A recent headline in The Economist couldn't help but catch my attention... Bypassed: are heart surgeons dying out? The sub-headline was equally compelling... For years, they swaggered atop the medical profession. Now the machines are coming for their jobs So was the cover photo... A few quotes in the story were equally eye-catching – including the one from a cardiologist who suggested that... [S]urgeons were practitioners of a dying trade, unable to accept that cutting open chests was going the way of leeches and bloodletting. And as one surgeon said... I don't think that the conventional cardiac surgeon, as we know it, will exist in a few years' time. The reason, as the story points out... Surgery can save lives, but it is also physiologically and psychologically traumatic, and can take months to recover from. Today, many heart problems are treatable without it. Running catheters into the heart through blood vessels has become a mainstream approach for dealing with both bl
Friday, February 3, 2023
Friday, February 3, 2023
1) I've been friends with my now-colleague Herb Greenberg since 1997... I watched him go from taking Wall Street to task in his six-day-a-week column at the San Francisco Chronicle... to acting as the fulltime "voice of reason" on CNBC... to spearheading a number of successful research firms over the years. But none of Herb's […]
Thursday, February 2, 2023
The big question in the early innings of conversational and generative artificial intelligence ('AI'), such as ChatGPT, is... how good are its responses? CNBC recently had a great conversation about this with longtime tech investor Roger McNamee, whom I used to quote decades ago when he was a fairly unknown tech analyst for mutual fund […]
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Prior to creating Empire Financial Research, Whitney Tilson founded and ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds. Starting out of his bedroom with only $1 million, Tilson grew assets under management to more than $200 million.
Tilson graduated magna cum laude from Harvard College with a bachelor's degree in government in 1989. After college, he helped Wendy Kopp launch Teach for America and then spent two years as a consultant at the Boston Consulting Group. He earned his MBA from Harvard Business School in 1994, where he graduated in the top 5% of his class and was named a Baker Scholar.
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Whitney is one of the most connected investors I’ve met. He’s been able to tap into an infinitely deep and unique network of people to come up with great insights into ideas and develop them that other people just can’t do because they don’t have the kind of network he does.
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