systematic long/short equities, ex-BlackRock, co-founded AI startup Something Modern (→ Altos Research), made Hipsteraunt & Quant Fund or Metal Band?
San Francisco, CA
Joined November 2006
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two events, two moves in Texas AI stocks. When Abbott halted data-center permits in September, the more Texas-heavy the company, the better it did against chip stocks: less competition. After Tuesday's blue tsunami, the reverse.
The chart is 12 AI data-center stocks, share of announced power in Texas vs. two-day return against chip stocks. Hut 8, Cipher and Galaxy trailed by about 4 to 10% after the vote. Riot, up on earnings, is the outlier.
The chart is 12 AI data-center stocks, share of announced power in Texas vs. two-day return against chip stocks. Hut 8, Cipher and Galaxy trailed by about 4 to 10% after the vote. Riot, up on earnings, is the outlier.
Ben Gimpert retweeted
We’re proud to announce our partnership with RefinedScience today!
With Valency #MCPBond connected to its AI co-scientist, the RefinedScience team can now confidently search 45M+ papers and preprints for research that supports, challenges, or clarifies a hypothesis.
Read more: blog.valency.io/posts/refine…
Alphabet's 10-Q, filed the day it lost $500bn: $1.08tn of off-balance-sheet commitments vs $1.00tn of total assets. Purchase commitments are up 6.2x in nine months, now "to meet both internal and customer" AI demand sec.gov/Archives/edgar/data/…
moving away from this account to @someben, to match new blog at http://blog.someben.com/
unfortunate confusion between lots of data available, and useful data inference. Nice healthcare contest, though. #data2con