me @johnnists

Worldwide ;) Joined February 2010

Tweets

73
Followers

873
Following

2K
Likes

205

me @johnnists

3 days ago

@alexgrenier @ylecun @Dan_Jeffries1 Thanks, I was under the impression that e^x had one stable gradient throughout the whole process 😅

1 0 1 27 0

View Details

me @johnnists

3 days ago

@ylecun @alexgrenier @Dan_Jeffries1 Well, maybe most physically observable curves are just sigmoids and we only live long enough to experience their first part

1 0 1 126 0

View Details

me @johnnists

3 days ago

@dampedspring Thanks so much Andy! Where do you base the assumption of No. 2? @dampedspring

0 0 0 370 0

View Details

@Dr_Gingerballs 1) Install the excel plugin of Claude and build a valuation model of your favorite company. Same for the PowerPoint plugin to build a deck. 2) install OpenCode and use Qwen 3.6 to build an API 3) use ChatGPT as a personal doctor I've gained real value from all 3 so far.

1 0 0 382 2

View Details

me @johnnists

4 weeks ago

@BlacklionCTA @Jimmyjude13 @macropotamus @bennpeifert The post indicates that the strategy was broken. It's not about the drawdown but rather, that it was paired with strategy misbehavior.

0 0 0 106 0

View Details

me @johnnists

4 weeks ago

@JackFarley96 This. They should start sueing proactively lol

0 0 0 5 0

View Details

me @johnnists

4 weeks ago

@dampedspring Thanks for your piece Andy, amazingly interesting as always. You might want to read Mike Green's today's peace as well. Cannot help but draw similarities by the two but maybe I'm making things up. @dampedspring

0 0 0 149 0

View Details

me @johnnists

a month ago

@PtrPomorski Agree completely about econometrics, my statistics programme was having it in mandatory courses and didn't know why until I completed the course. It's THE prerequisite.

0 0 3 623 2

View Details

me @johnnists

a month ago

@Dr_Gingerballs My disagreement is on the basis of abstractive thinking/systems thinking. I would argue that pretty much "all" important subsystem structures have been invented and the trick is in integrating w one another. LLMs write the subsystems, humans do architecture. Looks useful to me.

0 0 2 257 0

View Details

me @johnnists

a month ago

@stevehou Do we know how do they measure peak concentration? Shouldn't it max at 100% 🤓

0 0 0 35 0

View Details

me @johnnists

a month ago

@macrocephalopod @wtgowers @ElliotGlazer Terry Tao, obviously

0 0 1 130 0

View Details

me @johnnists

a month ago

@DeepDishEnjoyer Refer to the VIX behavior instead, it makes more sense I think.

0 0 0 537 0

View Details

me @johnnists

a month ago

@AgustinLebron3 @McReynoldsJoe Yeah it's too big to innovate, only startups can realistically do it imo. Hey, thanks for engaging sir, you make my day every time ❤️

0 0 1 20 0

View Details

me @johnnists

a month ago

@AgustinLebron3 @McReynoldsJoe I know I know, same here. Ex McK and I have also been attending our hiring panels. What a mess. Can't wait to have it disrupted.

1 0 1 46 0

View Details

me @johnnists

a month ago

@AgustinLebron3 @McReynoldsJoe No hard feelings, happens frequently sir

1 0 2 51 0

View Details

me @johnnists

a month ago

@AgustinLebron3 @McReynoldsJoe Then I would say that I'm wrong 🤓

1 0 1 91 0

View Details

me @johnnists

a month ago

@McReynoldsJoe @AgustinLebron3 And thank you @McReynoldsJoe for engaging constructively 🙃

0 0 0 15 0

View Details

me @johnnists

a month ago

@McReynoldsJoe @AgustinLebron3 Right now it looks like they're applying a filter to select their own. I don't think this will evolve well. Also the size doesn't prove much, maybe they have one big strategy that delivers everything or many smaller but similar in thinking.

1 0 0 21 0

View Details

me @johnnists

a month ago

@NGB_MKTs @NoelSmith @Cboe it's not a dashboard, it's a pdf report that they send out every now and then. And yes, the decomposition is super intuitive, I am trying to reverse engineer the model so that I build my own dashboard realtime :D