Marcelo RinesiNarrative FramingThe artist is famous enough for the new pieces he talks about in the presentation to matter only in the opaquely valued portfolio of his…1h ago1h ago
Marcelo RinesiQuick link: How true industrial AI will look likeThe link: ShortCircuit: AlphaZero-Driven Circuit Design4d ago4d ago
Marcelo RinesiA Murder of CrowsVery little I’m writing will survive translation; least of all the idea of I. I did not use it in the first book. I was more careful then…Aug 18Aug 18
Marcelo RinesiA short note on Nvidia’s strategic luck and the option value of being the bestLet’s demythologize Nvidia’s extraordinary recent history with an extremely oversimplified outline:Aug 12Aug 12
Marcelo RinesiTargetedIt wasn’t a real war until somebody you loved died. This unfairness you understand without feeling.Aug 9Aug 9
Marcelo RinesiA very short note: AI isn’t $AI — don’t sweat the market too muchThe long-term value thesis of AI is much deeper than stock valuations, large model moats, chip suppliers, or business models around…Aug 5Aug 5
Marcelo RinesiQuick link: The most interesting medal was won in the other OlympicsThe link: Google’s blog post about the AI that performed at Silver-medal level in the latest International Mathematical Olympiad.Aug 5Aug 5
Marcelo RinesiAI AlignmentSometimes your spreadsheet lies to you. It explains and it predicts and sometimes — not as often or as obviously as it used to and…Aug 4Aug 4
Marcelo RinesiOn those who listen to silenceTo have a nose for magic is a rare thing. Few people can perceive the crossing of that threshold between what seems impossible and what…Jul 30Jul 30
Marcelo RinesiThe predictable disaster of “predicting” crimeThe Argentinean Ministerio de Seguridad just announced the creation of the Unidad de Inteligencia Artificial Aplicada a la Seguridad…Jul 29Jul 29