I personally wouldn’t lean towards LLMs on identity resolution. I would like give it the dataset and then ask me questions about specs? I really struggle to find the LLM part reasonable here. I mean potentially some typos, or nicknames, but those could be potentially resolved deterministically also.

I would probably have reviewer running that suggests new rules that I could implement. To me this seems more like compiler work than LLM work.

It’s an interesting problem. And i have following thoughts to it?

- Are all cases even decidable?

- Shouldn’t one false positive rank higher than a hundred rank negative.

-Shouldnt’t the AI just abstain from decisions to avoid false positives.

- Is it smarter to seperate this in a lot of small sub problems and to define this as a rule set of small yes no decicions, why does this need to be solved agentically?

- You should definitely clean up deterministically first.

I feel like if you really want to solve this problem, you would approach it differently. This seems like a wrong approach and a bad article on top?

When I check Google’s definition:

Market capitalization (often called market cap) is the total dollar or currency value of a publicly traded company's outstanding shares of stock.

But the dollar value is =/ the same amount in cash, as I can’t buy the same things as I can buy with cash.

What I’m not certain about is if that’s for the greater good. Put capital to work or for the greater loss, crypto hype rugpulls?

I’m aware that buyouts happen at a premium, but I state that this is not a valid argument to conclude market cap => value. If that statement would be true. Every share would be worth infinite money, as theoretically a buyer could show up and bid for infinite money.

Like go to any illiquid markets on polymarket and your fallacy becomes very obvious.

Last Price x Shares is not a perfect proxy to estimate the value of holdings it has <1 elasticity.

the market cap is described in USD, but don’t get equal value of it and you definitely don’t get more.

If somebody would buy it for more, he would have already.

If somebody has a car and he gets 30_000 USD for it, that’s the value of it. If somebody wants a cart and he can get it for 30_000 USD that’s the price.

How do you plan to estimate value if you estimate it at the price somebody might pay for it in the future. It’s proofing too much.

I can come up with one right now. Instead of calculating it from the last price calculate it from some deepness in the order books. Realistically you cant drop just shares without moving the market so no company can just get 10% of shares dropped without losing a lot more in price impact. We only look at a small part of the market and the last price is practically the highest somebody on the world would pay for one more share. Nobody is buying for more. So its a upper bound not a good estimation.

If Elon Musks sells all his shares the value of SpaceX and Tesla would drop dramatically I don’t know how much realistically he would be able to liquidate from his shares.

So the headline "is wiped" is misleading. I think it’s all ultimatively to get money in the markets and support growth

Don’t try to achieve any goal with it, except doing it. When doing it you’ll eventually get better in making videos.

The first video takes way longer than you think it takes, but the second probably takes half the time and it will be tremendously faster over time.

Try to reduce the friction on recording. My first training video on my app took me almost a full day to set up and plan with teleprompter and everything. After a couple of time I could do 3 in a row.

Making videos is still not "my thing" that I enjoy most about, but I’m still happy that I did it, if that’s what I need to I’ll do it. Right now coding has more leverage for me.

A technical write-up or a blog is an alternative. Or even reaching out to Labs. You could reach out to OpenAi/Anthropic/Mistral or your 'poison' of choice, or companies that do something similar. But this is now on your CV.

You can also use this and create explanation video on it on Youtube, post on X, Bluesky and other in-detail stuff that only you and very little people are in the position to do.

I’m sure some are interested, and this could lead to a hire, too.

I know it’s always easy to say and I probably have less adversity faced as most people, but I really try to see them as energy enablers. Of the almost infinite options you have in life there is a big chunk of realities that are better than your current ones an adverse event can trigger emotions and therefore energy and push one to do things one wouldn’t have done in comfort.

Thanks for your work!

Comments URL: https://news.ycombinator.com/item?id=50372444

Points: 5

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