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tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs Subscribe Tell the truth. Be accurate. Be right
Joined October 2008
10.1K Following    107.9K Followers
Bloomberg: “Value Aligned Research Advisors, a New Jersey-based hedge fund .. fell 44% last month .. The losses pared the year-to-date returns for the $20 billion flagship AI Fund to 65% through July .. It was up nearly 200% through June, according to an investor document seen by Bloomberg News.” "In total, the firm managed about $26.4 billion at the end of June, 16 months after launching its hedge fund. Founded by Ben Hoskin and David Field, Value Aligned Research Advisors focuses on stocks likely to benefit from what they called the rise of “transformative AI.”
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