As one of the long reads from this edition shows, AI capabilities have improved dramatically to the extent that a lot of our tasks can now be automated leaving us to do other things of value. If you want to understand how accessible these are, you should watch this video that Microsoft put out a couple of weeks ago. It is fascinating how much of our usage of Microsoft Office ranging from Outlook to Powerpoint to Teams can be seamlessly automated, including this summary text about the article we are sharing. So going forward, should we let AI generate the content for our newsletters? This article explains why writing goes beyond just the output your reader sees. Indeed, when people ask us why we write so much, we say the same things – it is for ourselves, it helps clarify our own thinking. Shane Parrish elaborates on this point beautifully:
“Writing is the process by which you realize that you do not understand what you are talking about. Importantly, writing is also the process by which you figure it out.
Writing about something teaches you about what you know, what you don’t know, and how to think. Writing about something is one of the best ways to learn about it. Writing is not just a vehicle to share ideas with others but also a way to understand them better yourself.
Paul Graham put it this way: “A good writer doesn’t just think, and then write down what he thought, as a sort of transcript. A good writer will almost always discover new things in the process of writing.”
There is another important element to writing that often gets overlooked. Writing requires the compression of an idea. When done poorly, compression removes insights. When done well, compression keeps the insights and removes the rest. Compression requires both thinking and understanding, which is one reason writing is so important.
Great writing requires you to position your idea in a way that will resonate with the reader. Average writers start with what they want to say without considering how it will land with the reader. Great writers understand the journey starts with what the reader desires. Think of the difference as starting at the beginning or the end of a maze. When you start at the beginning, you have to convince people the path is the right one. When you start at the end, they already know you’re taking them where they want to go.
In a world of average writing available on demand, every organization will start communicating like a big one. The signal-to-noise ratio will change for the worse. If you’ve ever read a government communication, you understand how a lot of words can say nothing. Bandwidth will be filled with common ideas, verbose communication, and ambiguous jargon. In the future, information will become even more of a substitute for thought than it already is.
Many things can be done by tools that write for you, but they won’t help you learn to think or understand a problem with deep fluency. And you need deep fluency to solve hard problems.
A world of common thinking available on demand will tempt people to outsource their thinking and disproportionately reward people who don’t. In the future, clear thinking will become more valuable, not less.”

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Note: The above material is neither investment research, nor financial advice. Marcellus does not seek payment for or business from this publication in any shape or form. The information provided is intended for educational purposes only. Marcellus Investment Managers is regulated by the Securities and Exchange Board of India (SEBI) and is also an FME (Non-Retail) with the International Financial Services Centres Authority (IFSCA) as a provider of Portfolio Management Services. Additionally, Marcellus is also registered with US Securities and Exchange Commission (“US SEC”) as an Investment Advisor.



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