spaghetti ๐Ÿ

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spaghetti ๐Ÿ

spaghetti ๐Ÿ

@spaghetti_codes

all day I dream about alpha

New York, USA ๊ฐ€์ž…์ผ Aralฤฑk 2024
150 ํŒ”๋กœ์ž‰304 ํŒ”๋กœ์›Œ
spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
type of guy to go to a speakeasy and order a tecate
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James Walker
James Walker@jwalkermobileยท
Plans for next weeks client dinnersโ€ฆ
James Walker tweet media
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@0xLoris Both of these are run by seven rooms thoughโ€ฆ loris secret alpha? from playing around w it seven rooms felt an order of magnitude harder to bot cause they donโ€™t have any notion of user accounts
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Loris
Loris@0xLorisยท
dinnerbot diaries - i put up a proper frontend and have shared the app with a couple friends i think if i released it to the public it would catch fire but i would probably get sued by r*sy and op*ntable nevertheless i have been hammering it. some incredible meals in here. starting with: Or'esh (top row) The Corner Store (bottom row)
Loris tweet mediaLoris tweet mediaLoris tweet mediaLoris tweet media
Loris@0xLoris

spent the past couple of hours writing a bot to snipe Resy reservations as soon as they're released, usually 30 days out at 9am bullshit like Appointment Trader makes it impossible to get a res at some places so i shall HFT they ass yes i acknowledge botting makes it worse. but this is Resy's problem to fix, not mine. sorry users will act in accordance with incentives

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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@0xMasonH The sheer hubris of thinking your thoughts are valuable enough to be a public slack/discord channel ๐Ÿคฃ๐Ÿซต
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trevor
trevor@trevorAronยท
WHAT IS DEAD MAY NEVER DIE
trevor tweet media
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Amal Dorai
Amal Dorai@amaldoraiยท
The average Philips Exeter alumnus has a net worth over $10 million.
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rocky
rocky@chamathsinternยท
Hypothetical Hyperliquid ecosystem arm: 1. Execute escorts strategy, to build the premier onchain old money conference, starting in NY, then SF and London after 2. Organize the hype EVM ecosystem, incubator and/or accelerator program, coke dealer for the umbrella of companies building on Hype 3. Launch an ventures arm + fund of funds strategy to start building influence with epstein clients, WASPs are the marginal buyers
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@finn_hulse This is like one of the first problems you would encounter in a streaming and sorting chapter of algorithms (shoutout Alex Andoni for teaching me this)
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Finn Hulse
Finn Hulse@finn_hulseยท
i had to retire my favorite technical interview problem so it is time to ask it to my loyal followers (solution in replies) given a stream of N not necessarily distinct integers from an O(N) sized universe, for some massive N, find a way to estimate how many distinct integers appear, only using O(log(log(N)) persistent storage use 5 lines of pseudocode there was a time in my life where i wouldn't work with someone who couldn't answer this
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@0xLoris @Lighter_xyz this is what winning in crypto looks like. shipping actual products is all downside risk, vague posting is the way to go
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Loris
Loris@0xLorisยท
@Lighter_xyz preliminary announcement of a possible plan with no specific details or accountability smart move fellas. keep those options open
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Lighter
Lighter@Lighter_xyzยท
At Lighter, we have taken many lessons to heart from previous experiments in tokenized governance. We are doing things differently ๐Ÿงต
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andi (twocents.com)
andi (twocents.com)@Nexuistยท
Global shipping is facing an unprecedented crisis and twocents has the solution. Today, weโ€™re proud to announce House of Hormuz: Using public AIS data you can now bet on which cargo ships will attempt to cross the Strait and when they will re-appear on the other side. Once the crews start insider trading, theyโ€™ll all make a run for it and force the strait open! Iran canโ€™t sink them all!
andi (twocents.com) tweet media
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@seyong If you are uninformed + have no edge and are gambling doesnโ€™t matter if the venue is sports on fanduel or 0DTEs on robinhood or memes on solana
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se
se@seyongยท
hereโ€™s an illustrative example: - you bet $100 at even odds on the Knicks to win. Knicks are up 40 with 5 minutes to go. - on Fanduel/Draftkings, your cash out value is $170 (house always haircuts the impatience). - on Polymarket/Kalshi, this same value would actually be $195 (weighed by probability of Knicks winning and done p2p). - you realize you can get better live odds p2p and move to prediction markets. - you start making and closing bets intra-game a lot more often given its convenience. - you eventually realize you can make more money expressing views on shorter timeframes when the house doesnโ€™t take aggressive vig. - you shift your mindset from gambler (of outcomes) to trader (of odds). - you broaden from sports to politics, to macro events, to financial outcomes and beyond. you now identify as a trader.
se@seyong

