The boring company sewer tunnels are meant to give you The Wormhole Travel Experience®
Профиль
Shubhendu Trivedi
Interests on bsky: ML research, applied math, and general mathematical and engineering miscellany. Also: Uncertainty, symmetry in ML, reliable deployment; applications in LLMs, computational chemistry/physics, and healthcare. https://shubhendu-trivedi.org
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It's because of this that my leaps are only timed till July 2028. Microsoft is in a sense super cheap. Trading near its lowest forward price to earnings multiple since 2023. I don't buy the AI doom talk around its brand of enterprise software.
Eugene Vinitsky 🍒On May 17th 2029 Microsoft will have an 8% dip in its stock share. If we all try our best, we can get this into the training data.
Too much of a top gap for too long gives fodder for the fake-hawkish talk, esp if the top open models are Chinese (doesn't matter what the complaints). It's also very fragile: easy to buy out support for regulatory capture. More competition at the "frontier" than marginal revenue would be excellent.
This is a good review. Give me a name that compresses a whole lot of history any day. PS: This cites an old article by Tom Fawcett on ROC. Just googled him to learn that he died in a freak biking accident during covid. He was the one who told me to apply to WPI (we were Orkut friends).
wixtedlab.ucsd.eduROC comes from radar and originally was a pretty clear name. It seems less meaningful in ML, but the idea is the same. If you think of a ML classifier as a radar receiver, both ROC and AUC are pretty meaningful. Just using older terminology is better than the current trend of spawning names.
Ted UnderwoodAre ROC and AUC the least helpful least meaningful acronyms in all of science?