Public evidence record
CEO · Positive Sum
Claim ledger
15 transcript-backed records
01 / belief
“I think that there's an opportunity to just hit a button—a little more often than not—when having normal conversations than anyone would have in the investment business as they’re doing diligence and research.”
02 / belief
“I think I'll give us a tentative B+ to give us lots of room for improvement, but because we have established something that we can really see building on for decades to come.”
03 / belief
“Couldn’t agree more. That's what everyone should be chasing early on in life, I think.”
04 / belief
“I mean, it's all compounding at the end of the day. It ends up being a competitive advantage, which I think is an important point.”
05 / belief
“I think a gift that any parent can give their kid is tremendous support and care for their interest without imposing one's own interest in their children.”
06 / belief
“I think we have a platform now that has an extremely bright future and has a very large potential future.”
07 / belief
“I think the public market mindset applied to private markets as a powerful concept, but in the context of some of the biggest venture investors—I wasn't there so I can't say for sure.”
08 / belief
“I think becoming a high slope learner and getting the experience of how fun that can be is really the only truly valuable thing that college or some other formal education can bestow on you.”
09 / belief
“I think jumping the line on these directional arrows or progress is a really interesting way to generate business ideas.”
10 / belief
“I think we'll end up publishing a lot of audio content in a variety of different ways as we do this learning process ever more transparently and in public.”
11 / belief
“I would say the major deviation has happened in just the last couple of years, which is our move to become much more of a software business.”
12 / belief
“I never want to fall into that trap. It will remain driven by what's interesting to us, not what we think other people want to hear or not some backdoor into a business outcome that we're trying to achieve.”
13 / belief
“I think a common misconception about quants in general where I would count us is that we're value investors.”
14 / belief
“I think we're very counter positioned—with Canvas specifically—against the firms that would most scare me to be competitors.”
15 / belief
“I think Daniel is the best strategist that I've personally spent time with, and he says the same thing about Hamilton, or something similar anyway.”