Sublime
An inspiration engine for ideas
Patrick OShaughnessy @patrick_oshag
twitter.com
A few months ago I was at a conference where Robin Hanson spoke about prediction markets.[1] He argued that given how much of companies' outcomes are driven by who they choose to hire, and how non-rigorous the process of selecting employees and revisiting those selections is, there's a literal trillion-dollar opportunity in getting it right. Predic... See more
Byrne Hobart • How Many Trillion-Dollar Companies Should There Be?

21 difficult questions from Morgan Housel to humble yourself. https://t.co/60kCJUhQp8



@patrick_oshag I think with so much data and algorithmic-everything, the value of hand curation will continue to increase. 1,000 movies the computer suggests are not as compelling as 1 movie from a person I trust.
I think there must be an analytical corollary to this, but I'm not yet sure what

1/ Thread: Newsletter TAM
Today I polled on twitter how many investment professionals pay for newsletter/research blog/substack subscription.
Almost half responded: Zero.
The other half who pays for subscription, more than half of them pays for only one newsletter.