Invest Like the Best with Patrick O'Shaughnessy · Tuesday, October 27, 2026
Cliff Sosin explains that if intelligence becomes cheap and ubiquitous, investors should focus on owning the complements to intelligence. These complements include data, attention, love and affection, physical proximity, scale, and regulatory capture.
“And to follow this logic all the way through to the end is if intelligence becomes cheap and ubiquitous, What you want to own are the complements to intelligence. And so the complements to intelligence are their data, attention, Love, affection, whatever sort of emotional attachment you want. It's physical proximity, it's scale.”