Edward

1.3K posts

Edward

Edward

@edwardjjiang

Katılım Mayıs 2022
212 Takip Edilen428 Takipçiler
Edward
Edward@edwardjjiang·
@zephyr_z9 Also amended the constitution for a reign of 3500 years known as the golden path, 😂
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维克牛
维克牛@19900401·
@ewind_dev 呃。pc不支持。我mba 和 两台PC只能隔海相望
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Yifeng Wang
Yifeng Wang@ewind_dev·
我是傻逼 🤡 我居然一直没用 tailscale ssh,只要一次性 sudo tailscale set --ssh 开通后,其他所有机器不用人工配私钥和 ssh config,直接 ssh user@device 就能让本地 claude 进去狠狠造了 接下来就是串流看 computer-use / browser-use 了!
Yifeng Wang@ewind_dev

有类似需求,这两天在看 WeWork,发现灵活工位没法放显示器和 Mac mini…… 我想把 Mac mini 和主力 MBP 都放家里部署,这样在外带个 Air 甚至 Neo 就能连上干活。但即便有 tailscale,多台设备上的 claude 状态和各种环境配置也是各自散落割裂的。 也许 home lab 需要个局域网里的中心节点?

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Edward
Edward@edwardjjiang·
@ShanghaoJin Andrej Karpathy 说他现在只想提高token使用的throughput。说能退回去的大概率是skill issue
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Herman Jin
Herman Jin@ShanghaoJin·
质疑半导体的,应该想想自己还能退回20USD的plan吗?
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Paul Cerro
Paul Cerro@paulcerro·
Need help from the Twitter crowd. Not following enough investors and getting fed BS in my algo because of it Can you tag accounts that you believe add value? - General Research - Single Names - Etc Need to boost my feed of other people's takes
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Andrej Karpathy
Andrej Karpathy@karpathy·
Use epub not PDF, convert epub to txt/md, summarize the wikipedia article into "book context", with it in context summarize one chapter at a time, etc. I mean basically imo for good results you have to "work it" in chunks and shouldn't expect that just attaching a pdf and asking summarize will give good results. When I do it in stages and slower I can get very good results, indispensable.
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Liminal Warmth ❤️‍🔥
Liminal Warmth ❤️‍🔥@liminal_warmth·
This is cool, but it still doesn't work quite as well as I would like for full PDFs of books yet. I was trying to do this for some non-fiction research at one point, and getting consistently good book summaries was difficult. I think this was even in the last six months.
Andrej Karpathy@karpathy

LLM Knowledge Bases Something I'm finding very useful recently: using LLMs to build personal knowledge bases for various topics of research interest. In this way, a large fraction of my recent token throughput is going less into manipulating code, and more into manipulating knowledge (stored as markdown and images). The latest LLMs are quite good at it. So: Data ingest: I index source documents (articles, papers, repos, datasets, images, etc.) into a raw/ directory, then I use an LLM to incrementally "compile" a wiki, which is just a collection of .md files in a directory structure. The wiki includes summaries of all the data in raw/, backlinks, and then it categorizes data into concepts, writes articles for them, and links them all. To convert web articles into .md files I like to use the Obsidian Web Clipper extension, and then I also use a hotkey to download all the related images to local so that my LLM can easily reference them. IDE: I use Obsidian as the IDE "frontend" where I can view the raw data, the the compiled wiki, and the derived visualizations. Important to note that the LLM writes and maintains all of the data of the wiki, I rarely touch it directly. I've played with a few Obsidian plugins to render and view data in other ways (e.g. Marp for slides). Q&A: Where things get interesting is that once your wiki is big enough (e.g. mine on some recent research is ~100 articles and ~400K words), you can ask your LLM agent all kinds of complex questions against the wiki, and it will go off, research the answers, etc. I thought I had to reach for fancy RAG, but the LLM has been pretty good about auto-maintaining index files and brief summaries of all the documents and it reads all the important related data fairly easily at this ~small scale. Output: Instead of getting answers in text/terminal, I like to have it render markdown files for me, or slide shows (Marp format), or matplotlib images, all of which I then view again in Obsidian. You can imagine many other visual output formats depending on the query. Often, I end up "filing" the outputs back into the wiki to enhance it for further queries. So my own explorations and queries always "add up" in the knowledge base. Linting: I've run some LLM "health checks" over the wiki to e.g. find inconsistent data, impute missing data (with web searchers), find interesting connections for new article candidates, etc., to incrementally clean up the wiki and enhance its overall data integrity. The LLMs are quite good at suggesting further questions to ask and look into. Extra tools: I find myself developing additional tools to process the data, e.g. I vibe coded a small and naive search engine over the wiki, which I both use directly (in a web ui), but more often I want to hand it off to an LLM via CLI as a tool for larger queries. Further explorations: As the repo grows, the natural desire is to also think about synthetic data generation + finetuning to have your LLM "know" the data in its weights instead of just context windows. TLDR: raw data from a given number of sources is collected, then compiled by an LLM into a .md wiki, then operated on by various CLIs by the LLM to do Q&A and to incrementally enhance the wiki, and all of it viewable in Obsidian. You rarely ever write or edit the wiki manually, it's the domain of the LLM. I think there is room here for an incredible new product instead of a hacky collection of scripts.

