David Wright — Podcast Appearances & AI Summaries

“Top-line totals are not all that they seem... Republicans, by necessity, have been forced into some really inefficient spending.”

— David Wright

“The last thing you want from any investor is information that is incorrect or that is being made up... Trading off something like that would really scare me as an investor.”

— David Wright, on why generative AI isn't used for alpha generation.

“The risk of leakage of text in the future... it's very, very hard to have that discipline with those types of models. So you get that kind of look-ahead bias in the testing, which is the equivalent of hallucination for us as investors.”

— David Wright, explaining the core testing challenge with large language models.

“That takes us from that black box that people have concerns about to something that is much more transparent, a crystal box.”

— David Wright, on the interpretability of their decision-tree-based approach.