@inpredict this is great work and very interesting, hard to post stuff when ppl have limited stats literacy and conflate realized outcomes with expected probability
@itsJebediah can they even trade pittman give how AP talks are trending?
pitt + AP + JD + Mitchell -> JD + dulin + gould in a year would be so catastrophic
@CookedByNix caleb had 5 picks in two games against worse defenses than maye (who played abysmally in the playoffs to be clear) idrc what tier you put them in but i don’t think caleb is a whole tier better than maye
@atelicinvest if a single magic genie vendor can do everything the various current providers can, why are we betting on it costing $10k/year? vendor has incredible pricing power and a lot of capex to payback…
@nerdcircus_@paulswaney3@KoalemosCap nice job deleting that thread!
btw i’m not anti-partners, i’m anti you commenting on MF PE based on your experience there. it’s very obviously a different experience vs traditional large cap PE, i don’t think thats a controversial take