2 pointsby rzk6 hours ago1 comment
  • verdverm6 hours ago
    some real slop, don't waste your time
    • kooi5 hours ago
      How? What are you smelling?

      His article on the AI bubble analysis is pretty water tight. https://www.oaktreecapital.com/insights/memo/is-it-a-bubble

      • verdverm5 hours ago
        it drones on and on, it lacks a coherent train of thought

        I assume it is agent written, slop regardless

        I'd be very hesitant to call a piece of writing about Ai "watertight" when the author starts with

        > I want to start off with my usual caveats: I’m not active in the stock market; I merely watch it as the best barometer of investor psychology. I’m also no techie, and I don’t know any more about AI than most generalist investors. But I’ll do my best.

        Sampling the author's priors also shows low quality imo