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Published · transcript-backed

Ben Gilbert: uncertainty

18 Mar 2024 Acquired Renaissance Technologies

“I don’t know for sure, but I think Mellanox built their business on quant finance.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
uncertainty
Recorded
18 Mar 2024
Publisher
Acquired

Transcript context

…This is such a really mind-blowing point here in value creation, value capture. Go for it, take it away. There’s not much to it other than a huge amount of InfiniBand was used by high frequency trading firms. I don’t know for sure, but I think Mellanox built their business on quant finance. That’s one of many examples. Now you know that has limits, but I think it goes overlooked that there’s a lot of technology innovation here. These are all great points they all came up in the research. I totally agree with all of them. It is, in my opinion, false to say that quantitative finance does not create value for the world. It definitely does in my opinion.…

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