In fact, it might be interesting for more EAs to find start ups that are negatively correlated with these (e.g., an Asana competitor).
My intuition is that this will be positively rather than negatively correlated fwiw, in the same way that I don’t think “make a different crypto exchange” is a good way to hedge against FTX risk.
Yeah I agree there are likely a lot of sector-based correlations where Asana and its competitors move together in response to broader outlooks about the sector.
My intuition is that this will be positively rather than negatively correlated fwiw, in the same way that I don’t think “make a different crypto exchange” is a good way to hedge against FTX risk.
There might be other ideas in this space however.
Yeah I agree there are likely a lot of sector-based correlations where Asana and its competitors move together in response to broader outlooks about the sector.