Cliff Sosin

So if I were to grill an AI about all things like Medicare, Medicaid, managed care, it knows a lot. If I grill it about Carvana, we pretty quickly run out of stuff. Like this interview will get in there, but, you know, most of what I know about Carvana

So if I were to grill an AI about all things like Medicare, Medicaid, managed care, it knows a lot. If I grill it about Carvana, we pretty quickly run out of stuff. Like this interview will get in there, but, you know, most of what I know about Carvana

I've learned from a lot of thinking, a lot of talking to people who used to work there, a lot of data scraping and other things that just aren't in the internet yet. And so the tools, if you spent a bunch of time trying to learn about Carvana from an AI, I don't think you'd get very far.

I've learned from a lot of thinking, a lot of talking to people who used to work there, a lot of data scraping and other things that just aren't in the internet yet. And so the tools, if you spent a bunch of time trying to learn about Carvana from an AI, I don't think you'd get very far.

That being said, over time, maybe they have agents that are able to gather information, put it into the internet. Maybe the internet, this bulk corpus information in the internet gets bigger because more stuff is put in there in other ways. And of course, these tools are only going to get better.

That being said, over time, maybe they have agents that are able to gather information, put it into the internet. Maybe the internet, this bulk corpus information in the internet gets bigger because more stuff is put in there in other ways. And of course, these tools are only going to get better.

When AIs get to the point where they can make investing decisions, there's probably not a lot that's pretty far down the spectrum, I think, of things that they would require doing.

When AIs get to the point where they can make investing decisions, there's probably not a lot that's pretty far down the spectrum, I think, of things that they would require doing.

um it gets it's kind of like asking about the singularity it's like yeah you know i sometimes i'm grateful that i've had a chance to sort of do well you know before um before all this happened because um you know it might be hard to do well after all this happens if i reflect on um the future sort of big picture i mean i people used to ask me what my macro opinion was and they always meant like interest rates and gdp growth and i always always give them some version of something like look i

um it gets it's kind of like asking about the singularity it's like yeah you know i sometimes i'm grateful that i've had a chance to sort of do well you know before um before all this happened because um you know it might be hard to do well after all this happens if i reflect on um the future sort of big picture i mean i people used to ask me what my macro opinion was and they always meant like interest rates and gdp growth and i always always give them some version of something like look i

I'm fully confident that my great grandchildren will marvel at my poverty. Unless they're all dead, but hopefully they won't be. I think these tools make it all the clearer how we're going to get there, especially if quantum computing happens, right?

I'm fully confident that my great grandchildren will marvel at my poverty. Unless they're all dead, but hopefully they won't be. I think these tools make it all the clearer how we're going to get there, especially if quantum computing happens, right?

The ability to create synthetic data with real world simulations using quantum simulators and then to train the eyes on that seems like a wildly interesting tool.

The ability to create synthetic data with real world simulations using quantum simulators and then to train the eyes on that seems like a wildly interesting tool.

You know, the US is an amazing system. I think there's a lot of reasons for that. I mean, I tend to think about the idea that there was meaningful selection effects in the people who chose to migrate to the US versus the people who chose to stay behind.

You know, the US is an amazing system. I think there's a lot of reasons for that. I mean, I tend to think about the idea that there was meaningful selection effects in the people who chose to migrate to the US versus the people who chose to stay behind.

And that probably led to us having, you know, the US having a gene pool that, you know, an aggregate is selected for people, the sorts of people who will create businesses and be sort of independent minded and get on a ship and travel to an unknown land across the other side of the sea for a better life. I don't see that changing in any deep way.

And that probably led to us having, you know, the US having a gene pool that, you know, an aggregate is selected for people, the sorts of people who will create businesses and be sort of independent minded and get on a ship and travel to an unknown land across the other side of the sea for a better life. I don't see that changing in any deep way.

But I don't necessarily think I've invested in the US because it's such a great place, per se. I think I've mostly invested in the US because I always use the following example. You talk to some investor, and they're telling you about their British restaurant investment or something. And you say, that's so cool. It sounds like you really know England really well.

But I don't necessarily think I've invested in the US because it's such a great place, per se. I think I've mostly invested in the US because I always use the following example. You talk to some investor, and they're telling you about their British restaurant investment or something. And you say, that's so cool. It sounds like you really know England really well.