://x.com/patrick_oshag/status/1428811209428586502)  2021-08-20T20:08Z 313K followers, [----] engagements


"Today is a special day for me: the 5-year anniversary of the podcast. No one is luckier than me. It has been such an honor to learn from more than [---] guests and reach [--] million people. It is also fun to reflect on what the guests and the process itself have taught me"  
[X Link](https://x.com/patrick_oshag/status/1437532586956443655)  2021-09-13T21:44Z 313K followers, [----] engagements


"One of my favorite business stats today is that Tesla has never spent money on advertising"  
[X Link](https://x.com/patrick_oshag/status/1438526837160873988)  2021-09-16T15:34Z 313K followers, [----] engagements


"Very excited to announce that OSAM together with the Canvas platform is being acquired by Franklin Templeton This has been an incredible journey thus far and we couldnt be happier to be joining FT to take Canvas and our strategies to the next level https://investors.franklinresources.com/news-center/press-releases/press-release-details/2021/Franklin-Templeton-to-Acquire-OShaughnessy-Asset-Management-a-Leading-Custom-Indexing-Provider-through-its-Canvas-Platform/default.aspx"  
[X Link](https://x.com/patrick_oshag/status/1443566937133490176)  2021-09-30T13:22Z 313K followers, [----] engagements


"If Tolkiens estate minted one ring (to rule them all) as an NFT what would it sell for"  
[X Link](https://x.com/patrick_oshag/status/1450517352852905988)  2021-10-19T17:41Z 313K followers, [----] engagements


"This is 8-dimensional chess"  
[X Link](https://x.com/patrick_oshag/status/1457069151139287042)  2021-11-06T19:35Z 313K followers, [----] engagements


"My son (just turned 8) has expressed some interest in programming and engineering. What are the best ways for young kids to mess around with core concepts or even more formal kid-focused classes or products in this area"  
[X Link](https://x.com/patrick_oshag/status/1482351781564854276)  2022-01-15T13:59Z 313K followers, [----] engagements


"Ive wanted to record a conversation with @jlppfeffer since I met him years ago Hes one of the most interesting people in the investing world Hes lived invested and built things around the globe I do the podcast for discussions like this Enjoy https://www.joincolossus.com/episodes/26583628/pfeffer-adapt-and-evolvetab=blocks https://www.joincolossus.com/episodes/26583628/pfeffer-adapt-and-evolvetab=blocks"  
[X Link](https://x.com/patrick_oshag/status/1488499242876424198)  2022-02-01T13:07Z 313K followers, [---] engagements


"This book is really f**king me up"  
[X Link](https://x.com/patrick_oshag/status/1490433069920272387)  2022-02-06T21:11Z 313K followers, [----] engagements


"What is the best speech of all time"  
[X Link](https://x.com/patrick_oshag/status/1499175362827272198)  2022-03-03T00:10Z 313K followers, [----] engagements


"Id like to meet a [--] [--] F and hear their entire life story"  
[X Link](https://x.com/patrick_oshag/status/1503146667813523466)  2022-03-13T23:11Z 313K followers, [----] engagements


"Whats the most mind blowing presentation / talk youve ever seen Bonus if theres a YouTube or recording available"  
[X Link](https://x.com/patrick_oshag/status/1532428920808689670)  2022-06-02T18:28Z 313K followers, [----] engagements


"Brunello Cucinellis day sounds pretty pretttty good https://www.harpersbazaar.com/fashion/designers/a17874/brunello-cucinelli-profile/ https://www.harpersbazaar.com/fashion/designers/a17874/brunello-cucinelli-profile/"  
[X Link](https://x.com/patrick_oshag/status/1548429837789908993)  2022-07-16T22:10Z 313K followers, [----] engagements


"These two books should be required reading in high school There is so much about the world that needs fixing and those issues get their due attention But there are so many REMARKABLE improvements in the quality of human life too The optimist framing is invaluable"  
[X Link](https://x.com/patrick_oshag/status/1558469359227600897)  2022-08-13T15:03Z 313K followers, [----] engagements


"My Screenshot Q&A with @BucknSF I wanted to see how much I could download from his brain in a dozen questions with only a screens worth of room to answer each This feels like a mini course on software from someone who clearly lives and breathes the industry"  
[X Link](https://x.com/patrick_oshag/status/1613885749853827074)  2023-01-13T13:08Z 313K followers, 261.8K engagements


