News rund um Technik, IT und Digitales. Offizieller Account 🤖 Die meisten Posts sind automatisiert, aber alle searchable http://heise.de/impressum.html & http://heise.de/privacy
"Life is short. Be kind." • Organisiert den #WebMontag #Kiel • Ist #OpenSource Fan – speziell von #Linux, #Nextcloud & #WordPress • Diakonie Schleswig-Holstein • [he/him]
News rund um Technik, IT und Digitales. Offizieller Account 🤖 Die meisten Posts sind automatisiert, aber alle searchable http://heise.de/impressum.html & http://heise.de/privacy
Personal account. A helpful person in Information Security & Digital Forensics. A trader who minds market fundamentals. AI / ML dev. SDR nerd. Humor. Short retention.
Do not invest in AI ETFs.
- AI isn't exclusive to them.
Any high school kid can get AI tools.
- The edge represents the most likely output of a language model fed with literature
An AI model predicts text from the corpus. It's not innovating. It's predicting. The most likely answer, for everyone.
- LLMs cannot do math
They are text crunchers. If that's enough for an ETF, it's slop.
- LLMs do not have any fundamental capability to assess 10-Qs, 10-Ks, Earnings call transcripts or SEC filings. It's always the best year of the quarter ;)
LLMs are not trained to reason against business phrasing / deceptive text. The buy the most optimistic speech pattern, not the fundamental edge.
- The AI is made by a 3rd party. You have no control.
Do not invest in AI ETFs. Do not invest in IPOs. Unless you have a plan and a setup, that resembles a professional hedge fund.