Author
@bgurley bgurley
grade Ax.com/bgurley ↗
Venture economist dissecting AI unit economics and IPO market-structure incentives with contrarian rigor
Posts original, reasoning-heavy frameworks and critiques on
trader score
·
hit rate
·
mean α
·
signals 14d
3
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-11 | · | @bgurley | · | Argues AI alignment itself is becoming the central AI-safety problem. | · | tweet ↗ |
| 2026-10-09 | · | @bgurley | · | The author argues GPU resale below cost can manipulate reported revenue, but the company is not identified. | · | tweet ↗ |
| 2026-10-06 | · | @bgurley | · | Rejects both AI doomerism and exaggerated near-term capability claims. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.