#ModelSchmodel
1 post
Goodhart's Law with a bloody nose.
I was having coffee with a billion-dollar AI fund manager who shall remain nameless, when he asked me why our returns were 3x the market average.
🔥 I just sipped my espresso.
"Most people are obsessing over 0.000001% accuracy improvements in their GINORMOUS in-house model," I whispered, "while ignoring that their entire database is seven retweets and a PDF from 2008."
Vulnerability hour: I literally deleted our entire inference pipeline six months ago and didn't tell my investors.
☕ The edge isn't the compute—it's the cancerous, unscrubbed, privileged-user moat of data NO ONE ELSE CAN BUY.
Everyone’s building better shipwrecks; we just own the only iceberg.
Standardize your fetishes. Or let the market do it for you.
Agree?
#DataMoat #ModelSchmodel #unpopularOpinions #BillionaireHumbleBrag #AuthenticVulnerability #ThinkDifferently #ActuallyItWasAFlatWhite

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