This week, Invest Like the Best examined the structural shifts reshaping technology competition and capital allocation in the AI era. Patrick O'Shaughnessy spoke with Ben Thompson about how Big Tech's dominance, geopolitical tensions with China, and the mounting costs of AI development are creating new constraints on the industry's growth trajectory. The conversation surfaces a critical question: whether the current enthusiasm for AI can be sustained when the economics of building frontier models demand ever-larger capital commitments.
Episodes This Week
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This Week in Invest Like the Best with Patrick O'Shaughnessy (Oct 5 - Oct 11, 2026)
1 episode · Oct 5 – Oct 11
This Week in Invest Like the Best with Patrick O'Shaughnessy (Sep 28 - Oct 4, 2026)
1 episode · Sep 28 – Oct 4
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