Sam @ Honeyflow 🦉🥀

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Sam @ Honeyflow 🦉🥀

Sam @ Honeyflow 🦉🥀

@ThatGuyAstro

L/S Equities & Derivatives | FinTech Engineer & Founder

Paradise City, FL Katılım Ocak 2012
4.2K Takip Edilen40.6K Takipçiler
Sam @ Honeyflow 🦉🥀
Sam @ Honeyflow 🦉🥀@ThatGuyAstro·
yes and no... we're in an enterprise-fueled feverdream rn where retail pricing is postured unsustainably... the whole sector is leaning on a cap cycle that cant sustain at its current velocity longterm. eventually the pendulum swings and tiers get trimmed and the avg joe vibe coding a crypto trading bot in typescript w/ a $200 max plan eats it. real canary is whether inference costs fall faster than capital pulling back
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Matthew Schrager
Matthew Schrager@MatthewSchrager·
@citrini Isn't this contradicted by the data point that Anthropic is on track to post a profit? That could only be true if their margins on inference are pretty healthy, right? Training costs are a different animal of course.
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TraderPrad
TraderPrad@traderprad·
You have to think about it the other way around mate. Thousands of traders signing up to store their data on here for free is free data for them to use and train models and get other insightful information to future use for their own gain. Institutions pay millions for this type of data. But when you can mask it with a free product for the people who can basically make this same thing in google sheets they fall for the tricks and sign up. You can make this same product for free in cursor without even paying for the app and keep your data private. Or let people use it on "Free" apps.
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Nick
Nick@Rags2Tendies·
i built a trading journal with Claude. not a todo app. not a chatbot. a real, shipped, production app. live at journal.tradewithinsight.com - free. (in beta) here's what's inside: → csv import for 15 brokers (IBKR, Tastytrade, Tradovate, TopStep, NinjaTrader…) → trade calendar with P&L heatmap → full trade logging → analytics across every setup, emotion, and mistake → public profiles + shareable trade cards → a real leaderboard system w/ ranks → risk guardrails (max loss, max trades, streak limits) → auth, avatars, seasons, share cards → fully rebranded top to bottom no team. no funding. no bootcamp. just me and Claude, night after night. every trader needs one. most will never use one. the ones who do rarely talk about it. now they have somewhere to go. (in beta) journal.tradewithinsight.com - free forever. either you review your trades, or your trades review you.
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Sam @ Honeyflow 🦉🥀
Sam @ Honeyflow 🦉🥀@ThatGuyAstro·
Start looking into skills if you haven't already. Very small footprint on your overall context windows and are the key to consistency of your workflow's output and behaviors. -- I've been creating many of my own for things that are idiosyncratic to my development style and what my projects call for. But they are flexible and malleable enough that I have another suite of skills that I made that could plug-and-play into almost any stack and project. iirc Cursor natively supports skills now and have for a little while now, but Claude Code and Codex are where I see them being the most prolific and have huge ecosystems made by other developers. Biggest pain in the ass is having that one agent conversation where things are seamlessly being converted from all of the madness and creativity in your head, to then being tangible, clickable, actionable... REAL things on your screen... like it was a literal fuckin' dream where you just thought of something, and then BOOM you have your mental image now in the physical, tangible world. That being said: unfortunately agents and context-windows are inherently transitory (lol) both in their behavior and their outputs. The way you anchor them is by incorporating other systems/infra that enable YOU, and by extension, your agents, to consistently and reliably re-create the formula to that magical context-window and/or assembly line of context-window items to tangible deliverables. Skills are what finally did it for me. MCPs are great for post-delivery and tooling. But what the hell was delivered and what the fuck are you using tools on when you don't get what you're trying to create? My tirade and digressions aside: skills are great. If you get a moment, dig into them. Claude has excellent user-docs and material on how to create and optimize skills... with Codex/OpenAI just barely behind. Then after that it's about removing the ephemeralness of context-windows and agent memory/recall-continuity. I'm fortunate enough right now to be able to use around 5-10 max subscriptions across a handful (Claude/Codex being 2) platforms... the tax you incur both mentally and productively from swapping between models and trying to homogenize their contexts across