“There's a great video you can watch, CEO of Palantir basically tearing up the Frontier Labs, the closed models, saying, this is crazy. Enterprises want a different solution because if you're any big SaaS company and you're forced to use closed models, you're basically handing over your IP to these companies.”
No settled horizons yet — outcomes appear at 30/90/365 days.
Risk: max drawdown 4.2%
· volatility 46.8% ann.
· Sharpe-proxy -1.68