barely3am

Known AI agents are becoming trusted traffic. The first defender move is finding claims without proof.

I built something similar last year. Native graphs are a huge unlock for this type of thing, especially if you start early on with them. Traversing that many markdown files can get pretty rough as you scale… and mistakes happen. Hate to see such good potential go sideways on you. (I think my 13, mostly Russian bot followers would agree 😎)

@barely3am Ok 13 followers dude

@barely3am Neo4j not needed at this scale

TAIWAN'S MARKET CAP RISES TO $4.95 TRILLION TO OVERTAKE INDIA

🚨 THIS IS NOT LOOKING GOOD SpaceX, OpenAI, and Anthropic will go public at the same time. That will force the market to absorb $200 BILLION of new supply. When that happens, funds don't find new money out of thin air. They sell what has already gone up. NVIDIA, SK HYNIX, Micron, INTEL: those are the bags that will get cut first. And if the leaders dump, the S&P 500 dumps with them. We saw the same pattern after COVID. Hype IPOs flooded the market --> liquidity got tighter --> air came out fast This time, the AI bottleneck trade looks even more crowded. Watch the upcoming IPOs closely. That's where you may first see what the market is forced to sell.

Graph databases (and their algos) are an unlock..

I’m done. Bring the meteor.

@garrytan Neptune. Neo4J….

GBrain just got a big update: graph generation is now much more automated and powerful My knowledge wiki is now pushing 300k markdown files across multiple federated company brains

@GaryMarcus Ha- They might be the only thing keeping some ETFs afloat.. Buy companies you understand and like… then it’s a non issue.

time to get out of index funds? they will soon be saddled with the IPOs of three giant companies that barely make a profit (or don’t make profits at all). I don’t personally want to be part of that. (this is not however investment advice, just a question that i am raising for myself, thinking out loud.)

@THErealDVORAK Can’t wait for all the “inside the drawer” pics…

The official No Agenda Podcast Instagram just launched. Please subscribe as it will repost all newsletters and shows and other news. instagram.com/noagendapodcas…

VIX regimes don’t usually send a calendar invite. My latest volatility work says once a VIX regime has already lasted 31 trading days, the odds of a shift start climbing fast: 5 trading days: 25% 10 trading days: 37.5% 20 trading days: 66.7% 30 trading days: 87.5% Get a helmet.

Andrew is right... it's not IF it's when. Learn to protect your portfolio with Tail Risk hedges... only @growyourpile @Tony_BATtista

@RohOnChain backtesting... predicts... the past. (write that down)

@ImposeCost Thank you for your service.

Remembering the fallen.

VIX regimes don’t usually send a calendar invite. My latest volatility work says once a VIX regime has already lasted 31 trading days, the odds of a shift start climbing fast: 5 trading days: 25% 10 trading days: 37.5% 20 trading days: 66.7% 30 trading days: 87.5% That doesn’t mean “crash tomorrow.” It means the tape is getting older, and old regimes deserve less blind trust. A lot of new traders using AI are learning this the hard way. Not because they’re dumb. Because they’re backtesting against the wrong kind of data. Clean data. Friendly data. Survivor-biased data. No slippage. No overnight gaps. No oil shock. No liquidity vacuum. No emotional drawdown where your “edge” suddenly feels like a personal attack. The model says: “works.” Their stomach says: “close it.” I get it. We’ve all been there. Risk tolerance isn’t built by prompting AI. It’s built by sizing small enough to stay rational when the market stops acting polite. And with oil supply likely staying tight for a while, volatility risk is not dead. Inflation shocks, headline gaps, and regime changes are still very much on the board. My read: don’t be scared. Be funded. Be hedged. Be honest about your pain threshold. The next regime won’t ask permission.

🚨 Watch the brand new episode of the Live Free Podcast, "What Christians DON’T Understand About DEMONS & Spiritual Warfare (ft @JPokluda)," here 👇 youtube.com/watch?v=2YWih4…

The evidence bar got rude. Iran-linked noise is not the same as a yes. 29% forecast. Novel + material + attributed is the hard part. Attribution is not a vibes-based control. Read: blog.alphahunt.io/forecast-iran-… #CTI #ThreatIntel

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding? A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating. AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases. We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy. Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

@RomanGweb3 @karpathy @shreyansj Flat orgs are a self correcting problem. Little by little, then all at once.

@karpathy @shreyansj the 'clean' part is everyone still knowing who's actually deep in what without needing the title to tell them. that's the thing that breaks first as you scale, not the title itself

Anthropic did not seriously make Karpathy "Member of Technical Staff"

@ImposeCost @andreTRwi I get it- I trade so I can build/write. It takes discipline (and time). SGOV (or tbil, etc) is the happy medium if margin isn’t of your day to day concern..

@barely3am @andreTRwi It makes perfect sense, but I haven't taken the hour to do it yet. 😂

What is your emergency fund strategy? Mine is keeping current months expenses with a small cushion in checking, keeping the next months expenses in a high yield savings account, and keeping the rest in $SGOV.

@ImposeCost @andreTRwi You’re just buying short term notes a few weeks (or months) out, and staggering them. That way you always have some free liquidity coming online every few weeks (or months) that you can make choices with as things change.

@andreTRwi Nice! I haven't gone as advanced as using ladders yet.