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An inspiration engine for ideas
Crypto Market Wizards transcript with @goodalexander
Alex discusses the lessons he learned from Soros such as risk management and portfolio sizing.
We also discuss how to find edge in the markets, and what it takes to succeed as a trader. https://t.co/gwLqnzmghq
a quick note from @karpathy talk, which afterwards I was fully immersed in the talk I stopped writing down/taking notes:
While it is interesting to think about LLMs in terms of "electricity" -> CAPEX to train an LLM (~= to build the grid) -> OPEX to serve intelligence over increasingly homogeneous API (prompt, image, to... See more
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he trie... See more
Patrick OShaughnessyx.com
He predicted:
• AI vision breakthrough (1989)
• Neural network comeback (2006)
• Self-supervised learning revolution (2016)
Now Yann LeCun's 5 new predictions just convinced Zuckerberg to redirect Meta's entire $20B AI budget.
Here's w... See more
Introducing Trend Finder Agent 3.0!
Monitor Twitter and Linkedin Trends on your Slack Channel
We built an AI Agent that,
- Looks at your Twitter Bookmarks
- Scrapes Linkedin Articles
- Collects and Analyses them carefully
- Sends it to ... See more
Karan Vaidyax.comZuck on:
- Llama 4, Behemoth, benchmark underperformance,
- Orion glasses, AI relationships, and not getting reward-hacked by our tech,
- DeepSeek/China & Trump,
- Intelligence explosion, 100x productivity, monetizing AGI.
Links below. Enjoy!
___LINE... See more
Dwarkesh Patelx.comEverybody should pay attention to this guy.
3 models trending + even MistralTrix was trained based on his Colab notebook.
He also has a free LLM course on github (15k stars)
https://t.co/2uJtWjYsDM
Blaze (Balázs Galambosi)x.com
BREAKING: Ex-OpenAI researcher Leopold Aschenbrenner’s (@leopoldasch) Situational Awareness Fund tops $1.5B and posts +47% in H1 ’25.
He turned his viral Situational Awareness essay into one of the fastest-growing hedge funds on record.
The fund is long the AI supply chain: semiconductors, d... See more