SmarterMarkets™ Inside the Coffeehouse Episode 5 | Ben Hunt, Author of Epsilon Theory & Co-Founder/CIO, Second Foundation Partners
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Dec 7, 2024 Ben Hunt, author of Epsilon Theory and co-founder of Second Foundation Partners, shares insights on the intersection of language and AI. He discusses the critical need to restore empathy in digital communication, urging a shift back to smaller, trusted conversations. Hunt elaborates on how large language models are reshaping narrative structures and enhancing our understanding in various fields. He also addresses the cultural shift away from meaningful storytelling amidst modern materialism, highlighting the alienation present in today's society.
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Semantic Search Tool Development
- Ben Hunt and Rusty Gwynn built a semantic search tool for investing.
- Initially, they used hand-crafted rules, but later integrated LLMs, improving signal quality and quantity.
Non-Human Intelligence
- Large language models possess non-human intelligence.
- Their intelligence is real but fundamentally different from human thinking.
LLM Semantic Thinking
- LLMs think in terms of semantics and story arcs, unlike humans who focus on surface topics.
- This makes LLMs effective at identifying deep structures in language.