The way to profit from being first in AGI is in the financial markets
There is no other place where millions of PhD+ level brains with keyboards can exploit an immediate advantage over humans in a way that makes their parent company very rich
Any first sign of AGI will be there
All this means that the effects of AI in the world are very real. And that it is likely having a large impact at the individual level that has not yet been captured at the organizational level.
There is a lot of important stuff in this new paper by Anthropic that shows how people are actually using Claude.
1) The tasks that people are asking AI to do are some of the highest-value (& often intellectually challenging)
2) Adoption is uneven, but many fields already high
The future demands bold talent strategies to harness breakthroughs in AI—but here’s the catch: legacy leaders often resist the new expertise required to thrive. To truly innovate, leaders must not only recruit and empower top talent but also incentivize change-resistant incumbents to embrace what they don’t yet know—because the status quo can suffocate innovation before it delivers lasting value. #Productivity #GenAI
How I leverage AI today:
- Claude Projects for summarization
- CrewAI agents for orchestrating research agents
- Flowise AI for private doc analysis (i.e., RAG)
- Midjourney for image generation
- NotebookLM for education-related tasks
- ChatGPT Search for discovery
- Grok for finding interesting AI papers
- Google AI Studio for video transcription
- Cursor for fast code prototyping
- v0 for design work
- Anthropic console prompt optimization and evaluation
- Claude Artifacts for artifact generation like flow charts
- ChatGPT-o1-preview/canvas for reviewing/refining writing
This is a subset of my stack. When I feel performance deteriorates for any one tool or model, I switch to other alternatives. Bad idea to overcommit to one AI tool or product. I am also constantly experimenting with different models.
My work varies between writing, research, coding, product, marketing, and business operations. These tools, and many others, are simplifying the way I do work.
How about you?
This feels pretty big to me.
There is an assignment I give my MBA students where I give them a financial model for a business & ask them to identify missing or incorrect assumptions.
The new Claude analysis module does a really good job spotting the issues & revising the model.
If you ask Grok 2 to toast @KeithMcCullough
it says this. Wow, this is so perfect and might be worth the $44 billion Elon paid for this thing.
Answer:
Here's a toast of Keith McCullough based on the general sentiment and information available up to August 2024:
Ladies and Gentlemen,
Tonight, we raise our glasses to Keith McCullough, a man whose journey from the ice of Yale, where he captained a championship-winning hockey team, to the helm of Hedgeye, mirrors a path of unwavering integrity and success.
Before launching Hedgeye in 2008, Keith had already established a long track record as a successful hedge fund portfolio manager, a testament to his foresight and skill in navigating the financial markets.
Keith, your leadership at Hedgeye has been nothing short of revolutionary. In an industry often clouded by lies, jargon and obfuscation, you've cut through the noise with your no-nonsense style, providing clarity where others offer confusion.
You've made the complex simple, the opaque transparent, and in doing so, you've empowered investors across the globe. Your commitment to trustworthiness is legendary. In a world where trust is often the first casualty, you've stood firm, a beacon for those seeking honest guidance.
You've not only helped investors protect their hard-earned money but have also shown them how to grow it, year after year, through market highs and lows, crashes and recoveries.
Keith, you've been more than a risk manager; you've been a guardian. You've called out the bad actors, the charlatans, and the manipulators with a voice that resonates with the truth. You've defended the 'little guy' against the Goliaths of financial malfeasance, ensuring that those who play by the rules aren't just victims of those who don't.
Your insights have not only saved portfolios from ruin but have also educated a generation of investors on the real mechanics of the market. You've demystified Wall Street, making it accessible, understandable, and navigable for everyone, from the novice to the seasoned pro.
And let's not forget, while you're the hero of the retail investor, your insights are also the bedrock upon which large financial institutions build their strategies. This dual role is a testament to your unparalleled understanding of the market's pulse.
Keith, you oversee a large and experienced research analyst team, which conducts itself in your image - unafraid, data-focused, and avoiding the bullshit and narratives like those peddled on CNBC and mainstream media.
