Archive - The Deload

The 3 Human Jobs at AI First Companies

Calling all Detectives, People Persons, and Tastemakers

Jun 29 •

February 2025

We Need a Hallucinations Only AI

AI isn't making breakthroughs because it can't be a contrarian

Feb 17 •

December 2024

The Age of Infinite Intelligence

Compute is officially the most valuable resource

Dec 24, 2024 •

Outsource Probability to AI, Keep Convictions to Yourself

How humans and AI can work together in investing

Dec 8, 2024 •

November 2024

Enjoy Getting Punched in the Face

Turning pain into motivation

Nov 23, 2024 •

October 2024

Hello World: Intelligent Alpha is Live

Launching One of the First LLM-Powered Asset Managers

Oct 2, 2024 •

August 2024

AI: The Employer of the Future

My Interview with Payman CEO Tyllen Bicakcic

Aug 17, 2024 •

35:37

July 2024

Obvious Ideas Generate the Best Returns

Why AI will be the best generator of obvious ideas

Jul 6, 2024 •

June 2024

Survey Says We’re in an AI Bubble Already

And the virtue of staying with good ideas

Jun 13, 2024 •

May 2024

AI, Truth, and Timeless Work

Told through the death of a stonemason

May 27, 2024 •

Could a Recession Spark the Real AI Boom?

Investing in AI and with AI is the path through any economic future

May 5, 2024 •

April 2024

How Does AI Perform in Volatile Markets?

Hint: It does well by doing less

Apr 28, 2024 •

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