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deepidea

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The Whole Book as an Investment Memo: Barbell, Three Discounts, and Two Lines in the Sand

If you allocate AI assets, or hold a pile of AI names and don’t know what ruler to measure them with — this folds the book’s judgment into an operating manual you could put in front of an IC. No company names (companies go stale; layers and mechanisms don’t). How to allocate, how to discount, ...