What if there was a new venture model (a coordination infrastructure) incorporating a ‘MoneyBall’ philosoph (nobody can consistently pick winners/predict the future; ’symbolic architecture’? ), an OODA Loop of relevant, staadardized, GAAP-like data (think longitudinal ‘signal’ vs. FOMO noise’; ), and the Kelly Criterion to provide structural Systematic risk management (capital deployment over multiple rounds; ‘optimized architecture gap, to maximize the adaptive bandwidth’?) What might that look like? See https://docsend.com/view/zijw6xei24s6insz
this is spot on
Thanks for reading Jahed!
What if there was a new venture model (a coordination infrastructure) incorporating a ‘MoneyBall’ philosoph (nobody can consistently pick winners/predict the future; ’symbolic architecture’? ), an OODA Loop of relevant, staadardized, GAAP-like data (think longitudinal ‘signal’ vs. FOMO noise’; ), and the Kelly Criterion to provide structural Systematic risk management (capital deployment over multiple rounds; ‘optimized architecture gap, to maximize the adaptive bandwidth’?) What might that look like? See https://docsend.com/view/zijw6xei24s6insz
Wonderful read, really liked the comparison between the east and the west coast
Quarterly (or daily!) reporting is terrible for anyone or anything trying to create value, it seems!