Geoffrey Chen

Ex-hedge fund manager. Now building TOMO - AI for fundraising. Geomaxxing between SF ↔ Tokyo. Convinced most of Silicon Valley is speaking in tongues.

[Geoffrey Chen @GCH6888]

@elonmusk Communism or tyrants and economic mismanagement? Are these the same thing?

[Geoffrey Chen @GCH6888]

@dieworkwear Hunter Biden glow up on social media and trade mags!

[Geoffrey Chen @GCH6888]

YC should make ‘Personal Life Wiki’ a standard batch exercise. So on top of product market fit, founders find pattern market fit!

The next billion-dollar idea might come from someone finally understanding their 7th-grade version.

Curious what you specifically learned from this exercise @garrytan.

[Geoffrey Chen @GCH6888]

@pmarca Best advice I received from a VC - just build stuff for yourself. Solve your own problems. Be curious and don’t be a dick.

[Geoffrey Chen @GCH6888]

@creepydotorg A true gentleman and bon vivant!

[Geoffrey Chen @GCH6888]

@PeterDiamandis Vladimir Lenin said it best: "There are decades where nothing happens; and there are weeks where decades happen."

Applies to the fall of the Berlin Wall, the launch of the Internet and clearly the advent of AI.

[Geoffrey Chen @GCH6888]

@paulg @JonHaidt The study relies on self-reports of sensitive experiences. There are also other limitations in the study such as its cross-sectional design and focus on online youth only. Wrong to extrapolate on this basis

[Geoffrey Chen @GCH6888]

@jayyeh The first rule of sales. Only sell what people want or need

[Geoffrey Chen @GCH6888]

@paulg @billclerico @jesslivingston @ycombinator They won’t answer because they have made up their mind

[Geoffrey Chen @GCH6888]

@garrytan Human writing has more typos, but also more feeling! AI writes too perfectly.

[Geoffrey Chen @GCH6888]

As Al depreciates explicit knowledge, it narrows the gap between skilled and mediocre investors, and eventually what remains of the explicit-knowledge layer becomes a commodity.

What is left, tacit knowledge, bifurcates into two distinct categories.

The first is experiential knowledge and the second is private information-the kind that, by definition, cannot be trained on or replaced by Al. Once private information enters the public domain, it ceases to be useful as an edge.

What remains irreplaceable is therefore the network of contacts, entrepreneur relationships, and private-market access that each investor cultivates independently.

This, is where genuine alpha resides-and it is, by construction, the one domain Al cannot reach.

* * *

The implication is not that Al should be avoided, but that it should be deployed differently.

The firms outperforming are not choosing between Al and human judgment; they are integrating Al into systems anchored in human tacit knowledge.

In practice, this means using Al to expand the surface area of data processing, while experienced judgment determines which signals merit attention, which patterns are meaningful, and which outputs should be overridden.

Al becomes most powerful not as a substitute for the analyst, but as an extension of a framework in which accumulated intuition shapes what is even seen as signal in the first place.

From 13D’s What I learned this Week

[Geoffrey Chen @GCH6888]

@InflectInvest @HarryStebbings Clients are all over the place: NY, London, HK

[Geoffrey Chen @GCH6888]

@Gentleman_Ways Surfing in Hawaii or Bali!

[Geoffrey Chen @GCH6888]

@TrungTPhan Totally agree. They didn’t showcase this colour because they were afraid that it might be too close to the latest iPhone colorways. But orange looks amazing!

[Geoffrey Chen @GCH6888]

@PaulSkallas I think Ferrari was bold and did something different. It doesn’t always work.

We need to see the car in real life and test drive before we judge.

Often new cars or watches are ridiculed when they are launched and become future classics. This may be one of those times.

[Geoffrey Chen @GCH6888]

@MarioNawfal That is the popular opinion. The unpopular opinion is that it was designed with passion for a totally different audience.

Most new Ferrari concepts garner some level of criticism and controversy. This one is no exception.

[Geoffrey Chen @GCH6888]

@jasonlk @karrisaarinen @thinkshiv Has Monaco been good for you on the cold outbound @jasonlk ?

[Geoffrey Chen @GCH6888]

@GazzettaFerrari He’s saying exactly what he thinks

[Geoffrey Chen @GCH6888]

@KobeissiLetter In my opinion, a buying opportunity for Ferrari stock which is cheap relative to history now. Numbers won’t be hurt by the Luce and it has been pre-sold. This is an over reaction

[Geoffrey Chen @GCH6888]

I’m based in London right now and building agents for private market fundraising (hedge funds, PE, VC).

All of my clients/ICPs are using web 2 tools like Salesforce, Backstop and Foliometrics and pay 5/6 figures for these tools/systems of records (and aren’t particularly happy), which is why we are building a system of action that integrates and in some cases replace these tools.

Would be happy to meet in person if of interest @HarryStebbings. Have great traction from high value finance vertical!