- AI blogs all around, found these two really nice reads. The generalist article succinctly explains how ChatGPT can be a force to reckon with for Google, but also points out disrupting Google might not be easy. (Well, if you come for the King, better ensure you dont miss ) The other article on how AI can help improve productivity could be misleading.
- Really nice read on the Adani/Hindenburg saga, the post says it all in terms of what could possibly be happening with the stock prices.
Most of us don’t reorganize our view of the market on a daily basis. We have to be careful listening to exceptional operators like Tepper who transcend the investor/trader categories and who can pivot back and forth between different time frames. It’s too easy to get sidetracked by comments from people playing a different game or to waste a lot of time going down the rabbit hole on indicators that are being gamed by market participants already.
- Hedge fund 101,
- Culture clash at Financial service company - really nice insight into how M&As in finance dont really pan out they probably should.
- A really nice interview from John Carmack - he is essentially saying, he will work on AI not to have an easy exit but to ensure the technology reaches its maximum potential.