5 Things to Know in Investing This Week – The AP1000 Issue
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#Anthropic
5 Things to Know in Investing This Week – The CPI Swings the Market Issue
I’m in Buenos Aires this week followed by a few days in Florence, Italy, 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 free to reach out privately … Read more
5 Things to Know in Investing This Week – The I’m Skeptical of Everything Issue
I’m currently in Florida, Uruguay and heading back to Montevideo soon. 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 … Read more
ProCap Financial – Silvia Outperforms Again
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
5 Things to Know in Investing This Week – The Bitcoin is a Currency Issue
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 Don’t Believe Anthropic or OpenAI
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5 Things to Know in Investing This Week – The Nvidia Hugs Your Face Issue
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
5 Things to Know in Investing This Week – The US Yentervention Issue
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SLMs and Intel
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5 Things to Know in Investing This Week – The Intel “Incinerated” Nothing Issue
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