In this Best of Panic re-run from November 22’, Jim O’Shaughnessy came back for a record fourth appearance. The previous time he was on, we talked about the real panic; I’d come back from vacation fired out of a cannon – only wanting to talk to my close friends or pimp some of our companies. But this time around I had a lot to talk to Jim about. He was guest number one on the show and since then the Fed had hiked another 75 basis points, Meta imploded (and has since turned around), and we were in the first innings of a new owner at Twitter. It’s fun to jump in a time capsule and explore how we were thinking about things at the time.Once again, Jim was the calm voice of reason that helped us navigate the turbulent times we found ourselves in. The GOAT himself, Jim O’Shaughnessy is back for a record fourth appearance on Panic with Friends! And this time he’s slightly panicked by not being panicked. I convinced him to put on some slippers and start showing up for work. Guest - Jim O’Shaughnessy, Founder and CEO at OSV - O’Shaughnessy Ventures LLC howardlindzon.com, osv.llc, osam.com, infiniteloopspodcast.comTwitter: @howardlindzon , @jposhaughnessy, @PanicwFriends, @knutjensen linkedin.com/in/james-o-shaughnessy-b072bb#fintech #invest #investment #venturecapital #stockmarket #finance Show Notes:

Introduction (00:41)

Welcome Jim (05:29)

Strategy & Tactics (07:46)

Decision time (10:30)

Elon Musk (12:58)

Fixing Twitter (13:39)

Dealing with trolls (17:26)

The real reason Elon bought Twitter (23:06)

Excited about Artificial Intelligence (27:10)

AI ethics (30:02)

AI in medical research (31:45)

AI legal use case (33:15)

An Open AI is critical (36:05)

First $1B single creator LLC (36:34)

Old Models are collapsing (37:25)

A “Thiel-style” scholarship (39:09)

A revolution in Education (45:12)

A real meritocracy (45:56)

Human nature doesn’t change (48:19)

The next Robinhood could be Robinhood (49:46)

Wrapping up (53:05)

Closing thoughts (56:58)