ProCap Financial announced that it’s again outperformed the big-name expensive frontier models on personal finance questions. This demonstrates that smaller specialized models can outperform the big LLMs (large language models) in specific areas of expertise. I’ve started writing and speaking about this relating to Intel, and believe we’re going to see a shift to SLMs … Read more
I just arrived in Montevideo, Uruguay. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to meet, feel … Read more
I’ll be in Suchitoto, El Salvador for the next week followed by a few days in San Salvador and a longer trip to Montevideo, Uruguay. I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to … Read more
I’ll be in the Lake Atitlan, Guatemala are for the next two weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com. DKI also added a … Read more
This week, The Epoch Times reported that DeepSeek paused a fundraising round due to comments made by its Founder, Liang Wenfeng, at a conference. These comments focused on the superiority of “noncompliant cards” and DeepSeek’s ability to obtain them. While Nvidia wasn’t named, it’s clear he was commenting on his ability to access Nvidia GPUs … Read more
Intel crushes estimates and raises guidance. Results in the 18A plant are ahead of expectations. They increase the cap-x budget to meet profitable demand. Yet the stock fall. We explain. In recent weeks, we’ve taken on the issue of personal ownership of purchased goods. President Trump is addressing the right to repair issue in favor … Read more
