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Apr 12, 2023Liked by Rohit Krishnan

Thanks, very insightful.

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Great stuff! 💚 🥃

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Thank you sir!

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Will AI/ChatGPT really replace human analysts and portfolio managers? Will AI/ChatGPT will be able to take decisions based on qualitative factors such as management quality, business model, moats? Would ChatGPT be able to beat the likes of Warren Buffett, going forward?

Would love to hear your take. Thanks.

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Replace fully is a hard question, I don't know yet. But replace partially is easy and they absolutely will. Whether this is 30% or 80% we'll have to see, depends on tools!

Warren Buffett is interesting because he's got the most copyable investment strategy on the planet, and still is going strong after 70 years. So ...

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Yes, the jury is still out on this.

We've seen "When dinosaurs ruled the earth" in the movie Jurassic Park.

Maybe in a couple of decades, someone will write, "When human analysts ruled the investing world."

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