32 Comments
Feb 16Liked by Amrita Roy

Educational, well written and well said. Always a pleasure to read !!!

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Thank you Greg, glad you enjoyed it.

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Wonderful read for this layman. : ) Is Saylor reliable? The Atlas Society (an Ayn Rand think tank) gave him the Atlas Society's Lifetime Achievement Award in 2022. At the 2021 Gala the founder, David Kelley, introduced me to his date, later confirming to me that she was a CIA handler! Saylor also wore a burgundy-colored brocaded jacket on his website bio, screaming vampire to this artist's eye.

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Thanks Michael. Personally speaking, I had never even heard of Michael Saylor until I was doing research for the post. Thanks for pointing me to the sources. As for reliability, I believe everyone has an agenda that they advocate for, and I am not overly familiar with his work.

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Amrita, thanks for your thoughtful reply, yes I agree that “everyone has an agenda.” Gold. Again, your style in presenting info, that is very unfamiliar to me, is done with so much clarity that I think I will slowly gain knowledge about the financial landscape. 🙏

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Thank you Michael. I am always thrilled when I can empower people to understand concepts in finance and tech that are often difficult to understand, but impact our lives in meaningful ways. Thank you for your support and such kind words.

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Feb 20Liked by Amrita Roy

Well done Amrita, covering so many great topics!

As a passionate Data Analyst with extensive experience in AI tools, I’ve noticed that numerous established, traditional companies still haven’t tapped into the full potential of AI technologies. Embracing Low-Code and No-Code platforms could be a strategic starting point for these organizations to leverage GenAI and secure their competitive advantage in today’s digital landscape.

For example, I’ve recently explored Voiceflow, a platform that eases the creation of AI agents through a user-friendly low-code interface. Using this approach, I developed the first MVP of RhinoWatchlist, an AI-powered assistant designed to manage stock watchlists efficiently and get personalized insights.

Regarding the decoupling of the world, it’s sad to see how political elites around the globe continuously engage in warmongering. Historically, it doesn‘t end well.

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Thanks, glad you enjoyed the post.

That is really interesting, how you have used Voiceflow to build your MVP. Is this something for personal use or are you going to provide this as an offering to your subscribers/customers?

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Mar 4Liked by Amrita Roy

I just launched RhinoWatchlist today and it's a SaaS platform currently in its BETA phase. It's completely free for every user for the first 14 days. Over the coming days and weeks, I plan to roll out key features, many of which will be inspired by user feedback.

Please, feel free to check it out here and let me know if you have any questions👇

www.rhinowatchlist.com

You can also check YT shorts here, which introduces the key features 👇

https://www.youtube.com/playlist?list=PLuRRoAHRyiOxdWr9zLHM15wrFDjNtNyIj

I'm also planning to start a YouTube channel (and possibly a separate newsletter with a focus on technical aspects), where I plan to offer insights on how to leverage software and APIs to access almost any data for financial analysis, automate tasks or pipelines of automated tasks, and create visualizations, and much more.

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This is amazing, thanks for sharing the link. I will take a look at it during the weekend and get back to you.

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Many people write they are holding their BTC because "insert reason here".

This approach has always brought me more anxiety than I bargained for.

A good way to reduce price anxiety and FOMO when holding any asset is to have a plan and stick to it.

Whether we are holding or selling any asset should be directed by our previously established strategy and risk levels, not by our intuitions about the future 🙏

This approach helps to keep price anxiety at bay.

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100%. Everyone's risk-reward is different and as long as we are playing the strategy aligned to our life's goals, instead of following the herd, the chances of getting burnt are low.

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Good summary of the Bitcoin ETF's Amrita!

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Thank you Edward.

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The decoupling is indeed a very interest phenomenon that is taking place.

As for China, I think it is a "value" story at this point, there are risks pertaining to politics and demographics, but the no one really knows if investor pessimism is overly priced in.

I am curious, what is the outlook for Italy in 2024?

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In line with the rest of Europe. Better than Germany and worse than Spain.

The italian loan market is just slowly starting to price in the rate cuts by EBC.