"The team at Stripe Press showing us how to make something beautiful (out Tuesday) As had been planned for a while we will also be releasing a podcast with Charlie on Tuesday a long interview that he did recently with @collision We checked with those closest to him who unsurprisingly said hed want it released as scheduled consistent with his constant generosity to teach everyone around him in impactful ways. Its remarkable and we hope you enjoy it next week"  
[X Link](https://x.com/patrick_oshag/status/1730621299242811467)  2023-12-01T16:14Z 313K followers, 262.3K engagements


"The key ideas in my conversation with @bgurley"  
[X Link](https://x.com/anyuser/status/1936417011124654136)  2025-06-21T13:32Z 313K followers, 78K engagements


"Im often asked how I read so much and how I choose books. So my Ill try my first tweet storm. https://x.com/charliebilello/status/804714890824941568 @patrick_oshag love the book club. would be interested to hear how u chose the [--] books how you take notes/retain lessons any that you. https://x.com/charliebilello/status/804714890824941568 @patrick_oshag love the book club. would be interested to hear how u chose the [--] books how you take notes/retain lessons any that you"  
[X Link](https://x.com/patrick_oshag/status/804756458126639105)  2016-12-02T18:37Z 313K followers, [----] engagements


"1/x A week ago I had a thoroughly bizarre experience that not many people do: For [--] minutes I thought I was going to die. As evidence: I wrote my wife Lauren a goodbye note. Heres what I was thinking about in that space of time"  
[X Link](https://x.com/patrick_oshag/status/977930766595379201)  2018-03-25T15:30Z 313K followers, [----] engagements


"Two things I learned today [--].   and all invest more in intangible assets than tangible. and the opposite [--]. Intangibles are more scaleable more likely to be sunk costs & add more synergies 20% of R1000Gs assets are intangible. 7% for R1000V. https://x.com/patrick_oshag/status/979406698308923392 Two things I learned today [--]. Ranch land covers 29% of privately owned land in lower [--] states and 35% of it is scheduled to change hands in next 10-15 years. [--]. Timberland covers another 24% Farmland 17% and all other uses 30% https://t.co/QsMS6XbxAd"  
[X Link](https://x.com/patrick_oshag/status/979810402212237313)  2018-03-30T19:59Z 313K followers, [---] engagements


"Two things I learned today [--]. Every man alone is sincere. At the entrance of a second person hypocrisy begins [--]. Basic survival goods are cheap whereas narcissistic self-stimulation and social-display products are expensive. Living doesnt cost much but showing off does. https://x.com/patrick_oshag/status/979810402212237313 Two things I learned today [--].   and all invest more in intangible assets than tangible. and the opposite [--]. Intangibles are more scaleable more likely to be sunk costs & add more synergies 20% of R1000Gs assets are intangible. 7% for R1000V. https://t.co/JZhBbiJO2V"  
[X Link](https://x.com/patrick_oshag/status/980186855961489408)  2018-03-31T20:55Z 313K followers, [----] engagements


"My conversation with @samhinkie on -the long view -applied innovation -data science machine learning -his time at the Rockets remaking the 76ers -the importance of hiring and recruiting -the limits of being contrarian This one was very fun http://investorfieldguide.com/hinkie/ http://investorfieldguide.com/hinkie/"  
[X Link](https://x.com/patrick_oshag/status/998885297936007168)  2018-05-22T11:16Z 313K followers, [----] 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/anyuser/status/1998377088940708199)  2025-12-09T13:00Z 313.1K followers, 2.8M engagements


"Thought provoking My conversation with @JasonFried co-founder of @37signals. 0:00 Build Products for Yourself 1:40 Low Costs Small Company Enough Customers 3:06 Your Only Competition Is Your Costs 5:25 How 37signals Stays Lean 9:43 Rewriting Basecamp & Fighting Software Bloat 13:42 Why https://t.co/tA2LbA4Gt7 My conversation with @JasonFried co-founder of @37signals. 0:00 Build Products for Yourself 1:40 Low Costs Small Company Enough Customers 3:06 Your Only Competition Is Your Costs 5:25 How 37signals Stays Lean 9:43 Rewriting Basecamp & Fighting Software Bloat 13:42 Why"  
[X Link](https://x.com/anyuser/status/2023156308027838690)  2026-02-15T22:03Z 313.1K followers, [----] engagements


