Sublime

We are in an age of noise.

The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.

Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more

Gavin Baker is the CIO and Managing Partner of Atreides Management, a tech/consumer crossover fund that he founded in 2019. Prior to Atreides, Gavin spent nearly two decades at Fidelity, with the last eight years as PM of the $17bn Fidelity OTC Fund. During his tenure, the fund compounded at over 19% net of fees, outperforming 99% of its... See more