verdverm
10 hours ago
some real slop, don't waste your time
kooi
10 hours ago
How? What are you smelling?
His article on the AI bubble analysis is pretty water tight. https://www.oaktreecapital.com/insights/memo/is-it-a-bubble
verdverm
10 hours ago
it drones on and on, it lacks a coherent train of thought
I assume it is agent written, slop regardless
I'd be very hesitant to call a piece of writing about Ai "watertight" when the author starts with
> I want to start off with my usual caveats: I’m not active in the stock market; I merely watch it as the best barometer of investor psychology. I’m also no techie, and I don’t know any more about AI than most generalist investors. But I’ll do my best.
Sampling the author's priors also shows low quality imo