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

"The Riff" with Byrne Hobart and Erik Torenberg

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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Sourcery

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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