Some hyperlinks 03/2025
Ben Evan’s “State of AI” presentation is a should learn
Regardless of lackluster efficiency, David Einhorn’s This fall letter is value studying
Annual letter time: Companions Fund 2024 letter, Rubicon Stockpicker 2024 letter, Compound Curiosity 2024 letter
An fascinating new Subtack referred to as “Constructing Issues that final” has simply launched with a number of nice posts
For me, the story of the week: Chinese language LLM Deepseek appears to be (nearly) on par with the OpenAI &Co at a a lot decrease value. Possibly it’s simply Chinese language propaganda, possibly it’s not.
A really detailed Nvidia brief case together with an (professional) evaluation of Deepseek
The “Behind the Steadiness Sheet” Substack and Podcast are each definitely worth the time