Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Nvidia surpassed expectations in China despite challenges, indicating growth in other areas of their business</li><li>Shift from training to inference era highlighted, with focus on customers buying Nvidia systems for inference</li><li>Competition in the inference market could pose challenges for Nvidia, especially as costs grow and alternatives emerge like Google's tpu</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia surpassed expectations in China despite challenges, indicating growth in other areas of their businessShift from training to inference era highlighted, with focus on customers buying Nvidia systems for inferenceCompetition in the inference market could pose challenges for Nvidia, especially as costs grow and alternatives emerge like Google's tpuThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul>
<li>A fascinating lunch discussion with LLM engineer sparked an investigation into how AI models process information through vector spaces - revealing parallel but mechanistically different biases compared to human analysts </li>
<li>Built comprehensive framework mapping traditional financial biases against their LLM counterparts - showing how things like confirmation bias manifest differently (emotional investment vs statistical pattern reinforcement)</li>
<li>Result: Effective quant research requires understanding both human AND machine biases - can't just apply traditional risk controls to LLMs. Need tailored mitigations for how biases uniquely manifest in #AI.  </li>
</ul>


A fascinating lunch discussion with LLM engineer sparked an investigation into how AI models process information through vector spaces - revealing parallel but mechanistically different biases compared to human analysts 
Built comprehensive framework mapping traditional financial biases against their LLM counterparts - showing how things like confirmation bias manifest differently (emotional investment vs statistical pattern reinforcement)
Result: Effective quant research requires understanding both human AND machine biases - can't just apply traditional risk controls to LLMs. Need tailored mitigations for how biases uniquely manifest in #AI.  


Understanding LLM Biases in Quantitative Research: From Lunch Conversation to Framework

<ul>
<li>A Comprehensive Guide to Building AI-Powered Investment Systems: The application of Large Language Models (LLMs) in quantitative finance, focusing on the current state of LLM technology in financial applications </li>
<li>I also cover: 1. Comparative analysis of leading models                2. Implementation frameworks for production systems 3. Risk management and quality control considerations </li>
<li>Key Findings: 1. Multi-model approaches outperform single-model solutions 2. Production implementation requires robust quality controls 3. Model selection should be task-specific within the investment process </li>
</ul>


A Comprehensive Guide to Building AI-Powered Investment Systems: The application of Large Language Models (LLMs) in quantitative finance, focusing on the current state of LLM technology in financial applications 
I also cover: 1. Comparative analysis of leading models                2. Implementation frameworks for production systems 3. Risk management and quality control considerations 
Key Findings: 1. Multi-model approaches outperform single-model solutions 2. Production implementation requires robust quality controls 3. Model selection should be task-specific within the investment process 


The LLM Quant Revolution: From ChatGPT to Wall Street

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Robots / Cover Story: Humanoid robots are poised to march into the real world</li><li>Tariffs /Analysis: Who will bear the brunt of Trump’s tariffs?</li><li>Fiscal /China’s finance minister vows to speed up fiscal stimulus</li></ul>

Robots / Cover Story: Humanoid robots are poised to march into the real worldTariffs /Analysis: Who will bear the brunt of Trump’s tariffs?Fiscal /China’s finance minister vows to speed up fiscal stimulus

CX Daily: Humanoid Robots Are Poised to March Into the Real World 

<ul><li>Research and agentic workflows in finance are evolving with the use of AI and large language models like ChatGPT.</li><li>LLMs can process information quickly, analyze data, and assist in generating investment ideas, but human oversight is crucial.</li><li>Using a multimodal approach with different LLMs specialized for specific tasks can enhance decision-making in investing and democratize access to sophisticated analysis tools.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Research and agentic workflows in finance are evolving with the use of AI and large language models like ChatGPT.LLMs can process information quickly, analyze data, and assist in generating investment ideas, but human oversight is crucial.Using a multimodal approach with different LLMs specialized for specific tasks can enhance decision-making in investing and democratize access to sophisticated analysis tools.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

LLM Quant Revolution: From ChatGPT to Wall Street | The New Barbarians - AI Agent Deep Dive #003

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...

The Circuit

Understanding LLM Biases in Quantitative Research: From Lunch Conversation to Framework

We are going to provide a full-blown update on LLMs through Q1 2025. In the meantime, we are still finding issues with 🤖 “Hallucinating on Drugs” –...

William Mann

The LLM Quant Revolution: From ChatGPT to Wall Street

Please see the AI Agent Podcast explanation of this paper here: https://youtu.be/11A2tremqm0?si=VUMm6WhWGEQRRkNU If you enjoy this podcast, please...

William Mann

CX Daily: Humanoid Robots Are Poised to March Into the Real World

TOP STORIES Robots / Cover Story: Humanoid robots are poised to march into the real world Many predict 2025 will be a milestone year for the...

Caixin Global

LLM Quant Revolution: From ChatGPT to Wall Street | The New Barbarians - AI Agent Deep Dive #003

Researchers are examining biases in models and using AI for financial analysis, emphasizing the need for human judgment in investing alongside...

William Mann

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