Co-founder of Euclidean Technologies, an investment firm that applies machine learning to value investing. Machine learning, investing & software development.
Seattle, WA
Joined May 2014
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John Alberg retweeted
Washingtonians should learn more about the state income tax and then vote yes on i-645 to repeal the income tax. Learn more below. Share the facts on the state income tax.
🚨 We're running a new ad in all major media markets across Washington. Olympia’s income tax was written to make sure it can be expanded to every Washingtonian's paycheck.
Listen 👇
youtube.com/watch?v=fk90gqX8…
John Alberg retweeted
This is 100% true. Verifiable fact.
Should be first question for anyone in media that interviews anyone there.
John Alberg retweeted
ai2 is a priceless seattle resource and the gift that keeps on giving. thank you paul allen!
Microsoft hires former Ai2 CEO Ali Farhadi and key researchers for Suleyman’s AI team geekwire.com/2026/microsoft-…
John Alberg retweeted
Today is launch day. 🚀🚀🚀
We find ourselves in a time with much fear/anxiety about careers. I hope this book can be a positive antidote. The permission, motivation, and methodology to do what you truly love.
a.co/d/02q0aD2N
I have written my first book! A passion project of almost 10 years, Runnin' Down a Dream aims to give people both the motivation & the methods for thriving in a career they actually love. Put a lot of heart and soul into this - hope you ❤️ it. Pre-order: a.co/d/5APYleb
John Alberg retweeted
Friendly reminder for those who think they have missed the move in the small cap trade.
Valuations -- Small vs Large
-smalls at relative super cycle lows
-smalls also cheap outright
-turning up (inflection point)
Source (+ more charts): chartstorm.info/p/weekly-s-a…
(click link to get more good charts like this!)
John Alberg retweeted
We're excited to announce our investment in Finpilot, a game-changing #AI product poised to reimagine the financial analyst’s journey. Join us in welcoming Co-founder @lakshay2001 to the Madrona family & Co-founder @JohnAlberg back to the Madrona family!
bit.ly/4bINkqr
John Alberg retweeted
Finpilot has raised $4 million in a seed round led by Madrona Ventures. Co-founders Lakshay Chahaun and John Alberg are revolutionizing financial analysis, empowering analysts with enhanced efficiency through AI and natural language processing.
Congrats to the team!
Read more here: bit.ly/3T7r0zg
#seattlestartups #verticalai #financialanalysis
Our #finpilot tool gives, I think, a better answer based on facts and numbers with links to sources.
beta.finpilotai.com/chat/sha…
I couldn't bait @mjmauboussin into an answer, so I will take a try myself. All thing being equal, pushing out depreciation schedules is negative, not positive. This answer says it "lowers" cost. Cash cost remains the same. It's just a non-cash accounting change. Why negative then? It lowers earnings quality. If FCF > net income, that's better for earnings quality. Pushing out depreciation increases net income with no increaase in cash flow. Hence, FCF relative to net income drops. As such, earnings quality drops. This is regardless of whatever the "appropriate" schedule should be.
John Alberg retweeted
I couldn't bait @mjmauboussin into an answer, so I will take a try myself. All thing being equal, pushing out depreciation schedules is negative, not positive. This answer says it "lowers" cost. Cash cost remains the same. It's just a non-cash accounting change. Why negative then? It lowers earnings quality. If FCF > net income, that's better for earnings quality. Pushing out depreciation increases net income with no increaase in cash flow. Hence, FCF relative to net income drops. As such, earnings quality drops. This is regardless of whatever the "appropriate" schedule should be.
I’ve been thinking quite a bit about the increased competition in the cloud hosting business. I asked Perplexity about depreciation schedules. I was super impressed with the details in answer. However, I think it missed a key economic/FCF/valuation point. @mjmauboussin
John Alberg retweeted
love seeing the smiling faces of☔🔥 ☔ portco founders @lakshay2001 and @JohnAlberg in @theinformation this fine morning
AI Agenda: The under-the-radar takeaway from Google’s open-source AI launch. And, a new AI startup wants to help financial analysts.
theinformation.com/articles/…
From @steph_palazzolo.
John Alberg retweeted
"Finpilot is an AI copilot for finance."
"All answers and numerical values can be traced back to the original sources with a single click."
finpilotai.com/post/introduc…
John Alberg retweeted
NYT/OpenAI lawsuit completely misunderstands how LLMs work, and judges getting this wrong will do huge damage to AI. Basic point: LLMs DON'T "STORE" UNDERLYING TRAINING TEXT. It is impossible- the parameter size of GPT-3.5 or 4 is not enough to losslessly encode the training set.
John Alberg retweeted
👼📈👼call for fintwit angels:
portco: gen ai research saas for financial analysts. deeply technical founder, spun out from og ml-based hf/etf.
round: priced seed, multistage lead. $250K left, split among most useful/high profile wall street angels
hmu: kirby at ascend dot vc
John Alberg retweeted
Talking #valueinvesting, #momentum, #factors & #ETFs with Wes Gray of Alpha Architect. Also, his separate ETF launching business is firing on all cylinders 🔥
This week @JJCarbonneau and I are joined by @alphaarchitect
We cover:
- launching ETFs
- the evolution of quantitative value
- quantitative momentum
- does value work better in small-caps?
- knowing when a factor stops working
- box spreads
- tail risk
youtu.be/63WzjaK_iHU
John Alberg retweeted
End-November EBIT/EV ratio to 3.48. Still unusually high--higher than 2000 and 2009--but the gap is closing.
When the ratio goes up, value underperforms. When it goes down, value outperforms. Peak was February 2023.
John Alberg retweeted
Open-source AI is closing fast, the opposite of what they told ya!
I’ve always felt like the naysayers never really tried to read or understand Eric Raymond’s iconic work: en.wikipedia.org/wiki/The_Ca…
Superior outcomes should be expected.
This is perhaps one of the most important charts on AI for 2024.
It was built by the amazing researcher team at @CathieDWood’s @ARKInvest.
We can see the rise of open source local models are on the path to overtake massive (and expensive) cloud based closed models.
John Alberg retweeted
Yesterday, I had the honor of speaking in the US Senate AI Insight Forum on privacy & liability, moderated by @SenSchumer @SenatorRounds @SenatorHeinrich & @SenToddYoung. Each panelist submitted a written statement for @SenSchumer's website. Here’s mine:
abridge.com/blog/ai-policy-c…
John Alberg retweeted
If you look at both Henry Kissinger and Charlie Munger you see the power of staying curious. They stayed with it to the very end. I think their curiosity, their love of reading, their love of discussion, their love of argument was part of what caused them to flourish for so very long.
bloomberg.com/news/videos/20…
John Alberg retweeted
Bill Gurley @bgurley has a great talk on regulatory capture and how it's crushed competition and innovation in many industries. How can we stop this pattern from playing out in AI regulation?
Here's his talk: youtube.com/watch?v=F9cO3-ML…
ALT Slide from Bill Gurley's talk describing Regulatory Capture