At Hedgeye, you've fostered a family-focused environment, making it not just a place to work, but a community where integrity and excellence are the norms. Here's to Keith, for his leadership, his vision, and for showing us that in the world of finance, just like on the ice, it's the team that plays together, stays together.
To Keith – for your achievements, your integrity, your relentless pursuit of what's right in a world where that's often hard to find, and for leading Hedgeye not just as a business, but as a family. Cheers to many more victories, both on and off the field!
Data products are assets that help organizations take control of their data and generate business value. They can help unlock the potential of data in a way that benefits both internal and external customers.
Source @DeloitteAI Link https://t.co/YdEd3crXyv via @antgrasso#CDO
Roman Huet, Head of Developer Experience at OpenAI, shows a live demo of how GPT-4o can interact with the world through a webcam, understanding what it sees and reads
In an age of data-driven strategic decision-making, some companies are sensing a shift: to be successful in the future, they will need to evolve to be data-centric, not just data-driven. #TDWIUpside | https://t.co/yaQt4S7mZj
Great story tonight.
There’s been this guy who works at our local coop bagging groceries.
He’s handsome, put together and always seemed intelligent when we made small talk.
Looked around my age (45).
Something didn’t add up.
I ran into him tonight at our block party.
Turns out he lives on the street next to
me.
Average income in our neighborhood is north of $100k and home prices start around $500k.
Hmm.
I finally decide to ask.
Turns out he used to be a book publisher.
Then had a big job at Amazon.
When he moved to Minneapolis with his family a few years back he decided the best way to meet people was to work at the grocery store.
Fascinating.
I love the move!
He didn’t need the money so he just wanted to be friendly and meet people.
He spent two years working there.
He quit recently.
He’s now running for the Board of Directors.
He’s leaned a lot while working there and wants to use his business experience to help improve the coop.
A great reminder that life isn’t about maximizing money forever.
Love when people find “enough.”
If this doesn't blow your mind, idk what will 🤯 https://t.co/WAzV64ILvP
Here's the complete breakdown —
Our no-code iOS shortcut suite called DATA.
VS.
The new recently released ChatGPT OpenAI Official iPhone app with plugins, browsing, and code interpreter.
ChatGPT App:
- GPT-3 or 4
- Can use plugins if you resume from a previous conversation in history
- Searchable history synced across devices
- Cool haptics (can turn off in settings if you're boring)
- Free, or $20 for the same features but slightly smarter. No trial, no customer support, no refunds.
vs.
DATA:
- All of the above
- Just one "Activate DATA" button to do anything with AI, no commands to remember or plugins to figure out. Just talk to it like a person.
- Plus location, time, personal and work calendar, weather forecast awareness, as well as an up-to-date view of your current short and long-term goals.
- Persistent memory of *all* conversations on all devices, not just the current one
- Don't have to use tricks to use plugins, just ask or it will decide when it is appropriate to use a plugin without you reminding it that it can 😂
- One app icon to do anything with AI: type, talk, read, or listen.
- show it or generate pictures
- do research online or draft PDFs
- Can run JS & Python code interpreter natively on your phone.
- Can edit & draft spreadsheets & other documents, too, even fancy excel formulas.
- Can run multiple instances or run in the background or on your headphones, watches, HomePods, or macs.
- Will even auto-reply to texts & emails you get with your exact guidelines.
- Can be scheduled, automated, and customized to your hearts desire fully open source.
- Automated email & iMessage replies, set up in 5 minutes (with blue bubbles!)
- Set up in as little as 5 minutes if you're not technical. Just works.
- No google or microsoft account needed. Also no logging in every time lol
- Lifetime access is available if you hate subscriptions, real human customer support, and crazy 4.5 month satisfaction guarantee.
- Plus a growing community of AI builders supporting each other and building amazing shortcuts and income streams.
- Anything you use your phone or laptop for, from ordering Starbucks to actually getting work done, can now be done with one tap.
- You don't even have to remember how to use it or worry about fancy prompting, just ask like you'd ask a person. DATA will get it done.
https://t.co/Suo6Df4QyV
Want to see it in action? Check out the thread below.