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Aswath Damodaran x.com
The meltdown of Situational Awareness, Leo Aschenbrenner's hedge fund, has created a host of takes. I use the story as a lever to talk about investment conviction, a quality that can be a good one, but one that can create collateral damage.
The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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19 August
13 May
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Their words
First, because it signals how much collateral damage the A.I. companies will tolerate en route to A.G.I. And second, because the production of a social underclass is a policy choice.
8 August 2024
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Their words
Right now, they can make simple social media posts for small companies and individual influencers. Two years from now, they can make simple campaigns and tradeshow collateral for mid-sized businesses. And in 10 years, I bet that even the richest brand will rely heavily on these tools.
29 March 2024
Nothing matches.
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