nimit
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nimit has not written any posts yet.

Thinking outloud a bit, I haven't followed mechanistic interpretability besides skimming some transformer circuits posts and half understanding them -
Jung'f gur qvssrerapr orgjrra arb naq tcg-2 fznyy?
- arb unf ybpny nggragvba naq hfrf n qvssrerag cbfvgvbany rapbqvat?
- ibpno fvmr ybbxf gur fnzr
V xabj va uvtu qvzrafvbany fcnprf enaqbz irpgbef fubhyq or begubtbany. Fb jung'f qvssrerag urer?
- gur rzorqqvatf zhfg or nyy pyhfgrerq arneol fbzrubj
- vzntvar nyy ohg gur ynfg 10 qvzrafvbaf ner svkrq ng 1, gung jbhyq qb gur gevpx, ohg vg frrzf hayvxryl gur zbqry jbhyq yrnea guvf
- pbhyq nyfb or nyy gur rzorqqvatf unir n pbafgnag ba gurz, r.t. vafgrnq bs h naq i jr trg (p+h) naq (p+i)
Bx abj... (read more)
Assuming your investment portfolio consists of some broad index of stocks, you might modify it to contain every sector except tech, since your google equity compensation makes you over-allocated in tech anyway. So you would be "short" QQQ versus the counterfactual world where you don't have equity compensation. If necessary you could get even more short by buying some SQQQ.
In theory, you could be perfectly indifferent to GOOG by owning SQQQ and all the other stocks in QQQ except GOOG in the correct proportion. Though this probably runs against the spirit if not the letter of any employee trading policy.
Owning some GOOG while being short QQQ probably works pretty well in making... (read more)