Software engineer and investor. I write about markets and businesses.

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Posts about software and AI.

Posts about software and AI: building products, programming and the AI tools I use.

131 posts

THIS IS INSANE. I don’t understand how Find My Moat keeps growing so much… Well, I do. But it’s still exceeded all my expectations 🤯 The “trick,” in case it helps anyone:

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    Take a look: www.FindMyMoat.com

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    Also, thanks to @stock_analysisx for being one of the early believers in the project!

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The speed of today’s models is incredible. I felt like king of the world 6 months ago with any GPT Pro that took 40 minutes to answer you. Now the dumbest model gives you that answer in 1 minute. These levels of intelligence at these speeds are unreal.

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The world we live in is incredible. Every now and then, I come up with a new prompt to throw at AI out of nowhere, and my humble reaction is, “Holy shit, why hadn’t I asked it this before?” And then AI goes and answers me in a way I didn’t expect it to be capable of. I’m clear that the bottleneck is my questions.

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☀️ The FactSet $FDS thesis is now available for anyone interested Did this company really deserve to be down 50%? 🩸 The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.

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