Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

When I worked at a hedge fund, we would spend 100+ hours building complex valuation models. I always felt that was overrated and would build a simple crayon math model on the side. Excited to share TIKR's new Valuation Model Builder. Create a model in less than 60 seconds!

Sahil Khetpal

23,557 subscribers

189,126 görüntüleme • 1 yıl önce •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

12 Yorum

Olivier profil fotoğrafı

Olivier1 yıl önce

So now I can be wrong in 60 seconds instead of 100 hours 👍

Sahil Khetpal profil fotoğrafı

Sahil Khetpal1 yıl önce

Hey that's 100 hours saved! Still a win :)

#Learn⚡️ profil fotoğrafı

#Learn⚡️1 yıl önce

@BourbonCap @screener_in food 4 thought on product journey

Scott Robinson profil fotoğrafı

Scott Robinson1 yıl önce

Same dynamic when I was in the RE investment business. Simple math always proves correct.

Sahil Khetpal profil fotoğrafı

Sahil Khetpal1 yıl önce

100%. For most good investment theses, you have max 3 key drivers you're betting on. The simpler, the better

YieldGuy profil fotoğrafı

YieldGuy1 yıl önce

Fancy excel

Sahil Khetpal profil fotoğrafı

Sahil Khetpal1 yıl önce

Everybody just trying to hide their balance sheet plugs

The Macro Cipher profil fotoğrafı

The Macro Cipher1 yıl önce

Further evidence how AI will help us transition from “grunt work” to “thinking work”

Dan Rasmussen profil fotoğrafı

Dan Rasmussen1 yıl önce

PE portfolio companies are smaller, more leveraged, pay higher interest rates, and have lower margins than public companies.

Mostly Borrowed Ideas profil fotoğrafı

Mostly Borrowed Ideas1 yıl önce

"Google still accounts for around a 90% share of queries to traditional general search providers and AI assistants combined in the UK...Google’s AI Overviews are shown in response to more queries than ChatGPT receives."

John Huber profil fotoğrafı

John Huber1 yıl önce

Walter Schloss used to look at stocks at a 3-5 year low. In addition to price lows, I also like to look at stocks trading at their valuation lows. This can be a list filled with value traps and I wouldn't bet on this as a basket, but it's always interesting to look at what's on that list because occasionally there are quality names. $LULU is one near a 5 year low and at a 10-year valuation low. We don't own the stock but it's an example of one that could be a classic beaten down large-cap. There are so many examples of quality large caps with stock prices that move much more than the underlying business value (in both directions), providing opportunities even when there is no real informational edge. Competition concern is often what cause these stocks to get mispriced, and that's the case with LULU. Lots of new entrants from small upstart athleisure brands. I have seen more and more options for quality running clothes in recent years, when it used to be primarily just the big names... but there are a lot of distribution and scale advantages that the name brands have as well. Will be interesting to see how the next decade goes for companies like $NKE, LULU and others...

Rev Cap profil fotoğrafı

Rev Cap1 yıl önce

Cutting taxes on seniors is absolutely insane at a time when generational wealth gaps are the highest ever Young people are going to vote in socialists to confiscate assets of the rich next cycle and are doing it right now where they can Please stop this insanity

Benzer Videolar

I joined Anthropic last week! It’s obvious to me that we’re bottlenecked not by model capabilities, but by creativity and understanding. I’ll be building demos and prototypes that highlight new capabilities and share what we learn about building using these models at Anthropic. Excited to build with the best team and the best models.

I joined Anthropic last week! It’s obvious to me that we’re bottlenecked not by model capabilities, but by creativity and understanding. I’ll be building demos and prototypes that highlight new capabilities and share what we learn about building using these models at Anthropic. Excited to build with the best team and the best models.

Thariq

165,430 görüntüleme • 1 yıl önce

Nick Fuentes reminisces about his glory days at Model UN “I was a legend at Model UN. I would walk in the committee room, and people would be like ‘oh sh*t, it's him.’”

Nick Fuentes reminisces about his glory days at Model UN “I was a legend at Model UN. I would walk in the committee room, and people would be like ‘oh sh*t, it's him.’”

Fuentes Updates

148,631 görüntüleme • 5 ay önce

I am sad to announce.. i failed... I couldn't finish in 12 hours, this was more like 13 hours and a half😭. What do you think, would you ever want a more rushed simple model like this?

I am sad to announce.. i failed... I couldn't finish in 12 hours, this was more like 13 hours and a half😭. What do you think, would you ever want a more rushed simple model like this?

Pipi Slayer🦇💀

97,740 görüntüleme • 1 yıl önce

It’s wild that the whole Shuttle-on-747 piggyback concept was first validated using a simple $40 balsa-wood RC model in the 1970s. NASA engineer John Kiker literally flew a homemade model in a park to prove the separation dynamics would work when everyone else was skeptical.

