Browsing: History

On this episode of The Long View, our guests were Andy Clarke and Nelson Wicas, co-authors of The Architecture of Wealth: The Art and Science of Portfolio Construction. Andy is an investment researcher and writer who has worked at Morningstar and Vanguard. Nelson has developed and managed quantitative equity strategies for more than 30 years.…

We’ve already covered how ChatGPT’s Computer History feature lets the Mac app remember what users have been doing across apps and websites, using interaction events such as clicks, typing, and app switching rather than screenshots or recordings. However, a rather uncomfortable detail in OpenAI’s official documentation is that the files containing that history aren’t encrypted.

When it comes to the tech industry, history can provide some important lessons. One of the biggest is that while hardware companies are often the early winners, software companies historically capture the most long-term value. That is why, despite the sector being beaten and battered, software-as-a-service (SaaS) stocks could become the ultimate AI winners.