Moody's
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13 statements about Moody's, every show
Dorsey: Moody's and S&P Brand Moats Significantly Lower Corporate Borrowing Costs
“Moody's and S&P, there's a value to that that's been developed over time, that if people see that Moody's is rated the bond, that S&P is rated the bond, they'll pay a lower interest rate than if the bond is rated by Pat's rating service or Ted's rating service…”
Wang: Dynamic single-model reasoning is superior to rigid multi-agent pipelines
“It's a very sort of regimented way to try to enable the systems to do multi-step reasoning. Cause ideally what you want the model to do is to just like how a human does, be able to sort of go through and figure out what are the bits of pieces it needs to know …”
Kamath: Sovereign credit rating methodologies rely mostly on subjective, perception-based parameters
“Six are quantitative in nature, like GDP rate, fiscal deficit, inflation, past track record of servicing debt. The other 10 or 11 parameters are arbitrary in nature. It's more coming around perception and stuff like that.”
Moody's designs AI architecture to avoid vendor lock-in
“I'm kind of obsessed, and I think my team is obsessed on making sure that we're not dependent on one technology, but we have the flexibility to switch as time goes by, right?”
Moody's Found OpenAI Outperformed Competing Models in Internal Benchmarks
“ChatGPT was the one, OpenAI was the one that was performing better in a, in over Different parameters, right?”
Moody's Spent Most of 7-Month AI Dev Cycle Evaluating Model Accuracy
“We first started working this seven months ago. I would say a big, big chunk of the time we spend it evaluating that as opposed to building more features, right?”
Fan: Moody's Copilot has over 10,000 active users
“We've seen now actively, I would say more than 10,000 users are using this”
Moody's Engineers Saw 40% Efficiency Gains Using GitHub Copilot
“We measured that there's 40%, ah, performance efficiency improvements for our engineers.”
Calacanis: Only nine countries hold AAA debt ratings from all top agencies
“Only nine countries have AAA ratings from the top three rating agencies, S&P, Global, Fitch, and Moody's. Those are Germany, Denmark, Netherlands, Sweden, Norway, Switzerland, Luxembourg, Singapore, and Australia.”
Douwe Kiela: Huge market opportunity exists for an AI evaluation rating agency
“I think there's a giant opportunity in the market actually for. A startup or several startups becoming like the Moody's or the SMP sort of you know the folks who evaluate the quality of AI for specific use cases because nobody really knows.”
Sacks: Moody's gave SVB an A rating a week before receivership
“Moody's gave SVB an A rating the week before it went into receivership.”
Warren Buffett Invests in Unnatural Monopolies Created by Regulatory Fiat
“Buffett tends to like what I call the unnatural monopolies, right? So he's an owner of Moody's. That only exists because it was an act of Congress which created the NRSRO designation, and it's easier to raise an armed militia in the U.S. Than it is to start a …”
Wise: MediaOcean holds exclusive agency contracts averaging 27-year relationship lengths
“All of our deals with the holding companies are at the holding company level and are exclusive. So from a billing, reconciliation invoicing, you know, all that back office stuff, those guys all have long-term contracts with us. In fact, when we were selling th…”