Patrick OShaughnessy Praises Investors Who Explain Markets Deeply
Patrick OShaughnessy thanks Ben Thompson, Gavin Baker and other analysts for detailed explanations of market developments. He argues such analysis is a strong positive force in financial markets.
Original post · 1 min read
We are all lucky that people like @benthompson, @GavinSBaker, @altcap, @dsundheim and others so often take the time to explain what’s happening in a detailed and deep way.
I think it’s a huge force for good in markets.
I think it’s a huge force for good in markets.
Patrick OShaughnessy @patrick_oshagMy conversation with @benthompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers.
We covered a lot. Every important company in the industry and the forces acting on all of them.
- Why he thinks it would be problematic for the US to win the AI race
- Will we run out of money to fund AI
- Google becoming Berkshire Hathaway
- Why ads are amazing
- TSMC, Intel, and Samsung
- Nvidia's invisible price cuts + biggest competitors
- Microsoft, Amazon, Apple, and Meta
I love talking to Ben about everything happening in markets and technology. Enjo…
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