Nate Clark's Writing

My father in law was an engineering professor and used to do some consulting to help tennis racquet companies test out their prototype designs.

In my last post I walked through the math of building a Kelly-optimal investment portfolio.

We’ve talked before about how to size bets and the interesting math behind it, the Kelly Critereon.

It’s hard not to notice population decline in pretty much all western nations.

People who talk to me regularly know I’m a bit worried about overinvestment in AI infrastructure and the danger it poses to the economy.

As some of you know, I used to be an above average tennis player.

Apologies, I don’t remember the source for this.

This is a little dated, but I found it too funny not to post about.

We talked recently about the rise of AI in software development is going to drive down margins for SaaS companies, since it will make the cost of producing software so much lower.

Many of my friends have been talking about this essay from some venture capitalist predicting that LLMs will spell doom for software companies and that “Majoring in computer science today will be like majoring in journalism in the late 90’s.”

I have not been able to stop thinking about this since reading it a few days ago: This mirrors the conclusions of a paper published by Google DeepMind earlier this month that transformer-based architectures (i.e., all the AI systems that have been getting…