QuantPM @PmQuant

Macro Portfolio Manager Joined March 2021

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QuantPM @PmQuant

13 hours ago

@RogerJStoneJr @CGasparino Real SM is a D.O.P. for example this one. I don’t think any of the ones shown are D.O.P.

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QuantPM @PmQuant

4 days ago

@Fullcarry Yep very strange price action. Something is amiss.

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So $Googl Gemini 4 slightly behind OAI with similar intelligence score. Notable improvement in hallucination (assuming benchmark extends to reality). That’s the sweet spot. You don’t threaten your clients, protect search, and can still claim to be at the frontier. Well done.

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QuantPM @PmQuant

5 days ago

Concur

Boring_Business @BoringBiz_

5 days ago

This was the exact moment Zuckerberg realized that he will be a massive winner in the AI race OpenAI and Anthropic were desperately asking for regulation because tokens are being commoditized by open source alternatives The only option for them was to keep reducing token costs

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QuantPM @PmQuant

6 days ago

The anthropic leak makes it pretty clear that frontier labs have a pretty hefty wall to climb toward profitability. I don’t see it. Save for capital injection (government or private) you have to be really bullish to see it working.

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QuantPM @PmQuant

a week ago

@DratchCap Love the Druck line.

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QuantPM @PmQuant

a week ago

@0xFaust12 Different subjects, both great, no need to make the comparison.

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QuantPM @PmQuant

a week ago

@xjincaox Academia historically always pursued your option n2 no? Academia always had less resources than industry and should focus on advancing understanding and untested paradigms. Not trying to compete on foundational models. That’s a fools errand and best done by industry.

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QuantPM @PmQuant

2 weeks ago

@benthompson Ben is right.

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QuantPM @PmQuant

2 weeks ago

@R_and_Invest @sundarpichai @GoogleAI Do you realize $GOOGL had their personal agent for a while now called spark?

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QuantPM @PmQuant

3 weeks ago

Correct

Warren Pies @WarrenPies

3 weeks ago

Yesterday, @NickTimiraos asked Kevin Warsh what had changed over the past year to reverse his view of the economy. Yes the Iran War has created a supply shock. But, the real change is the AI buildout. Never before has the Fed cut in the face of a capex boom until the past year.

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QuantPM @PmQuant

3 weeks ago

@boazweinstein Risk is government bail them out isn’t it

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QuantPM @PmQuant

3 weeks ago

When Trump got into Penn the acceptance rate was like 50%. Plus he was a transfer from Fordham. I’m not aware of an IQ test for Trump. For all his bragging about his IQ I wonder what it would be in an actual test.

Prof Francois Balloux @BallouxFrancois

3 weeks ago

If I were American, I would probably feel embarrassed (and slightly concerned) that my arch-enemy's politicians come across as so much more educated, intelligent and informed about economics, than my own president.