Very well said (to Andreessen I suppose). I started off with spreadsheets, but have evolved to this over time, even though it feels less rigorous and more intui

Very well said (to Andreessen I suppose). I started off with spreadsheets, but have evolved to this over time, even though it feels less rigorous and more intuitive. To some extent, I wonder how much investment banks suffer from the fact that they have to explain their picks with rigour\quantitatively forces them into missing the biggest payoffs which can only come from following sound intuition. And then, also if you are communicating your choices qualitatively you probably rely on familiar thematic 'stories' (big data! deep learning!) which leads to Thiel's aversion to stories.