Kevin ZatloukalMyths and Reality of AI Writing CodeI’m a big fan of Jensen Huang, and it is obviously silly for me to try to give him any kind of advice, but if I were in his shoes, I would…12 min read·Feb 29, 2024----
Kevin ZatloukalWhat Happened to Value in 2010?Last month was another good one for growth stocks, continuing the trend that started in early 2023. Like many investors, however, I am on…6 min read·Feb 16, 2024----
Kevin ZatloukalAdjusting for Strength of ScheduleAnyone who knows me knows how closely tied I am to the University of Washington: I’m an alum, my wife is an alum, my parents are alums, my…6 min read·Jan 6, 2024----
Kevin ZatloukalA More American College Football Playoff SystemLike many sports fans, I was shocked by the College Football Playoff (CFP) Committee’s decision to leave out Florida State, the undefeated…6 min read·Dec 6, 2023----
Kevin ZatloukalReflections on Ben GrahamA couple weeks ago, Ben Claremon of the Compounders podcast wrote an article about his investing journey that started with the approach…10 min read·Sep 18, 2023----
Kevin ZatloukalWhy Do We Teach Under-Parameterized Models?When I first studied machine learning, over 20 years ago, the course started with classical statistical techniques (so-called “maximum…11 min read·Aug 31, 2023----
Kevin ZatloukalLimits to Super-IntelligenceWhile the community struggles to sort out how the capabilities of LLMs compare to those of humans, it may be easier to put limits on the…6 min read·Apr 3, 2023----
Kevin ZatloukalSomething to See HereLast month, I wrote up some of my thoughts on ChatGPT. That post was a reaction to other opinions I’d seen, namely, the “it’s so over” and…7 min read·Mar 26, 2023----
Kevin ZatloukalRevisiting the “Smart Money”Ray Micaletti was recently on the Excess Returns podcast. Ray has written several interesting papers about “relative sentiment”, which…7 min read·Feb 22, 2023----
Kevin ZatloukalSydney and MeIt seems to me that each “AI breakthrough” comes with an equally important revelation about human beings and human behavior.8 min read·Feb 17, 2023----