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Citrini
Citrini@citrini·
@SingularityRes Oh no the whole time I was warning about AI taking jobs, the AI was taking my job!
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Singularity Research
Singularity Research@SingularityRes·
Claude can be used to reconstruct create citrini article. MY CURRENT PROMPT: ''' You are a financial analyst and writer who specializes in thematic equity investing. I'm going to give you the free/preview section of a Citrini Research article. Your job is to expand it into a full, long-form Substack post that: 1) Matches Citrini's exact style:Opens with a macro thesis or callback to prior research, establishing credibility 2) Uses vivid, grounded metaphors to explain complex infrastructure concepts (e.g. cities, roads, logistics) Moves from framework → categories → specific named equities with tickers 3) For each company: explains the specific agentic angle, names relevant products, cites recent earnings/management quotes where plausible, and explains why the moat is hard to replicate 4) Mixes high-conviction language ("this is happening now") with intellectual honesty ("it's early", "the risk is...") 5) Uses short punchy paragraphs, bolded section headers, and occasional dry humor 6) Ends with a summary basket or watchlist framing Structure to follow: 1) Introduction — restate the macro thesis, why now 2) Framework — name and define the categories of winners (2-3) 3) Deep dives — for each category, 3-5 companies with ticker, agentic angle, moat, and risk 4) Conclusion — conviction summary, what to watch Important rules:Do not invent specific financial figures. Where data would appear, write plausible directional language ("revenue accelerating", "margins expanding") or flag [INSERT DATA]. Keep tickers in bold or parenthetical format like (AKAM US) Match the author's voice: confident, lateral-thinking, never hype-bro, always "what's the trade?" Here is the free section of the article: [PASTE ARTICLE HERE] Now write the full version. ''' I'm continuing to improve the prompts and hopefully it can be used to create thematic articles on any topics
Singularity Research tweet media
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Edward
Edward@edwardjjiang·
@Tyler_Neville_ Get the AI boys to start playing gold so they can converge.
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Tyler Neville
Tyler Neville@Tyler_Neville_·
This is a wild chart on Golf vs. Data Centers. Bottom line- people like golfers more than tech bros trying to centralize the world in AI dystopia 😂
Tyler Neville tweet media
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Herman Jin
Herman Jin@ShanghaoJin·
所有人一旦用了token只会增加不会减少 跟吸毒差不多
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Herman Jin
Herman Jin@ShanghaoJin·
早就是Max plan了,能不能不要天天这样对待我
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Herman Jin
Herman Jin@ShanghaoJin·
就好像玩星际2,一个编队Immortal被爆zergling吊打
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Herman Jin
Herman Jin@ShanghaoJin·
确实如此~~美军长期作战思维是数量质量双优势碾压 如果换在台海他们会遇上一个月生产100万台无人机、1万枚超音速导弹的对手。那些Thaad都不够看 理解Andrill创始人Luckey说的了吗? 美国目前的军事生产力和工业基础,已让美军无法用熟悉的“双压制”应对高强度的大国冲突了
杰克船长宏观策略@macrotradecn

美伊以战争打了12天,PLA至少确定了这四件事: 一,老美还没有掌屋高效反制无人机的技术; 二,老美还无法高效拦截高超音速武器; 三,拖的稍微长一点全世界就受不了; 四,不管打的好不好,老美都有办法自己给自己下台。

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Balder
Balder@Balder13946731·
OpenAI指控Deepseek利用蒸馏技术窃取其技术。就是说他认为Deepseek利用OpenAI的接口,生产问题答案数据集,然后来训练一个小的模型。 Deepdeek即将发布V4和R2。我认为他是无稽之谈,不过大模型公司之间互相采样一些数据,应该都是有做的。
NIK@ns123abc

🚨 BREAKING: OpenAI just WARNED US lawmakers that DeepSeek is using distillation to “free-ride on capabilities developed by OpenAI” >“this is part of the CCP’s playbook: steal, copy, and kill,” @sama knows it’s over for ClosedAI… Once DeepSeek drops V4 and R2 it will easily be the best models in existence

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Herman Jin
Herman Jin@ShanghaoJin·
@solo_lever cowork能直接取代Excel么? 我觉得这是一个open ended question,个人是存疑的 excel可以内置Claude也可以放GPT,最终展现不需要Excel了吗?还是AI工作流完全脱离Excel了?其实,我就算请一个多年工作经验的asso,还是需要自己微调几下的 过程中excel地位或许没被撼动,可能还对模型有话语权
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Herman Jin
Herman Jin@ShanghaoJin·
OAI 1月份toB收入增加1b,Claude也气势如虹,市场担心他们把公司软件支出都吃掉 其实他们不是来替代软件的 AI竞争的对象恰恰是“智能”,其次才是“辅助智能工具”(软件)。而软件中展现“容器”(比如excel等)依旧必要。这轮有些公司被错杀了 但,智能~就是人。AI toB收入吃掉的是诸君的工作岗位
袁起Hashman@Aiallmaker

