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When you say "Now we are all going to implement AI into our investment process", does the energy in the room go UP? I'd guess probably not. Today we introduce a module that is simply getting us used to the idea that we can add AI into our processes in playful ways that make it less intimi…
Today's AI module has at least two really important elements that I hope you will take away with you . The first is that this is a module that works from a slightly different vantage point. It works very, very rigorously on the pivotal question. This module is not so much about impressive massive o…
Today we’re continuing our work on encountering and moving through framework failures. Our instinct as investors can be to think harder, talk more, come up with our unifying theory and wait for clear evidence to show up. But Karl Weick's work points somewhere else entirely. Jorgen van der Sloot is …
Today we continue our conversation on uncommon insight, this time asking why it's so hard to actually get there, even when we can agree it's the goal. We talk about the discomfort of stepping outside professional norms, the habit energy that keeps us doing our job the same way, and why AI amplifyin…
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