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Fireside Alpha
@firesidealpha
Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives
参加 June 2026
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Bridgewater's Greg Jensen says its AI-run fund is a couple years from being significantly better than all the humans at Bridgewater "We have both those, right? And human intuition is still the bigger of it and works better." "But the acceleration of how close what we call IA is to Pure Alpha is happening incredibly fast. And in fact that's why we're more and more merging those things." "But we set it up that way, right? Like put the AI at the center and see what you can do to build an investment management firm with the AI as the core, right?" "Now we have human risk controls around it. We have human data controlling the data acquisition for safety reasons and other." "But the AI is making the investment decisions, and doing that in a better and better way, such that now we've got these two intelligences." "This human intuition system that we've worked on for 50 years compounding all of our understanding, this AI system that's now been at it for two and a half years." "And when you look at those outputs you're like, wow, this is happening. That you can build that." "I think we are a couple years from it being significantly better than the group of all humans at Bridgewater. We'll see. That's a bit of a forecast, but that's how fast it's coming."
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