Patrick OShaughnessy

@patrick_oshag

building @psumvc @colossusmag hosting @investlikebest

New York, NY

colossus.com/subscribe

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Patrick OShaughnessy
@patrick_oshag
Oct 20
My second conversation with Christina Cacioppo (@christinacaci), Vanta's cofounder and CEO. Charlie Songhurst says the best returns come from companies that are highly boring and highly complex, because fewer founders want to build them. Vanta is one of those companies. When
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Patrick OShaughnessy
@patrick_oshag
5h
Good day to rewatch
Patrick OShaughnessy
@patrick_oshag
May 13
Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky
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Patrick OShaughnessy
@patrick_oshag
5h
A list of stats from the Anthropic S-1: - NDR is ~900% - Revenue per employee is over $6.6M, up from about $1.4M a year earlier - Revenue went from $41M three years ago to $16.3B in the first six months of 2026 - Quarterly revenue went from $4.7B in Q1 to $11.6B in Q2 - Q2
Patrick OShaughnessy
@patrick_oshag
May 13
Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky
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47
Patrick OShaughnessy
@patrick_oshag
Oct 21
Christina Cacioppo on high growth v. high margins: "I think in the fullness of time, an 80% growth business with 80% margins will actually be better than a 160% growth business with 30% margins. One of these will return more cash in the fullness of time. But today the latter
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Patrick OShaughnessy
@patrick_oshag
Oct 20
01:04:56
My second conversation with Christina Cacioppo (@christinacaci), Vanta's cofounder and CEO. Charlie Songhurst says the best returns come from companies that are highly boring and highly complex, because fewer founders want to build them. Vanta is one of those companies. When
20
Patrick OShaughnessy
@patrick_oshag
Oct 20
John Arnold
@johnarnold
Oct 20
Underappreciated how much the shale revolution unlocked the AI revolution.
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