Technology stocks have had a great run over past 3 years since their Feb 2016 bottom. More so, a certain subset of tech stocks (SaaS businesses) have had an even better run. Below I share a chart I came across on Medium by Alex Clayton. blogger. It feels like an almost indiscriminate re-rating of SaaS […]
Month: July 2019

AI and Poker, here we are…
Facebook researcher Noam Brown made an AI that is able to beat professional poker players in a multi-pot game. This is fascinating. In March 2016, Google team AlphaGo defeated the world champion in Korea in the game of Go. That was an important accomplishment because Go has multiple orders of degrees of freedom over Chess. […]