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Carter Williams Profile picture
Carter Williams
@jcarterwil
MD @iselectfund, @mitsloan, Food is Health, Innovation is Deflationary. Biology and Data. Strong views weakly held. Hayek and Schumpeter.
Oct 30, 2021 • 13 tweets • 5 min read
The biggest lesson from #CrusoniaForum Brooklyn is public markets are still in learning mode. It has yet to price how #biology and #bigdata drive innovation and deflation in #agtech, #healthcare, and #food In a $3.6T US market, The investment arbitrage is hidden in plain sight. And this is not the first time we have seen companies with an information arbitrage mispriced in public markets for decades. Image