The wisdom out of this convo was mind boggling.

Clark Daniel Harris Anthony Clark Jose

I am more interested in carbon fiber as in Formula1 and today's exotic cars.

Leon ditched his Russian surfer look and put on a suit

I love listening to Druckenmiller. Can we please include the Trump tax cuts for the rich in 2017 in the mix of reasons why the debt went up so much in recent years? Blaming entitlements for the looming debt crisis is unfair. Saying old folks deserve the brunt of the pain now without talking about higher corporate taxes is unfair. He says look at France and that is a good suggestion. It is possible to take care of a society if we are committed to that idea. In France they speak of "social cohesion" which is a foreign concept in the U.S. now.

Great fireside chat

The Bell Labs model

"Great coffee" should write a book about his professional career

Our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

The S&P 500 moved 8.9% higher last Month, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas...

Presiden corte trapaso fedex espre nonbre martina paulino de la rosA libing

Kiri.sokolo.300 libing

Romeo santo grupo abentura leyenda mahall

They're both very smart, but very different.

13:25 dunking on Elizer Yudkowsky. Thank you Sam.

The problem with an IAEA for AI systems is it centralizes and ensconces power in the hands of a few. I wonder if Sam is trying to be so clever as to sell people on the naive interpretation of 'safety' while looking to capitalize on that body of standards, having it amplify his personal interests under the guise of equity or altruism, like politicians do...

8:04 I love it when he calls betas "alphas"

Sam made a shit app that failed...

gayyy

Don't you feel something is wrong about the statement when too many people doing the same thing and too many competition. If i'm the value investor and i have heaps of people doing the same thing that is going to drive the market higher and thats a good thing! I literally turn off within 2 min 30 secs of the video as i couldn't stand BS speech.

Great interview - would love to learn more about his experience developing poker AI!

Many European companies are attractively valued, chemicals, or other industrial stocks. Good time to invest now in April 2024?

disagreeable ESFP with developed Fi and Te

note for myself: David Einhorn pitches Solvay, Belgian chemicals company. The presentation is crazily condensed with facts after facts. The company should generate more cashflow than its current market cap in the next 5 years

Quite a poor pitch. He didn't speak of the cyclical nature of semi and the multiples are insane.

loooooll look at the stock performance in the last few days. Tell you everything you need to know about wannabe experts on Wallstreet!

That was painful

It’s EV to sales is the same as 1999! After which it fell 90%. Its revenue growth from 2007 to now only 10% pa yet stock is trading at 45x forward earnings. Further he didn’t mention what the 2030 company target revenue range is 50-65bn USD implies only 10% revenue growth. So profit can double but PE can halve! So no expected return! High PE means Div Yield sub 1% 😮. Treasuries will beat this.

Is this Peter Thiel's husband?

This is such an average pitch and such a disappointing pick by the judges panel. It is a consensus mega cap stock but the presenter pretends like it’s a contrarian pick with 6 supposed variant perceptions. Multiples valuation is a lazy form of valuation and I’m disappointed the analyst uses it as their main tool. Overall very average.

How is ASML being a high quality business a variant perception?? There is no way consensus thinks this is a low or average quality business.

Thank you for this balanced pitch!

I felt that the interviewer was too dry and less of Greg being boring. Some of the questions were repetitive such as Greg already mentioned early in the interview that he's taking smaller risks and keep his portfolio tight, but here comes the question about how he would respond to big swings. The interview would have been better if questions were targeted at issues such as how Greg deals manages his risk, how trades are sized, his thought process while looking at rate cycles and how he determine when to put on a trade or size up (essentially how he manages trade timing and size). As he mentioned he rarely does interviews ... but the questions were tad too philosophical, probably more suitable for longer term value investors, and less so for macro money managers who have to trade manage on a daily basis

Your so called dream comes true and you end up on the Sohn stage as an interviewer. You show up in Toms and no socks. So much for valuing the occasion.

he mentions developing a privately funded poker bot, jeez ruin our game more plz

The only way for AGI to have universal benefit is universal access. AGI is much more likely to result in real societal disaster if it's gatekept by elite institutions, which will only increase power disparities and divisions in society.

Guy doesn't want to ask "what's a context window" lol

I'm trying real, real hard to listen

This sounds a lot like an evolution of CrewAI

Idk i feel like if they can’t understand mid-level technicals things they shouldnt be making investing decisions

Nice insights from the genius. However, Condescending and Patronizing from Gross!

When thinking of a.i. and how it'll creep into our lives, I'm reminded of the poem "First They Came". I had Claude sonnet rewrite it for a.i. It's made some cool versions. First, they came for the data clerks, With algorithms that processed numbers swift, Automating tasks with nary a quirk, Leaving human workers in a drift. Then, they came for the customer reps, Chatbots fielding queries night and day, Handling complaints with nary any steps, Making human agents seem passé. Next, they came for the truck drivers, Self-driving vehicles, a new frontier, Replacing the long-haul survivors, Leaving them jobless, filled with fear. They came for the writers and the coders, Language models spinning prose and code, Rivaling human wordsmiths and exploders, Leaving them to seek a different road. And when they came for the analysts, With AI that crunched data like a pro, Spotting trends with nary a chance missed, Humans scrambled, their skills in limbo. Who will be next in the AI's wake? Will any job be truly secure? Or will humans have to reinvent, remake, As machines render their roles obscure? So speak up, adapt, and embrace the change, For the AI revolution's here to stay, Reshaping careers in ways still strange, Lest you too become its future prey.I

Solid stuff, thank you

Thank you for sharing this. May your day be filled with more thankfulness, encouragement and forward thinking today.... Thank you!

Hate the interviewer

When those without life experience try to change the world...

Feel the AGI.

TLDR Daniel boosts Magic.dev's valuation and sells his share to wealthy individuals. I am really enthusiastic about AI research and development.However, talks like this disappoint me. They do more harm than good to the AI industry. They mislead general public to believe that something is exist, while nobody knows how to achieve it yet. In the end, it may turn out to be the next WeWork, Theranos or you name it. 1.5 years into the current AI frenzy, there are lots of useful applications, but they all far away from agent-like behavior. Best research labs looks into ways to achieve it, backed by unlimited capital. GitHub Copilot, backed by MSFT and OpenAI, has been around for almost 3 years. It works exactly as it did a year ago. Yet, some unknown "genius" will supposedly make a breakthrough. There have been no public demos or even cherry-picked public videos from Magic.dev for 1.5 years. This doesn't seem suspicious at all, although real geniuses don't waste time on such useless activities. Although Devin, staffed with geniuses (USACO, USAMO winners), released a demo at www.cognition-labs.com/introducing-devin. I'd be happy to be wrong about them, but it doesn't look good from the outside.

Great

First like 👍