dbs

7 ms·

1.
by dbs 1mo ago
Without knowing all the details, there are a few reasons that explain the outperformance: - long bull market lower the probability of achieving results above market, especially if the performance is concentrated in a select group of stocks&
2.
by dbs 6mo ago
Thats not how it works. LLMs get you to average. LLMs are not good at decision making under uncertainty.
3.
by dbs 6mo ago
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 Information Machines, even Peter Thiel had a macro hedge fun
4.
by dbs 8mo ago
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 the right place at the right time and they have access to th
5.
by dbs 10mo ago
LLMs are awesome bullshit generators. Cant see why some CEOs would not be impressed by them.
6.
by dbs 11mo ago
We had vibe coding. Now we have vibe engineering. Next stop, vibe faking.
7.
by dbs 1y ago
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 open spaces despite evidence of them not increasing productivit
8.
by dbs 1y ago
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 like a tank but prone to accidents due to all the random elect
9.
by dbs 1y ago
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 to 16? There was some talk a few years ago in the country wh
10.
by dbs 1y ago
Hal 9000 mimicry
11.
by dbs 2y ago
This makes for an alternative take - in Portuguese https://sicnoticias.pt/pais/2023-07-29-A-explicacao-completa...
12.
by dbs 2y ago
What a tragedy. Another expat living in Portugal while complaining all the time how much better things are in his/her own country.
13.
by dbs 2y ago
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 Strategies based in unpublished findings tend to be very profitable.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 matter of time until getting diminished returns. Thus there is a
14.
by dbs 2y ago
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 as a cause. A business that is growing and by growing is rei
15.
by dbs 2y ago
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. AI is just the “software” that enables those interfaces, not
16.
by dbs 2y ago
Neat. Can you add a filter for international buyers? Non-us
17.
by dbs 2y ago
What does McKinsey has to do with it?
18.
by dbs 2y ago
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 requires a tremendous effort to put in place or it is simply no
19.
by dbs 2y ago
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 these strategies stopped working in 2008 because the markets be
20.
by dbs 2y ago
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.
21.
by dbs 2y ago
* 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 Windows and O365 to milk further their existing enterprise cust
22.
by dbs 2y ago
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.
23.
by dbs 3y ago
It’s largely the metals and chemicals that get into contact with our food. But what do I know.
24.
by dbs 3y ago
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 analysis.
25.
by dbs 3y ago
Source?
26.
by dbs 3y ago
I was quite surprised to see Sequoia getting involved in crypto fiascos. My data sample is very small but I have a pretty good track record of shifting career focus in the last 20 years. In particular, 2000 and 2008 were two HUGE shifts for
27.
by dbs 3y ago
Some of the few buildings that resisted the Lisbon’s 1755 earthquake had a wooden cage structure. https://en.wikipedia.org/wiki/Gaiola_(construction) Reconstruction immediately after the earthquake saw a generalised
28.
by dbs 4y ago
Demon haunted world by Carl Sagan Why: skeptical/scientific thinking
29.
by dbs 4y ago
Keep trying, you can do it. Need a constant pool of patsies we can arb against.
30.
by dbs 4y ago
Any method that requires you to trade frequently is not good to get you and keep you rich. Also you don't get rich by paying for liquidity (which is not to say you will always get rich providing liquidity)

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