Caleb Reed

Working in Data and AI | Talking investing, data/tech/AI, career, entrepreneurship | #Georgetown grad | building in public

[Caleb Reed @deer_belac]

Full details: https://t.co/L9vOfhXK5p

[Caleb Reed @deer_belac]

The debate over where AI value actually accrues just got a real data point. SemiAnalysis put numbers on it, and right now the model labs are winning a huge part of it.

[Caleb Reed @deer_belac]

But that probably doesn't hold forever.

Where do you all think the value lands a year from now, the labs, the chip providers, or somewhere else?

[Caleb Reed @deer_belac]

Let me know if you have any questions below!

[Caleb Reed @deer_belac]

A very simple way to sanity check stock valuation is by flipping the PE ratio to become earnings yield.

Price / earnings —> earnings / price

It shows you how much in earnings you’d theoretically make if you owned the whole company.

More in thread 🧵

[Caleb Reed @deer_belac]

- you still need to look at the full picture of a company before making any investment decisions. If a company’s earnings will crater next year, this method doesn’t make much sense. This is just a simple sanity check on valuation

[Caleb Reed @deer_belac]

Lens + perspective is everything.

How the current moment looks depends on how you’re looking at it

[Brian Feroldi @BrianFeroldi]

@Codie_Sanchez One more:

There's always a smart-sounding reason to sell

[Caleb Reed @deer_belac]

@InvestInAssets Very true, but it’s also how you lose all your money if you’re wrong 😅. Recognition of your skill level in investing is equally important in deciding how much to put into individual stocks!

[Caleb Reed @deer_belac]

Quarterly reminder on Buffett’s investment style. Highly concentrated long-terms bets. His top 5 positions acct for 77% of his portfolio.

Not necessarily recommended for individual investors unless you’ve really done your research.

*Credit @WSJ for the image

[Caleb Reed @deer_belac]

- What an API is and how to connect to them (basically a URL that you can hit that will send data to your website)
- Most important - logical/organized thinking to structure the workflows/actions on the site (if this happens, then that)

[Caleb Reed @deer_belac]

Observation: Even though I don't need to code much using https://t.co/801OShb9A9 to build https://t.co/qJ2SHauCnX. Understanding web principles/data modeling/code has been enormously helpful in quickly picking up how the platform works.. more in thread

[Caleb Reed @deer_belac]

Understanding:
- How HTML/element graphs work (and font/CSS styling)
- How you can store data in databases

[Caleb Reed @deer_belac]

@erwanlier @thejustinwelsh Following along! Consistency when the weather is nice is definitely the hard part 😅