padraicmahoney

This seems extremely interesting, but I don't have the time right now to read this in depth (given I would also need to teach myself a bunch of technical concepts too).

Anyone willing to weigh in with a theoretical intuition? The one in the paper is just a little inaccessible to me right now.

Yes. Some of the opportunities exist in odd corners of the software universe.

To offer just one example, I'm aware of a software company that does nine figures in ARR making high performance computing software for very large financial institutions. There's basically no chance you've ever heard of them. They're very low key. The company hasn't grown headcount much in the last decade, and their employees don't really leave. But some of their people writing really low-level code are certainly making multiples of representative peers at FAANG.

What do you like better about it?

--- (btw: just read your blog on R -- love it)