Eric Davidson

Elon Musk@elonmusk·5hRate of progress decides the outcome

But a massive amount of human knowledge is in the form of proprietary, non-crawlable information. The information needed to train medical AI breakthroughs is in medical records and images; the information needed to automate contracting workflows is in millions of contracts; the information needed to optimize customer support is in millions of call... See more

A lot of people that get into angel investing are operators, and they think "I love this company. If only they did this, I'm going to invest in them and help them do this" . The reality is that you have limited operational input. If you really connect with the founder and there's alignment, you might help them develop a new product strategy.... See more

One of his overarching guidelines is that while fundamentals drive the technicals, you may not always see the fundamentals in time — but the technicals can improve, or degrade, before the fundamentals become obvious to the public.

That’s because Wall Street is always looking ahead and factoring in future expectations when valuing current stock... See more

Clearly, improved performance is an age-old aspirational goal of the active management industry – one that has proven elusive. But in a sign of the times – namely leveraging advanced technology and drawing inspiration from other industries — there is an emerging approach to active management that has demonstrated its ability to outperform. It is... See more