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Invest Like the Best
@InvestLikeBest
Conversations with the world's best investors, founders & domain experts / hosted by @patrick_oshag / part of @colossusmag
Joined July 2020
143 Following    39.4K Followers
Gavin Baker (@GavinSBaker) on how Claude is Walter Cronkite for the stock market. "Everyone I know in the public equity investment business, whether retail or institutional, everything immediately, every piece of news gets fed into Claude—Claude, Claude code, sometimes a Claude agent. Claude is probabilistic. There's probably not that much variation in the way it's interpreting this news. People talk about the fragmentation of media and how it used to be like Walter Cronkite was the only voice of truth, and now we don't have that anymore. It's like Claude is Walter Cronkite for the stock market, and everybody just believes whatever it says."
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I honestly believe a huge part of the violence and speed of these stock moves is everyone asking AI the same questions and getting the same response and then doing minimal critical thinking and just hammering it. Probably structural going forward
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