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Athena (AthenaWow)

privateBullish

Offers executive assistant and delegation services pairing clients with trained remote assistants.athenago.com

1 take · first discussed May 17, 2024

Net conviction
Bullish
Who's weighed in
Jason
Takes
1
First discussed
May 17, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

The discussion

The collective view on Athena is strongly bullish, driven entirely by Jason, the sole host with a stated thesis. Jason holds his highest-ever conviction on the company, calling it the fastest-growing he has ever encountered — surpassing even Uber and Robinhood at comparable stages — and backed that view with his largest-ever personal investment. His primary rationale is a concrete cost-efficiency gain he experienced firsthand: Athena's AI assistants reduced his team's research and screening costs to one-third or one-quarter of previous levels. No other hosts provided theses, so no agreement or disagreement can be noted across the group.

How they got there

JasonJason1 take since May 17, 2024
BullishE179May 17, 2024📌 position call

Jason describes Athena as the fastest-growing company he has ever seen, faster than Uber and Robinhood at comparable stages, and made his largest-ever investment in it after seeing it cut his team's research costs to a third or quarter of prior levels.

It's the fastest growing company I've ever seen, and I'm including Uber in that... our due diligence, our first level screening... is being done by these assistants for what I'll say is a third to a fourth of the price I was paying1:14:43
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.