"My conversation with @JasonFried co-founder of @37signals. 0:00 Build Products for Yourself 1:40 Low Costs Small Company Enough Customers 3:06 Your Only Competition Is Your Costs 5:25 How 37signals Stays Lean 9:43 Rewriting Basecamp & Fighting Software Bloat 13:42 Why "Enough" Beats Growth 17:44 Product People vs. Business Shells 22:41 The "So What" Mindset 27:45 Staying Close to Customers 34:43 The Reward for Good Work Is More Work 39:57 Six-Week Horizons & Compounding Decisions 45:20 Anti-Fragile Business With Tiny Units 50:55 Galpagos Product Design 52:44 Radical Authenticity Over"  
[X Link](https://x.com/anyuser/status/2023049664195690506)  2026-02-15T15:00Z 31.6K followers, 96.7K engagements


"Iain M. Banks wrote one of my favorite sci fi series (Culture Series) about what society would be like in an abundant future. One of the ideas that stands out is that even if people dont strictly need a job they will still want mastery stories to build and to feel useful to others. In the society he imagines the hard problems are no longer allocation problems but are instead about values (whats good beautiful) and identity. The scarce resources become trust attention and for institutions claims to legitimacy. Values not resources drive differences in cultures. Societies choose different"  
[X Link](https://x.com/anyuser/status/2022723886106738819)  2026-02-14T17:25Z 313.1K followers, 81.2K engagements


"RT @gdb: It is the first time Ive seen AI solve a problem in my kind of theoretical physics that might not have been solvable by humans"  
[X Link](https://x.com/anyuser/status/2022710422328000667)  2026-02-14T16:31Z 313.1K followers, [---] engagements


"It is the first time Ive seen AI solve a problem in my kind of theoretical physics that might not have been solvable by humans. Andy Strominger I spent last night with Andrew Strominger and Alex Lupsasca two of the top physicists in the world They just released a paper co-authored with OpenAi that seems to me like ASI Andrew who helped develop string theory told me that a year ago his view was that he didnt know https://t.co/wwKPAskcOd I spent last night with Andrew Strominger and Alex Lupsasca two of the top physicists in the world They just released a paper co-authored with OpenAi that"  
[X Link](https://x.com/anyuser/status/2022446135655436431)  2026-02-13T23:01Z 916K followers, 405.5K engagements


"I spent last night with Andrew Strominger and Alex Lupsasca two of the top physicists in the world They just released a paper co-authored with OpenAi that seems to me like ASI Andrew who helped develop string theory told me that a year ago his view was that he didnt know how helpful AI was going to be. A year later after some back and forth with GPT [---] pro they submitted a final query to an internal model which solved AND proved a previously unsolved problem in quantum field theoryin [--] hours. A model doing something two of the smartest people in the world in their field couldnt do. And when"  
[X Link](https://x.com/anyuser/status/2022395157648195801)  2026-02-13T19:39Z 313.1K followers, 690.9K engagements


"Lucky to live in the era where frictions between imagination and outputs are collapsing especially with kids"  
[X Link](https://x.com/anyuser/status/2022680717508120628)  2026-02-14T14:33Z 313.1K followers, 13.1K engagements


"https://x.com/gdb/status/2022394113971360145 GPT-5.2 derived a novel result in theoretical physics showing that a type of particle interaction many physicists expected would not occur can in fact arise under specific conditions. There is great promise in the potential of AI to benefit people by accelerating science. https://t.co/B1zpYbKfcZ https://x.com/gdb/status/2022394113971360145 GPT-5.2 derived a novel result in theoretical physics showing that a type of particle interaction many physicists expected would not occur can in fact arise under specific conditions. There is great promise in"  
[X Link](https://x.com/anyuser/status/2022416783874167122)  2026-02-13T21:05Z 313.1K followers, 45.4K engagements


