Incremental Insights #86
The best of what I read, listened to ,and watched during the week
The Era of the StatisticAIn?
AI can now generate convincing statistical analyses in seconds, but they’re often completely wrong.
How reasoning models confidently fabricate findings from random noise.
Capital Allocation
Most CEOs are bad at capital allocation which is a core aspect of their job and the job that matters the most to create value. the #1 job that matters most. 99% of companies under-reallocate capital, perform buybacks at the wrong price and value, and undertake M&A that destroys value 60% of the time.
Gas Fired Intelligence Part 2
The second part on the state of the U.S. natural gas market, soaring AI power demand, and how supply constraints will reshape energy economics for the next decade
Jared Sleeper on Which Software Companies Will Survive the “SaaSpocalypse”
A long-term software investor views on the overall SaaS sector, the fears that lead to the sell-off, the market current market structure that helped, and which companies