@TheLongHappy Shouldn't Renaissance Technologies' Medallion Fund be way up there at the top?
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Market Observer
6.1K posts
Market Observer
@Market0bserver8
Observe the market, react to opportunities, stay alert to risks. Rich experience being humbled by Mr Market. Other interests: AI, tech/science/math, history
Singapore Katılım Temmuz 2021
2.2K Takip Edilen968 Takipçiler
Most profitable HFs in history.
Most impressive to me is TCI, given its a single PM with probably <10 investment professionals?
Incredible what happened to Och-Ziff / Sculptor in the end, which tells you about the going concern value of HFs. Vs Private equity funds like $BX $KKR its quite a stark contrast.
And love him or hate him, @BillAckman is a money maker... maybe there's something to owning $PS
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@karaoke_andi I think Tom had a bad day today too. Seems like it was a challenging day to trade. You're not alone.
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Big loss for me this morning. Need to clear my head. Gym. Chest.
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@YingShirleyMeng @NTUsg Welcome back home. Singapore is thrilled to have our top talent returning.
I’m also an NTU alumnus (from a different school.
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Nanyang Technological University
@NTUsg is my Alma Mater. One of the best universities in the world. I am proud to be pulled back there as distinguished university professor and serve as Vice President for Industry.
Yes, the push was there but the pulling is the key! 🗝️
News from Science@NewsfromScience
Pushed by Trump policies, this top U.S. battery scientist is moving to Singapore. @YingShirleyMeng explains why her passion for decarbonizing the global economy required her to relocate. @ScienceCareers scim.ag/42cO0ko
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@gfc4 Licensed professions. AI can't hold a license or be held accountable, so these professionals can leverage AI for productivity while customers and regulators demand a blamable human in the loop.
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What jobs are AI proof and robot proof? Sales, client service, managing humans? I saw a post (didn't save) that was supposedly from IBM long ago and it was a piece of paper that said computers cannot make management decisions because they cannot be held responsible. So maybe certain strategic jobs that require a potential scapegoat will remain too? I imagine financial advisors will remain because yelling at a monitor in the next bear market won't pack the same punch as brow beating a human and, if using a robot, people will only be able to blame themselves. New career path unocked: professional scapegoat.
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@karaoke_andi I'm still confident on Germany. The DAX hit all-time highs a few months ago and remains near record levels despite a recent pullback.
You're still trading the DAX from Prague, which says something positive! I'm not German, but I love the DAX.
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I left Germany years ago. And I will never return. Maybe to visit- but not to live.
As for my reasons - there are too many for a tweet.
But if you are interested, here is a young man who argues in a manner that I would mostly agree to.
youtu.be/HQvSItqdd5o?is…
YouTube
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@karaoke_andi Perfect. If I'm running a business, I don't mind my competitors training with OnlyFans coaches. It sharpens my edge with zero extra effort😁
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Gentlemen, since we don't have that option: this is the place where we take trading seriously.
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@GabGrowth Singapore former PM Lee Hsien Loong was a math senior wrangler at Cambridge. He's an outlier.
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Singapore’s PM at the time in 2015 published a Sudoku solver written in C++
Vivian Balakrishnan then translated it to Javascript.
This doesn’t prove that Singapore’s ministers are any more capable than others, but having a technological background is probably better than not.
Zac@Zac_Pundi
Singapore’s AI obsession just hit Everest peak. The Foreign Minister is self-hosting Claude on a Raspberry Pi and building a diplomatic knowledge graph using Karpathy’s LLM Wiki pattern. Wahlao! SG devs, the minister is coming for your job. And he’s not even using Cursor — he’s on NanoClaw running locally. Can someone git pull his code and give it a test. Only bad thing? He dropped this on Facebook instead of X. Minister, we need to talk. gist.github.com/VivianBalakris…
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I can guess how you're going to spend your time after you retire from politics, building even more impressive second brains, not letting your experience go to waste by providing more training data to future Singapore diplomats.
Although I'd love to have you serve as Foreign Minister for as long as possible, hope to see more on your GitHub when you retire.
I've always thought of you as the Raspberry Pi Minister. Haha. I'm quite sure you already have a solid fan-base among engineers in Holland-Bukit Timah GRC!
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Thanks @Gavriel_Cohen. You’re right. I never used an IDE. Claude Code made all edits. No @karpathy ‘vibe coding’. All I did was ‘tool assembly’ to create a utility that worked in my domain!
