Sublime

Alex Danco: Funding the Future - David Perell

Brands have access to highly predictive proprietary data signals for underwriting and pricing; and

Ken McCarthy,

Growth data: An analyst focused on creating insights – both macro on the user lifecycle, and micro, on specific experiments

The Bloomberg-as-social-network analysis is a useful one because without it, it’s hard to see how Bloomberg has survived:

8. First order irrational, second order rational (h/t Chris Paik)

Economically relevant information is discovered from experimentation, not deduced from a model.