Sae @SaeingThoughts

Quant trading, applied to AI research and software, applied to stock investing, @Harvard Joined October 2023

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Nancy Scola @nancyscola

3 weeks ago

Moderated this conversation with @AndrewYang at the Ai4 conference in Las Vegas this week. A few nuggets: Yang: "I have tons of friends who are highly educated middle managers at various tech companies who've recently been laid off [because of AI]. Who's going to cry for the…

Sae @SaeingThoughts

3 weeks ago

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Sae @SaeingThoughts

3 weeks ago

I just posted a recap, but needed to reiterate two points from Andrew Yang 1. Per his private conservations, CEOs are actively aware that they need to hire less employees. This WILL reflect in jobs numbers 2. It seems he will run again! In his words, he is too young not to

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Sae @SaeingThoughts

3 weeks ago

Thoughts from final day Always thought domain expertise was the best launch point for a startup, in part due to industry connections. Seems to be more apparent than ever. Andrew Yang said that dozens of CEOs have personally told him that they are slowing hiring or laying off…

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Sae @SaeingThoughts

3 weeks ago

Fei Fei Li has an interesting “multiverse” view of 3D representations. Be everywhere at once. Shop with physical representation of yourself, but be at home. Surgery with guidance in a VR world. Interactive movies. Each requires machine understanding of 3D space. Once again left…

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Sae @SaeingThoughts

3 weeks ago

More AI takeaways Didn’t realize how interesting the CharacterAI story is. Google legend founds it to create AGI. Google poaches him and pretraining tech back, leaving an AI entertainment company behind….they want to scale to general AI “character” use cases, following…

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Sae @SaeingThoughts

4 weeks ago

Brief takeaways from AI4 Department of Labor seems to underestimate potential for AI to take jobs since enterprises are likely seeing negative productivity from AI testing (and thus aren’t shrinking workforce). Still, considering jobs as bundles of tasks, automation of certain…

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Sae @SaeingThoughts

4 weeks ago

$DUOL is down 8% today. Very interesting. I was listening to GPT5 release and realized instantly $DUOL would plunge. It only moved down 5% about 2 minutes later, which I thought wasn’t enough. I guess short term alpha still exists?

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Sae @SaeingThoughts

4 weeks ago

Some other random takeaways from AI conference in Las Vegas Pinterest and Lyft engineers talking extensively about scalability of single cloud for real time marketplaces. Seem VERY locked into current cloud providers AstraZeneca Chief Architect talked a surprising amount about…

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Sae @SaeingThoughts

4 weeks ago

AI4 MongoDB spoke Talked about benefits of RAG (over long context or fine tuning), then the benefits of chunking first (less details lost) Chunking can lose global information, but they have a embedding model which saves most of it. Seems to be robust to various chunking…

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Sae @SaeingThoughts

4 weeks ago

Today I am going to AI4 conference in Las Vegas and will be posting thoughts

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Sae @SaeingThoughts

2 months ago

Why not just make a new women’s basketball league? Step 1: Sign Caitlin Clark, Brittney Griner, Angel Reese, and a couple others for $10m contracts Step 2: Sign players for much less. There is no league without Clark and co. Nobody would go to Fever games without Clark, so she…

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Sae @SaeingThoughts

2 months ago

I can buy $1.07 for 0.96 with treasuries.

Boring_Business @BoringBiz_

2 months ago

I can buy $1.07 for 0.96 with treasuries.

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Sae @SaeingThoughts

2 months ago

It's so hard to place your finger on exactly why, but ChatGPT feels so much smarter than OpenAI API. It reasons better, recalls better. At the very least, it shows the powerful emergent properties of memory, systems, etc, outside of the base model.