Michael Feng

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Michael Feng

Michael Feng

@fengtality

open source AI trading agents @_hummingbot | florida man 🐊🍻

Sunnyvale, CA Katılım Ocak 2013
646 Takip Edilen3.3K Takipçiler
Mining helium
Mining helium@mininghelium1·
@fengtality @MeteoraAG Constraint is I dumbed it down to 32 agents, 1000 is nice but not cost effective for now. They are a reasoning swarm and are fed all sorts of info about the token , pool, and top lp wallets of that pool to predict a dlmm strategy and bin range.
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Mark Gadala-Maria
Mark Gadala-Maria@markgadala·
This is wild. 143 million people thought they were catching Pokémon. They were actually building one of the largest real-world visual datasets in AI history. Niantic just disclosed that photos and AR scans collected through Pokémon Go have produced a dataset of over 30 billion real-world images. The company is now using that data to power visual navigation AI for delivery robots. Players didn't just walk around with their phones. They scanned landmarks, storefronts, parks, and sidewalks from every angle, at every time of day, in lighting and weather conditions that staged photography would never capture. They documented the physical world at a scale no mapping company with a fleet of vehicles could have replicated on the same timeline or budget. Niantic collected this systematically, data point by data point, across eight years, while users thought the only thing at stake was catching a rare Charizard. The most valuable AI training datasets in the world aren't being assembled in data centers. They're being built by people who have no idea they're building them.
NewsForce@Newsforce

POKÉMON GO PLAYERS TRAINED 30 BILLION IMAGE AI MAP Niantic says photos and scans collected through Pokémon Go and its AR apps have produced a massive dataset of more than 30 billion real-world images. The company is now using that data to power visual navigation for delivery robots, letting them identify exact locations on city streets without relying on GPS. Source: NewsForce

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Martín Volpe 🇺🇦
Argentina is mostly a peaceful country. Iran attacked us twice, and there's serious suspicion about a third one. Milei really has no option but to back the US. Now, as an Argy, I'd consider sending a single man to the area absolutely crazy, we have way bigger problems at home.
☩ ✺ DEUS VULT ✺ ☩@Bracesco2023

HORMUZ COALITION: 🇦🇷Argentina: ACCEPTED 🇫🇷 France: REJECTED 🇩🇪 Germany: REJECTED 🇮🇹 Italy: REJECTED 🇪🇸 Spain: REJECTED 🇬🇧 UK: REJECTED 🇯🇵 Japan: REJECTED 🇳🇴 Norway: REJECTED 🇨🇦 Canada: REJECTED 🇦🇺 Australia: REJECTED 🇨🇳 China: NO RESPONSE 🇳🇱 Netherlands: NO RESPONSE

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Michael Feng
Michael Feng@fengtality·
@AzFlin Cutting costs is better than making more money
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AzFlin 🌎
AzFlin 🌎@AzFlin·
everyone is writing code but no one is making money
AzFlin 🌎 tweet media
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wishful_cynic
wishful_cynic@EvgenyGaevoy·
this interview should surprise no one given that SV VCs have long been in business of funding narcissists, psychopaths and sociopaths, but actual ratio of these people to all founders is still low (though def higher than in general population)
David Senra@davidsenra

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.

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Michael Feng
Michael Feng@fengtality·
I still think on the fly and make shit up all the time, and i bet you do too.
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Kyle Samani
Kyle Samani@KyleSamani·
@TurnerNovak There are many examples in software history where you trade inefficiency for other properties (see web vs native code!) I think betting against 1) growth of intelligence 2) cost of intelligence Is a losing proposition over any sufficiently long horizon
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Turner Novak 🍌🧢
Turner Novak 🍌🧢@TurnerNovak·
Pretty interesting argument on why ChatGPT and Claude won't replace all the vertical AI tools. In law specifically, it would actually slow you down. Lawyers have to read and understand every word in a document, and it's actually faster to work from pre-built templates.
The Peel@ThePeelPod