@ShanghaoJin 软件、主件的大科技逢跌买起来。走过这段,让常识回归。

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Adam May
Adam May@A_May_MD·
@6758qcrctt @seedy19tron lol this is a fun conspiracy theory 😂 Tell them to watch the episode where I was a guest on the Hims House podcast for further deep diligence into my (apparently important?) ethnicity
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Edward
Edward@edwardjjiang·
@KevinLMak Great memories, the merger arb and futures arb are also great lessons. 👍
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Kevin Mak
Kevin Mak@KevinLMak·
Stop reading about Iron Condors and Silver, and learn something about markets. They all result in approximately the same amount of alpha (zero), but at least knowledge about price discovery can build towards something more meaningful.
Kevin Mak@KevinLMak

x.com/i/article/1837…

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Edward
Edward@edwardjjiang·
@KevinLMak Interesting you trade in and out here at year end. Any consideration on taxes?
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Kevin Mak
Kevin Mak@KevinLMak·
Dumb tourist retail came to buy $ASTS ahead of the launch. This is a very consistent behavior (same as $LUNR). It’s dumb with ASTS because launches are not a real “pricing event”. Basically nothing happens (failed launches are extremely rare). Unfurling and commissioning weeks later is the actual “risk event”. Anyways, I bought extra shares a wee ago and sold them on Monday/tuesday. Then trimmed a bunch of my core shares on Tuesday night and Wednesday morning and bought back the trims in the low 80s. The sell off was “predictable” in that it was, imo 60/40 in favor of going down post launch. The same retail that bought ahead of the launch sold and left. The most disappointing thing is that the straddles were priced relatively sanely. About $7 for the ATM straddle. Iirc, for block one with the stock at $26 ish the ATM straddle was like $6. That’s more than 3x the price normalized based on the $85 stock price! Considered buying some straddles but ultimately did nothing on that side. No view on near term price action, just chilling with my 2% long shares and 1% covered call shares which are now essentially a short june26 $60p.
🅰️Triggered HOG@wmorrow11

@KevinLMak Merry Christmas Kevin, any updated thoughts around the price action of $ASTS over the last ~5 trading days or so?

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tradingbiotech
tradingbiotech@tradingsssss·
$NKTR this is chopping and trending atm waiting for AA data think we see 47 if data is not good and breakout at 70 if data is good
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Edward
Edward@edwardjjiang·
@ZeeContrarian1 Hi Zee, how do you decide position size on these structures?
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Z@ZeeContrarian1·
My Psychological Thesis on $IREN I see an interesting psychological opportunity forming in $IREN into early 2026 (43 days). Shorts are in full attack mode, and retail was likely flushed out after Jim Cramer publicly called the stock “shit” and a clear short-twice. That kind of media cycle accelerates capitulation. Whoever wanted out is probably already out. At the same time, the company managed to raise a significant amount of capital. That doesn’t solve everything, but it does indicate there’s an actual business emerging on the other side. Still, any fresh money coming in now will be influenced by the short thesis and the recent sentiment damage. This creates a very specific psychological structure: •Downside psychology is spent. Weak hands have been shaken out. •Upside psychology is capped. New buyers must mentally fight the prevailing short narrative. Because of this, I don’t expect an explosive squeeze even if fundamentals stabilize. The market will allow upside but in a controlled, reluctant way. And given how massive the volatility is in this name, I’m comfortable structuring around the emotion rather than trying to predict direction. Elevated IV means you get paid to take the other side of the panic. That’s the context for the position I’m putting on. To the downside, I would like to be allocated shares at $30 so I am not using stop loss to the downside, my stop loss to the upside will be if the stock gets to $60 faster than I think it will.
Z tweet mediaZ tweet media
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T1 Energy
T1 Energy@T1_Energy·
“We’re building advanced American manufacturing for solar and storage. Partnering with @PalantirTech allows us to quickly and effectively build a supply chain that creates U.S. jobs and stays ahead of the changing legislative landscape,” says T1 Chairman & CEO @_danielbarcelo. pic.x.com/0AcSMaEO6t
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Edward
Edward@edwardjjiang·
@Anders_Research tbf, as a generalist it’s pretty tough to thrive in biotech.
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Anders
Anders@Anders_Research·
Citrini eating the $JANX flop after he increased it to a 10% weighting in his biotech portfolio last week (#1 holding). To be fair, he laid out the risk. Just highlights how difficult biotech picking is, especially if you are already spread thin... x.com/Anders_Researc…
Anders tweet mediaAnders tweet media
Anders@Anders_Research

Citrini chat been in absolute shambles since yesterday after revealing he sold long-promoted/supported micro-cap MedTech names without explanation. These people (a lot of them appear to be beginner/retail/casuals) are PISSED. 🧵 Names include $STIM $AIRS $NOTV

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