PERSON DIRECTORY
Alexander Good
Alexander Good appears in 1 indexed conversation across 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism
Avi FelmanAlexander GoodJonah Van Bourg
Alex Good’s ad-buying strategy linked acquisition economics to market attention, from long EA/short Booking to Tesla clicks driven by “Elon Musk.”His “goldfish theory” favors recurring attention over forecasting, but fragmentation and trust can break the trade; he is bearish Palantir at 100x sales.He expects AI layoffs within 3 months, while politics and 6% annualized productivity could reshape the opportunity set.
