I know he works for a16z. They will ultimately be subject to judgement based on their investments, though the time horizon is long. And yes, it's clear that this is content marketing.
>"it is amazingly hard work to churn out quality content throughout the year."
One of the best examples I've seen of this was David Gardener's Rule Breaker portfolio in the 90s. He publicly wrote up analysis after analysis on technologies and companies, along with the occasional announcement he was buying or selling a stock. There were a few whiffs, but he got AOL in '94, Amazon in '97, and Amgen, eBay and Starbucks in '98. He was highly visible, forward predicting and right in a way that was quantifiable. I'm not a fan of the direction his business (fool.com) has gone in the past 10 years, but throughout the first dotcom boom, he made some great contrarian picks despite extreme push-back, particularly for Amazon.
The same can be said, on the whole, of the predictions of Ray Kurzweil. Even though he wasn't talking about individual companies, there were specific predictions and timelines that could be compared to predictions of his peer and what actually happened (e.g. a chess AI beating the top human player, the mapping of the human genome by 2000, etc) http://bigthink.com/endless-innovation/why-ray-kurzweils-pre...
>"it is amazingly hard work to churn out quality content throughout the year."
One of the best examples I've seen of this was David Gardener's Rule Breaker portfolio in the 90s. He publicly wrote up analysis after analysis on technologies and companies, along with the occasional announcement he was buying or selling a stock. There were a few whiffs, but he got AOL in '94, Amazon in '97, and Amgen, eBay and Starbucks in '98. He was highly visible, forward predicting and right in a way that was quantifiable. I'm not a fan of the direction his business (fool.com) has gone in the past 10 years, but throughout the first dotcom boom, he made some great contrarian picks despite extreme push-back, particularly for Amazon.
The same can be said, on the whole, of the predictions of Ray Kurzweil. Even though he wasn't talking about individual companies, there were specific predictions and timelines that could be compared to predictions of his peer and what actually happened (e.g. a chess AI beating the top human player, the mapping of the human genome by 2000, etc) http://bigthink.com/endless-innovation/why-ray-kurzweils-pre...