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Monday, August 28, 2023

Monday Morning -- Auugust 28, 2023

Locator: 45492INV.

Education: why is this not surprising? Chromebooks have become an albatross for elementary schools across the country. Link to The WSJ. I twinge whenever I see an elementary student using a Chromebook. You get what you pay for. Costco sold a lot of Chromebooks when they first came out. I assume they still do.

NVDA: link here

ETFs, S&P 500: equal-weighted vs cap-weighted. Liz Sonders. Intuitively this seems to make sense during a period of economic uncertainty.


Equal weight investing
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Hurricane stats: link here.

4 comments:

  1. Got a Chromebook last year. Have regretted it ever since.
    BTW- I readily admit I googled the GPT to answer the poll.

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    1. Several things. First, thank you for writing. Second, I really apologize -- that was inappropriate and a "mean" thing to say -- something I would chastise the "elite" for saying. I should not have been so harsh on Chromebook. Chromebook served a purpose and still serves a purpose. Many, many folks had a personal computer because the Chromebook was affordable. I do apologize. I can't retract what I said but I suppose I need to be a bit more sensitive. Finally, yes, "GPT" is a weird acronym. Very few are likely to know what it means and only with multiple choice might they get it. I certainly did not know. I will be posting a blog on ChatGPT and OpenAI later. This is really, really quite fascinating.

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  2. I see no need for apologies. Chromebook was overhyped for its capabilities, IMO and I bought one b/c of the hype. Have been disappointed, 1- Because it is not capable of what I expected (What it does do, it does well) and 2- I bought into the hype. I am usually better at researching these things.
    The entire AI arena is an interesting environment, investment wise, frot with some many side issues, dangerous and exciting at the same time

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    Replies
    1. Thank you for your kind words, re: Chrome. As you can probably tell from the blog, I am absolutely fascinated by the generative AI story, CPUs, GPUs, who's doing what; who is partnering with whom. From an investing point of view, I don't follow the start-ups and that's where the real money is made and lost, so I have to stick with the better-known larger companies.

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