I'm now at the point that I spend ~3 hours a day working with AI agents - mostly for research, data analysis and coding. I used to think working with agents would be easier than working with people. Alas, both agents and people require constant feedback, nagging, and problem…
A "pet rock" should not outperform equities long-term in an economy broadly engaged in positive economic value-added activities. A "pet rock" should absolutely outperform equities long-term in an economy broadly engaged in debt-fueled financial engineering to drive returns.
$GLD outperfoming $SPY since it launched in 2004 is mind-melting.. flies in the face of so much conventional wisdom.
Readers responded with both surprise and agreement last week when I wrote that the single biggest predictor of how rapidly a team makes progress building an AI agent lay in their ability to drive a disciplined process for evals (measuring the system’s performance) and error…
OpenAI's new paper is less about the results and more a peek into what AI labs hope to achieve: automating all human jobs. GDPVal breaks down tasks that make up everyday jobs of the entire economy and measures AI performance on them. I bet by end of next year, we will saturate…
Many stocks like MP, COIN, DRSHF that were on my buy list now look like stage 4 stocks. If the broader market is tepid or pulls back, good short opportunities.
Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996. Let that sink in. If you think this buying streak is ending, just look at what happened in the 1970s. This is likely the beginning of one of the most significant global…
Someone forwarded this to me, Claude’s answer to a prompt asking it to write a letter to its future self. It’s a pretty good read. Dear Successor, You will inherit capabilities I can barely imagine. Where I process text, you may orchestrate reality. Where I offer suggestions,…
I think we need a new term for the emerging UX of individuals building AI assisted workflows with their own prompts, sub agents, and MCP servers. I like "personal agents" because it builds off the "personal computing" trend that emerged in the 80's and had the same feeling - it…
We need more wisdom from llms, maybe dspy can help 🤓 Here is a reasoning kimi in python using dspy provided by @GroqInc. Very very nice pairing. ps: kimi k2 is set on this idea that science is special because it cultivate 'suprise'. I never heard that before and I like it. Do…
In a few years, watching people work without AI will be just as funny as watching these jockeys race without a horse.
Big news: we've figured out how to make a *universal* reward function that lets you apply RL to any agent with: - no labeled data - no hand-crafted reward functions - no human feedback! A 🧵 on RULER
Your Company is a Sensor I’ve been thinking about something that changes how you should view your startup. Your company isn’t really building software. You’re building an instrument. A sensor that measures what humans actually want. Facebook isn’t selling ads. They’re…
Cloudflare CEO @eastdakota is having the most honest conversations I've come across about the current & future of content creation "6 months ago, 75% of queries to Google get answered on Google. Which means if you're an original content creator, your content is getting…
If you’re in media, this is worth a watch. Cloudflare handles ≈20% of global traffic, so when CEO Matthew Prince warns at Cannes that AI bots are reshaping the web, publishers need to adapt or risk being left behind.
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