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In this episode, we dive deep into the current state of AI… getting to its transformative impact on the alternative investments landscape. Our guest, Mohammad Rasouli, is a renowned researcher at Stanford University and the founder and CEO of AIx2, a leading AI solutions provider for private equity, venture capital, and hedge funds. Mohammad shares his extensive expertise on how AI is revolutionizing the way alternative investment firms operate, from streamlining due diligence and deal sourcing to enhancing portfolio monitoring and reporting. We delve into the key challenges and best practices in AI adoption, as well as the potential implications for the future of finance jobs and the broader economy. Whether you're a seasoned alternative investment professional or simply curious about the intersection of AI and finance, this episode packs an artificial punch. So get use to “sit back and relax” because the rapidly evolving landscape of intelligent investing will be doing more than ever - SEND IT! Chapters: 00:00-01:14=Intro 01:15-11:31 = AI: Helping to reduce market friction & the shelf life of a constant changing landscape 11:32-23:46 = Predictive vs. Generative AI / Transforming finance 23:47-31:58 = Fear for the ultimate AI, AGI, & overcoming challenges 31:59-46:00 = Job conqueror or tool: Understanding the fundamentals of AI and adopting them 46:01-50:10 = Regulations & Competition - what could go wrong? 50:11-59:28 = Computes and data are the drivers of AI Follow along with Mohammad on LinkedIn and visit AIx2.ai for more information! Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest. Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
Link to bioRxiv paper: http://biorxiv.org/cgi/content/short/2022.08.31.506056v1?rss=1 Authors: Lynn, M. B., Geddes, S., Chahrour, M., Maille, S., Harkin, E., Harvey-Girard, E., Haj-Dahmane, S., Naud, R. B., Beique, J.-C. Abstract: Serotonin (5-HT) neurons in the dorsal raphe nucleus (DRN) receive a diverse constellation of long-range synaptic inputs, yet unifying principles of local circuitry and its dynamics are largely unknown - a crucial component of understanding how 5-HT output controls behavior. Here, we developed a formalism bridging optogenetic, electrophysiological, computational and behavioral strategies to reveal how the dynamics of local circuitry in DRN control the expression of reward associations. Using long-range input from lateral habenula (LHb) to interrogate functional DRN circuitry, we uncover 5-HT1A receptor-mediated local recurrent connections between 5-HT neurons, refuting classical theories of autoinhibition by 5-HT1A receptors. These inhibitory 5-HT connections were slow, stochastic, strongly facilitating, and gated spike output of 5-HT neurons. Targeted physiology and modeling approaches revealed that these functional connectivity features collectively support the emergence of a paradoxical excitation-driven inhibition in response to high frequency LHb activation, and of a winner-take-all computation over protracted timescales. In vivo, we found that optogenetic activation of LHb inputs to DRN transiently disrupted expression of a reward-conditioned response in an auditory conditioning task. In accordance with quantitative model predictions, this disruption occurred exclusively at the conjunction of high frequency LHb activation and high predicted reward value, and was not due to a modulation of the underlying reward association. Thus, we propose that recurrent dynamics in the DRN support a contextual value computation, where stable learned associations are integrated with dynamic environmental inputs to support sharp behavioral state transitions in changing environments. Copy rights belong to original authors. Visit the link for more info Podcast created by PaperPlayer
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#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Ann Newman grew up in a middle-class family. Her Dad was an officer in the Air Force and her mom never worked. She is the Youngest of 3 kids. She remembers seeing her dad keep his detailed stock notes & she knew he made money that way, too. She was always somewhat interested but did not really know anything about it. Her parents were frugal, but she always had everything she needed. They put her through Emory University after high school. Her first long term job was Walt Disney World in 1971-1973. She became an Army wife, had 2 kids, traveled, and got her master's degree while stationed in the Panama Canal Zone. She also lived in Germany and began working full time again in 1987 when they returned. She had investment advisors and listened to them, but she was developing her own philosophy, too. She heard about an investment club in 2000 when she was taking a sabbatical from teaching and joined as soon as possible. The first convention was a Computes in Atlanta in 2005. She retired from school teaching in 2011 & was asked to help put the Georgia chapter together. She was the first board President (3 yr. term). She has stayed active on the board until this year. -- If you're looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com Want your child or a youth you know to participate in the Summer Stock Market game? Email your interest at abetterinvesting@gmail.com The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL LinkedIn: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
