PERSON DIRECTORY
Jeremy Giffon
Jeremy Giffon appears in 1 indexed conversation across Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Everything in Capital Markets is Downstream of Algorithms
Patrick O'ShaughnessyJeremy Giffon
Giffon argues that capital follows the “billion-dollar PDF”: in long-dated private markets, narrative is the great filter, while X’s unifeed increasingly selects the stories that move marginal security prices.AI shifts software economics from near-zero-cost strings to recurring compute, implying lower margins and greater scale; Giffon has largely sat out the jump ball, while LPs should underwrite manager incentives and the increasingly extractive SPV structure.