Andrew Fox
Andrew Fox is an analyst at Atreides Management, LP, a position he has held since January 2021. He earned a BS in Economics and Finance from Arizona State University and previously worked as an analyst at PJT Partners advising technology, media, and telecommunications companies on M&A and SPAC transactions. He appeared alongside Brad Gerstner of Altimeter Capital in a discussion about the SpaceX IPO and AI capital expenditure trends.
“Everyone expected token pricing, the price of compute, it's all deflationary... But I think this year what we've seen is the opposite... The monetization rates per watt are increasing.”
Source→“Alex at Whale Rock has this great way to frame it. That less than 0.2% of people on Earth are actually using AI in an agentic way.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.