Link to bioRxiv paper: http://biorxiv.org/cgi/content/short/2020.06.29.170928v1?rss=1 Authors: Umeda, T., Isa, T., Nishimura, Y. Abstract: The spinal reflex transforms sensory signals to generate muscle activity. However, it is unknown how the motor cortex (MCx) takes the spinal reflex into account when performing voluntary limb movements. We simultaneously recorded the activity of the MCx, afferent neurons, and forelimb muscles in behaving monkeys. We decomposed muscle activity into subcomponents explained by the MCx or afferent activity using linear models. Long preceding activity in the MCx, which is responsible for subsequent afferent activity, had the same spatiotemporal contribution to muscle activity as afferent activity, indicating that the MCx drives muscle activity not only by direct descending activation but also by trans-afferent descending activation. Therefore, the MCx implements internal models that prospectively estimate muscle activation via the spinal reflex for precise movement control. Copy rights belong to original authors. Visit the link for more info
Michael Carbin, Assistant Professor of Electrical Engineering and Computer Science at MIT, joins Michael and Dave to discuss neural net lottery tickets, computing with uncertainty and more. [Cover photo courtesy of Michael Carbin]
Chris Matthieu helps us out of the cave on this episode and we dive into learning about what decentralized computing is and how it might help lead us into a true sharing economy, one where ownership is taboo, and we all own everything together. We also get into other fun topics like self-driving cars. Chris is the founder of Computes where he created a way to decentralize computing and recently sold that to the AR company Magic Leap where he is the senior director of distributed services. You can find Chris on the internet here: https://www.linkedin.com/in/chrismatthieu/https://twitter.com/chrismatthieuhttps://medium.com/@chrismatthieuYou can follow me on various social platforms here: www.instagram.com/jptaxman24www.twitter.com/jptaxman24I'd really appreciate your support on Patreaon as well, I know we're just getting to know each other and asking this now is a little much, however just keep it in mind as you keep listening: https://www.patreon.com/outofthecaveFeel free to shoot me an email with feedback and thoughts: outofthecave19@gmail.com
This episode features info on Windows 10 1809 Issues, MagicLeap Acquires Computes, NVIDIA GTC Announcements & More
A chat with Chris Matthieu, CEO of Computes. Thank you very kindly to our sponsors as always, FSLogix and Liquidware.
Feature in this episode info on HPE Discover Announcements, Nvidia + Kubernetes, Computes Consensus Protocol, GPU Impact Analysis & More
Featured in this episode is Spectre and Meltdown Noise, Computes Launch, Windows Cointainer for Mac, VMware Horizon 7.4 Goes GA, Numecent a Citrix Ready Partner and More | Jan 6th 2018
The cat-nip of Mary Meeker's Internet Trends report is out this week so we discuss the highlights which leads to a sudden discussion of what an Amazon private cloud product would look like. Then, with a raft of new container related news we sort out what CoreOS is doing with their Tectonic managed service, what Heptio is (the Mirantis of Kubernetes?), and then a deep dive into the newly announced Istio which seems to be looking to create a yaml-based(!) standard for microservices configuration and policy and, then, the actual code for managing it all. Also, an extensive analysis of a hot-dog display, which is either basting itself or putting on some condiment-hair. Alternate Titles I've seen this hot-dog before. I’ve been doing this since dickity-4 I’m sticking with the Mary Meeker slides, you nerds go figure it out Mid-roll Pivotal Cloud-native workshop in DC, June 7th (http://connect.pivotal.io/Cloud-Native-Strategy-Workshop-DC.html). LOOK, MA! I PUT IN DATES! DevOpsDays Minneapolis, July 25 to 26th: get 20% off registration with the code SDT (https://devopsdays-minneapolis-2017.eventbrite.com?discount=SDT) (Thanks, Bridget!). Coté: CF Summit June 13 to 15, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/). 