We’re teaming up @Palmeiras, the first football club to meaningfully build upon TacticAI: our AI system that can help simulate field scenarios and predict open play dynamics up to 8 seconds in advance. ⚽
Wednesday's Weather Rating: 10/10
MIDWEEK MAGIC!! High temperatures near 80° F with glorious sunshine continuing all day long, comfortable dew points and a beautiful breeze. That's the secret formula, man. The vibes are immaculate out there today!!
Things I like in sports analytics articles overlap with things I like in equity research: clear writing, insightful charts, and (critically!) a few good jokes. This is also why the Berkshire letters still read so well today
The KAT’s out of the bag and this series is gonna rule.
Get on the plane!
I loved Dan's description of what makes a great analyst today relative to 20 years ago.
It reminded me of @citrini analyst #3, who flew to the Strait of Hormuz during the war.
Being physically present is still one of the most underrated advantages for generating alpha.
"The great analyst 20 years ago was someone who could build a model fast and crack a complicated restructuring.
When I was at Jefferies, Drexel Burnham went bankrupt with a four-inch disclosure statement that nobody could crack.
I spent a whole weekend studying it. That ended up being one of the best claims trades in the history of bankruptcies.
Today, I think it's a junior Gavin Baker. Somebody who understands a company or an industry and the nuances of a technology.
I had an analyst. Casey's General Stores was one of the best performing stocks. It looked like a tech stock.
It was because they weren't a convenience store chain. They were a pizza chain masquerading as convenience stores.
So I had an analyst who went to Texas and ate pizza. That kind of analyst today is what is different."
Launching our new paper on arXiv: we trained the largest multilingual food model ever built.
4.1M recipes. 7 languages. 1,790 ingredients. 300 dimensions.
All of human cooking compressed into 2 megabytes.
I think @colossusjeremy is among the great writers…
In past lives he helped run the US embassy in Germany, and for years before that was an EOD officer in the Army.
He wrote this for Memorial Day.
I feel extremely lucky to work with him, and that people like him serve us all