Peter Cotton

DSV Fund continues its investment in the decentralized AI ecosystem. Our investment in Synth, a company that uses AI for predictable intelligence. We believe Synth will become a crucial source of synthetic data for price forecasting, particularly valuable for financial markets and portfolio management. For more information about DSV or investing in open-source AI, please reach out to me. #DSVFund #Cryptoinvesting #DeFi

6

Many “propensity logs” in production are actually proxies: a model score, a rank position, or a probability computed before downstream filtering and fallbacks. For Off-Policy Evaluation (OPE), the required quantity is different: the probability that the production system chose the action it chose, given the request context and the internal state it read at decision time. That probability needs to be recorded 'after' all business rules, gating, fallbacks, and any randomness. I wrote a Medium article that explains what “correct propensity” means in real systems, where it commonly breaks in production pipelines, and a minimal logging schema that still supports debugging and audits. Article: https://lnkd.in/eUwhCQhe #Experimentation #ABTesting #DataEngineering #MachineLearning #CausalInference

4

I don't like a lot the recourse to pure mixing of laws for a coefficient of a model -so becoming randomized - but according to Lech Grzelak, it may be a solution to calibration issues encountered by the Hull-White model. Skeptical but it may worth the read. A better solution should be to make the coefficient to depend on a Markov Chain but it will probably make the pricing much more difficult...

9

One investor is a relationship. Multiple investors is a coordination challenge. The moment you have more than one investor at the table, the complexity of your raise multiplies. Different timelines. Different expectations around communication, reporting, and governance. Different interpretations of the same term sheet language. Founders who haven't designed for this from the start often find themselves managing investor relationships reactively — putting out fires instead of building alignment. And when investors sense inconsistency in how they're being handled, confidence erodes quickly. At iCFO Capital Global, we help founders design capital frameworks that support consistent, professional engagement across multiple investors — so the process scales with the raise rather than breaking under it. A well-structured raise doesn't just close faster. It starts better relationships. → Share your capital structure details so we can review alignment needs: https://lnkd.in/eWm342vW 📌 iCFO Capital Global, Inc. provides non-transactional capital strategy guidance and investor-readiness support. We do not offer securities, provide investment advice, or guarantee capital outcomes. #InvestorAlignment #CapitalStructure #FounderLeadership #SPVDesign #PrivateCapital

The ramifications of “agentifying” papers are incredible : https://lnkd.in/g4VAgnPC • Unit of scientific knowledge shifts: from static PDFs to callable agents; lowers adoption friction and can foster composable multi‑paper pipelines (agents orchestrating other agents). • Reproducibility gets teeth: standardized environments, locked tools, and tests become first‑class; “agentifiability” is a new reproducibility metric. • Ecosystem potential: an “app store” of paper‑agents; automated re‑analysis of published claims at scale; faster translational uptake.

2

1 Comment