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays (https://www.springdays.io/ehome/index.php?eventid=228094&) SpringDays.io Get half-off with the code SpringDays_HalfOff Chicago (May 30th to 31st) (https://www.springdays.io/ehome/spring-days/chicago) New York (June 20th to 21st) (https://www.springdays.io/ehome/spring-days/new-york) Atlanta (July 18th to 19th) (https://www.springdays.io/ehome/spring-days/atlanta) Hot-dog guy in Japan Zoom in on that little fellow (https://www.flickr.com/photos/cote/35012640896/). Internet Trends 2017 300 plus slides of charts (http://www.kpcb.com/internet-trends) Computes! Coté’s notebook (https://content.pivotal.io/blog/analysis-of-mary-meeker-s-internet-trends), summary of summary: Google and Facebook make a lot of ad money. The Kids like using smart phones, the olds like using traditional telephones. One of them will die sooner. Voice, image recognition, etc. China is pretty much a mature market, and it’s huge. India has potential, but doing business there is hard and you need more Internet in a pocket rollout. The public/private cloud debate is still far from over. But, AWS, Microsoft, and Google have pretty much won. Bonus: there’s surprisingly little funding and exits this year. Would Amazon sell some private clouds? Isotoner and Hephaestus - All the new container orchestration poop Coté: Catching up on all this week's container poop & as always, my first reaction is “oh, I thought the existing stuff did all that already..so." Managed service for Tectonic as a Service (https://thenewstack.io/coreos-takes-cloud-portability-tectonic-release/) - so, keeping your Kubernates cluster software updated? Presumably enforcing config, etc? However, not all done, still working on the complete solution. But, there’s an etcd thing ‘As a first step, Tectonic 1.6.4 will offer the distributed etcd key-value data store as a fully managed cloud service. “It’s the logical one to offer first because it is everything else gets built on it,” Polvi explained. The data store “guarantees that data is in a consistent state for very specific operations,” he said, referring to how etcd can be essential for operations such as database migrations.’ Another etcd description (https://blog.heptio.com/core-kubernetes-jazz-improv-over-orchestration-a7903ea92ca): “etcd is a clustered database that prizes consistency above partition tolerance… Interestingly, at Google, chubby is most frequently accessed using an abstracted File interface that works across local files, object stores, etc. The highly consistent nature, however, provides for strict ordering of writes and allows clients to do atomic updates of a set of values. So, you need locks for - dun-dun-dun! - transactions! Queue JP lecturing me in 2002. Then there’s Istio (http://blog.kubernetes.io/2017/05/managing-microservices-with-istio-service-mesh.html): Istio (https://istio.io/)?! Whao! Check out the exec-pitch (https://istio.io/blog/istio-service-mesh-for-microservices.html): “ Istio gives CIOs a powerful tool to enforce security, policy and compliance requirements across the enterprise.” And Google (https://cloudplatform.googleblog.com/2017/05/istio-modern-approach-to-developing-and.html): “Through the Open Service Broker model CIOs can define a catalog of services which may be used within their enterprise and auditing tools to enforce compliance.” I love their idea of what a CIO does. “An open platform to connect, manage, and secure microservices“ SDN++ overlay for container orchestrators from Google, IBM & Lyft - once you control the network with the “data plane,” you add in the “control plane” (https://istio.io/docs/concepts/what-is-istio/overview.html#architecture) which allows you to control the flow and shit of the actual microservices. Tackling the “new problems emerge due to the sheer number of services that exist in a larger system. Problems that had to be solved once for a monolith, like security, load balancing, monitoring, and rate limiting need to be handled for each service.” And, you know, all the agnostic, multi-cloud, open stuff. Thankfully, they didn’t use a bunch of garbage, nonsense names for things. Let’s look at the docs (https://istio.io/docs/concepts/what-is-istio/overview.html) (BTW, can you kids start just putting out PDFs instead of only these auto-generated from markdown web pages?): First of all, these are good docs. Monkey-patching for the container era: “You add Istio support to services by deploying a special sidecar proxy throughout your environment that intercepts all network communication between microservices, configured and managed using Istio’s control plane functionality.” The future! Where we all shall live! “Istio currently only supports service deployment on Kubernetes, though other environments will be supported in future versions.” Problems being solved, aka, “ways you must be this tall to ride the microservices ride”: “Its requirements can include discovery, load balancing, failure recovery, metrics, and monitoring, and often more complex