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FinTorro

@fintorro_

1-1. A weekly Newsletter that will make you super successful investing and trading in financial markets! https://t.co/JWeIcxbxaJ

London, England Katılım Temmuz 2021
1K Takip Edilen109 Takipçiler
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Matt Van Horn
Matt Van Horn@mvanhorn·
Introducing the Printing Press, a CLI-factory and a CLI-library. Built with @trevin. 🏭🖨📚 Most APIs suck for agents. Most MCPs suck for agents. Most official CLIs suck for agents. They waste tokens and time. @steipete started making his own because of this. 📚 A Library of agent-native CLIs you install today (Linear, ESPN, Flight GOAT (Google Flights + Kayak nonstop), Contact Goat (LinkedIn + Happenstance + Deepline more) +30+ more) 🏭 A factory that prints new ones for any service - just type /printing-press CLIs are fast, local, SQLite-backed. Work in Claude Code, Codex, OpenClaw, Hermes. 🌐 printingpress.dev
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Perplexity
Perplexity@perplexity_ai·
Today we're launching Perplexity Computer for Professional Finance. Finance teams can bring licensed data from providers like Morningstar, PitchBook, Daloopa, and Carbon Arc into Computer. We’ve also added 35 dedicated finance workflows for the work analysts repeat every week.
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kache
kache@yacineMTB·
you can outsource your thinking but you cannot outsource your understanding
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Jessica Livingston
Jessica Livingston@jesslivingston·
Today's Social Radars is an exciting one: Ron Conway talks publicly for the first time about the frantic, behind-the-scenes efforts that prevented the failure of Silicon Valley Bank from triggering a Depression-style financial panic. pod.link/1677066062/epi…
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Aaron Levie
Aaron Levie@levie·
Sorry to anyone who thought AI would mean we’d work less (at least for now). AI makes it easy to explore more than you did before, and so you start doing far more as a result. I regularly have seemingly small things that end up quickly consuming 3 hours because the agent made it easy to get started, but you still have to do the rest of the work to complete the project. This is work that I wouldn’t previously have handed out to anyone else, it’s just stuff that never got done because it took too long to do fully manually. And, counterintuitively, for some of these tasks as AI gets good enough at doing them, it even becomes economically worth it to hire someone to do it on an ongoing basis with agents. But until you could try doing them at a low cost you would never have tried. This is why AI won’t automatically reduce work in the way we imagine because work isn’t static. Most companies have far more they can do than they have today, it was just hard to get started on it all because of the natural constraints of time and labor availability.
Yasser@yasser_elsaid_

AI promised to do the work for us so we could enjoy our time doing other things. Since llms, me and everyone ambitious around me has been working harder than ever. I don't think this stops anytime soon.

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@jason
@jason@Jason·
We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added
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Naval
Naval@naval·
Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too. Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund. It runs on AngelList, which already supports $125 billion of investor capital. And I’ve joined USVC as the Chairman of its Investment Committee. — Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital. Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring. But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line. This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in. Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition. But there is no more productive, harder-working way to deploy a dollar than in true venture capital. USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages. It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere. There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction. USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid. Get access here: usvc.com
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Aaron Levie
Aaron Levie@levie·
It’s remarkable how often you need to be dramatically upgrading your AI architecture given the pace of progress in AI models right now. If you’re building agents, you basically need to throw away large parts of previous work that you setup to compensate for model limitations every few quarters. The systems you built to mitigate context window limits aren’t useful anymore, and for many use-cases it’s easier just to throw more compute at a problem today in ways that wouldn’t have worked previously. If you’re deploying agents in a workflow, you likely need to equally be rethinking your core systems at about that same frequency. The way you would deploy agents in an enterprise 18 months ago is entirely different from the best practices that you’d have today. This is partly why everyone’s working so hard right now. Right as a best practice is solidified, models improve dramatically, and that old work is rendered obsolete. Unclear that this lets up anytime soon, which is why the it pays to be so wired in right now.
Sam Hogan 🇺🇸@samhogan

most of tooling around llms was built for a world that largely doesn’t exist anymore RAG, GraphRAG, Multi Agent Orchestration, ReAct frameworks, prompt management/versioning tools, LLMOps tooling, eval tools, gateways, finetuning libs, etc all obsoleted in in the last 3 months

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Paul Graham
Paul Graham@paulg·
Something I taught 14 yo: Most progress is a mix of steps forward and steps back, just with with more of the former. But you can get a run of steps back. So to judge progress accurately you need to use a big enough window, or it could look like you're failing.
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Sam Altman
Sam Altman@sama·
I wrote this early this morning and I wasn't sure if I would actually publish it, but here it is: blog.samaltman.com/2279512
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jack
jack@jack·
great idea file
Andrej Karpathy@karpathy

Wow, this tweet went very viral! I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs. So here's the idea in a gist format: gist.github.com/karpathy/442a6… You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.

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Roan
Roan@RohOnChain·
This 2 hour Stanford lecture on AI careers will teach you more about winning in the AI race than every piece of AI content you have scrolled past this year. Bookmark this & give it 2 hours, no matter what. It'll be the most productive thing you could do this weekend.
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Andrej Karpathy
Andrej Karpathy@karpathy·
Wow, this tweet went very viral! I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs. So here's the idea in a gist format: gist.github.com/karpathy/442a6… You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.
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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Andrej Karpathy
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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Paul Graham
Paul Graham@paulg·
Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make. paulgraham.com/taste.html
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Sam Altman
Sam Altman@sama·
The companies that succeed in the future are going to make very heavy use of AI. People will manage teams of agents to do very complex things. Today we are launching Frontier, a new platform to enable these companies.
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proptraderedge
proptraderedge@proptraderedge·
Trading VWAP with structure, not guesswork 📈 Don’t miss STRATEGY TRADERS: VWAP with Austin Silver at Prop Trader Fest. Austin breaks down how professionals use VWAP to trade futures with discipline, data, and clear execution. Sponsored by Top One Futures 🎟️ 60% OFF 💥 Use code EDGE 👉 toponefutures.com 👉 Register FREE PropTraderFest.com 📲 Link in bio @TopOneFutures
proptraderedge tweet mediaproptraderedge tweet media
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