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Brett Caughran
@FundamentEdge
Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Joined September 2018
4.5K Following    60.7K Followers
I’ve watched this 3 times now 1) it’s so cool that @sequoia and @sonyatweetybird share these sessions. There is a lot of slop on YouTube, but these events are insanely high signal. So thank you for sharing! 2) @gabepereyra seems like an animal and I think, indirectly, gives one of the strongest arguments for why the vertical layer is set to exceed the horizontal layer in many domains, by effectively operating a Moneyball approach building on the frontier ecosystem (SOTA models, open weight models, but also post-training, eval architecture, etc). And how deploying AI agents to do things like create vertical eval loops is accelerating what a smaller vertical lab can do. Proof will be in the pudding, as they say, but it has been hard for vertical AI to keep up with the constantly improving pre-train bar from horizontal AI. It feels like we are nearing an acceleration moment across domains where the pre-training / generalization thesis hits a wall and the post-training & “Moneball” approach on horizontal AI ecosystem starts to actually solve real commercial problems in domains like law & finance. Exciting times.
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