operational requirements such as A/B testing, canary releases, rate limiting, access control, and end-to-end authentication.” Also: Traffic Management (https://istio.io/docs/concepts/traffic-management/overview.html), Observability, Policy Enforcement, Service Identity and Security. Does it have the part where it reboots/fixes failed services for you? So: you monkey-patch all this shit in (er, sorry, “sidecar”), which controls the network with SDN shit, Istio-Manager + Envoy (https://istio.io/docs/concepts/traffic-management/overview.html) does all your load-balancing/circuit breaker (https://istio.io/docs/concepts/traffic-management/handling-failures.html)/canary/AB shit, service discovery/registry, service versioning (https://istio.io/docs/concepts/traffic-management/request-routing.html#service-model-and-service-versions) (i.e., running n+1 different versions of code - always a pretty cool feature), configuring “routes,” what connects to what (https://istio.io/docs/concepts/traffic-management/rules-configuration.html), I don’t think it provides a service registry/discover service (https://istio.io/docs/concepts/traffic-management/load-balancing.html)? Maybe just a waffer thin API (“a platform-agnostic service discovery interface”)? Question: what does this look like in your code? The (https://istio.io/docs/concepts/policy-and-control/mixer.html) thing 12 factor-style passes a configuration into your actual code. Here, you’re adding a bunch of name/value pairs (which can be nested) and also translating them to the name/value pairs that your code is expecting...on an HTTP call? Executing a command in your container? As ENV vars? And then, I think you finally get ahold of the network to reply back with some HTML, JSON, or some sort of HTTP request by (https://istio.io/docs/tasks/ingress.html)., So, big questions, aka, Coté mental breakdown that only Matt Ray can cure: Er...so this all really is a replacement for the VMware stack, right? And OpenStack? Or do you still need those. What the fuck is all this stuff? It just installs the Docker image on a server? And then handles multi-zone replication, and making sure config drift is handles (bringing up failed nodes, too)? So, it’s just cheaper and more transparent than VMware? What’s the set of shit one needs? Ubuntu, Moby Engine (?), Moby command line tools, etcd? Actuality kubernetes code? What’s Swarm do? And then there’s monitoring, which according to Whiskey Charity, is all shit, right? Where’ my fucking chart on this shit? Please write two page memo for the BoD by 2pm today. Meanwhile: Oracle’s cool with it (https://thenewstack.io/oracle-joins-kubernetes-fray/), “WTF is a microservice” (https://news.ycombinator.com/item?id=14414031), compared to SOA/ESB and RESTful (https://news.ycombinator.com/item?id=1441150), and James Governor tries to explain it all (http://redmonk.com/jgovernor/2017/05/31/so-what-even-is-a-service-mesh-hot-take-on-istio-and-linkerd/). BONUS LINKS! Not covered in episode. Rackspace Buys Enterprise Apps Management TriCore Link (http://www.enterprisecloudnews.com/author.asp?doc_id=733171§ion_id=571) New CEO and biggest acquisition, I thought they were quieting down with the PE Red Hat buys Codenvy Codenvy sets up your developer environments (https://codenvy.com/developers/), and has team stuff. Red Hat is really after the developer market. TaskTop has a good chance of being acquired in this climate. Pour one out from BMC/StreamStep. Notes from Carl Lehmann report at 451 (https://451research.com/report-short?entityId=92575): In-browser IDE and devtool chain(?) for OpenShift.io, based on Eclipse Che “Founded in 2013, San Francisco-based Codenvy raised $10m in January of that year, and used a portion of its funds to buy its initial codebase from eXo Platform, which had developed the eXo Cloud IDE in-browser coding suite to support its social and collaboration applications.” “The company's suite works with developer tools like subversion and git, CloudBees, Jenkins, Docker, MongoDB, Cloud Foundry, Maven and ant, as well as PaaS and IaaS offerings such as Heroku, Google AppEngine, Red Hat OpenShift and AWS.” Check out the Dell Sputnik call-out: “Rivals to Codenvy include cloud-based development suites Eclipse Orion (open source), Cloud9 IDE and Nitrous.IO. There are other 'cloud IDEs,' including Codeanywhere, CodeRun Studio, Neutron Drive and ShiftEdit. On the developer environment configuration front, Pivotal created and open-sourced a developer and OS X laptop configuration tool called Workstation, and now Sprout. Dell's Project Sputnik is seeking to address similar build environment standup productivity challenges.” Uber back in Austin Is that a thing? (https://twitter.com/Uber_ATX/status/867781159178051584) Amazon Hiring Old Folks (Like Me) Anecdotes are the singular of data (https://redmonk.com/jgovernor/2017/05/23/how-aws-cloud-is-demolishing-the-cult-of-youth/)? More