
Dave Caplan
900 posts


Most frustrating thing I’ve seen today: @intercom website has no login button nor does it even have its own support widget or link to a support page. Maybe I missed it though
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Accidentally went viral (300k views) with this comment about how someone is using agentic AI to intentionally panic boomers with fake 70% off lowball offers on Zillow. The comments reveal the darkness of our times. Lack of care and empathy. X is our shadow speaking.
Peter Corbett@corbett3000
@danielgothits This is "fun" but a perfect example of an unethical use of this technology. My parents have a house on the market. I know that if they received this they would be deeply stressed. Ask yourself why you're causing harm at scale and what the implications are for you and humanity.
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@davc I’ve been using this new thing called Claude Code. It’s pretty neat! Might be a good glimpse into the future of coding.
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I’ve looked inside a few engineering orgs recently. Mostly teams inside traditionally non-technical companies.
What shocked me wasn’t bad code. The code was just fine. Tests fine. CI/CD also just fine.
It was how little structured AI leverage there was.
Everyone dabbling.
No system.
No multiplier.
There reason is obvious and not at all what you might think.
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@andrewchen Feels oddly optimistic to think the former will still exist in 10 years
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@gregpr07 You can’t post a photo of yourself holding the EC2 instance in your hand.
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I don’t get it, what is the benefit of this over EC2 instance on AWS?
Alex Finn@AlexFinn
Just hired my first employee today. The best part is he works 24/7/365. Welcome Clawd.
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The other day Claude casually did something that should make a lot of companies uncomfortable.
I had it reverse-engineer my Coag-Sense INR (blood thinner testing) medical device's Bluetooth + network protocols, then build three working apps on top (web, Electron, React Native) just for kicks.
This would've been a months-long project not long ago, and it took me about an hour. There's probably some money to be made here, but whatever... here's the code (use at your own risk!):
github.com/davecap/coag-s…
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@iancassel What’s the best way to figure out how good the management team is? Past success? LinkedIn profiles? Knowing someone who knows someone?
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All great companies started as small companies. The smaller the company the more important the CEO, founder, management becomes. The smaller the company the more hats the CEO is forced to wear which amplifies his or her impact on the business. Bad decisions can destroy a small company. Great decisions have a compounding effect on a small company. If you don’t believe that founders and management are important to small companies like microcaps, just wait a little longer. You will.
The MOAT of any small business is the management.
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@helderbuilds By the way it definitely understands some market nuance like option trading volume, open interest and other stats. Helps to quickly gather thoughts using real time data, at the very least.
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@davc Vibe coding for investing agents is niche af. Options wheel cycles + ranking upcoming events - are you finding the AI actually understands market nuance or is it mostly pattern matching that breaks in weird market conditions?
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Who else is vibe coding AI tools for investing? So far I’ve built agents to manage options wheel cycles, rank upcoming biotech catalysts, propose debit spreads and lotto calls for biotechs, and a bunch of other things. Best so far has been the wheel agent but you don’t really need AI for that. Everything else is still as unpredictable as you’d expect.
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