Earlier this year, I posted on the rather inactive invite “EA/LW Investing” Discord board about various stocks that I thought would either benefit from or be negatively impacted by AI. I even systematically looked outside the U.S. for ideas. This long/short portfolio has done great this year. Now that it’s later in the game and there’s been a lot of hype, it might make sense to consider second-order effects, focusing on companies that could benefit indirectly on the long side.
Earlier this year, I posted on the rather inactive invite “EA/LW Investing” Discord board about various stocks that I thought would either benefit from or be negatively impacted by AI. I even systematically looked outside the U.S. for ideas. This long/short portfolio has done great this year. Now that it’s later in the game and there’s been a lot of hype, it might make sense to consider second-order effects, focusing on companies that could benefit indirectly on the long side.
Could you DM me an invite? There’s also been this post: https://www.lesswrong.com/posts/jvHLBEXXEtZtt4KFP/investing-for-a-world-transformed-by-ai#Other_scattered_thoughts
Seems well-reasoned but I’m no expert.