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14 OctWed
27 SeptSun
  1. Moontower62

    Moontower Derives the Optimal Kelly Bet Size from First Principles and Discusses AI-Generated Content and 'Thickness'

    Moontower author Kris Abdelmessih released this newsletter, first sharing Adam Mastroianni's article on 'thickness', distinguishing between deep works that require attention to extract value and content-free AI-generated 'slop', then step-by-step deriving the optimal Kelly bet size formula from first principles.

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