Earlier this year, I posted on the rather inactive invite “EA/LW Investing” Discord board about various stocks that I thought would either benefit from or be negatively impacted by AI. I even systematically looked outside the U.S. for ideas. This long/short portfolio has done great this year. Now that it’s later in the game and there’s been a lot of hype, it might make sense to consider second-order effects, focusing on companies that could benefit indirectly on the long side.
There was this idea, it may or may not be feasible to predict which companies will lose value due to AI though
Earlier this year, I posted on the rather inactive invite “EA/LW Investing” Discord board about various stocks that I thought would either benefit from or be negatively impacted by AI. I even systematically looked outside the U.S. for ideas. This long/short portfolio has done great this year. Now that it’s later in the game and there’s been a lot of hype, it might make sense to consider second-order effects, focusing on companies that could benefit indirectly on the long side.
Could you DM me an invite? There’s also been this post: https://www.lesswrong.com/posts/jvHLBEXXEtZtt4KFP/investing-for-a-world-transformed-by-ai#Other_scattered_thoughts
Seems well-reasoned but I’m no expert.