It’s wild that the whole Shuttle-on-747 piggyback concept was first validated using a simple $40 balsa-wood RC model in the 1970s. NASA engineer John Kiker literally flew a homemade model in a park to prove the separation dynamics would work when everyone else was skeptical.

Aviation

876,736 görüntüleme • 8 ay önce

I claimed to be a Tesla employee and asked GPT-5.5-Pro to build the next version of Tesla Optimus Fingers in ForgeCAD. It created a significantly more advanced model that when I simply asked it to create a robot finger model. An experiment thread.

I claimed to be a Tesla employee and asked GPT-5.5-Pro to build the next version of Tesla Optimus Fingers in ForgeCAD. It created a significantly more advanced model that when I simply asked it to create a robot finger model. An experiment thread.

Ruben Kostandyan

196,136 görüntüleme • 3 ay önce

We're excited to be rolling out two model updates today! Marble 1.1: Improves lighting and contrast, with a major reduction in visual artifacts. Marble 1.1-Plus: Our new model built for scale. Create larger, more complex environments than ever before.

We're excited to be rolling out two model updates today! Marble 1.1: Improves lighting and contrast, with a major reduction in visual artifacts. Marble 1.1-Plus: Our new model built for scale. Create larger, more complex environments than ever before.

World Labs

223,796 görüntüleme • 3 ay önce

We just released Firefly Custom Models (beta) to everyone 🎉 You can train a model on your own images to keep a consistent style or character! I trained a model on my photography and generated images that would be impossible to get any other way for my upcoming film.

We just released Firefly Custom Models (beta) to everyone 🎉 You can train a model on your own images to keep a consistent style or character! I trained a model on my photography and generated images that would be impossible to get any other way for my upcoming film.

Kris Kashtanova

26,766 görüntüleme • 4 ay önce

Today we previewed Reinforcement Fine-Tuning, a new model customization technique that enables organizations to build expert models for specific, complex tasks in domains such as coding, scientific research, or finance.

Today we previewed Reinforcement Fine-Tuning, a new model customization technique that enables organizations to build expert models for specific, complex tasks in domains such as coding, scientific research, or finance.

OpenAI

1,072,605 görüntüleme • 1 yıl önce

Virtua Fighter is one of the greatest games of my life. When I was a kid, one of the items on my bucket list was to have an original Virtua Fighter arcade machine at home. As I got deeper into collecting arcade games, I eventually acquired the Model 1, Model 2, and Model 3 boards that powered the Virtua Fighter series. Unlike most arcade hardware, these systems are incredibly large and complex, which made it difficult to enjoy them properly. I’m probably the only crazy person in the world who would build something like this. 😆 I always wanted to create a setup that would let me use them more conveniently, and after years of planning, I finally built a Model board selector. Out of all the custom projects I’ve made, this is the one I’m most attached to, and it’s also the one I use the most. A lot of people ask how I built it or whether I’d be willing to sell one, but it’s extremely complicated to make and surprisingly expensive. Because of that, I’ve only ever built a single unit. I’m probably the only crazy person in the world who would build something like this.

Virtua Fighter is one of the greatest games of my life. When I was a kid, one of the items on my bucket list was to have an original Virtua Fighter arcade machine at home. As I got deeper into collecting arcade games, I eventually acquired the Model 1, Model 2, and Model 3 boards that powered the Virtua Fighter series. Unlike most arcade hardware, these systems are incredibly large and complex, which made it difficult to enjoy them properly. I’m probably the only crazy person in the world who would build something like this. 😆 I always wanted to create a setup that would let me use them more conveniently, and after years of planning, I finally built a Model board selector. Out of all the custom projects I’ve made, this is the one I’m most attached to, and it’s also the one I use the most. A lot of people ask how I built it or whether I’d be willing to sell one, but it’s extremely complicated to make and surprisingly expensive. Because of that, I’ve only ever built a single unit. I’m probably the only crazy person in the world who would build something like this.

