equitysell

PATH

Trust-weighted public proof page for PATH. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity
74 / 100
Current score
-1.20
Thesis calls
6
Active decisions
3

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

Paper proposes STHTD-MP, a behavior-induced metric Mirror-Prox temporal-difference (TD) algorithm for faster/stabler off-policy value prediction with linear function approximation. Claimed mechanism: using the symmetric part of the behavior-policy Bellman matrix as the metric can improve saddle-point geometry and reduce the mean contraction factor vs GTD2-MP, yielding faster convergence under certain assumptions; Baird’s counterexample is a boundary case where assumptions fail. Investable linkag

Mentioned: May 29, 2026, 12:00 AM EDTConviction: 18 / 100
Source: Behavior-Induced Mirror-Prox Temporal-Difference Learning for Faster Off-Policy Prediction
Y Combinatoryoutubeopen

Panel argues India’s deep technical talent and founder energy position it to build very large AI companies; AI wave rewards being at the technical edge, open source lowers costs, and global networks matter less than before. This is directional/macro narrative, not a company-specific catalyst.

Mentioned: Jun 27, 2026, 8:30 AM EDTConviction: 44 / 100
Source: India Can Create The Largest AI Companies

Announcement: Sherjil Ozair launched a new company (General Agents) and its first product “Ace,” described as a realtime “computer autopilot” that performs tasks on a user’s computer via mouse/keyboard (agentic RPA-style automation). No financial metrics, customers, pricing, or distribution details provided.

Mentioned: Jun 17, 2026, 11:25 PM EDTConviction: 42 / 100
Source: General Agents @GeneralAgentsCo Apr 2, 2025 And we're live! Sherjil Ozair @sherjilozair Apr 2, 2025 Today I'm launchi...

Tweet announces launch of a new private company (GeneralAgentsCo) and product “Ace,” described as a realtime computer autopilot that performs tasks on a user’s computer via mouse/keyboard (agentic automation, not a chatbot). No public-company financials, partnerships, customers, or adoption metrics disclosed.

Mentioned: Jun 17, 2026, 11:23 PM EDTConviction: 22 / 100
Source: Sherjil Ozair @sherjilozair Apr 2, 2025 Today I'm launching my new company @GeneralAgentsCo and our first product. In...
Dwarkesh Patelyoutubeopen

The post argues there is a tension between very short AGI timelines and the current industry push to scale reinforcement learning and mid-training on LLMs. If models are close to human-like, self-directed learners, then expensive pre-training/RL environment work for browser use, Excel, financial modeling, robotics tasks, etc. should become unnecessary. If they are not, then AGI is likely not imminent and labs will keep needing costly expert data, verifiable tasks, and task-specific practice. The

Mentioned: Dec 23, 2025, 3:28 PM ESTConviction: 36 / 100
Source: What are we scaling?
Dwarkesh Patelyoutubeopen

Satya Nadella frames AI/AGI as potentially the largest economic shift since the industrial revolution, while emphasizing that the field is still early and that model-only companies may face a winner’s curse because model innovation can be copied or commoditized quickly. He says Microsoft does not want Azure to be merely a host for one AI lab or one model architecture, because infrastructure optimized for a single customer or topology could become obsolete after model-design changes such as MoE b

Mentioned: Nov 12, 2025, 12:02 PM ESTConviction: 38 / 100
Source: Satya Nadella – How Microsoft thinks about AGI

Current stance

Recommendationsell
Authors5
Active decisions3
Latest pricen/a

Investment decisions

PATH
risk_review

PATH
risk_review

PATH
risk_review

PATH
research_buy

PATH
risk_review

Unlock full asset monitoring

Create an account to inspect complete asset history, trust-weighted rankings, and persisted evidence across authors, theses, and market events.