Jay Matthews
@jaymatthews
Aspiring corporate anthropologist, investment ecologist, & data psycho-analyst; Workaholic in remission
Jay Matthews
Advantages of supplemental quant analysis
- Easier to scale than traditional VC
- Allows for fast, pre-emptive decision making — identify deals before they come to market, use robust dataset and proven grameworks
- Reduce Type I and Type II error: Bias and patterns of under- and out-performance are hard to detect. Quant systems can identify and then make
Katelyn Donnelly • Quant comes to Venture Capital
When you define yourself around an identity label you forfeit your ability to self-govern and to discern what you genuinely believe from what others tell you to believe. By defining your self around an identity label, you necessarily allow said label to supersede your self. Most importantly, this identity-first approach (i.e., viewing yourself and... See more
sundus • I Am Me Before I Am Anything Else
- Platform durability: wide range of apps with low revenue concentration
- Creator Economics: convert users to creators then retain and increase engagement
- Growth Flywheel: virtuous cycle where more creation drives more revenue and a better product
Rex Woodbury • The Building Blocks of Tech
"I always insist on my agency as a thinker. I have the right to read what I like to read. I think that is actually more radical: to insist that because I have my own mind, I will be influenced by whom I choose, and I will write what I choose." — Ocean Vuong
sundus • I Am Me Before I Am Anything Else
Definition: Quantitative investing proceeds by assembling, cleaning, and pooling vast amounts of data on prices, deals, valuations, etc. Advanced techniques are applied to study patterns of growth, failure, value evolution, and performance. Deep statistical insights can be teased out of data. The best systems learn and adjust their accuracy over... See more
Katelyn Donnelly • Quant comes to Venture Capital
This may be an inverse-U-shaped curve. As you can imagine, very early on, it's a picker's game, meaning, for example, with Pioneer, extremely early. We can pick whoever we want. Very late stage in the cap table, it's also a picker's game. I mean, obviously the company's public for the most part. Hedge funds are in the game of picking, not in the
... See moreDaniel Gross • Finding Undiscovered Talent
This is why art matters: because it dredges our psychic depths in ways that even the artist may not understand. “The arts,” writes the Zen poet Gary Snyder, following Levi-Strauss, “are the wilderness areas of the imagination, surviving like national parks in the midst of civilized minds.” Strange things grow in the wilderness; unusual plants... See more
Paul Kingsnorth • The Great Work: Alchemy and the Power of Words – Paul Kingsnorth
Maria Popova reflects on the different worlds of Lightman's book, describing the different ways in which different worlds relate to time.