Tech
Yesterday, I skimmed through k-fold cross-validation. I wanted to return to it today because I still wasn’t sure about what exactly we are assessing with it, and why. Here‘s the clearest Youtube video I found on the topic. The screenshot below from that video provides an easy summary.
Tech
Today I learnt about cross validation (scikit-learn has Python helper functions for this.) This is where you split your training and testing data into different sets, and then you iteratively train and test against different combinations to assess how well a model performs on unseen data. Two common methods of
Tech
Today, I went through a classifier lab on the intro ML course. There are several bits I didn’t quite understand but GPT helped get me over the basics. For example, I will need to review my notes on the Jaccard Index and F1-score (evaluation metrics for classifier models), and
Tech
Today I continued with the IBM intro ML course, and got to build a multilinear regression model. This time I tried to do it with data outside of the class. I found some data on IMDB movies that also had a Metacritic score and a number of other features. Below
Tech
I spent bits of today watching Youtube videos about linear regression. One of the best ones I found was this StatQuest video on the topic. I enjoyed his style so much, I ordered his introductory book on Machine Learning. I’m planning a digital fast over a long weekend in
Tech
Today I’ve started a “100 days of AI” challenge. I’ve used LLMs across a few personal projects here, here, and here. But I’d like to understand the basics of AI and machine learning a bit better. My motive isn’t to retrain as a ML engineer or
Essays
Venture capital is a power law business: most of the underlying investments fail¹ while a tiny fraction generate the bulk of returns. This is in contrast to normal distributions where most outcomes cluster around some central value.² The chart below — which roughly follows a power law distribution — shows that most
Essays
Photo by Adeolu Eletu Preface Venture capital (“VC”) found me through entrepreneurship. In fact I knew nothing of it until I came across the blogs of early-stage investors Fred Wilson and Paul Graham. At that time, I was reading everything I could find on startups and technology. I had a
Tech
Source: Safar Safarov (@codestorm / Unsplash) Have you ever wondered how computers work? What’s really going on in your smartphone, tablet, or personal computer? What are the high-level concepts and ideas that power one of humanity’s greatest invention? As a venture capitalist I often spend time thinking about technology
Excerpts
This is a sample of a monthly book recommendation newsletter I send to almost 200 readers each month. You can sign up for it here. In February I spent time thinking about “hits”. Only a tiny fraction of films, out of hundreds released each year, generate blockbuster returns. Only a
Essays
Some say privacy is dead. For a while, I thought so too. In an age where more than 90% of all the world’s data was created in the last 2 years and where we are increasingly and more easily sharing lots about ourselves and friends, the easy thing to
Essays
A few days ago I watched the documentary Iverson. It’s about the life of the basketball player Allen Iverson. He was a favourite ball player in my teens, a period when I used to play the sport many times a week. Iverson was small for a NBA player. At