Just use an LLM to make a good knowledge base for the databases. Based on schema info and production queries. An agent can use that to write queries that work.
When people put together memos or decks in the last, even if that weren’t read very carefully, at least they reassured management that someone had actually things through. But that is no longer a reliable signal.
How sheltered are you people? Scott Adams was a pretty standard non-woke boomer. Do you think that just because you don’t hear certain opinions in the workplace or the faculty or the Atlantic podcast, that they aren’t widely held by members of the public? Do you think everyone’s into DEI, BLM, trans-rights, multi-culturalism etc?
I kept meaning to tune in again to his livestream before the end. It was always a good listen as he went over the news with his dry sense of humour and judgment on fact vs fiction.I liked how he kept going after they cancelled all the Dilbert syndication - good lesson in resilience. RIP.
According to the paper you posted (interesting analysis), it’s not just low-vol assets, but good quality ones. Also, they would no doubt do a lot more buying of undervalued (good quality) companies if they weren’t by this point “too big to care”, so to speak.
When people say undervalued in this context, they usually mean it has a low price to earnings ratio. Intel is definitely not that - although it could still be a good bet if you have reason to believe their fortunes will greatly improve in the future. But it wouldn’t be a Buffett target in its current state.
Not quite right. The pivot was from good companies at a great price to great companies at a good price (unless you can get a great price, but that’s unlikely).
Over the long run the latter is a better and more scalable strategy.
Think of Tesla as a well-funded pharmaceutical company that has invented a cure for a widespread ailment (call it “driving”) and now is waiting on regulatory approval.
Sold most of my BTC off at $120k, but kept a chunk not as an investment but as a sort of emergency fund that could be useful if for some reason I ever find myself needing to transact without using cash, bank accounts or credit cards.