David Saussy

music, drawing, Plato

[David Saussy @lermiteVIIII]

a more accurate rendering…

[David Saussy @lermiteVIIII]

what it feels like to read Plato…

[David Saussy @lermiteVIIII]

Me studying the remarkable phenomenon called “the stock market”

[David Saussy @lermiteVIIII]

@JaycelAdkins except the long, rambling ones like my own 🤣

[David Saussy @lermiteVIIII]

In these latter days of dharma (h/t Mahabharata) no good idea goes un-cribbed. Not my site and has no affiliation with me 🤣 Hope whoever created it has fun with the tool and doesn’t mistake the process for the goal.
https://t.co/swFDN5vlD4

[David Saussy @lermiteVIIII]

After reading “Investing: the last liberal art” (thx to @millerman and @pmarca ) and then Munger’s “Poor Charlie’s Almanack” (esp. the talks on world wisdom learning and human psychology), I decided use my Claude acct to build a way to study and test for myself the concept of a “latticework of mental models” in the “art of stock picking.”

It’s a game: I designed my approach around a deck of 22 case studies (the number is arbitrary - I can expand this as far as I want) and then 6 more decks with different categories: Biological/Ecological, Quantitative, Physical/Engineering and so on. Pull a case study - and there are several suggested models from the decks that might apply. (Like law school - find the law in the case. ) I create several stacks for models I think illuminate the case, ones that are boundary, or just unrelated. Then I search for other models that might apply. I defend each card with a statement about why each works or doesn’t work. I annotated the cards to make corrections or additions - research the case further in more depth. I call my little game Latticium, after Latticework.

I printed out and made cards because I like the friction of the physical (friction is in fact one of the models: a rule in business is to eliminate friction - eg in customer transactions - yet sometimes friction can be useful.) I even had Claude make me a widget to pull cards when I’m out and about and want to play - and don’t have a table in front of me to work with it. But I prefer cards I can annotate and flip through and arrange.

I’m starting to develop a similar method for the stock market in particular, with an eye to investing.

My philosophy about AI is to use it the way one might use a stationary bike or a set of weights. Not to substitute the work, but support it. Hence the cards and the rigorous critical review and amendment. The accelerant to my learning,

I have happily lived my life in classics and great books, and I find there is one strength I have: I know how to ask questions, I am not afraid to ask dumb questions, and I know how to persist in my questioning until I get clearer answers. I chalk this up to years studying Greek, pouring over Plato and Aristotle, and many others (including Descartes and the moderns) and conversing with people who are never satisfied with any answer whatsoever. But now I find myself wholly prepared to turn my attention (which part is still a question) to the stock market and worldly wisdom, the “last liberal art”…

[David Saussy @lermiteVIIII]

@ojoshe Thanks, already loving what I’ve heard so far!

[David Saussy @lermiteVIIII]

Sometimes it’s fun and even helpful to listen to music just before modern rationalism altered our conception of tonality in a thoroughgoing way

this one is on repeat today

[David Saussy @lermiteVIIII]

@natt941 Thanks, I’ll take a listen!

[David Saussy @lermiteVIIII]

After reading “Investing: the last liberal art” (thx to @millerman and @pmarca ) and then Munger’s “Poor Charlie’s Almanack” (esp. the talks on world wisdom learning and human psychology), I decided use my Claude acct to build a way to study and test for myself the concept of a “latticework of mental models” in the “art of stock picking.”

It’s a game: I designed my approach around a deck of 22 case studies (the number is arbitrary - I can expand this as far as I want) and then 6 more decks with different categories: Biological/Ecological, Quantitative, Physical/Engineering and so on. Pull a case study - and there are several suggested models from the decks that might apply. (Like law school - find the law in the case. ) I create several stacks for models I think illuminate the case, ones that are boundary, or just unrelated. Then I search for other models that might apply. I defend each card with a statement about why each works or doesn’t work. I annotated the cards to make corrections or additions - research the case further in more depth. I call my little game Latticium, after Latticework.

I printed out and made cards because I like the friction of the physical (friction is in fact one of the models: a rule in business is to eliminate friction - eg in customer transactions - yet sometimes friction can be useful.) I even had Claude make me a widget to pull cards when I’m out and about and want to play - and don’t have a table in front of me to work with it. But I prefer cards I can annotate and flip through and arrange.

I’m starting to develop a similar method for the stock market in particular, with an eye to investing.

My philosophy about AI is to use it the way one might use a stationary bike or a set of weights. Not to substitute the work, but support it. Hence the cards and the rigorous critical review and amendment. The accelerant to my learning,

I have happily lived my life in classics and great books, and I find there is one strength I have: I know how to ask questions, I am not afraid to ask dumb questions, and I know how to persist in my questioning until I get clearer answers. I chalk this up to years studying Greek, pouring over Plato and Aristotle, and many others (including Descartes and the moderns) and conversing with people who are never satisfied with any answer whatsoever. But now I find myself wholly prepared to turn my attention (which part is still a question) to the stock market and worldly wisdom, the “last liberal art”…

[David Saussy @lermiteVIIII]

Also, I probably spend more time than I need to wondering about music: what was it like before Helmholtz and the equation between tone and physical vibration? Before tonal harmony? And before the tyrannical obsession with operatic vibrato set in, in the late 19th century, when vibrato became more than ornamental (as it should be even in Beethoven!) but somehow essential to tone production? Audiences also clapped between movements!

[David Saussy @lermiteVIIII]

someone should write an article or book about the battle between the academic intellectual elites and the techno-capitalist intellectual elites, on the issue of AI

[David Saussy @lermiteVIIII]

@natt941 For a period, I refused to draw with pencil - to try to experience what it would have been like pre-pencil.

[David Saussy @lermiteVIIII]

@natt941 I’m laughing, but I’m not sure why…what you say reminds me of my favorite book, the history of the pencil. So many questions.

[David Saussy @lermiteVIIII]

Speaking of what the review *doesn’t* contain, what to make of the deafening silence about AI in Greer’s review of Karp’s book?

[James Vincent @jjvincent]

an absolutely riveting essay — ostensibly about Karp's book, but really about what karp's book *doesn't* contain: i.e., how you create a techno-nationalist elite, with the historical example of the antebellum US https://t.co/3cltO8z94A

[Matthew C Dean @MatthewCDean]

Richard Velkley's "Rules for the Misdirection of the Mind" is a true delight.

[James Bryson @theoeides4]

The only real test Odysseus faced was human: his true north was Penelope; the only threat to his compass leading him home was Nausicaa.

[Greg McBrayer @GregMcBrayer3]

Mine just came in the mail. 📭
💪🧠🏛️