The thing that I've learned over time is that the most important question is not 'is this technology real?' but rather 'what is the rate of improvement, and how does that rate of improvement compare to what the market is pricing in?' Because technologies that are real can still be terrible investments if the market has already priced in a lot of the improvement.

Invest Like the Best with Patrick O'Shaughnessy
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@underscoredpodcasts·June 20, 2026