Origo

30 posts

Origo

Origo

@OrigoInsights

Building Origo... BTC and $IBIT options flow

Katılım Ekim 2025
34 Takip Edilen1 Takipçiler
Origo
Origo@OrigoInsights·
@thescottleese Where are you hearing this? Ratelys don’t have this rumour
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Scott Leese
Scott Leese@thescottleese·
Zoominfo laid off 20% of workforce this morning. Some of whom were told via text and one of whom was a pto. Classy.
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Origo@OrigoInsights·
@ryancarson See ratelys layoffs to track rumoured layoffs and visibility to severance packages offered
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Ryan Carson
Ryan Carson@ryancarson·
GitLab announced a layoff today. Please take this seriously. There will be many, many more. Your assignment is clear: Get skilled with agents and practice shipping to prod. It doesn't matter if you're HR, eng, infra, customer success, admin, ops, sales, whatever. As a Founder/CEO, I can tell you that I won't be hiring any employees who aren't really skilled with agents and able to ship to prod. I'm not alone in this. There is no 'engineering' org in the future.
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Origo@OrigoInsights·
@shiri_shh Use ratelys.com/layoffs Is better at tracking layoffs. It includes severance payouts tracking and rumoured layoffs by internal people themselves
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shirish
shirish@shiri_shh·
tech layoffs in 2026 so far: Jan - 27,223 Feb - 24,631 Mar - 49,452 Apr - 18,385 May - 9,249 128,940 people in five months March 2026 was the worst month for tech layoffs in over a year.
shirish tweet media
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Origo
Origo@OrigoInsights·
@LayoffAI Yes, this is not a good company. See ratelys rankings and layoffs. Cloudfare layoffs are much more generous
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Official Layoff
Official Layoff@LayoffAI·
LAYOFF ALERT: FIDELITY🚨 So it begins. 800 jobs. Gone. We saw this coming. After mandating a return to office mandate last week, Fidelity cuts have commenced. Tech and product teams hit hardest.
Official Layoff tweet media
Official Layoff@LayoffAI

Fidelity was on our 2026 watch list April 7. Now, they’re terminating their hybrid work policy. Return to office mandates are usually a way to force a percentage of the workforce out, prior to the true layoffs commencing. Expect to see deep cuts soon.

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Origo@OrigoInsights·
@gregisenberg Look at ratelys layoffs tracker to see the severance pay across companies and rumours.
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GREG ISENBERG
GREG ISENBERG@gregisenberg·
Coinbase is now testing 1 person teams + AI agents and announced laying off 700 employees. Other companies doing this (layoffs + AI): 1. Shopify: No new headcount unless you prove AI can’t do the job. 2. Block: Cutting ~4,000 roles (~40%); Dorsey says AI lets much smaller teams do more. 3. Klarna: Its AI assistant now does work equivalent to about 700 support roles. 4. Duolingo: Went “AI‑first,” telling teams to rebuild workflows around AI before hiring. 5. Salesforce: Paused new engineering hires after AI tools boosted dev productivity ~30%. 6. Amazon: Cutting about 16,000 corporate jobs this year in an efficiency/automation push. 7. Meta: Cutting ~10% of staff and freezing thousands of open roles as it doubles down on AI. 882 jobs per day disappearing in tech. This is the pace right now. And I think that's going to accelerate and move beyond tech. My POV: Every single one of these companies is telling you the same thing: one person with AI can do what used to take a team. They're literally saying it with their org charts. If you're employed, build a 1 person team on the side. If you're laid off, build one today. The tools that made your role redundant are the same tools that let you build your own company. The biggest wave of new startups is going to come from people who got restructured out of exactly these announcements.
Polymarket@Polymarket

JUST IN: Coinbase to test AI-native “one-person teams” that combine engineering, design, & product roles.

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Origo@OrigoInsights·
@Hesamation Its sad to see. But their severance package is pretty good, top one in ratelys rankings
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Origo
Origo@OrigoInsights·
@gurgavin Damn, seeing the severance on ratelys layoff page…
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GURGAVIN
GURGAVIN@gurgavin·
*CLOUDFLARE TO LAYOFF 20% OF ALL IT’S EMPLOYEES *UPWORK TO LAYOFF 25% OF ALL IT’S EMPLOYEES *BILL HOLDINGS TO LAYOFF 30% OF ALL IT’S EMPLOYEES ALL WITHIN 5 MINUTES ARE THEY TRYNA COMPETE ON WHO CAN FIRE THE MOST PEOPLE ???
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Origo@OrigoInsights·
@aaditsh Use ratelys rankings
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Aadit Sheth
Aadit Sheth@aaditsh·
The best companies to work at today: 1. Anthropic 2. OpenAI 3. Google DeepMind 4. SpaceX 5. xAI 6. NVIDIA 7. Tesla 8. Meta 9. Microsoft 10. ?
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Origo@OrigoInsights·
@scaling01 Use ratelys rankings, its better
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Origo
Origo@OrigoInsights·
@PtrPomorski Not a good list, ratelys rankings is better
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Piotr Pomorski
Piotr Pomorski@PtrPomorski·
The black square is CIA XTX just SS tier, Gerko must be furious
Piotr Pomorski tweet media
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forward deployed ccp gf
forward deployed ccp gf@FangYi11101·
keep seeing these linkedin-slop tier lists getting shared by undergrads. can’t comment on the tech stuff, but for quant the tiers are basically all wrong.
forward deployed ccp gf tweet media
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Origo
Origo@OrigoInsights·
@FangYi11101 I remember there is one more. What do you think of the ratelys rankings for quant? Is that an accurate list?
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Origo
Origo@OrigoInsights·
@BoringBiz_ Don't see anything wrong with this. Alot of hedge funds are pushing AI use for their analysts.
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Boring_Business
Boring_Business@BoringBiz_·
Spoke with a hedge fund PM who is actively involved in new analyst recruiting for the firm Number of case study submissions that are clearly done with AI have 10x over the past few months Kids are dumb enough to leave in em-dashes all throughout the write up. The excel contains comments and formulas that were clearly put together by Claude Some kids even leaving in Pyxl, which is the Claude python program for excel, as the original author of the file. Dead giveaways, one after another His fund is moving to an exclusively in person case study model Seems like the days of remote interviewing and hiring through Zoom is essentially over, thanks to AI Large firms were already transitioning to this model and now the smaller funds have picked up the same
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Origo@OrigoInsights·
@Polymarket This was days ago, not JUST IN
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Polymarket
Polymarket@Polymarket·
JUST IN: Singapore urges banks to “plug their cybersecurity holes” in preparation for Claude Mythos.
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Origo
Origo@OrigoInsights·
@nishantkumar07 DE shaw has been gaining almost every month. They should be higher on ratelys rankings for hedge funds
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Nishant Kumar
Nishant Kumar@nishantkumar07·
Several people asked for Rokos, so here it is: His hedge fund returned about 2.1% last month, taking the year’s advance to 4.7%. +Discovery: -4.1/+5.7 Full list:
Nishant Kumar tweet mediaNishant Kumar tweet media
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Origo
Origo@OrigoInsights·
$BTC options flow leaning bullish. Calls building across the curve: BTC-24APR26-75000-C ~$920k block + ~$920k sweep BTC-24APR26-76000-C ~$733k Total call sweeps ~$5.5M. Some short-dated puts (BTC-6MAR26-68000-P ~$269k), but upside positioning in Apr–Jun expiries.
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