Viewing profile — dbs

Thats not how it works. LLMs get you to average. LLMs are not good at decision making under uncertainty.

Everything old is new again. These new AI “funds” remind me the applied research that was done in the 2000s with strategy search through genetic programming, startups like Logical …

Failed to grasp what collapse data this article applies to. There is for sure a certain amount on individuals that will be able to sense structural changes if they happen to be in …

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LLMs are awesome bullshit generators. Cant see why some CEOs would not be impressed by them.

We had vibe coding. Now we have vibe engineering. Next stop, vibe faking.

No need for evidence of net benefits to get mass adoption. We have mass adoption of digital touchpads in cars despite evidence they are not safe. We have widespread adoption of ope…

This is very very similar to my recent personal experience with a XC60. Everyday there was something that was not working. Unpredictable, unreliable and especially unsafe (built li…

You must be 18 in the UK for getting a tattoo, buying alcohol, watching porn, purchasing cigarettes, using a sunbed or being tried as an adult. Why would they lower the voting age …

Hal 9000 mimicry

This makes for an alternative take - in Portuguese https://sicnoticias.pt/pais/2023-07-29-A-explicacao-completa...

What a tragedy. Another expat living in Portugal while complaining all the time how much better things are in his/her own country.

Investing niches. I worked many years as a quant. Strategies based in unpublished findings tend to be very profitable. But once that info becomes widely available it is just a matt…

Moats per se are not useful. The direction is - are they strengthening or fading. Also moats should be seen as a consequence of multiple dynamics - industry, management, etc - not …

We went from CLIs to GUIs to touchscreens and we will see more and more of MCBs, multimodal chatbot, where the interaction is done by text, voice, maybe even other on the future. A…

Neat. Can you add a filter for international buyers? Non-us

What does McKinsey has to do with it?

In what extent you see the output being incredible? At appearance the output _seems_ incredible but once one starts pushing for more or requiring consistency for production, it req…

No matter how you minimize drawdown from a backward perspective, there is a reasonable chance there will be an event in the future where you will have a 50pct drawdown. Many of the…

How certain can we be that these rankings reflect an accurate picture? Rankers seem to be paid customers of Startup Genome, the organization that is providing the rankings.

* GOOG might have search compromised by AI, so they need to invest. * Both MSFT and GOOG see AI as a way of growing cloud and building stickiness * MSFT is investing on AI on Windo…

Show me the use cases you have supported in production. Then I might read all the 30 pages praising the dozens (soon to be hundreds?) of “best practices” to build LLMs.

It’s largely the metals and chemicals that get into contact with our food. But what do I know.

Interesting how an entire discussion can be hostage of an association to a single analogy. Instead of astrology, alchemy is a better analogy for what is commonly called technical a…

Source?