Writing the first draft of financial history with Byrne Hobart
Complex Systems with Patrick McKenzie (patio11)
Describing the World with Numbers
Describing the world with probability values is a powerful but underutilized method. Finance and tech are intertwined but distinctly different sectors. In tech investing, the rigor and modeling seen in hedge funds are lacking, with venture capital funds relying more on user interviews than complex models. Measuring venture investor skill is challenging due to the long lead times between investment and returns, creating a small sample size of successes.
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