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The Institutional Risk Analyst


Time to Short the AI Bubble?
Researchers at Apple just released a paper that throws cold water on the "reasoning" capabilities of the latest, most powerful large language AI models. In the paper, a team of machine learning experts makes the case that the AI industry is grossly overstating the ability of its top AI models, including OpenAI's o3, Anthropic's Claude 3.7, and Google's Gemini.
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Jun 116 min read


Predictions for the New Year 2023
Will Fannie Mae and Freddie Mac require another federal rescue in 2023 or beyond?
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Dec 30, 20229 min read
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