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Sounds like it is. When somebody is confidently wrong in an area you're familiar with, and confidently speaking about areas you're not, isn't that an instant epistemic red flag?

Do you think that of the four of them, Friedberg has a best grasp of the finance side of things? I would think he would be since he was apparently formerly involved in IB, PE, then corp dev when he was younger.

Interestingly, I agreed with the idea that they are better when discussing tech and VC (after all that's their day job). Do you have any examples of where they have been significantly off on tech finance?

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