Invest Like the Best with Patrick O'Shaughnessy on Apple Podcasts

Techno-Industrials are addressing larger markets than most software companies can.

They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.

They are more capital efficient than most investors expect.

And they have to be more strategically sound than the average software company.

B... See more

"One of the reasons I first started The Generalist was because I believe that the great epics of our era will occur in the tech sector . No other field asks – and tests – so many consequential philosophical, psychological, and societal questions so frequently. What is money? What makes something valuable? Will nations exist in the cloud? Can we hac... See more