The GOAT himself, Jim O’Shaughnessy is back for a record fourth appearance on Panic with Friends! And this time he’s slightly panicked by not being panicked. I convinced him to put on some slippers and start showing up for work. The last time he was on, we talked about the real panic; I’d come back from vacation fired out of a cannon – only wanting to talk to my close friends or pimp some of our companies. But today I’ve got a lot to talk to Jim about. He was guest number one on the show, and he was on just a few weeks ago – since then the Fed’s hiked another 75 basis points, Facebook’s imploded, and we have a new owner at Twitter. So sure, it makes sense if Jim might be a little panicked about not being panicked. Once again, Jim is the calm voice of reason helping me navigate the turbulent times we’ve found ourselves in. I hope you learn as much from our conversation as I did.  Guest - Jim O’Shaughnessy, Founder, Chairman & Co-Chief Investment Officer, OSAM LLC  howardlindzon.com, osam.com, infiniteloopspodcast.com  Twitter: @howardlindzon , @jposhaughnessy, @PanicwFriends, @knutjensen  linkedin.com/in/james-o-shaughnessy-b072bb #fintech #invest #investment #venturecapital #stockmarket #finance  Show Notes: Introduction (00:41) Welcome Jim (05:29) Strategy & Tactics (07:46) Decision time (10:30) Elon Musk (12:58) Fixing Twitter (13:39) Dealing with trolls (17:26) The real reason Elon bought Twitter (23:06) Excited about Artificial Intelligence (27:10) AI ethics (30:02) AI in medical research (31:45) AI legal use case (33:15) An Open AI is critical (36:05) First $1B single creator LLC (36:34) Old Models are collapsing (37:25) A “Thiel-style” scholarship (39:09) A revolution in Education (45:12) A real meritocracy (45:56) Human nature doesn’t change (48:19) The next Robinhood could be Robinhood (49:46) Wrapping up (53:05) Closing thoughts (56:58)