Dr. Emil Mirzayev

3.1K posts

Dr. Emil Mirzayev

Dr. Emil Mirzayev

@MirzayevEmil

🇦🇿 Senior Researcher at @UCLSoM; **I am on 2026/2027 academic job market** https://t.co/rnhgBapOVx I write about AI and strategy. like!=endorsement;

London, England Katılım Mart 2017
213 Takip Edilen389 Takipçiler
Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@zaurs Ola bilər ki, bəzi şeylərdə bəxtin gətirməyib, amma Güneldə cekpot udmusan😀
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Andy
Andy@evfcfaddict·
@Picolinie Massive medtech sector weakness + market seems to dislike their recent m&a deal (Exact Sciences) as well.
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Andy@evfcfaddict·
Abbott Labs $ABT trading for the cheapest valuation in the last decade while continuing to grow EPS at HSD.
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@emollick It used to be quite a powerful move. In our SMJ paper (2025) it proved to be a good way to scale AI evaluators horizontally to achieve wisdom of AI crowds in strategy evaluation.
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smallvalue.
smallvalue.@dipinvest·
$SFM Q1’26: sales +4% YoY, comps -1.7%, EPS $1.71, 6 new stores (483t), $252M cash, 0 revolver debt, $140M buybacks, ROIC 17.4% vs 16.8% LY. Growth drivers: loyalty adoption, >1.5K new items, near-complete meat self-dist., strong new-store productivity & supply chain optimization
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Andy
Andy@evfcfaddict·
@VB4alpha @Etnarosso1973 fcf will massively ramp in 2-3 yrs Intred has lower churn and is more predictable and better managed
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Andy@evfcfaddict·
Intred $ITD.MI AGM gave authorization to buy back up to 1,5 million shares in the next 18 months (33% of the total free float). Keep on selling this 46% ebitda, low churn business at a 17% operating cashflow yield…. cms-admin.intred.it/uploads/PR_Int…
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@zaurs Şah plovun pr-ı yaxşıdı. Ləvəngi plov və ya fisincan plov ən yaxşısıdı.
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Taner@fmdestekcom·
Şu maçı hangi kanal veriyor kesinlikle izlemek lazım
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@soumitrashukla9 They nerfed the thinking time on 5.4 pro (normal and extended thinking) by about 15x. Things that required about 30-40 min thinking now finish in 2-3 minutes. Quality is also way worse
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Soumitra Shukla
Soumitra Shukla@soumitrashukla9·
Anthropic: Keeps limiting compute and lying to playing customers / nerfing models. OpenAI: - 10 min downtime? Limits reset! - We hit 4 million followers? Limit reset! - Starbucks person spelled my name correctly on my coffee today, let’s have a limit reset!
Tibo@thsottiaux

Happy Tuesday. Codex has hit 4M active users, adding over 1M users in less than two weeks. To celebrate we will reset the rate limits again in a few hours. Enjoy!

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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@kimmonismus They have even reduced the reasoning (nerfed by 10x at least) of 5.4 Pro reasoning mode (ultra and pro sub product). It does not seem much different from Antrhopic in that term..
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Chubby♨️
Chubby♨️@kimmonismus·
OpenAI's weekly active users have not increased since February. The goal remains to reach one billion. However, as far as I can see, the trend is currently moving in the opposite direction. Spud must be a hit.
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@TheRealAdamG and chat stops (nothing happens, no reply or whatsoever) immediately when I say I want to talk to a human representative.
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@TheRealAdamG Thanks, Adam. The support bot appeared to be repeating the same thing (it can be UI issue, not selecting pro model explicitly, sometimes it can answer fast). I have tested it myself with about 20 different prompts (w var. difficulty) and reasoning was 1-3 minutes in each.
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Dr. Emil Mirzayev retweetledi
Mikro Kap David
Mikro Kap David@david_katunaric·
@evfcfaddict got hacked and is having trouble getting help from @X. Be extra careful about which links you click on. #helpandy
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
@nmboffi For me it went from like 30-40 minutes to 2-3 minutes of thinking. More than 10x reduction.
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Nicholas Boffi
Nicholas Boffi@nmboffi·
did openai nerf 5.4 pro? it used to churn for like an hour on real mathematical research questions and i used it extensively. now it outputs a generic response after 5-10m that is significantly lower quality and much less useful
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
User pays pro price, but gets nano model reasoning. Nice business model imo :)
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Dr. Emil Mirzayev
Dr. Emil Mirzayev@MirzayevEmil·
Seems like OpenAI has reduced the reasoning duration (ability) of GPT 5.4 Pro at least 10-15x (from 30-40 min to 2-3 min on my tests). That is as big as a rugpull as Anthropic has done with 4.7 "adaptive" (read: minimal) thinking. #openai #chatgpt #anthropic #reasoning
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