Investing, business strategy, and innovation insights by Patrick O’Shaughnessy
Patrick OShaughnessy: Anthropic S-1 shows revenue rose to $16.3B in first half of 2026
Anthropic's S-1 filing lists a jump in company revenue from $41 million three years ago to $16.3 billion in the first six months of 2026. Patrick OShaughnessy highlighted additional figures, ...
High margin businesses may outperform higher growth peers over time, Christina Cacioppo notes
Christina Cacioppo stated that, in her view, a business with 80% growth and 80% margins will ultimately outperform one with 160% growth and 30% margins. In her assessment, the former will return ...
Patrick OShaughnessy: Charlie Songhurst discusses why boring and complex companies may deliver strong returns
Charlie Songhurst said that companies described as "boring and complex" could provide the best investment returns. Patrick OShaughnessy highlighted this perspective, sharing Songhurst's view on ...
Stablecoins could save U.S. dollar, David Vélez says
David Vélez said stablecoins could play a role in sustaining the U.S. dollar. Vélez argued that, out of about 190 currencies globally, this number may consolidate to 10 in 10–20 years due to ...
Patrick OShaughnessy: Meta and Google gain more from AI-powered ads than AI labs
Patrick OShaughnessy highlights commentary from Ben Thompson suggesting that Meta and Google are generating greater financial gains from leveraging artificial intelligence to enhance their ...
Instinct reaches $1 billion in yearly transactions amid rapid daily growth, Patrick OShaughnessy reveals
Patrick OShaughnessy reports that Instinct, despite being invite-only, is handling more than $1 billion annually in transaction volume. The platform is experiencing growth of over 10% per day and ...
Patrick OShaughnessy: Rogo harnesses AI to support leading financial institutions
Patrick OShaughnessy discusses his ongoing conversations with Gabe Stengel, founder and CEO of Rogo, focusing on the evolving role of artificial intelligence in investment management. ...
Dell airdrop delivers $250 boost for Invest America accounts, Patrick OShaughnessy notes
Patrick OShaughnessy highlights the impact of a $250 airdrop distributed today by Dell to Invest America account holders. OShaughnessy describes the achievement as remarkable and notes that ...
Patrick OShaughnessy: Nvidia involvement in token sales questioned over leadership connections
Patrick OShaughnessy comments on Nvidia’s approach to token sales, highlighting a perspective shared by someone identified as Neil. The tweet suggests that Nvidia’s CEO Jensen Huang is skilled ...
Expert analysis enhances market understanding, Patrick OShaughnessy notes
Patrick OShaughnessy acknowledges the impact of individuals such as Ben Thompson, Gavin Baker, and others who regularly provide thoughtful and detailed explanations of market trends. He believes ...
Patrick OShaughnessy: Cloud market underestimation repeating in AI sector
Patrick OShaughnessy highlights a recurring mistake among investors, pointing out that underestimating the total addressable market was a key error in the cloud sector and is now happening again ...
Stock market optimism feels relatively subdued, Patrick OShaughnessy notes
Patrick OShaughnessy shares observations on market sentiment, noting that while he considers himself an optimist regarding the stock market, others in the investment ecosystem are even more ...
Patrick OShaughnessy: Investment manager evaluation goes beyond thesis and track record
Patrick OShaughnessy discusses an approach to evaluating new investment managers that extends beyond traditional focus areas. According to OShaughnessy, it is common for investors to overemphasize ...
SPVs distribute $100 million allocations among elites, Patrick OShaughnessy notes
Patrick OShaughnessy shares Jeremy Giffon's perspective on special purpose vehicles (SPVs) in investment. Giffon likens the SPV structure to recreating the feudal system, where prominent figures ...
Patrick OShaughnessy: Best investment ideas are often simple
Patrick OShaughnessy shares insights from Jeremy Giffon about effective investment strategies. According to Giffon, legendary investor Richard Rainwater applied a 'one-pager' test to ensure ...
Producing more tokens could make a firm most valuable, Patrick OShaughnessy notes
Patrick OShaughnessy shares a perspective from Robert Wachen that producing the most tokens may lead a company to become the most valuable in the world. He highlights that the cost of goods sold ...
Patrick OShaughnessy: Paul Tudor Jones reflects on trend investing and Warren Buffett
Patrick OShaughnessy shares insights from Paul Tudor Jones on lessons learned from Warren Buffett. According to the commentary, Jones emphasized the importance of riding trends for extended ...
AI could lower equity multiples for major firms, Patrick OShaughnessy notes
Patrick OShaughnessy discusses an argument presented by Vlad regarding the potential impact of artificial intelligence on equity multiples across publicly traded companies. OShaughnessy ...
Patrick OShaughnessy: Bending Spoons files to go public and shares key insights from S-1
Patrick OShaughnessy discusses Bending Spoons as the company files to go public today. He shares observations from their S-1, highlighting points about the company's origins, strategic playbook, ...
Uber posts $10 billion in free cash flow and rapid AI spending, Patrick OShaughnessy reveals
Patrick OShaughnessy shares a series of notable statistics about Uber, highlighting the company's spending and growth. Uber consumed its entire annual artificial intelligence budget within a ...
Patrick OShaughnessy: Frontier tokens are capturing most economic value in AI
Patrick OShaughnessy shares that in three recent conversations with industry experts, each highlighted that frontier tokens are now capturing the majority of the economic value within the ...
