
Slender Dragon
4.9K posts

Slender Dragon
@SlenderDragonn
Don't be deceived by my cushy appearance. Plus, my posts are never investment advice.
Katılım Şubat 2012
2.6K Takip Edilen141 Takipçiler


✅ Finance Skills
✅ Trade Skills
🎁 github.com/himself65/fina…
🎁 github.com/himself65/trad…
🎁 github.com/anthropics/fin…
Svenska

Judging by my tl there is a growing gap in understanding of AI capability.
The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code.
But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along.
So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions.
TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.
staysaasy@staysaasy
The degree to which you are awed by AI is perfectly correlated with how much you use AI to code.
English

🛑 STOP Paying for AI Subscriptions! Run Claude Code for FREE & Private🚀 #ClaudCode #LLM #AI
Stop staring at that $20/month subscription prompt like it's a ransom note. 💸
What if I told you that you could harness the power of Claude Code, running entirely on your laptop? 👇🧵

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@sjzysyyc @engineforbueaty What model did you use ? Seems very real.
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Grok 4.20 Non-Hallucination rate improved to even higher than previous highest
Just days ago, it hit a record-breaking 78% Non-Hallucination Rate - already #1 in the world, smoking Claude Opus 4.6 (max), Gemini 3.1, GPT-5.4 (xhigh), and every other major model
Now, it just pushed that number even higher to 83%
While every other AI confidently makes up stuff and fabricate answers it doesn't know - Grok simply says "I don't know"

X Freeze@XFreeze
Most AI models hallucinate more than you'd think and make up stuff that doesn't exist Grok 4.20 just ranked #1 in Non-Hallucination Rate with a 78% score - beating Claude Opus 4.6(max), Gemini 3.1, GPT-5.4(xhigh), and every other model on the list xAI is quietly winning the accuracy game… and it’s built to be truthful
English

#Claud #ClaudManagedAgents #ClaudConsole Amazing newly announced agent building tool by Claud!
Next step to expand our imagination.

English

跑不动几千亿参数的大模型怎么办?
借别人的闲置显卡拼一拼。
Jack Dorsey 的 Block 刚刚发布了 mesh-llm。
这是一个完全去中心化的 P2P 算力网络。
专门帮普通人跑巨型开源 AI 模型。
没有中央服务器。
也不需要去大厂租昂贵的云服务。
你的闲置 GPU 可以立刻变成分布式计算节点。
节点之间直接通信。
用 Nostr 协议在网络里寻找彼此。
底层基于最硬核的 llama.cpp 构建。
代码全部遵循 MIT 协议开源。
这套运作逻辑和比特币一模一样。
完全开放,零门槛接入。
没人能封锁你的账号。
也没人能拔掉整个网络的网线。
硅谷的云厂商还在疯狂囤积算力建围墙。
真正的极客已经开始从底层拆解算力垄断。
巨头们最怕的永远不是另一个巨头。
而是这种一旦蔓延就无法被关停的去中心化野草。

中文

🚨 98% OF PEOPLE WILL LOSE EVERYTHING NEXT WEEK!!
Tomorrow, the US stock market will reopen for the first time since the government shutdown began.
→ Gold is dumping
→ Silver is dumping
→ Stocks are dumping
→ US Dollar is collapsing
This is what systemic failure looks like:
Last time we saw conditions like this, the market dumped 60%.
BIG MONEY IS DUMPING ASSETS.
They’re not “taking profits.”
They’re raising cash because something is breaking.
The dollar is melting down in real time.
The bond market just called the Treasury’s bluff.
No one believes the U.S. can repay $40 TRILLION in real terms anymore.
For 40 years, Treasuries were considered “risk-free.”
Now?
THEY ARE THE RISK.
Capital is fleeing debt, forcing a brutal repricing of the entire system.
And with the government literally shut down, confidence is evaporating fast.
Tomorrow’s market open isn’t a return to normal.
It’s a stress test.
Here’s the real playbook unfolding:
→ Sell bonds
→ Yields spike
→ Fed gets cornered
→ Panic printing begins (Yield Curve Control)
That printing doesn’t save us.
It destroys purchasing power.
What comes next is unavoidable.
We’re entering a real collapse.
Everything rises in nominal terms.
But you get poorer.
You pay taxes on “gains” that don’t buy anything.
Real estate explodes on paper.
Mortgages become impossible.
Liquidity vanishes.
Once the psychology flips, money velocity goes vertical.
Paychecks get dumped instantly into anything real.
Especially metals, after the forced selling ends.
YOU HAVE TO WATCH THE FLOWS.
The Gold/Silver ratio has already collapsed.
Is this the end of the financial system as we know it?
YES. WITHOUT QUESTION.
But you’ll be told we’re all getting rich…
When in reality, we’re getting poorer.
I’ve spent over a decade trading and publicly calling major tops and bottoms.
When I make my next move, I’ll post it here.
Follow and turn on notifications today or become exit liquidity tomorrow.
A lot of people are going to wish they paid attention sooner.

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🚨 WARNING: SOMETHING BIG IS COMING!!!
Look at this before Feb 2, when U.S. markets open.
I warned YOU..
2007-2009 HOUSING COLLAPSE:
Gold dumped $1030 - $700
2019-2021 COVID-19:
Gold dumped $2,070 - $1,630
2025-2026 NOTHING (YET):
Gold dumped $5,500 - $4,800
If you still think nothing will happen
YOU'RE WRONG.
Gold doesn't move like this in a normal market.
Gold moves like this when TRUST is breaking.
I've studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I'll post the warning BEFORE it hits the headlines.

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