Mike Ma (AI x Finance)
@MMikeMMa
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Building AI-native investment strategies @SixHQai; Founder @RsrchRabbit
www.sixhq.ai
Joined July 2020
Ken Griffin: "When I started, I got to go compete with Solomon Brothers and Goldman Sachs and they looked gigantic. Entrepreneurs have this belief, that although on any set of metrics you have no chance - I'm just gonna go for it. Entrepreneurs find a way to make it happen."
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“Number one, passion. I mentioned earlier I was passionate about the business. The problem with this business if you’re not passionate, it is so invigorating to certain individuals, they’re going to work 24/7, and you’re competing against them.” - Stanley Druckenmiller
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That said - knowing the answer (or that there even is an answer) changes everything
According to Goldman Sachs, it suggests China's lithography progress is 20 years behind based on the roadmap position of Chinese companies and ASML.
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A staggering 2/3 of the colors in the photo are missing from the raw capture, and come from interpolation; or as some might say "hallucination." Your camera's software makes highly educated guesses to fill in the blanks. This isn't new folks - it's digital photography 101. 2/4
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many such cases
Value investing is partially dead because markets are just more sophisticated on average Like you aren’t going to find a large cap secular growing business with a huge moat trading at 11x. People just aren’t fucking stupid like in the 80s
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I don't know if I'm allowed to RT this
alphasense launching agent-led expert calls is brilliant. it's the perfect distillation of the value of expert networks: to deliver you pages upon pages of diligence tailor made to reinforce the point you already decided you're going to make
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Developed a more generalized version. The pattern 東南西北 can be displaced, but remains conserved.
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pure randomness is an illusion. all forms of noise are just patterns yet to be recognized.
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would be more helpful if folks called out market bottoms rather than market tops 😮💨
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"How much order you see is a function of the observer... if the observer has more computational power, it's going to see more order." - @sfiscience's David Krakauer on @StarTalkRadio
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Most of the "AI Analysts" for investors are actually "AI Sell-Side Analysts" - a world of difference. Still very helpful, but distinct from the art+science of investing
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Fear of failure is a completely different motivator from an obsession/hunger/desire to win
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cc Chris Coelen, Sam Hinkie
The more I use X, the more I realize it’s more about the characters—not the niche. Somehow I ended up deep in the X real estate community. I don’t own any real estate. But seeing the recurring cast members of this “tv show” is a great content experience: each character has their
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[the LLM for X] is simply [the LLM]
Sam Altman: we "should expect" OpenAI to expand to apps outside ChatGPT. - "a much cooler kind of social experience with AI" - seems to confirm rumors that OpenAI is looking to build a social media app. - OpenAI would look to buy Chrome if Google chooses to sell.
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Investing resembles a Search process, with many overlapping ideas – depth vs. breadth, Return on Time, precision vs. recall, explore vs. exploit, discovery vs. diligence, ...
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good questions are hard to come by!
Hardest part of getting good data for LLM training and evals is prompts and not responses. Much like humans where expertise building often comes from diverse problem statements and not solutions.
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