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AI Hurtles Ahead (oaktreecapital.com)
2 points by rzk 28 days ago | hide | past | favorite | 3 comments


some real slop, don't waste your time


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


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




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