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AI Primer, Part IV: A Framework for Analyzing AI/ML
I posted this in the AI group but wanted to share with the broader community. A couple of weeks back I published the final part of my series / primer on Artificial Intelligence.
The first three parts dove into the details and sub-components of Artificial Intelligence. However, when I tried to understand the impact AI had on a company's value, I couldn't find any sort of system for doing so online.
So, (with the huge assist from our own @tyler) I developed an analytical framework for determining if and how much of a competitive advantage a company has from its usage of AI. I laid out this framework in the final part of my series on AI.
You can read the article on my website or my substack.
You can sign up for the newsletter here.
I hope you all enjoy and it is helpful in your investment process.
seifelcapital.substack.com
The Polymath Pursuit | Substack
I'm on a mission to understand and learn how the world works. Join me to develop the skills and frameworks necessary to become a polymath, a neverending goal of mine. Click to read The Polymath Pursuit, a Substack publication with thousands of subscribers.
This has been a great series @chasinggreatness, highly recommend^
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