On today’s episode, Byrne Hobart delves into the intricacies of technology-induced market shifts, hedge fund dynamics, Byrne’s post on outage economics, and the evolving landscape of open source and proprietary AI models.
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RECOMMENDED PODCAST: by Molly O'Shea
Sourcery by Molly O’Shea brings the conversations founders and investors have behind closed doors into the light. Subscribe for upcoming episodes with: Delian Asparouhov of Founders Fund and Varda Space, and Chris Power of Hadrian.Spotify & YouTube
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LINKS:
Byrne’s writing: thediff.co
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X / TWITTER:
@eriktorenberg (Erik)
@byrnehobart (Byrne)
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00 ) Intro
(00:20 ) Exploring Hedge Fund Dynamics: Is Alpha for Sale?
(01:52 ) Hedge Funds and Investment Strategies
(10:24 ) VC Insights on Scaling and Performance Metrics
(16:59 ) Sponsor - Turpentine | Brave
(19:37 ) Advantages Multi-Manager Hedge Funds
(23:17 ) Personal Finance and Hedging Strategies
(31:56 ) Outage Economics
(45:09 ) Search Engines and Data Feedback Loops
(47:40 ) Future Implications pf the Intersection of AI and Search Engines
(54:20 ) Open Source AI: Balancing Innovation, Security, and Business Models
(01:03:02) Wrap
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