E19: Hedging against Life, Outage Economics, and Open Source vs Proprietary AI


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Mar 14 2024 62 mins   38

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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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].

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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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