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Ben Gilbert: evaluation

3 Nov 2021 Acquired Complexity Investing & Semiconductors (with NZS Capital)

“First, let's start with Complexity Theory, which is a concept that your whole firm is based on and you've published a 47-page paper on, that is just (a) full of fun little graphics, but (b) I think probably has 5–8 mind-blowing concepts in them.”

— Ben Gilbert

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Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
evaluation
Recorded
3 Nov 2021
Publisher
Acquired

Transcript context

…Thanks for having us. Thanks for having us. First, let's start with Complexity Theory, which is a concept that your whole firm is based on and you've published a 47-page paper on, that is just (a) full of fun little graphics, but (b) I think probably has 5–8 mind-blowing concepts in them. The first one is you come right out and admit that you don't know the future. What's going on with that? You would be bad marketers as VCs if you claim to know the future.…

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