Category: Artificial Intelligence
-
Claude Code Has Taken Over….also, 9000 backtests!?
This is wild….The testing covered 30 different liquid assets (including ETFs like the S&P 500 and NASDAQ, sector ETFs, commodities like gold and oil, cryptocurrencies such as Bitcoin and Ethereum, and large-cap stocks like Apple and Nvidia) over a 15-year historical period. The focus was exclusively on daily bars, excluding intraday, futures, or options data. While the strategies and…
-
Yann LeCun hates LLMs
-
The OG Vibe Coder
Key Takeaways
-
Druck: Hard Lessons
Stan Druckenmiller joins Hard Lessons for a conversation with Iliana Bouzali. Druckenmiller reflects on his early career and how he learned to act decisively and change course quickly when the facts on the ground shift. Core Concept: Successful investing isnt just about being contrarian; its about having extreme conviction in an idea despite what others believe, backed by thorough analysis. How It…
-
T. Rowe Buyer
Insights and Implications
-
Bezos on Strategy
Long-term Strategy & Customer Focus Innovation & Decision-Making Philosophy AI Business Opportunities Core Business Principles
-
Jensen’s Keynote
Quantum Computing Innovations AI and Supercomputing Partnerships and Open Source Automotive and Robotics
-
“Never Short a Cult”
Steve on bubbles, risk, and revenue “projections”.
-
$113 to $6
-
Tech, Competition, Battleplans, and Reinforcement Learning
Eric Schmidt stresses that the AI revolution is underhyped, with autonomous agents potentially surpassing human reasoning.China leverages its 9,9,6 work ethic to advance in AI despite lacking the capital-raising capabilities of the US, excelling in consumer apps and robots. China competes globally with open-source AI models and open training data, while the US focuses on…