Rachleff's Hype Framework Applied to LLMs

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Artificial Intelligence

The Fourth Industrial Revolution

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DJ

D J

·3 years ago
shared a link post in group #Artificial Intelligence
Does / will this apply to LLMs & #Artificial Intelligence ? Analyzing years of early stage venture performance, and adopting a framework from his own idol, Howard Marks, Rachleff deduced that the only way to generate outstanding returns at the early stage is to be right and non-consensus. https://1984.substack.com..
Hype: The Enemy of Early Stage Returns
1984.substack.com

Hype: The Enemy of Early Stage Returns

There is an inconvenient truth in early-stage venture: Hyped sectors consistently lead to meager outcomes. Outsized returns on the other hand happen where you least expect them. A brief history of hyp

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