Gavriel Cohen@Gavriel_Cohen
Singapore's Foreign Minister published the architecture for his "second brain for a diplomat" yesterday. Architecture diagrams, design rationale, the works. A developer-style writeup of his own system. It runs on a Raspberry Pi. It connects to his WhatsApp and Gmail, transcribes voice notes locally, ingests speeches and articles, and builds up a knowledge graph over time. It answers questions, drafts speeches, condenses information. He says he doesn't dare switch it off. What @VivianBala built is one-of-one. There's no other setup like it. But what he built it from isn't. He composed four open-source pieces: - @NanoClaw_AI , the agent framework: github.com/qwibitai/nanoc… - Mnemon, the persistent memory layer: github.com/mnemon-dev/mne… - OneCLI, the credential proxy that keeps API keys out of the containers: github.com/onecli/onecli - The LLM Wiki pattern by Andrej Karpathy, the synthesis approach: x.com/karpathy/statu… None of them are his. The composition is his. And then he published the composition: gist.github.com/VivianBalakris… He didn't keep it internal as Singapore's edge. He didn't spin it into a product. He didn't gatekeep. He wrote it up and put it on GitHub. There are tens of thousands of doctors, lawyers, researchers, investors, and operators building one-of-one setups for themselves right now. Some simpler than Vivian's, some more elaborate. The impulse will be to sit on it. Treat it as your edge. Think about what product or company you could spin out of it. Resist that impulse. Vivian put it directly: "The diplomat who learns to work with AI will have a meaningful edge. I think that edge is now." The specific thing Vivian composed will be obsolete in months. His real edge isn't the system. It's his ability to build it. Being plugged in, up to speed, able to cut through the noise and connect the right pieces into something that brings real value. Sharing the blueprint doesn't give that away. It amplifies it. You become a beacon. Other people working on the same things find you. They share what they're building, suggest improvements, point at things you didn't know existed. You learn faster. You stay in the center of where things are happening. Publishing isn't giving away your edge. It's doubling down on it.
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@karaoke_andi Not a good day for me either. You have company.
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I lost big this morning.
I am removing myself from the screen. I would only make things worse.
Going to the gym now. Maybe skipping the US session.
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@iamgingertrash Engineering constraints often enhance innovation, not impede it. See DeepSeek's efficiency gains under chip bans, new AI architectures born from necessity.
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A Chinese company facing chip restrictions can train this
But xAI can’t even get SOTA
With a million H100 equivalents
Xiuyu Li@sheriyuo
Welcome DeepSeek V4 Pro Max huggingface.co/deepseek-ai/De…
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@GabGrowth If he had 10 heads, all 10 heads would be chopped.
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Bro is cooked
500g = Death penalty in Singapore
What’s 36.3kg?
Mothership@MothershipSG
Portuguese man, 25, arrested at Changi Airport for attempting to smuggle 36.3kg of cannabis into S'pore bit.ly/4sR19um
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@karaoke_andi I read that intermittent fasting which involves skipping breakfast can be healthy for the body. I tried that and recent medical tests returned better results. However, what works for my body may not work for others, like trading.
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"Breakfast is the most important meal of the day"
...is just a marketing slogan created to sell cereals.
You don't need breakfast.
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@karaoke_andi Maybe they saw you appearing on Tom Hougaard's live session and decided you are going to have a large following soon. Congratulations!
May I ask what are the benefits of having a personal account manager?
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As of today, I have a personal account manger at Trade Nation.
Kind of surreal and especially trading at my stake-size. But looks like I leveled up
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@MikeFritzell Anthropic is eyeing an IPO this coming October. That will influence what the founder says.
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The absurdity of thinking the entire economy will rely on robots, with no jobs performed by humans. Serious misperceptions that are probably just the tip of the iceberg.
pca.st/episode/e6f4d3…
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@adrielyong Singapore startups have to target markets outside Singapore because we're too small and too efficient, as you pointed out.
Singapore healthcare is cheap only if you are a citizen enjoying subsidies.
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as i paid my singapore taxes last weekend
i realized singapore will never be a great startup hub.
because everything just works too well here. it takes me sub 5 mins to file my taxes. this would have cost thousands and way more hours in the US.
ride hailing and micro mobility are capped because of great public transportation.
healthcare is so cheap you don’t even think about trying to AI compare / navigate care
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@WallStreetMav The new Apple CEO is not a job hopper. LinkedIn is irrelevant to him.
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Clearly Linkedin profiles are completely irrelevant to career success.
Alex Kehr@alexkehr
John Ternus is about to take over from Tim Cook as the next CEO of Apple $AAPL This is what John Ternus' Linkedln looks like
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@__paleologo Unlike most of the world with 4 seasons, Singapore keeps it simple with 2 seasons. Rain or Shine all year round.
That's why sheltered walkways have been used to win voters' hearts in past elections here. They protect us from both!
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I just hope Codex works in Singapore because I have been in withdrawal in HK. Will find out shortly.
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@googleaidevs @GoogleAIStudio If I use up my usage limits on AI studio, will it affect my limits on Gemini app as well?
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Good news for builders! @GoogleAIStudio is now included in your Google AI Pro and AI Ultra plans, unlocking increased usage limits and premium features with no API key required.
Just sign in with your linked account to get more capacity for your next project.
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@TheLongHappy When the person in charge acts unreliably, breaks past agreements( free trade agreement) and is focused on win lose deals, not win win ones, it's natural there will be a swing against them. Even allies will swing against them, not to mention neutral parties.
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Sentiment swing in Southeast Asia AGAINST the US has been massive. Personally, I'm surprised that 2/3 of Singaporeans would choose China over the US.
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