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In reply to @msms
Matthew McDowell-Sweet ∞|∞@msms
22 days ago

Additional speculation re: people that get pitched a case. Their ability to discern a BS vs a non-BS case is dependent on their ability to detect an actual compression (e.g. derived from domain expertise) vs a pseudo-compression (e.g. leans on a timely trend alone). https://en.wikipedia.org/wiki/On_Bullshit

In reply to @msms
Matthew McDowell-Sweet ∞|∞@msms
22 days ago

@ars think this has a bearing on your quest to understand/improve MedTech capital allocation. Capital allocation gets better when one can effectively filter for cases that are non-BS compressions?