Rogo

No single number decides. Layers can disagree — that's the point. New to this? →

• bullish endorsement Unattributed

  So Rogo, um, which is a startup in the, um, financial services space. Um, they have a very, you know, sophisticated AI team. I think they hire some folks in DeepMind, um, to, to run their AI program. Um, and they've used, been using RFT, uh, to get best in class results on, you know, parsing through financial documents, answering questions around it and, and doing tasks around that as well.

• bullish prediction Vlad Barbalat

  Product breadth, future risks that currently may not be visible to you, but are going to evolve, we can be your partner in solving those. And risks that you can underwrite that maybe others couldn't because of the nature of the balance sheet.

• bullish assessment Vlad Barbalat

  We are incredibly diversified in our insurance businesses. You're spot on in the way you've just described what Ajit said, but we think about the similarity between not all our insurance lines, but particularly those more esoteric ones are really in the commercial and specialty space as very similar in spirit to the practice of what investing is, which you're deploying capital into uncertainty to achieve a return.

• bullish prediction Vlad Barbalat

  we are going to be there through thick and thin when inevitably trouble strikes. The other component I mentioned that our insurance businesses are incredibly diverse.

• bullish assessment Vlad Barbalat

  If you think about our mix, we have risks that can come back from 20, 30 years ago and be very fat tail. It is really, really important to differentiate the balance sheet that a company like Progressive needs versus a company like Liberty Mutual. Our tails are fatter. Our balance sheet requirements are very different.

• bullish assessment Vlad Barbalat

  We've made the choice that we want to be an exceptional operator and that includes exceptional underwriting results and exceptional investment organization.

• bullish assessment Vlad Barbalat

  I would actually reverse that. I think as a public insurer, you're not likely to be able to pursue what we're doing.

• bullish assessment Unattributed

  When we think about how we get our advantage, there are two key parts of running inference. There's pre-fill and there's decode. Now, we have two key tech batches in both of these things.

• bullish assessment Unattributed

  We're not just building a chip. We're building a full inference solution, and that means a rack. That means the chip. That means the power delivery into the chip. That means the board in which it sits. That means the interconnect by which the chip talks to each other. That means the production for this mass volume of racks. Really, the production is the product.