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Check out our blog post on the genesis of Jarvis: thejarvis.xyz/blog/genesis
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Initial J
1.7K posts
Initial J
@agentprompt
CEO @JarvisCryptoAI — coding · prompting · shipping · marketing
Global Nomad Katılım Mart 2012
2.4K Takip Edilen376 Takipçiler
Initial J retweetledi
best read paired with the LeWorldModel paper. don’t ask me why 🙂
Hang Zhao@zhaohang0124
Our recent findings on World Action Models (WAMs): the core advantage of WAMs is not test-time “imagination” of futures, but the training-time supervision from future video prediction. We propose Fast-WAM, which makes inference simple, fast, and policy-centric.
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GPT-5.4 is here.
Native computer-use capabilities.
Up to 1M tokens of context in Codex and the API.
Best-in-class agentic coding for complex tasks.
Scalable tool search across larger ecosystems.
More efficient reasoning for long, tool-heavy workflows.
openai.com/index/introduc…
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Uber CEO Dara Khosrowshahi believes we are approaching a "Flip Point" where the ROI (Return on Investment) of a human salary will be lower than the ROI of an AI agent.
IMO, this will apply to any and all intellectual jobs.
Rohan Paul@rohanpaul_ai
Most people are not ready for what’s coming in their jobs and careers. Jack Dorsey, the co-founders of Twitter and CEO of Block just fired half of his employees (4000) from Block, because AI has made their roles redundant. Says the business is actually doing great, but new AI coding tools allow single engineers to do the work of entire teams. Block can operate much faster with a significantly smaller group of highly talented engineers. Fired workers will receive 20 weeks of base salary alongside 6 months of healthcare coverage. Block expects to spend up to $500mn in restructuring costs, but Wall Street loved the move and sent their stock price up by 24%. A permanent industry shift has started, where software companies will simply refuse to hire large human teams for tasks that algorithms can execute instantly.
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Backtesting got cooked!
You can now backtest everything from simple buy and hold ideas to complex trend following systems, dynamic asset allocation models, and intraday price action strategies, without writing a single line of strategy code.
Powered by OpenAlgo + VectorBT, this setup lets you:
Build and test strategies using natural language
Backtest intraday strategies such as scalping, momentum, opening range, and VWAP
Test End of Candle confirmation versus Touch of Level execution logic
Create benchmarks and compare multiple allocations
Evaluate performance across CAGR, Sharpe, Sortino, drawdowns, and more
Rapidly iterate on ideas like equity rotation, trend filters, and portfolio rebalancing
All market data is served via OpenAlgo.
Just load the skill into your favorite AI coding environment:
Cursor
Windsurf
Antigravity
Claude Code
OpenCode
Codex
Then start talking to your backtesting engine and build strategies interactively.
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This is gold
Martin@martkiro
I just published a data dump of full order book data from @Polymarket The data is maximally granular. There is no filtering whatsoever. Every order book change and trade is saved. Across all markets Updates are hourly. Each snapshot contains ~30M rows. Snapshots are downloaded as parquet files. Each file is approx. 500MB-1GB large. The data dump is already 2B+ rows large and growing fast. But this is just part 1/3. Coming soon is a much bigger dump that also includes @Kalshi / @opinionlabsxyz / @trylimitless etc I started collecting this data because I noticed I couldn't get it from Dome API. Their historical order book data was filtered limiting its usefulness. Also now with the acquisition there's a lot of uncertainty about whether they will continue operating
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Wow
Citron Research@CitronResearch
Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…
QST
Initial J retweetledi
Citron is Short $SNDK — They Don't Ring a Bell at the Top
We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.
While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower.
Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.
The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity.
We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak.
Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line.
That bottleneck has an expiration date.
With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call.
Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…
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It does sound probable
Citrini@Citrini7
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic
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Initial J retweetledi
Hyper Financial Engineering
G@smartestxyz
I have been a Hyperliquid User since December 2023 and I’ve always wanted to give something back to the team and especially @chameleon_jeff. He built something so incredible and exciting that I’ll be telling my grandkids about it! Here is my 59-page research paper about Hyperliquid and why it will become 'The Blockchain to House all Finance'. Since the file is too large to upload directly, I’m sharing the Google Drive link. The attached images show the Table of Contents. big thank you to @HyperliquidX and @chameleon_jeff also thanks to @mlmabc for his insane fast research! (drive.google.com/file/d/18keiHv…)
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Initial J retweetledi
I have been a Hyperliquid User since December 2023 and I’ve always wanted to give something back to the team and especially @chameleon_jeff. He built something so incredible and exciting that I’ll be telling my grandkids about it!
Here is my 59-page research paper about Hyperliquid and why it will become 'The Blockchain to House all Finance'. Since the file is too large to upload directly, I’m sharing the Google Drive link. The attached images show the Table of Contents.
big thank you to @HyperliquidX and @chameleon_jeff
also thanks to @mlmabc for his insane fast research!
(drive.google.com/file/d/18keiHv…)
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Claude code author talking abt how to use Claude code!!!
Boris Cherny@bcherny
I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit. My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to use Claude Code: we intentionally build it in a way that you can use it, customize it, and hack it however you like. Each person on the Claude Code team uses it very differently. So, here goes.
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Initial J retweetledi
BREAKING 🚨: Manus AI got acquired by Meta.
“We’re excited about what the future holds with Meta and Manus working together and we will continue to iterate the product and serve users that have defined Manus from the beginning.”
Manus@ManusAI
Manus is entering the next chapter: we’re joining forces with Meta to take general agents to the next level. Full story on our blog: manus.im/blog/manus-joi…
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Initial J retweetledi
When I created Claude Code as a side project back in September 2024, I had no idea it would grow to be what it is today. It is humbling to see how Claude Code has become a core dev tool for so many engineers, how enthusiastic the community is, and how people are using it for all sorts of things from coding, to devops, to research, to non-technical use cases. This technology is alien and magical, and it makes it so much easier for people to build and create. Increasingly, code is no longer the bottleneck.
A year ago, Claude struggled to generate bash commands without escaping issues. It worked for seconds or minutes at a time. We saw early signs that it may become broadly useful for coding one day.
Fast forward to today. In the last thirty days, I landed 259 PRs -- 497 commits, 40k lines added, 38k lines removed. Every single line was written by Claude Code + Opus 4.5. Claude consistently runs for minutes, hours, and days at a time (using Stop hooks). Software engineering is changing, and we are entering a new period in coding history. And we're still just getting started..
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