Invest Like the Best with Patrick O'Shaughnessy · Colossus | Investing & Business Podcasts
Dan Sundheim - The Art of Public and Private Market Investing
·1 hr 15 min·5 clips
Dan Sundheim backed Anthropic after reading Dario Amodei's essays, which reminded him of Jeff Bezos' shareholder letters.
As heard by us
A cautious look at how AI could pressure software companies and the systems they sit inside.
This episode is at its best when it frames AI as a test of where software fits in the operating stack, especially for the systems of record, ERP, and CRM tools companies already depend on.
Why you'd press play
You want a calm read on systems of record, ERP, CRM, and AI pressure.
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