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
-0.42
hit rate
33%
mean α
-0.73%
signals 14d
2
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 6 scored bets: 33% hit rate, -0.73% mean alpha, trader score -0.42.
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @bgurley | · | Argues open models inevitably win in high-stakes software competition. | · | tweet ↗ |
| 2026-08-21 | · | @bgurley | · | Argues U.S. global AI dominance is implausible after examining structural details. | · | 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.