Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
Episode publishedPodcast: Invest Like the Best with Patr...Invest Like the Best with Patrick O'Shaughnessy
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Here's an interesting question to think about: If your finance team suddenly had an extra week every month, what would you have them work on? Most CFOs don't know because their finance teams are grinding it out on lost expense reports, invoice coding, and tracking down receipts until the last possible minute. That's exactly the problem that Ramp set out to solve. Looking at the parts of finance everyone quietly hates and asking why are humans doing any of this? Turns out they don't need to. Ramp's AI handles 85% of expense reviews automatically with 99% accuracy. Which means your finance team
My name is Brian Strang. I'm the technical operations lead, and I work at Congress Asset Management.
How would you describe your experience working with Ridgeline?
Ridgeline is a technology partner, not a software vendor, and the people really care. I get sales calls all the time, and I ignore them. Ridgeline sold me very quickly. We went from 7,000,000,000 to 23,000,000,000, and the goal is 50,000,000,000. Ridgeline was the clear front runner to help us scale.
In your view, what most distinguishes Ridgeline?
They reimagined how this industry should work. It was obviously they were operating on another level.
It's worth reaching out to Ridgeline to see what the unlock can be for your firm. Visit RidgelineApps dot com to schedule a demo. One of the hardest parts of investing is seeing what's shifting before everyone else does. AlphaSense is helping investors do exactly that. You may already know Alphasense as the market intelligence platform trusted by 75% of the world's top hedge funds, providing access to over 500,000,000 premium sources from company filings and broker research to news, trade journals, and over 200,000 expert transcript calls. What you might not know is that they've recently launc
Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of positive sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
I will never forget when I first met Gavin Baker in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He is encyclopedic on what is going on in the world of technology today. And I've had the good fortune to host him every year or two on this podcast. In this conversation, we talk about everything that interests Gavin. We talk about Nvidia, Google and its TPUs, the changing AI landscape, the math and business models around AI companies, and everything in between. We even discussed the crazy idea of data centers i
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