Viewing profile — pmart123

There's a lot of irony right now regarding the cost of these things too (although I know the cost curve will drop over time). I know developers that are burning $1,000/day on token…

I remember when the hype first started around it, it was unusably slow, and produced poor results. Granted, I haven't tried it lately to see if latency improved, but the hype versu…

YouTube seems to have recently rolled out dynamically generated AI titles and thumbnails for some videos. I remember one of the harshest critics of large language models describing…

That's partially why it's hard. People are automatically unhappy if their flight is delayed, their bags take time to arrive, they have to gate check a bag, sit near a baby during t…

It's a much harder business to run than a software company.

I'm no expert in this, but I think one common misconception among regular skiers is that a ski tune is "free" rather than each ski only gets so many full tunes as it wears down the…

There are still many instances where this partnership is the case though. Search and rescue, avalanche rescue, herding, security and law enforcement, disability assistance, bomb/dr…

I hear your points, but can't git, CI tools, IDEs like DataGrip all be used to test and deploy the database code too versus letting some db admin create functions or procedures wit…

The api interface is simple, but the change would impact the code underneath. Since these are branch and bound algorithms, it would really depend on how often the worst runtime com…

Always thought great JIT that's compatible with Cython and major projects with C extensions like numpy, scipy would be a more worthwhile effort. A lot of the data intensive tasks P…

That's most of investing though. Investors won't all agree the operating cash flow, asset base, organic sales growth if there's been M&A, etc. let alone with a P/E, P/FCF, EV/EBITD…

I don't believe the outputs are completely deterministic?

Completely agree on his take. Generative AI perhaps might be good at certain, specific tasks in terms of pulling or summarizing information for an analyst, but it won't help predic…

A lot of the ai plays seems like small vertical business opportunities that fill a particular niche that could be quickly profitable for a small team, but aren't really scalable or…

I don't see it replacing H&M look books as it does local market type digital work where the images are essentially customized stock photos. The other category it could replace woul…

I'm no expert, but this still seems like avoidance more than mindfulness. Obviously, meditating for six hours as a means to escape and avoid uncomfortable thoughts is healthier tha…

You also can't promote a stock or position and do the opposite. For instance, if you ran a popular YouTube channel, you can't buy stock X before you post about why you own it, then…

A lot comes down to subtle language syntax. For instance, you can say "we target 12% returns," but you can't say "we guarantee 12% returns." You can say "we out-performed the marke…

Square sells hardware, but losing money on that. I don't believe it is intended to compete with payment processors providing hardware, but more so commoditizes it/flattens existing…

Square does most of these things too, and Square Capital existed years before Stripe Capital. Stripe provides servers to SMBs. It's likely that a lot of them want a simple, bundled…

You could make the argument that features like Touch ID and Face ID were significant R&D investments by Apple with the benefits accruing to the companies with the most in-app purch…

BC you have to maintain the code then. Also, a non-engineering team member can quickly get an integration they need done without waiting for a developer.

I agree with this up through Python 3.7. The recent updates though seem to be unnecessary or have obtuse syntax.

A bit of both. If you are running a fund and down 50% from the events over the last few weeks, it's your fault. At the same time, stocks shouldn't be moving 100% each day.

This is true, but this helps build data engineering/cleaning skills, which is a different but complementary skill to modeling.