Intr_Seele's profile picture.

Daniel_cc

@Intr_Seele

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This phenomenon is called "overfitting." It is not advisable to set stop-loss orders, as forced liquidation serves as the stop-loss mechanism. This way, you can adjust the margin size to influence the final ROI over a specific period, such as one year.


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New paper coming.

nntaleb's tweet image. New paper coming.

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... and this absolutely incredible distribution diagram, which in all honestly I am extremely jealous I didn't think of first. Brilliant.

CryptoProfAdam's tweet image. ... and this absolutely incredible distribution diagram, which in all honestly I am extremely jealous I didn't think of first.

Brilliant.

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if you'd valued google at $500B in 2007 on its $15B or so of revenue your IRR would have been like 10%...gotta really dream the dream on openAI/anthropic in these recent rounds


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While there are still clear limitations, you are probably falling behind now if you are not using spreadsheet agents as a tool in your work. tryshortcut.ai

nicochristie's tweet image. While there are still clear limitations, you are probably falling behind now if you are not using spreadsheet agents as a tool in your work.

tryshortcut.ai

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Introducing Shortcut v0.5 The Superhuman Excel Agent It finishes an institutional-grade, 13-tab FP&A model correctly in minutes - 10x faster than humans It won't solve ALL spreadsheet work (yet) but it turns beginners into pros and pros into masters of the craft Try for free


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peep rivians too

powerbottomdad1's tweet image. peep rivians too

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Wild chart from Jim Reid at Deutsche Bank, showing how much OpenAI is expected to burn before turning a profit. A couple things stand out also: How small the $AMZN burn really was for its first 8 years. How big the $UBER burn was before ultimately getting in the black

TheStalwart's tweet image. Wild chart from Jim Reid at Deutsche Bank, showing how much OpenAI is expected to burn before turning a profit. 

A couple things stand out also: How small the $AMZN burn really was for its first 8 years. How big the $UBER burn was before ultimately getting in the black

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Cool -- AlphaSense is consuming as many tokens as all of Salesforce

CharlieZvible's tweet image. Cool -- AlphaSense is consuming as many tokens as all of Salesforce

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ADBE should sign a rev share deal with OpenAI or google to distribute their image and video models. Pick one, have them invest in ADBE, build a sick set of integrations into all of Adobe's tools, monetize the distribution. OAI/Goog pays the Token Distribution Cost. New TAC.


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Birth Rate Collapse & Economic Utility of a Birth This is really weird, but I suspect it’s overlooked in socio-economic research literature. Below I present 2 zones on the same chart. The pink zone on the left chart shows the useful economic life of 1 human birth in the year…

Object_Zero_'s tweet image. Birth Rate Collapse & Economic Utility of a Birth

This is really weird, but I suspect it’s overlooked in socio-economic research literature.

Below I present 2 zones on the same chart.

The pink zone on the left chart shows the useful economic life of 1 human birth in the year…
Object_Zero_'s tweet image. Birth Rate Collapse & Economic Utility of a Birth

This is really weird, but I suspect it’s overlooked in socio-economic research literature.

Below I present 2 zones on the same chart.

The pink zone on the left chart shows the useful economic life of 1 human birth in the year…

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Yipit releases clarification that AWS decel is mostly related to thanksgiving being part of the compare this year vs last year it wasn’t. Today’s drop an oppty for the reaccel that’s coming following week


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Might be early, but $MSTR mNAV looks to have bottomed around 1.15x

thepowerfulHRV's tweet image. Might be early, but $MSTR mNAV looks to have bottomed around 1.15x

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all the compute will be absorbed

sumeet724's tweet image. all the compute will be absorbed

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On-device inference breaks the AI capex trade


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the image on the left might be the most underappreciated chart in technology right now.

mhdempsey's tweet image. the image on the left might be the most underappreciated chart in technology right now.

On-device inference breaks the AI capex trade



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【GEV】GEV沉寂了好久的能源股,今天开始启动了,有两个消息:签订罗马尼亚的风力发电机订单,一共42 台风机,单台 6.1 MW,总计约 256 MW 容量,GE Vernova 负责供应、安装、调试。每 MW 成本约 130 万 – 160 万美元,按 256 MW 计算,订单金额3.4-4.3亿美元。交付预计 2026 年开始,说明…


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New @CamusEnergy/@Princeton (@JesseJenkins) study: Flexible grid connections + BYOC cut data center interconnection from 5-7 years to ~2 years. Grid power available >99% of hours - on-site resources dispatch just 40-70 hrs/year. Biggest near-term unlock for AI infra bottleneck.

ShanuMathew93's tweet image. New @CamusEnergy/@Princeton (@JesseJenkins)  study: Flexible grid connections + BYOC cut data center interconnection from 5-7 years to ~2 years. Grid power available >99% of hours - on-site resources dispatch just 40-70 hrs/year. Biggest near-term unlock for AI infra bottleneck.
ShanuMathew93's tweet image. New @CamusEnergy/@Princeton (@JesseJenkins)  study: Flexible grid connections + BYOC cut data center interconnection from 5-7 years to ~2 years. Grid power available >99% of hours - on-site resources dispatch just 40-70 hrs/year. Biggest near-term unlock for AI infra bottleneck.
ShanuMathew93's tweet image. New @CamusEnergy/@Princeton (@JesseJenkins)  study: Flexible grid connections + BYOC cut data center interconnection from 5-7 years to ~2 years. Grid power available >99% of hours - on-site resources dispatch just 40-70 hrs/year. Biggest near-term unlock for AI infra bottleneck.
ShanuMathew93's tweet image. New @CamusEnergy/@Princeton (@JesseJenkins)  study: Flexible grid connections + BYOC cut data center interconnection from 5-7 years to ~2 years. Grid power available >99% of hours - on-site resources dispatch just 40-70 hrs/year. Biggest near-term unlock for AI infra bottleneck.

Excited to share significant new research on how large load flexibility can improve affordability, accelerate speed to power, and preserve reliability. This kind of work is exactly why I joined the team at @Google, which is proud to support experts like these at the frontier of…

tylerhnorris's tweet image. Excited to share significant new research on how large load flexibility can improve affordability, accelerate speed to power, and preserve reliability.

This kind of work is exactly why I joined the team at @Google, which is proud to support experts like these at the frontier of…


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塔勒布在评论里解释说,并非不用止损单。 不过我丢弃塔勒布的评论解释,来告诉你,他原文的解释: 止损是错的吗? 是的,对多数人来说是错的。 尽管实际上需要止损单,但由于99%的交易者无法理解止损单,还不如不要止损。 因为你们都将会在交易上亏损一空。…

New paper coming.

nntaleb's tweet image. New paper coming.


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$PLTR $NVDA This is a big, big deal. Palantir has been working on problems around energy infrastructure for a LONG time. Many of us remember the work they have been doing for years with PG&E to manage wild fires. Well, they officially are now building an operating system…

$PLTR $NVDA BREAKING: Palantir launches Chain Reaction, a new product to function as the operating system for American AI infrastructure. The founding partners for this new operating system are CenterPoint Energy & Nvidia. Chain Reaction aims to: - Transform aging power…



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