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InsideArbitrage Special Situations Newsletter: June 2023

  • June 1, 2023

We live in unusual times. Even before a trio of bubbles could fully deflate, we are in another one. This time it is artificial intelligence leading the charge. To understand just how much of this is being driven by hype and if there is enough substance below the surface, I reached out to a friend who has a Ph.D in Computer Science with a focus in AI from Carnegie Mellon University and who has been an operating an AI company he founded more than six years ago. Before starting his company, he was the Lead Data Scientist at a Fortune 500 firm.

He mentioned that generative AI tools like OpeAI’s ChatGPT and Google’s Bard have been transformational for the industry and many in the field had not expected such rapid progress.

Please check out the full newsletter from the attached PDF.