Hello Everyone,

It's been a almost a year since we started, and I'm extremely thankful for your support & feedback. I hope to keep growing alongside you all.

I decided to try to capture some of my thoughts on the current AI narrative, and I hope at least some parts of it are comprehensible.

Thank you and cheers!

Full Article: https://andreevdan.substack.com/p/memo-on-the-changing-dynamic-between?r=4klyy7

#AI #GenerativeAI #LLM #ArtificialIntelligence #SaaS #SoftwareEngineering #FutureOfSoftware #AILimitations #MachineLearning #AITools #VibeCoding #ProductDesign #CloudComputing #LocalAI #TechTrends #18DegreeJournal #AIDebate #FutureOfWork #TechPodcast #GenAI

It's been a while since I posted, and a few ideas have been turning over, so I decided to introduce an idea after so long. Hope you enjoy.

Full Article: https://open.substack.com/pub/andreevdan/p/writeup-mini-intro-write-up-dfm?utm_campaign=post-expanded-share&utm_medium=web

Disclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.

Hello again,

I was recently posed quite an interesting question: “If you could own only one business for the next 100 years, at any valuation, what would it be, and why?” So, I decided to note my thinking and see how it changes every 5 years. Enjoy!

Article: https://open.substack.com/pub/andreevdan/p/memo-100-year-holding?r=4klyy7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Substack: https://andreevdan.substack.com/Spotify: https://open.spotify.com/show/5MNW9zh5C93o4Equb5OrA9?si=B6dzp6YuQ6-NevUicU-iVA#AssetManagement #InsuranceBusiness #InvestmentResearch #FinancialModeling #SmallCapStocks #EquityResearch #InvestingChronicles #PortfolioManagement #DeepDiveDisclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.