I'll give you this much: what the article says about their 'thesis', in a single throwaway line having nothing to do with the rest of the (long) text, is a truism. Now let's apply the Principle of Charity again. What are the odds that that's because the founders were morons vs. that the article didn't go deeply enough into their investment thinking to say anything interesting about it?

> It seems to me that you're carrying one set of opinions about the subject

What opinions do you have in mind? The one I think I'm carrying is that HN comments shouldn't make uncharitable assumptions to set up caricatures, because that makes for lame, bilious discussion. That's not a small matter, because whatever discussion we have here, it's what we're likely to get more of.