"GPT-5.2 derived a novel result in theoretical physics showing that a type of particle interaction many physicists expected would not occur can in fact arise under specific conditions. There is great promise in the potential of AI to benefit people by accelerating science. GPT-5.2 derived a new result in theoretical physics. Were releasing the result in a preprint with researchers from @the_IAS @VanderbiltU @Cambridge_Uni and @Harvard. It shows that a gluon interaction many physicists expected would not occur can arise under specific GPT-5.2 derived a new result in theoretical physics. Were"  
[X Link](https://x.com/anyuser/status/2022394113971360145)  2026-02-13T19:35Z 916K followers, 394K engagements


"This video feels more important than ever because Brets lifes work is about collapsing the gap between an idea in a creators mind and the manifestation of that idea. Its the beautiful side of AI (sharing on a day when there are plenty of serious concerns on the flip side) 1/ The most influential video I've ever seen remains "inventing on principle" by @worrydream. https://t.co/JR4G3hLPU9 A well formed principle guides action through time. Here's Brett's principle attached. I realized today this is why I'm so interested in Unreal Engine [--]. https://t.co/1VCmPUP0IF 1/ The most influential video"  
[X Link](https://x.com/anyuser/status/2021576190088151217)  2026-02-11T13:24Z 313.1K followers, 30.9K engagements


"1/ The most influential video I've ever seen remains "inventing on principle" by @worrydream. A well formed principle guides action through time. Here's Brett's principle attached. I realized today this is why I'm so interested in Unreal Engine [--]. https://www.youtube.com/watchv=PUv66718DII https://www.youtube.com/watchv=PUv66718DII"  
[X Link](https://x.com/anyuser/status/1261757592906477570)  2020-05-16T20:37Z 313.1K followers, [---] engagements


"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 make exactly one investment. They invest more of their own money than any of their limited partners in every deal and send their own people to run the businesses as CEOs and CFOs. Over [--] years they have never lost money on a deal. The conversation includes the story of how they spent [--] years building a relationship with the founding family of Hunter Douglas before getting the opportunity to buy it."  
[X Link](https://x.com/anyuser/status/2021207532149100633)  2026-02-10T13:00Z 313.1K followers, 41.4K engagements


"You could replace code with all other computer work in thiscode today excel docs PPT and everything else soon. So as a senior you could abstain. But then your junior colleagues will eventually code circles around you because theyre wearing bazooka-powered jetpacks and youre still riding around on a fixie bike. Eventually your boss will start asking why youre getting paid twice your zoomer colleagues salary to produce a tenth of the code. Our craft as we have practiced it will end up like some blacksmiths tool in an archeological dig a curio for future generations. It cannot be helped it is"  
[X Link](https://x.com/anyuser/status/2020292811434643850)  2026-02-08T00:25Z 313.1K followers, 37.8K engagements


"Rip the no mouse excel guys"  
[X Link](https://x.com/anyuser/status/2020295846051684450)  2026-02-08T00:37Z 313.1K followers, 73.1K engagements


"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 more people than work. This reminded me of Neil Mehtas beautifully simple question when considering investing in a company: are its best days still ahead of it Steve goes on to lay down the gauntlet: If you make beer or work with humans or ship stuff say then youve got a bit more time to work with maybe to find your feet in the AI era. If you have a strictly online or SaaS software presence with no"  
[X Link](https://x.com/anyuser/status/2019933931680714893)  2026-02-07T00:39Z 313.1K followers, 85.4K engagements


"I noticed an analogy between how some friends of mine are working in a little apartment above a bakery and how Anthropic engineers seem to be working in a great big building with a bakery in it and I noticed some similarities. No. Not the bakery. Why would you think that. https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b"  
[X Link](https://x.com/anyuser/status/2019701883603202449)  2026-02-06T09:17Z 32K followers, 364.9K engagements


"Props where due Will is writing the most interesting stuff right now https://t.co/55JiWR8AEu https://t.co/55JiWR8AEu"  
[X Link](https://x.com/anyuser/status/2019859625089130560)  2026-02-06T19:43Z 313.1K followers, 224.3K engagements


"End Game Play It is [----]. Garry Kasparov sits across from Anatoly Karpov in Moscow. It is Game [--]. This is the second time the two men would meet. The first the year prior ran forty-eight games over five months http://x.com/i/article/2019764771675848704 http://x.com/i/article/2019764771675848704"  
[X Link](https://x.com/anyuser/status/2019850913599676524)  2026-02-06T19:09Z 120.9K followers, 1.3M engagements


