Post AU2xq0aPCqVMH2fidc by mathewi@journa.host
 (DIR) More posts by mathewi@journa.host
 (DIR) Post #AU0znlmv48LPOJfKGe by mathewi@journa.host
       2023-03-26T16:34:59Z
       
       0 likes, 0 repeats
       
       GPT-4 does a risk analysis of Silicon Valley Bank and it is spot on: https://blog.matteskridge.com/business/gpt4-and-silicon-valley-bank/2023/03/19/
       
 (DIR) Post #AU0znmf9oTjI6X2do8 by khoji@ieji.de
       2023-03-26T17:58:16Z
       
       0 likes, 0 repeats
       
       @mathewi However, it did significantly underestimate the risk of a run, i.e. what actually happened.
       
 (DIR) Post #AU0zxbGl1r4LfDJFpI by mathewi@journa.host
       2023-03-26T18:00:00Z
       
       0 likes, 0 repeats
       
       @khoji True! But bank runs are not inherently financial or rational events, so difficult to predict, I would argue
       
 (DIR) Post #AU10Sq18FKVANftctU by khoji@ieji.de
       2023-03-26T18:05:42Z
       
       0 likes, 0 repeats
       
       @mathewi There was also no way to predict things (if true) like Peter Thiel aggressively pulling the SVB holdings of his startups, thus at least helping to trigger the run and benefiting his startups if the others failed as a result of the SVB failure. That didn’t ultimately happen because of the bailout, but it was a possibility.
       
 (DIR) Post #AU2xq0aPCqVMH2fidc by mathewi@journa.host
       2023-03-27T16:45:40Z
       
       0 likes, 0 repeats
       
       @khoji Agreed