I asked @scottastevenson if ChatGPT and Claude are going to replace all vertical AI tools: "Lawyer's don't actually draft anything from scratch. Especially contracts. They want to start with a trusted precedent that they understand inside out. If they use ChatGPT and it outputs the whole contract, they have to review every single word of that, and make sure they understand it all, completely. That’s very time consuming. And ChatGPT is not great at modifying existing work or building on your existing library. We have a few features in @SpellbookLegal where you can start with the precedents that you’re familiar with, and we’ll modify those. You can start with a sales agreement and say “Make this GDPR-compliant,” and we’ll surgically make those edits for you. We also have a feature called Library, where we have your whole history of all the deals you’ve ever worked on, and use that to influence the output of Spellbook. Working off of your existing corpus of docs as a lawyer is really, really important. And ChatGPT doesn’t do that super well. Lawyers also want things built into their existing workflow. I think the chat interface is great, but it’s still the terminal UI of AI. And I don’t think chat is the be all and end all. We've just built a lot of unique user experiences that would just never fit inside the shape of ChatGPT. For instance, one thing you can do in Spellbook is compare it to the market. If you're signing a commercial lease in Manhattan, you can say “Compare this to the average commercial lease in Manhattan and tell me what’s not normal.” And then you can dig into all the data that we’ve collected in real time, from millions of contracts, and explore that through this visual interface that has nothing to do with chat. It’s very, very distanced from that. There's a huge number of experiences that people want that don’t fit in a chat box."

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Michael Feng
Michael Feng@fengtality·
@MohapatraHemant Counterpoint: Early stage founders making $1m per year don't need investors
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Hemant Mohapatra
Hemant Mohapatra@MohapatraHemant·
A common trap early stage founders fall into is believing they have the strongest product in category{x} that has 10+ others that have raised / grown fast, so "we will eventually catch up / overtake". What we are seeing is that (1) gaps between brand/GTM/team are increasing much faster than gaps between products, and (2) superior products are growing faster. So if you growing from $0->$1M in a year and your largest competitor is growing from $1->~$8-10M, you may not have a superior product or it would be growing at a much faster rate than those further ahead. Capital is accruing incredibly quickly to category leaders by the time you hit serB; seed->A death rate is likely to remain very high due to miscalculations by founders and VCs who are seeing local maximas or don't have technical depth.
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Michael Feng
Michael Feng@fengtality·
@fchollet Just like how you missed your chance with Keras
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François Chollet
François Chollet@fchollet·
The time to learn how to think for yourself was before genAI, if you missed your chance, good luck
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Michael Feng
Michael Feng@fengtality·
And most importantly, San Francisco and New York don't have a monopoly on AI talent. Due to the internet, smart people all over the world like my co-founder @cardosofede can build cutting edge AI just as well as developers in SF/NY.
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Michael Feng
Michael Feng@fengtality·
I love @benthompson but he shouldn't be giving advice about AI + software development if he's not a user. AI is just as good at frontend as backend, Ben. It depends on the problem and how many priors examples exist in GitHub.
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Michael Feng
Michael Feng@fengtality·
There should a term for the hubris that we are close to the endgame or end of history for anything. Fuck you, you're not God. Stop disrespecting your ancestors and descendants.
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Michael Feng
Michael Feng@fengtality·
@defigosha Good point. The US billionaires crying about unrealized gains tax are just upset they are losing this zero tax arbitrage loophole.
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gosha
gosha@defigosha·
@fengtality this is reason for Dutch unrealized capital gains tax though (not happening but still) if this is allowed to happen we would inevitably see unrealized capital gains be introduced (which is definitely bad for growth) and all arguments against it would pale
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Michael Feng
Michael Feng@fengtality·
Some real alpha here
Michael Feng tweet media
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Michael Feng
Michael Feng@fengtality·
Never doing wine tasting in the states again
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Michael Feng
Michael Feng@fengtality·
Microsoft Copilot Cowork is a really dumb product name
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