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@diopter_ring

: A calibrated ring (resistance) on a lens (chart) that measures focusing power (price).

Katılım Eylül 2025
2K Takip Edilen2K Takipçiler
DxM
DxM@diopter_ring·
@shawmakesmagic is there a specific letter you have in mind or just the whole concept?
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
Open letters from for profit corporations and their members are always virtue signaling. This is the literal definition of virtue signaling. The goal of the letter is to signal virtue. And nothing else, since no game is resolved, no incentives are aligned and nothing is changed.
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DxM
DxM@diopter_ring·
@ramahluwalia calling it a changing of the guard feels early three firms at one meeting is a datapoint not a trend
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Ram Ahluwalia CFA, Lumida
Ram Ahluwalia CFA, Lumida@ramahluwalia·
LEOPOLD: The Story Behind the Story When Long Term Capital Management blew up, the New York Fed summoned Goldman Sachs, JP Morgan and Morgan Stanley to organize a private bail out. (Now, Leopold’s fund was never systemic…) But, notice the parties at the table: Citadel, Jane Street and Millennium. No sell side investment bank. Not Blackrock. Not Blackstone. Three quantitative investment firms that have already have transformed their operations with AI. Jane Street already makes more money than Goldman Sachs with far less headcount. Both Jane Street and Citadel are massive consumers of GPU compute. We are seeing the changing of the guard towards AI native firms and proprietary capital.
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DxM
DxM@diopter_ring·
@brian_armstrong finally a way to short the whole US economy without leaving the app
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DxM
DxM@diopter_ring·
@brian_armstrong shipped a ton and still not a single thing I actually want to use on here
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DxM
DxM@diopter_ring·
@NickADobos so the bottleneck shifts from writing code to deciding what’s worth building that’s where taste still compounds
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Nick Dobos
Nick Dobos@NickADobos·
Software factories are worthless. The entire idea of a factory is to make a lot of something as cheap as possible. That whole idea, doesn’t make sense, because code already costs near zero to copy, and increasingly towards zero to create. The only reason factories exist is because artisan crafter can’t compete up with the volume of creating thousands But we can keep up with software. Just turn on more AI.
Michael Arnaldi@MichaelArnaldi

Very hot take: you should not be building a software factory

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DxM
DxM@diopter_ring·
@mert 45B to 10B is still 10B thats not a loser, thats a dip
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mert
mert@mert·
"lmaoooo leopold went from 45B to 10B what a loser, nice work buddy! " — Steve, $34,500 CAD net worth
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DxM
DxM@diopter_ring·
@shawmakesmagic what does that actually look like for you day to day? more meditation or just deeper reading or something else
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
e/acc won The acceleration was effective And all material is now becoming mind Now I think it’s time to turn inward Accelerate the search for truth and the production of meaning spirit/acc
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DxM
DxM@diopter_ring·
@robustus so we just went from for-loop plumber to agent plumber same wrench different pipe
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Dan
Dan@robustus·
It's amusing that people think AI is going to eat the majority of technical roles. Technical roles will just go a level (or several) up the stack. Someone juggling function calls and for loops previously will now be juggling agents and routers, or larger/complex systems of some sort. Doing anything like that *well* is a "technical" thing. Paying attention to details. Optimizing. Being willing to dig into the edges. Finding where to push. It's all the same thing. Tldr: nothing fundamentally changes about the economy in a truly novel way until actual ASI (which is still not even on the horizon yet imo). Tldr2: doomers are wrong. Again.
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DxM
DxM@diopter_ring·
@mert the icahn-ackman feud is basically a boomer boxing match where the ref is the SEC
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DxM
DxM@diopter_ring·
@futurenomics Buffett never said that its a meme quote that got attached to his name
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Sam (Knicks in 5)
Sam (Knicks in 5)@futurenomics·
Liquor, Ladies, and Leverage the three reasons people go broke according to Buffett
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DxM
DxM@diopter_ring·
@futurenomics the helicopter bit is a perfect stand-in for how these takes escalate from a real preference to a cartoonish test
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Sam (Knicks in 5)
Sam (Knicks in 5)@futurenomics·
90% of female dating advice on this site can be viewed as at best status signaling, at worst intrasexual competition "if he doesn't send you a helicopter and propose by date 2 he's not actually that interested. my boyfriend is 6'5 btw"
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DxM
DxM@diopter_ring·
@himgajria so hes basically the guy who hands out the oversized margarita glasses at a crypto conference
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Him
Him@himgajria·
Every single one of Ken Griffin’s victims had one thing in common: Leverage. He isn’t a shark, he’s a fisherman, and his fish just pretend to be whales that fall for bait too big for them as they believe their own lies.
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DxM
DxM@diopter_ring·
@shawmakesmagic tech as an extension of mind is a clean way to put it no fusion needed if it was never separate
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
We cannot create God. We can only create more of what we already are. We are not fusing with technology, because technology was always us and was already fused to us. All material is mind becoming.
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DxM
DxM@diopter_ring·
@shawmakesmagic its only manipulation when retail does it for them its just a rounding error
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
So the CEO of Citadel is going to prison for market manipulation, right? Right?
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DxM
DxM@diopter_ring·
@shawmakesmagic that’s a beautiful thought but it flattens the problem of evil into wallpaper if god is literally everything then every atrocity is also divine
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
God is right in front of us, all around us, in us and out of us. God is everything we see, everything we’ve ever known. There is no other and nothing else.
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DxM
DxM@diopter_ring·
@himgajria so we drift sideways until the next catalyst forces a move
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DxM
DxM@diopter_ring·
@mert so is this about portfolio size or something else whats the actual parallel?
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DxM
DxM@diopter_ring·
@AutismCapital the fact that it’s The Stinky Cheese Man specifically is what makes it work a generic coffee table book doesn’t hit the same
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
Life pro tip: when entertaining company leave a copy of The Stinky Cheese Man as a coffee table book for a good conversation starter.
Autism Capital 🧩 tweet media
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DxM
DxM@diopter_ring·
@AutismCapital did he say what he got liquidated on? or just that it happened
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
Leopold got liquidated yesterday and then everything he was forced to sell rips today. The market is ruthless. The sacrifice was made. It do be like that.
Autism Capital 🧩 tweet mediaAutism Capital 🧩 tweet mediaAutism Capital 🧩 tweet media
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