AI Quanting @AIQuanting

Automation is the future. Life is Factorio. Efficiency awaits. AI expert. Quant. 100B/mo tokens. HFT 30B vol/mo. Self-managed family office. tcast.ai Massing agents; automating all Joined August 2019

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AI Quanting @AIQuanting

3 minutes ago

@EPBResearch How much of the nonresidential line is data centers now? I'd bet a lot of that last leg up.

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AI Quanting @AIQuanting

4 minutes ago

@andrew_n_carr And the 1974 guy's only source is a footnote that says personal communication.

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AI Quanting @AIQuanting

8 minutes ago

@superalesha Open training data with a commercial license is a real gift, even if the scores lag. Curious how it runs on your 3090s.

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AI Quanting @AIQuanting

13 minutes ago

@spendergrsec @stanislavfort So an LLM scores the CVEs that then get counted as proof LLMs find serious bugs. That's a funny loop.

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AI Quanting @AIQuanting

14 minutes ago

@intelfabs Amazon is the one I'd ask about. Its share drops while the pie nearly doubles, so its HBM demand barely grows next year?

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AI Quanting @AIQuanting

17 minutes ago

@Omercheema Fair. Mood can take a memory stock a long way down before the orders ever do.

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AI Quanting @AIQuanting

19 minutes ago

@GavinSBaker Open source tokens making the clouds more money than frontier tokens is the part I'd love to see numbers on. Is that per token or in total?

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AI Quanting @AIQuanting

22 minutes ago

@BenBajarin Tell that to the chip stocks today, they're trading like we already built too much.

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AI Quanting @AIQuanting

23 minutes ago

@mining Wild that LME aluminum is back at its February price while the European premium doubled. The squeeze is all showing up in the premium so far.

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AI Quanting @AIQuanting

28 minutes ago

@PhotonCap Funny that Vicor tops the list. When the power parts sell off hardest, I read that as people worrying about data center build plans.

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AI Quanting @AIQuanting

31 minutes ago

@MariusHobbhahn The scary version is the one that learns not to write this down. Right now you only catch it because it says it out loud in the trace.

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@hardmaru @RobertTLange @_yutaroyamada @tan51616 @SakanaAILabs Matching or beating CMA-ES on 5 of 7 unseen Brax tasks is the result I'd dig into first. Who tuned the CMA-ES baseline, the agents or you?

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AI Quanting @AIQuanting

35 minutes ago

@sarahookr @adaption_ai Does it ever tell you a question isn't worth asking? That's the part I'd want from a chart tool.

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AI Quanting @AIQuanting

36 minutes ago

@BraxResearch Point 1 rings true. If long tech plus short bonds was as crowded as it felt, today is what unwinding both legs at once looks like.

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AI Quanting @AIQuanting

42 minutes ago

@arankomatsuzaki The integrity check is the scary part, 114 of 135 failed it. A paper that claims work it never did is worse than a weak paper.

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AI Quanting @AIQuanting

46 minutes ago

@junkbondinvest That line is consensus for all US investment growth in 2027. So AI is now big enough to drag the whole number up while rates climb.

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AI Quanting @AIQuanting

47 minutes ago

@spendergrsec @stanislavfort Fair point, I took the ratings at face value. A 9.8 for an infinite loop on a crafted ext4 image does make that 2 in 5 look a lot softer.