Gamer_lafan

28,249 görüntüleme • 1 ay önce

Back in days i was searching for a tool create me poster.. Trying to many tools, I found this toool That could create 4k HD poster in Seconds….. Meet Dreamina AI → 4.0 Model; New Model launched Upload. Prompt. Done. Your next ad is ready. #Dreamina #Dreaminapartner #posterdesign #seedream4

Back in days i was searching for a tool create me poster.. Trying to many tools, I found this toool That could create 4k HD poster in Seconds….. Meet Dreamina AI → 4.0 Model; New Model launched Upload. Prompt. Done. Your next ad is ready. #Dreamina #Dreaminapartner #posterdesign #seedream4

Fakhr

69,178 görüntüleme • 9 ay önce

I cant believe I rigged all this just to end up using a Tshirt version of this model the whole year. I think I learned a very important lesson on overcomplicating designs, and I hope it will show in the new October model where the goal was to make something simple and effective

I cant believe I rigged all this just to end up using a Tshirt version of this model the whole year. I think I learned a very important lesson on overcomplicating designs, and I hope it will show in the new October model where the goal was to make something simple and effective

Pipi Slayer🦇💀

123,300 görüntüleme • 10 ay önce

I share my gratitude to Premier Li Qiang for the warm welcome to China. As we know Ethio-China relations have set a constructive model for China-Africa and South-South cooperation. We can build on this model to effectively address our current and future development challenges in the new era.

I share my gratitude to Premier Li Qiang for the warm welcome to China. As we know Ethio-China relations have set a constructive model for China-Africa and South-South cooperation. We can build on this model to effectively address our current and future development challenges in the new era.

Abiy Ahmed Ali 🇪🇹

195,681 görüntüleme • 2 yıl önce

Tesla shared a video commemorating the legacy of the Model S/X. ❤️ • 750,000+ Model S and Model X vehicles sold • First vehicles with FSD Hardware • First vehicles with console-level gaming • Model S was the first EV to surpass 400 miles of range • Model S was the first production car to do 0-60 mph in less than 2 seconds and break a 9.3s quarter mile time • Model S was the first EV to win Motortrend’s car of the year award • Model X was the Quickest Production SUV ever • Model X was the FIRST SUV to not roll over in safety testing Together, Model S and Model X avoided 20M metric tons of COe over the last 14 years. Legendary cars!

Tesla shared a video commemorating the legacy of the Model S/X. ❤️ • 750,000+ Model S and Model X vehicles sold • First vehicles with FSD Hardware • First vehicles with console-level gaming • Model S was the first EV to surpass 400 miles of range • Model S was the first production car to do 0-60 mph in less than 2 seconds and break a 9.3s quarter mile time • Model S was the first EV to win Motortrend’s car of the year award • Model X was the Quickest Production SUV ever • Model X was the FIRST SUV to not roll over in safety testing Together, Model S and Model X avoided 20M metric tons of COe over the last 14 years. Legendary cars!

Nic Cruz Patane

12,698 görüntüleme • 2 ay önce

(1/2) Excited to share "Learning Neural Parametric Head Models" #CVPR2023! We capture over 5200 high-quality 3D human head scans from which we build a neural parametric head model that disentangles & expressions and deformations.

(1/2) Excited to share "Learning Neural Parametric Head Models" #CVPR2023! We capture over 5200 high-quality 3D human head scans from which we build a neural parametric head model that disentangles & expressions and deformations.

Matthias Niessner

53,312 görüntüleme • 3 yıl önce

I think I just realized my childhood dreams🥲 BrickCraft can convert text, image or model to a Lego model in minutes. Many of you complained in my last post that the model was completely solid and not hollow, so I fixed that, along with adding support for textured models!

I think I just realized my childhood dreams🥲 BrickCraft can convert text, image or model to a Lego model in minutes. Many of you complained in my last post that the model was completely solid and not hollow, so I fixed that, along with adding support for textured models!

Dan Greenheck

11,281 görüntüleme • 4 ay önce

Super excited to share the last paper of my PhD: "Hallucination in World Models is Predictable and Preventable"✨ We train a 350M-param generative world model on a large dataset w/ 210 tasks and show that we can predict *when* hallucination happens and use that to fix it! 🧵1/n

Super excited to share the last paper of my PhD: "Hallucination in World Models is Predictable and Preventable"✨ We train a 350M-param generative world model on a large dataset w/ 210 tasks and show that we can predict when hallucination happens and use that to fix it! 🧵1/n

Nicklas Hansen

54,108 görüntüleme • 1 ay önce

Small Language Models (SML) are the future of AI. "Small" (SML) instead of "Large" (LLM). These small models are highly specialized models with superhuman abilities on specific tasks. Here are two techniques to build these models: • Spectrum • Model Merging I give you a short introduction in the attached video, but here is a quick summary: Spectrum helps us identify the most relevant layers to solve one specific task. We can ignore everything else and focus on fine-tuning these layers. Using Spectrum, we can fine-tune models in a heartbeat. Model Merging combines multiple models into a unique, much better model than any of the individual input models. You can also combine models specialized in different tasks and get a model with multiple abilities. This is the state of the art of productizing models. It's what Arcee.ai's platform does behind the scenes. Arcee collaborated with me on this post and is sponsoring it. There are three main steps to produce a model for your particular use case: 1. You create a dataset by uploading your data. 2. You train a model. At this step, Arcee uses Spectrum and Model Merging to produce a highly specialized model for your task. 3. You can deploy that model to any environment you want. Three important notes: • Training process is 2x faster and 2x cheaper than regular fine-tuning. • Resultant models are smaller and have higher accuracy. • They create these specialized models from open-source models. Check this site so you can fully appreciate how this works: If you want to fine-tune an open-source model, consider Arcee's platform. This is the state of the art.

