Jerry Capital
@JerryCap
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Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. 『AI Inspired』 DM a mutual friend to unblock.
Joined August 2015
Every single person who can't beat the market blames the fed. Bessent is a historic moron. Admin full of morons.
.@SecScottBessent: "What we need to do is examine the entire Federal Reserve institution and whether they have been successful. All of these Ph.D.s over there, I don't know what they do. This is like Universal Basic Income for academic economists."
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RT @TheBenSchmark: When your macro fund generates 1% net returns for investors from 2016 to 2024….
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All Satyas fault.
Holy moly, Mark Zucker asked Mark Chen if he would consider joining Meta, reportedly offering up to $1 billion dollars. via WSJ
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Given likely 50 to 100 million people are using this for therapy we have seen limited side effects thus far. Handful of stories vs 10s of millions of therapy users. Incidence rate is low and we didn't even think to put guard rails around this topic. My two cents.
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You could freeze the codebase of some $100M VMS companies circa 2010 and they'd still be alive and cash flowing today. How does AI change that. It doesn't.
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The real insight is AI makes legacy tech debt cos investable now. Exact opposite of replit conclusion.
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Replit CEO talking his book. Software has always been easy to make now it's easier. Was never the moat. So now you're going to make more software? Great how you selling it?.
Amjad Masad: Vertical SaaS Is In Serious Trouble.."We have stories today of a lot of people replacing hundreds of thousands of dollars worth of SaaS with Replit. I think the vertical SaaS is in trouble." — @amasad
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$NUAN.
It will be negligent to not offer “self driving” doctors. It’s physically impossible for a doctor to have read all the relevant literature in real time, know all of your biometrics, and pattern match 24/7 to suggest what would make you healthier.
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$MSFT to zero AGI is here.
🥇 OpenAI has achieved gold-level at the International Math Olympiad. (People used to say they'd consider this AGI, btw.). Why this matters:. 50% chance of fast takeoff? Paul Christiano - inventor of RLHF, certified genius, and arguably the most respected alignment researcher in
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RT @onodacapital1: Mickelson has acknowledged past gambling struggles, describing them as "reckless" and an "addiction". He has stated he i….
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Eric Jackson trying to put a top in but I feel the AI has to much strength and 50K followers ain't the top for him in this multiverse.
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CSU isn't trying to "crack Al." They're waiting for one of 700 embedded experiments to succeed - then scaling
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We could spend the next decade deploying this technology *without any further advancements*.
A hidden, but powerful feature -- you can create scheduled tasks with ChatGPT Agent! . Agent can, in the background, regularly search the web or your connectors and take action on the web, including on authenticated sites
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$CSU is an AI Winner. "we're the most obvious source of those 90% Al solutions for clients."
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$MSFT to zero.
OpenAI will declare AGI later this year. ChatGPT agent's output is "comparable to or better than that of humans in roughly half the cases across a range of task completion times", based on OpenAI's internal benchmark. See also the graph below. Make a slightly more capable
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