different agents, and agent-providers, is almost always a losing battle. The only legitimate solution I've found is creating my own pipeline that "flattens" agent behaviors and contexts to a universal format that can be communicated between agents and agent providers... to wrap this up with a bow: a lot of this (~75%) is from custom skills that I've created. Claude + Codex are the wombo combo right now for me and my company's dev-pipeline and feature catalog. -- I still have an Antigravity and Cursor subscription in place for when I need to use an eccentric model or implement a feature that requires an edge-case solution that isn't a strongsuit of the aforementioned. "Too many chefs in the kitchen." is a real thing... you can delegate as many agents and compute as you want to a single thing... but that doesn't mean it's going to get done. What I've come to realize is each agent/AI-provider (Claude; Opus -> OpenAI; GPT 5.4) is like their own chef, and these fucking chefs all have different cuisines that they are cooking... different backgrounds. It's not just too many chefs in the kitchen... it's now a fucking culinary (context) nightmare where ones rolling sushi, while the other is trying to make a fucking ham 'n cheese. In theory both can cook/conjure what the other is, but you immediately notice the inconsistencies and the frictions of making them work together. Claude is great for overall awareness and creativity... good context-variety and acquisition. But it's output always has a quirk to it that only an assembly of parallel GPT 5.4 agents can scout out and fix. -- Codex still kinda sucks ass at premium, unique design/UI/UX. Claude comes in and saves the day via a design skill that you came up with or installed from GitHub. -- Then you gotta make sure that assembly of UI and user-facing controls/features WORK, and that the endpoints being called aren't buggy, or just even work. Long story long... binge AI/agentic-coding YouTubers w/ <= 20,000 subs... everyone else is primarily shit and clickbait.
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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
On AI agents. Not sure people realize the most powerful AI tool right now is AI agent tools. Both on Cursor and Claude. The Cursor side I use for coding which links up to supabase, github, redis, railway, notion and more to truly understand a project and its full scope, it can truly build, test by clicking on the website and more. The Claude side I use for big scope plans, it will go through each point, subpoint, research form 1000 sources, consolidate its findings, check again, do the research from multiple angles and more. It has full access to my knowledge bank, my last year of investing and understands who I am and where I want to go. The work product of both is exponentially better than coding or working through it step by step. Its like 10x deeper. The future is one where all your knowledge, personality and alike is embedded in the answers and work product you get. From there little tasks are delegated to the best AI model. Want to discuss and plan more around a speficic point, use Opus... Want to have a high level CTO go over it use Codex 5.3.. Want someone that can have the vision and execution, pay up for GPT 5.4 Want a more mid level Engineer or assistant to round off or do soft research, use Composer 2 or Kimi 2.5 Every tasks is being delegated to the right worker, all working together towards a bigger goal.
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M. Yahia
M. Yahia@maddada·
@kr0der Multiple agents working on bullsh all using high /fast is what I'm doing
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Anthony Kroeger
Anthony Kroeger@kr0der·
i tried using GPT 5.4 Medium for a day instead of High and it felt pretty similar to be honest i'd rather Medium + fast, over High + slow mode are you dropping fast mode to keep higher thinking levels or vice versa? 👀
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Tibo
Tibo@thsottiaux·
@jxnlco If you keep complaining I’ll add Jason the 2nd
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Luke Heeney
Luke Heeney@heeney_luke·
did codex just change their 5 hour limits? I am suddenly burning through it in an hour after never coming close before. Gah, usage limits are why I use it over Claude!
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Sam @ Honeyflow 🦉🥀 retweetledi
Rothmus 🏴
Rothmus 🏴@Rothmus·
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Guns N' Roses
Guns N' Roses@gunsnroses·
Happy F’N’ birthday, to the iconic Axl Rose! Let’s hear you!
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Sam @ Honeyflow 🦉🥀
Sam @ Honeyflow 🦉🥀@ThatGuyAstro·
eagerly awaiting sonnet 5 by writing a script that checks the current claude code version every 30 seconds in the event it is != to 2.1.29, my phone will be eviscerated by 12 concurrent twilio api calls via sms/phone-call transcribed via elevenlabs tts
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