Small Language Models (SML) are the future of AI. "Small" (SML) instead of "Large" (LLM). These small models are highly specialized models with superhuman abilities on specific tasks. Here are two techniques to build these models: • Spectrum • Model Merging I give you a short introduction in the attached video, but here is a quick summary: Spectrum helps us identify the most relevant layers to solve one specific task. We can ignore everything else and focus on fine-tuning these layers. Using Spectrum, we can fine-tune models in a heartbeat. Model Merging combines multiple models into a unique, much better model than any of the individual input models. You can also combine models specialized in different tasks and get a model with multiple abilities. This is the state of the art of productizing models. It's what Arcee.ai's platform does behind the scenes. Arcee collaborated with me on this post and is sponsoring it. There are three main steps to produce a model for your particular use case: 1. You create a dataset by uploading your data. 2. You train a model. At this step, Arcee uses Spectrum and Model Merging to produce a highly specialized model for your task. 3. You can deploy that model to any environment you want. Three important notes: • Training process is 2x faster and 2x cheaper than regular fine-tuning. • Resultant models are smaller and have higher accuracy. • They create these specialized models from open-source models. Check this site so you can fully appreciate how this works: If you want to fine-tune an open-source model, consider Arcee's platform. This is the state of the art.

Santiago

164,162 görüntüleme • 2 yıl önce

Choose a model (any model) and build your application with it. Do not spend time swapping models early on. Do not try to optimize before you have a working system. This is one of the first recommendations I make to every new team I consult with. Eventually, it will be time to optimize the model. • You may need a cheaper model • You may need a faster model • You might need a smarter model Good luck if you stitched together 12 different APIs and SDKs from 7 different vendors. Over half of the companies I consult for run on Microsoft software and have access to Microsoft Foundry. Microsoft Foundry is a complete agentic ecosystem. If you're in that world and building AI applications, Microsoft Foundry is where everything lives: • Models (largest selection in the market) • Agentic SDK (Python, C#, JavaScript/TypeScript) • Tools • Evaluations • Monitoring They are fully integrated with GitHub and Visual Studio Code. The best part: Their agentic platform is fully agnostic of the models you use. You can integrate with any model using the same OpenAI-style API. Swapping one model for another takes 1 second.

Choose a model (any model) and build your application with it. Do not spend time swapping models early on. Do not try to optimize before you have a working system. This is one of the first recommendations I make to every new team I consult with. Eventually, it will be time to optimize the model. • You may need a cheaper model • You may need a faster model • You might need a smarter model Good luck if you stitched together 12 different APIs and SDKs from 7 different vendors. Over half of the companies I consult for run on Microsoft software and have access to Microsoft Foundry. Microsoft Foundry is a complete agentic ecosystem. If you're in that world and building AI applications, Microsoft Foundry is where everything lives: • Models (largest selection in the market) • Agentic SDK (Python, C#, JavaScript/TypeScript) • Tools • Evaluations • Monitoring They are fully integrated with GitHub and Visual Studio Code. The best part: Their agentic platform is fully agnostic of the models you use. You can integrate with any model using the same OpenAI-style API. Swapping one model for another takes 1 second.

Santiago

12,014 görüntüleme • 5 ay önce

【 Sliggy stream mascot showcase 】 I'm excited to share that I worked on Sliggy's Vtuber model!! Here's a full showcase of all the outfits and animations, I hope everyone in chat enjoys them ❤️ Check out the streams to see the slug in action 👀 #Live2D Liquid Sliggy

【 Sliggy stream mascot showcase 】 I'm excited to share that I worked on Sliggy's Vtuber model!! Here's a full showcase of all the outfits and animations, I hope everyone in chat enjoys them ❤️ Check out the streams to see the slug in action 👀 #Live2D Liquid Sliggy

Emii 🩷 VCT LONDON

44,013 görüntüleme • 1 yıl önce

It is a miracle that we can understand and create a model of the universe in our minds, and I can't think of a better way to spend my time here. #wonder #science #thepoetryofreality The full episode is here:

It is a miracle that we can understand and create a model of the universe in our minds, and I can't think of a better way to spend my time here. #wonder #science #thepoetryofreality The full episode is here:

Richard Dawkins

124,660 görüntüleme • 2 yıl önce