I would describe having billions under management and not understanding really basic kelly criterion as having wrong fundamentals, but I think you were talking

I would describe having billions under management and not understanding really basic kelly criterion as having wrong fundamentals, but I think you were talking about his beliefs in AI. But thats sort of the whole problem, believing you know a lot about the future of AI, even if you’re correct, does not mean you have the expertise to manage a fund around that belief, and it’s absolutely shocking to me he was able to get that much money