Tech Against Texas’ Discriminatory Laws Lords of Tech sign a thing (https://www.dallasnews.com/news/texas-legislature/2017/05/28/mark-zuckerberg-tim-cook-texas-gov-abbott-pass-discriminatory-laws) “In addition to Facebook founder Mark Zuckerberg and Apple CEO Tim Cook, the letter was signed by Amazon CEO Jeff Wilke, IBM Chairman Ginni Rometty, Microsoft Corp. President Brad Smith and Google CEO Sundar Pichai. The leaders of Dell Technologies, Hewlett Packard Enterprise, Cisco, Silicon Labs, Celanese Corp., GSD&M, Salesforce and Gearbox Software also signed the letter.” “Peeing is not political” (https://www.texastribune.org/2017/05/28/bathroom-bill-showdown-has-been-building-years/) - recap of the history of the bathroom bill. Still doesn’t really address “is there actually a problem here, backed up with citations.” Without such coverage, it’s hard to understand (and therefore figure out and react to) the hillbilly’s side on this beyond: "It's just common sense and common decency — we don't want men in women's, ladies' rooms." It also highlights the huge, social divide between “city folk” and the hillbillies. A lot more from TheNewStack (https://thenewstack.io/tech-leaders-ask-texas-governor-halt-discriminatory-legislation/). ChefConf Retrospective ICYMI (https://www.youtube.com/watch?v=HtF3oScoYqk) Competing in Public Cloud is Crazy Expensive Link (http://www.platformonomics.com/2017/04/follow-the-capex-cloud-table-stakes/) Tracks the CAPEX spend over the years for MS, Google and Amazon A Year of Google & Apple Maps Link (https://www.justinobeirne.com/a-year-of-google-maps-and-apple-maps) Comprehensive drill-down into the mapping changes made by Google and the smaller moves by Apple. Probably not content for conversation, but whoa. FAA Flight Delay Tracking Check the map, fool (http://www.fly.faa.gov/flyfaa/usmap.jsp) Recommendations Brandon: Beauty of A Bad Idea — with Walker & Company's Tristan (http://www.stitcher.com/podcast/stitcher/masters-of-scale/e/beauty-of-a-bad-idea-with-walker-companys-tristan-walker-50186227) Matt: Arrested DevOps #84 (https://www.arresteddevops.com/yelling-at-cloud/) Old Geeks Yell At Cloud With Andrew Clay Shafer & Bryan Cantrill Epic rants. Also, Bryan Cantrill sounds like Bob Odenkirk Enjoying Westworld and everything Brandon recommended months ago Coté: Butternut-squash hash (http://www.paleorunningmomma.com/butternut-squash-hash-paleo-whole30/).
Researchers have created what they call the first "programming language" for cells, which compiles code into a genetic circuit. Christopher Intagliata reports.
Researchers have created what they call the first "programming language" for cells, which compiles code into a genetic circuit. Christopher Intagliata reports.
http://computes.io
Chairs are broken. Lives are at risk, and people everywhere are in panic. This week on CC Unplugged, Dustin Spencer and Garrett Cheater have come back together to speak about gaming related news such as Nintendo's Chris Pranger situation, EA and new Star Wars announcements, and some other random stuff that just happen to fall into place ever-so conveniently. It is a show that will have you clutching your petitions before the episode is over, so there is that. Close your eyes and imagine a happy place, and it might be like that if you actually happen to visit that happy place, but with our lovely voices tickling your eardrums. Grab a terrible side character from a 90's cartoon that would have been...(sorry, I will try to resist), tell your friends, and prepare to get UNPLUGGED!
What's that you say? You want something old and something new? While Travis Bruno wasn't available to do his normal appearance, Dustin Spencer and the newly added Garrett Cheater have come together do basically share news if they can find their files to share the news on. We also speak about a newfound love for twolling (that is a word), some gaming stuff, and a nice introduction from our new contributor. From Splatoon, to Zelda, and all the awkward silence you could ask for while Dustin shuffles through notes, this is an episode you should give a listen to down below.
Jon G. Hall and Lucia Rapanotti from the Department of Computing, The Open University, discuss the teaching of computing in schools.
The gang has a power outage about 15 minutes in and has to start over. Doc is giddy as a schoolgirl because he has his computer up and running. Sam and Doc show off their fine acting skills in a scene from Tombstone. Doc is not sure what teabagging is and handles Stats and Facts. Dog refuses to bug hunt so Doc has to step up and put his foot down several times. Sam is still dealing with all the animals that choose to live outside his house. Call the comment line at (206) 309-7308. Visit insignificast.com. Skype Insignificast between 9:00pm and 2:00am central Saturday's. Thanks for listening.