When will AI bots fight your battles on Twitter for you? Feels pretty exhausting. Enjoyed this. Where my mind goes is that your take is bearish the 40pct of the sp500 incumbent package. Hard to pick winners. Lots of losers and consumer or agi when it kills us surplus. But these were my priors going in and it is pretty obvious that no one ever changes their mind. Requires retraining your models which apparently takes 5.6mln dollars to do.
Best thing I read today.
Ty for your work putting down your thoughts.
Great Read. Great article.
Great read, Campbell. Thanks for all the work.
Thanks for sharing as always!
When will AI bots fight your battles on Twitter for you? Feels pretty exhausting. Enjoyed this. Where my mind goes is that your take is bearish the 40pct of the sp500 incumbent package. Hard to pick winners. Lots of losers and consumer or agi when it kills us surplus. But these were my priors going in and it is pretty obvious that no one ever changes their mind. Requires retraining your models which apparently takes 5.6mln dollars to do.
Thanks. Higher quality and more nuanced analysis by far over these past few days.