That is high praise, thank you Rob! Matt is phenomenal at financial commentary and I'll admit he's been part of my mental model for what I'm trying to do with AI.
I read your bluesky thread about this last night and thought "dear God please tell me he'll turn this into a blog post. I'm gonna want to refer back to this one a lot."
I am currently working on a project called “third rationality”. There is epistemic rationality (how to find what is true about the facts of the world), there is instrumental rationality (how to plan actions so that you achieve your goals). Both deal with different source of uncertainty (incomplete information, unclear causal connections / future uncertainty and risks, competing actors). But we also need another rationality — methods to find out which stories are true, when these are stories about promises (and guarantees). Essentially this is about a method to value a story. If you are interested I’d be happy to discuss that.
I've always thought "Matt Levine except for AI instead of finance" would make a great newsletter. Here you are doing both at once.
That is high praise, thank you Rob! Matt is phenomenal at financial commentary and I'll admit he's been part of my mental model for what I'm trying to do with AI.
I read your bluesky thread about this last night and thought "dear God please tell me he'll turn this into a blog post. I'm gonna want to refer back to this one a lot."
Just fantastic, thanks.
I aim to serve, Dave! And thank you.
Enron is back.
https://enron.com/
But this time reimagined as performance art, “selling” a personal nuclear egg that doesn’t exist and never will exist.
I am currently working on a project called “third rationality”. There is epistemic rationality (how to find what is true about the facts of the world), there is instrumental rationality (how to plan actions so that you achieve your goals). Both deal with different source of uncertainty (incomplete information, unclear causal connections / future uncertainty and risks, competing actors). But we also need another rationality — methods to find out which stories are true, when these are stories about promises (and guarantees). Essentially this is about a method to value a story. If you are interested I’d be happy to discuss that.
Really convincing insights, Ben. Hopefully you'll ease up on the Tracy Chapman crowd (or join us).