On today’s episode, Byrne Hobart delves into the intricacies of technology-induced market shifts, hedge fund dynamics, Byrne’s post on outage economics, and the evolving landscape of open source and proprietary AI models.
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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.
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Sourcery by Molly O’Shea brings the conversations founders and investors have behind closed doors into the light. Subscribe for upcoming episodes with: Delian Asparouhov of Founders Fund and Varda Space, and Chris Power of Hadrian.
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LINKS:
Byrne’s writing: thediff.co
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X / TWITTER:
@eriktorenberg (Erik)
@byrnehobart (Byrne)
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:20) Exploring Hedge Fund Dynamics: Is Alpha for Sale?
(01:52) Hedge Funds and Investment Strategies
(10:24) VC Insights on Scaling and Performance Metrics
(16:59) Sponsor - Turpentine | Brave
(19:37) Advantages Multi-Manager Hedge Funds
(23:17) Personal Finance and Hedging Strategies
(31:56) Outage Economics
(45:09) Search Engines and Data Feedback Loops
(47:40) Future Implications pf the Intersection of AI and Search Engines
(54:20) Open Source AI: Balancing Innovation, Security, and Business Models
(01:03:02) Wrap
E19: Hedging against Life, Outage Economics, and Open Source vs Proprietary AI