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Thanks, the rate of decline in the German economy has been appalling, but once again, I am not too familiar with Europe as I am with US, so it's always interesting to understand what is happening in each of the blocs.

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In 3 words: lagged industrial transition

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May be I'm missing something, but I'm afraid I just haven't seen any successful applications of AI so far yet (in the areas of my work/interests).

Industry - It's very difficult to get the data in sufficient amounts to train ML; even very big companies in the area have been basically unable to do it; the talk about AI is mostly hype coming from the marketing departments while R&D is unable to produce anything that algorithmic solutions couldn't already do.

Engineering - AI is good only for things that were already done thousands of times, and seems to be absolutely useless in the areas of active research, and especially in niche areas, where available information is limited. On such subjects, it becomes immediately obvious that this thing is not intelligent at all, doesn't understand what it is talking about, and is only trying to make statistical guesses. AI is used (to check f. ex. if I've missed something) but any results obtained from AI generally cannot be trusted. Bing especially is simply a laughing stock.

Software development - AI tools are used mainly by software developers at the lower part of the qualification scale (mostly as a crutch, so it seems, often trying to do the bare minimum of work with the minimal effort), and I haven't yet seen it to result in any improvement in the quality of their work. In the best case (if they manage to produce something that works and passes tests) the costs would be simply shifted to the later part of the product lifecycle, on maintenance (they don't usually understand well how the AI-written code works). Those at the higher end of the skill scale tried AI tools and found that they produce too many mistakes (both in the actual code _and_ in tests) and cannot be generally trusted at the moment.

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Thanks for sharing your perspective. As a non-technical person, using AI to automate parts of my work, it is always interesting to hear insight on the technical side of things.

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May be you could tell a bit which areas of your work you were able to automate with AI tools (with real measurable gains in efficiency)? That would be very interesting to know.

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Feb 18Liked by Amrita Roy

Such a great round-up as usual. If I may say, I can really tell the change in clarity of your writing as time has passed! I love it.

Not surprised about the apple vision pro returns - a likely rebound with over-eager adoption.

Also the bitcoin story is really interesting. I must confess my first ever financial mistake was to "buy at the top" and "sell at the dip".... despite reading all the investment books, I learned the hard way that my psychological biases are more powerful than i think! Hopefully won't be making that mistake again!

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Thank you Zan for such kind words. Just trying to keep it authentic.

As for buying at the top and selling at the bottom, its' a matter of time everyone has to go through that mental grind to get the scars, so that when it is healed, you are "actually" much wiser. (Spoken from personal experience)

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What will all these laid off people do? I love the way AI can help, but when there is a lot of light, there dark shadows as well. Thanks for the summary Amtita 👌

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Great question, while I am generally optimistic about AI, I do think about the deflationary forces pertaining to employment that the technology will bring and how that will challenge the status quo. Like always, I think the workforce needs to constantly upskill at this point to remain relevant and as for the education system, that needs a whole another makeover. As for people who are already laid off, finding a job with a similar wage is becoming difficult now, although the labor report does not reflect that. I don't know, may be start a substack, lol.

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We humans are perfect adopters. 😊

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Today AI is profoundly disruptive for coding.

The rest is coming soon

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Fully agree with you. As a millennial, I admit it is hard for me to keep pace with the rapid pace of innovation and tools that are emerging, that are changing the way we do work.

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Interesting times we live in. It will be interesting to see what new jobs if any are created with adaptation of AI more and more into the workforce

I know in my own work as a software developer I was able to bring to market a new product in about 6 weeks using AI to help with the coding and a couple of freelancers part time for graphic design and marketing.

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How long on average would it to take to build and ship a new product where you work now before you could use AI to your advantage?

It is definitely interesting, in terms of the kind of jobs that AI will create both on the technical and non-technical front. I also think, that the current management hierarchy will be vastly disrupted over the coming years, think it will becomes more flattened out, as a lot of entry level jobs as well as certain kind of management roles can be fully automated.

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Just posted an article about the history of Bitcoin earlier this week and now I see yours! Very well written, love it!

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