Lavitt

still trying to find that elusive Alpha

[Lavitt @deepakvittal]

Citi MD, Head of Data on Responsible AI in Banking, Tackling Bias,Halluc... https://t.co/tB39PNUWKc via @YouTube

[Lavitt @deepakvittal]

@naval How about both? Explaining the process on a podcast.

[Josh Kale @JoshKale]

Andrej Karpathy just dropped a project scoring every job in America on how likely an AI will replace it from 0-10

> Scraped all 342 occupations from the Bureau of Labor
> Fed each one to an LLM with a detailed scoring rubric
> Built an interactive treemap where rectangle size = number of jobs and color = how exposed that job is to AI

The key signal in his scoring: if the work product is fundamentally digital and the job can be done entirely from a home office, exposure is inherently high.

The scale:
0-1: Roofers, janitors
4-5: Nurses, retail, physicians
8-9: Software devs, paralegals, data analysts
10: Medical transcriptionists

Average across all 342 occupations: 5.3/10.

The entire pipeline is open source. BLS scraping, LLM scoring, the visualization. All of it. Much respect for the sensei this is scary and awesome

[Elon Musk @elonmusk]

This hits home

[Lavitt @deepakvittal]

@TrendSpider Charlie Munger was a technical analyst?

[Chris Bakke @ChrisJBakke]

Quick portfolio update:

[Ashwini Vaishnaw @AshwiniVaishnaw]

India is working on all 5 layers of the AI architecture: application, model, chip, infra and energy. We are building the foundation for global AI services.

📍 World Economic Forum, Davos

[Lavitt @deepakvittal]

@sciencegirl 4C

[Lavitt @deepakvittal]

@narendramodi @MohamedBinZayed How was the traffic?

[Lavitt @deepakvittal]

@LeakerApple Both, so I can get his advice on how to invest that money

[Lavitt @deepakvittal]

@unusual_whales MSTR

[Lavitt @deepakvittal]

“India just was on the wrong side of the seesaw” - This is also a classic case of Game Theory!

[Chamath Palihapitiya @chamath]

Lots of talk on X and some opportunistic edits about tariffs and India from our interview with Sec Lutnick.

Here is the full 4min clip to set the record straight.

[Lavitt @deepakvittal]

@investingluc @finviz_com Love your thesis and agree on a low risk entry here

[Lavitt @deepakvittal]

@KobeissiLetter Circular warfare

[Lavitt @deepakvittal]

@KobeissiLetter Wow

[Lavitt @deepakvittal]

@Mr_Derivatives Agreed

[Lavitt @deepakvittal]

What happens when you promise a toy or a gift to a child and don’t follow through?
Child - @realdonaldtrump
Gift - #nobelpeaceprize
Tantrum - 100% #tariff on #china and a 4% #stockmarket dump

[Lavitt @deepakvittal]

@KobeissiLetter BUY, BUY, BUY.

[Lavitt @deepakvittal]

@investingluc But yours is based in technical, and the move today is purely fundamental. I don’t know if you take credit for it

[Elon Musk @elonmusk]

Join @xAI and help build a purely AI software company called Macrohard. It’s a tongue-in-cheek name, but the project is very real!

In principle, given that software companies like Microsoft do not themselves manufacture any physical hardware, it should be possible to simulate them entirely with AI.