the greatest thing prediction markets will do for consumers short term is it will take one of the biggest growing populations (sports bettors) and let them realize theyโ€™re just traders

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legend.trade
legend.trade@legendtradeยท
Legend has a new king... By shorting $CL and longing $BTC, JESTERMAX has doubled their PnL in the last week
legend.trade tweet media
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@gbrl_dick large models still will end up better. only counterpoint to this is distillation from a larger pre trained model, which again requires the existence of the former
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Gabriel
Gabriel@gbrl_dickยท
in 2024 i was very persuaded by the takes of my big lab friends that large models would just end up better than everything. was this wrong because structurally there are better returns to specialisation than we realised, or was it wrong because compute became a constraint earlier than expected?
Jamin Ball@jaminball

Awesome job by the @databricks team My summary: They trained a model called KARL that beats Claude 4.6 and GPT 5.2 on enterprise knowledge tasks (searching docs, cross-referencing info, answering questions over internal data), at ~33% lower cost and ~47% lower latency. The key insight: instead of throwing expensive frontier models at enterprise search, you can use reinforcement learning on synthetic data to train a smaller model that's faster, cheaper, AND better at the specific task. RL went beyond making the model more accurate. I t learned to search more efficiently (fewer wasted queries, better knowing when to stop searching and commit to an answer). They're opening this RL pipeline to Databricks customers so they can build their own custom RL-optimized agents for high-volume workloads. I think we'll continue to see data platforms become agent platforms. Databricks' KARL paper is really an agent platform play. The pitch: you already store your enterprise data in the Lakehouse, now Databricks will train a custom RL agent that searches and reasons over it, tuned specifically for your highest-volume workloads (workloads = apps = agents). The business move is closing the loop: data storage โ†’ retrieval โ†’ custom agent training โ†’ serving, all on Databricks. They're turning "your data lives here" into "your agents live here too." Kudos @alighodsi @matei_zaharia @rxin

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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
where can I get bordier butter in nyc
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
type of guy who is bullish about perplexity in 2026
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@izebel_eth Bidding bitcoin here in a down only environment, where the macro conditions of conspired for it to be successful and itโ€™s still flounders is hard to rationalize @loraclexyz has a good thesis on this, also potential for further forced unwinding from DATs if prices stay depressed
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jez (equity perps era)
jez (equity perps era)@izebel_ethยท
if you read citrinis piece and found yourself nodding along, may i introduce you to , as seen in 2028 bitcoin - if you agree in both nominal gdp up on productivity gains yet 0 discretionary spend, that money has to go somewhere, usually into assets. global attn schelling pt asset that ai can self custody stablecoins (sky) - directly mentioned as ais transaction method of choice decentralized exchanges (hl & lit) - again gdp up but discretionary down = more investment and speculation, as has been happening for the last 10 years. decentralized exchanges are also the most credible way for ai agents to express views, since speculation is by far the most efficient expression of intelligence to resources
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spaghetti ๐Ÿ
spaghetti ๐Ÿ@spaghetti_codesยท
@macrocephalopod As a thought exercise, I think it would be interesting if you tried problems at the frontier of your own comprehension (or just simple problems in a new domain) with a different approach, giving AI an underdetermined spec and fleshing it out collaboratively
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cephalopod
cephalopod@macrocephalopodยท
A neat side effect of using AI coding tools is that I now spend more time writing detailed specs, and often the process of writing the spec clarifies my understanding of the problem to the level that I feel like I donโ€™t really need the AI coding tool any more (I still use it, because itโ€™s faster than writing the code myself, but itโ€™s just writing the code I would have written anyway which makes it easier to check that the output is correct).
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