nateLandman (@ranicket) 's Twitter Profile
nateLandman

@ranicket

★ making sand think at mystellaai.com & tryitonai.com → Prev quant at @somehedgefund → cs @MIT | @ZFellows_ → in 🇬🇧

ID: 869139565

linkhttp://landmanlounge.com calendar_today09-10-2012 03:18:09

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Theory goes Alex Karp knows funds are using AI to track his earnings calls Since most funds use the same models, he's able to speak in ambiguous enough terms that connote extremely positive sentiment within the algos Aaaand voila - P/E 579.16. 14 stds above tech average

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There’s a startup valued in the $$ Bs whose main selling point is surpassed by a startup valued at $ XXm And this isnt new- the latter has been around and “better” for three years! And yet, they can’t fully grasp that the “selling point” is not what actually sells…

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As the cost of producing these videos drops to near zero and their inherent virality weans, unfortunately, as always, the real cost will come back to distribution - paying for reach

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Watched a hilarious Shark tank episode where a woman pitches Ayurveda for western markets. The women investors pile on - they all love the product. Finally comes a man investor: "this is going to fail. There is no science backing your product!" A real parable of the VC world

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+anecdote At the fund I worked at there were two dudes. One, 45ish, "the senior" would show up at the office tirelessly, be there for 12 hours a day. Bloomberg TV on one screen, whatsapp in the other screen, work in the middle. The other one, recent PhD grad, would be the last