A new thesis for a new fund
Martyn Holman

Congratulations, exciting news!

I think conditions 2 and 3 suggest that the technology is operating in a fully known model of its environment. Whilst there are no doubt some great opportunities which meet these criteria, it would rule out many technologies which operate a reinforcement learning model — which could be argued as the closer mimic of human cognition and learning.

No doubt, all of this you are well aware of, but it would be interesting if you could share your views on why to actively avoid these technologies?

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