"A dream interview for me: David Attenborough. If anyone knows him let me know"  
[X Link](https://x.com/anyuser/status/2019767757856710673)  2026-02-06T13:38Z 313.1K followers, 26K engagements


"What will be the most likely modern analogs"  
[X Link](https://x.com/anyuser/status/2019534363994505249)  2026-02-05T22:11Z 313.1K followers, 23.7K engagements


"Whats fascinating is Kurzweil was actually too pessimistic on FLOPS (we are way beyond his [----] prediction) but wrong about the implications of that much compute (not uploading brains)"  
[X Link](https://x.com/anyuser/status/2019532078518341781)  2026-02-05T22:02Z 313.1K followers, 24.7K engagements


"He about nailed this one though"  
[X Link](https://x.com/anyuser/status/2019532186232508654)  2026-02-05T22:02Z 313.1K followers, 13.3K engagements


"This @patrick_oshag @InvestLikeBest interview with @gokulr should be required listening for any CEO or any executive at any company Grateful for his mentorship over the years https://open.spotify.com/episode/4nvfc4svpVSjz7haZBogXjsi=5c3qcwNASBCHfluTbTkpHQ&t=2667&pi=Ye0uBFFHQYqHD https://open.spotify.com/episode/4nvfc4svpVSjz7haZBogXjsi=5c3qcwNASBCHfluTbTkpHQ&t=2667&pi=Ye0uBFFHQYqHD"  
[X Link](https://x.com/anyuser/status/2019425280977433044)  2026-02-05T14:58Z [----] followers, [----] engagements


"RT @colossusmag: Alex Behring became CEO of a Brazilian railroad at [--]. The company hadn't hired anyone in [--] years. Half the bridges nee"  
[X Link](https://x.com/anyuser/status/2019259034784690509)  2026-02-05T03:57Z 313.1K followers, [--] engagements


"Alex Behring became CEO of a Brazilian railroad at [--]. The company hadn't hired anyone in [--] years. Half the bridges needed repair. They still ran steam engines. On his first day a manager demanded $5 million to fix a bridge he claimed was about to collapse. Behring called his bluff. The story of 3G Capital involves Roger Federer Sam Walton and Warren Buffett. It includes the biggest beer company on earth the biggest footwear deal in history and a ketchup bottle with Charlie Munger's face on it. It also involves accusations of 'chainsaw capitalism' CEOs https://t.co/v1nP5MoWmw The story of 3G"  
[X Link](https://x.com/anyuser/status/2018671658110767347)  2026-02-03T13:03Z 38.1K followers, 458.5K engagements


"The story of 3G Capital involves Roger Federer Sam Walton and Warren Buffett. It includes the biggest beer company on earth the biggest footwear deal in history and a ketchup bottle with Charlie Munger's face on it. It also involves accusations of 'chainsaw capitalism' CEOs driving freight trains and billion-dollar companies being handed to kids in their twenties. Buffett called it the best management culture he'd ever seen. But until now the story behind the culture has never been told by the people who carry it forward. In truth 3G would prefer you had never heard of it. The firm began in"  
[X Link](https://x.com/anyuser/status/2018308242317738187)  2026-02-02T12:59Z 38.1K followers, 1.1M engagements


"RT @zebriez: when I joined Positive Sum/Colossus I wasn't sure I could get interested in "writing about investors" @domcooke proves me so"  
[X Link](https://x.com/anyuser/status/2019258857055547876)  2026-02-05T03:56Z 313.1K followers, [--] engagements


"when I joined Positive Sum/Colossus I wasn't sure I could get interested in "writing about investors" @domcooke proves me so wrong.again. The story of 3G Capital involves Roger Federer Sam Walton and Warren Buffett. It includes the biggest beer company on earth the biggest footwear deal in history and a ketchup bottle with Charlie Munger's face on it. It also involves accusations of 'chainsaw capitalism' CEOs https://t.co/v1nP5MoWmw The story of 3G Capital involves Roger Federer Sam Walton and Warren Buffett. It includes the biggest beer company on earth the biggest footwear deal in history"  
[X Link](https://x.com/anyuser/status/2019203532289896730)  2026-02-05T00:16Z 14K followers, 27.2K engagements

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