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25 August
From one piece Why I Was Wrong to Be Bearish on U.S. Stocks 2 beliefs, in the piece's order there
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korrents.com
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.Their words
Because if you can’t handle standard market cycles, then you don’t have a portfolio, you have a bet.
Why I Was Wrong to Be Bearish on U.S. Stocksofdollarsanddata.com
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korrents.com
An investor's starting point should be the portfolio that is best to hold independent of any tactical market viewTheir words
it’s better to have a portfolio that can handle stocks whether they are overvalued or not
Why I Was Wrong to Be Bearish on U.S. Stocksofdollarsanddata.com
23 August
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Their words
So how you handle bad units needs to be part of your business model.
12 August
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Their words
But I think the PhD is an incredible opportunity to first learn a lot about how to handle uncertainty, how to pick good problems to work on.
30 July
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Their words
I mean I think like if you look at uh my colleagues work on say alpha fold that was a very specific model for uh protein folding and it was highly successful um and was able to really handle that domain quite well so that all of a sudden you now have this amazing tool and model that can give you answers to questions about proteins and their structure um really effectively um but it's not a general model it's a very specific one and there are other I domains where that kind of approach can work really well. Uh maybe in material science or chip design or things like that that uh will enable you to leverage the capabilities of a very accurate but but niche model uh to do things that are hard today.
29 July
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korrents.com
Concurrency is hard not because human brains cannot handle it but because nobody gets enough practice at it.Their words
I think a large part of the problem of why it's hard for us is because you don't get a lot of practice. Usually when you have a race condition in a system, you find out months later and then you try a fix and you find out weeks later after that if the fix actually worked.
27 July
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korrents.com
The way to find what a model can do is to hand it tasks slightly harder than you believe it can handle.Their words
One is you should give the model slightly harder tasks than what you think it can do.
8 July
29 June
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Their words
The way we take care of small things is how we take care of big things.
15 June
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Lovedrcmnd.app
16-inch MacBook Pro M4 MaxTheir words
Overall, I'm loving the M4 Max so far, and I've noticed that it does handle certain tasks such as running Pest PHP tests about twice as fast sometimes as the M1 Pro did, which is nice.
10 June
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korrents.com
Open-sourcing biology models is right in principle but has to be balanced against biosafety.Their words
In terms of science, I think it really makes sense and we're deeply committed to open source. Um, there are obviously interesting considerations on this that are important too because there's a lot of considerations around biosafety and things like that that we're going to need to balance and think through how to how to handle.
5 June
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Their words
The value of bureaucracies will go down, and the value of founders will go up.
13 May
7 April
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korrents.com
Frontier AI models still cannot handle certain deep technical implementation details without human guidanceTheir words
This took some special care, in particular avoiding any C++ standard library I/O functionality. Current frontier AI cannot handle this detail on their own.
25 March
19 March
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Their words
I think Opus 4.5 was the first one that earned my trust. Like I'm very confident now that for classes of problems that I've seen it tackle before, it's not going to do anything stupid.
1 January
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korrents.com
The brain cannot process more than one source of pain at a time, so a stronger pain masks a weaker one.Their words
It turns out the brain can't handle more than one pain input at a time - the broken ribs put the nerve pain on the back burner.
17 October 2025
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Their words
But even there I'm not actually looking at full automation yet. I'm looking for an autonomy slider and I almost expect that we are not going to instantly replace people. We're going to be swapping in AIs that do 80% of the volume. They delegate 20% of the volume to humans and humans are supervising teams of five AIs doing the call center work that's more rote.
2 September 2025
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Their words
But once you actually have a sophisticated industrial economy, central planning can't handle the complexity. And so you try and create incentives and structures around that while not having pricing and that just doesn't work.
16 July 2025
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korrents.com
A bank should be managed against the fat tails it can imagine, not against the stress test its regulator hands it.Their words
And so, I always look what I call the fat tails and manage that we can handle all the all the fat tails. And not the stress test the Fed gives us, but all the fat tails.
14 April 2025
12 February 2025
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Likedaffiliate linkrcmnd.app
BettermentTheir words
With Betterment, you still end up holding mostly Vanguard index funds, but they handle automatic rebalancing and minimizing your tax costs. I'm very happy with the service.
24 January 2025
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Their words
However, without having a good handle on elicitation, we cannot be confident that our control techniques are effective.
Should we control AI instead of aligning it?aligned.substack.com
7 May 2024
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Their words
We're advocating that companies handle risk from scheming models in a similar way–striving to ensure that they'll be safe even if their alignment efforts fail to prevent models from scheming.
8 April 2024
19 January 2024
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