Investment firm. CIO @gavinsbaker. Crossover strategy. We want to help exceptional teams across consumer and technology. No investment advice.
Boston, MA
Joined May 2021
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We are hiring for multiple roles.
Please apply through the relevant job post if interested.
linkedin.com/company/atreide…
Great Forbes article on @khealth
“patients will be able to use an app that connects to K Health's AI and leads to a chat with a Cedars-Sinai credentialed doctor or nurse. The app…will also be linked into the system’s electronic medical record system.”
WEKA vs. AWS Lustre:
“WEKA provided comparable or superior usability and outperformed FSx for Lustre at similar capacities by up to 300%. On some tests, WekaFS IO latency was less than 30% that of FSx for Lustre. Mature and easily deployed in AWS.”
research.gigaom.com/report/c…
Excited to be an investor in @weka
Q3:
Larger than entire FY21
255 percent net dollar retention (NDR)
250 percent attainment against its Q3 financial plan
635 percent total contract value (TCV) growth
232 percent annualized run rate (ARR) growth
weka.io/press-releases/weka-…
1) The significance of the increasingly broad shift to consumption based pricing models in software feels underappreciated.
The sun is going down on the days of multi-year upfront commitments.
Less predictability, less favorable payment terms and potentially much more upside.
1) "Balto’s AI listens to both sides of a conversation and visually prompts agents what to say next. A smart checklist feature reminds agents of the prescribed conversational flow, with Balto automatically checking each point off a list..."
2) "Balto also offers voice-trigged dynamic prompts, including rebuttals, compliance statements, and product knowledge."
venturebeat.com/2021/08/19/c…
Hedge Fund net exposure to MS reopening baskets (MSXXOPN2, MSXXREOP, MSXXLEIS) is down to the 2nd %-tile over the past 12 months.
- TW at MS
The tail really does wag the dog these days. At both the index level and often the single stock level.
“Delta/COVID is the most important topic right now in the market for the exact reason that not EVERYONE agrees that it’s the most important topic.”
- BF at BofA
Interesting take.
Counterintuitive fact from the same ERP report on travel:
“Compared to pre-Pandemic levels, people in states with the highest vaccination rates are logging 15% less time in transit hubs. Those in states with the lowest vaccination rates are spending 20% more time in transit.”
1) Good note from MS on Starlink. 1740 satellites, 275k downloads, 90k users in 12 countries and 500k orders.
Average download speeds in Q2 were 100 Mbps, up from 66 Mbps in Q1. National median is 115 Mbps for fixed broadband in the United States and 20 Mbps for satellite.
2) Starlink latency is dramatically better than other satellite providers and comparable to fixed broadband outside of dense urban areas.
Significant deceleration in the 2 year growth stack in aggregated BAML credit card data.
Delta, random variation, Child Tax Credit timing, pay cycle?
