Yann LeCun, one of the “godfathers of AI,” is in something of a sweet spot professionally. He’s still well respected in the field he helped define; he’s free from the control of the big frontier labs that dominate the space;

Like all market participants, I have been following the SpaceX IPO and its aftermath closely. As a follower of “tails”, on both the left and right side, this IPO provides a great laboratory to test out some ideas and hypotheses on how the markets are pricing risk and reward in the extreme parts of the distribution.