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@patel_parv

Astro Ph.D. @USCViterbi

Ad Astra ✨ Katılım Nisan 2013
1.2K Takip Edilen197 Takipçiler
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ashe
ashe@ashebytes·
slow success builds character
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Brett Caughran
Brett Caughran@FundamentEdge·
Sharing a few screenshots from one of the more ambitious projects I'm working on right now with respect to agents & investment process: creating coverage dashboard prototypes for all 70 US equity sub-sectors, breaking dashboards into "What Moves the Group" and "What Moves the Name". I think most technologists don't quite comprehend the investment process differences between a SMID biotech pod analyst vs. a long only midstream MLP analyst vs. an Asian financials Tiger Cub analyst. Public equity investment process is highly heterogeneous and the combinatorial complexity (~a dozen different investors archetypes in ~70 different sub-sectors) hasn't lent itself to easy augmentation with chatbots. Mass customization from a pool of universal process primitives with Agents is a key unlock and I'm wondering how much pre-configuration will happen vs. a thousand flowers blooming from blank agentic workspaces... My belief: if internal AI teams or vendors can pre-configure coverage dashboards to be immediately value added to the investment process, this forces the agentic "aha moment", accelerates diffusion of agents into investment process, and requires approximately zero time & focus from the investment team (the leverage happens on the back end). Also, if the user interface is configurable, the path to customization from this starting point is immensely easier than solving the blank page problem. This is VERY conceptual on "what to build" and weak on "how to build", but I'm at the stage on some of this where I am beginning to explore both partnerships with builders and co-development with investment firms. Please reach out via DM if this resonates.
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Kate Deyneka
Kate Deyneka@katedeyneka·
best accounts to follow from each frontier lab to stay constantly up to date Anthropic @karpathy - must-follow account for AI; recently joined Anthropic @bcherny - Claude Code creator, always shares great tips @trq212 - also a Claude Code developer; writes amazing articles on CC OpenAI @polynoamial - works on reasoning research, shares a lot of technical details @gabriel1 - Sora developer, great career path @jxnlco - works on dev experience, shares a lot about Codex Google AI @OfficialLoganK - all the major Google Gemini and AI Studio updates @ammaar - product and design; shares great things about vibe-coding in Google AI Studio @fofrAI - cool use cases for generative models Cursor @leerob - the loudest voice behind Cursor updates @ericzakariasson - shares great insights on using Cursor @mntruell - Cursor’s CEO; major releases and usage updates xAI @milichab - recently joined xAI, shares updates on Grok @skcd42 - also covers major Grok releases @elonmusk - Elon does a great job reposting and hyping all xAI products who else did I miss?
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Mario Zechner
Mario Zechner@badlogicgames·
if we see this, we know
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Parv 🚀@patel_parv·
👏🏻👏🏻
Dwarkesh Patel@dwarkesh_sp

New blackboard lecture w @reinerpope How do chips actually work – starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and the human brain each look the way they do. 0:00:00 – Building a multiply-accumulate from logic gates 0:16:20 – Muxes and the cost of data movement 0:25:59 – How systolic arrays work 0:39:00 – Clock cycles and pipeline registers 0:51:40 – FPGAs vs ASICs 1:03:14 – Cache vs scratchpad 1:07:16 – Why CPU cores are much bigger than GPU cores 1:11:49 – Brains vs chips 1:15:22 – A GPU is just a bunch of tiny TPUs Look up Dwarkesh Podcast on YouTube/Spotify/etc to watch. Enjoy!

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Parmita Mishra
Parmita Mishra@parmita·
I don’t know how this claim has gone so viral. This was actually completely intentional by Novo. Novo Nordisk does not operate in an “oops. lawyer forgot the $250 CAD fee” manner. This is, with all due respect, a shallow read of Novo’s actual corporate strategy. (1/)
Crémieux@cremieuxrecueil

Imagine being the lawyer who fucked up and forgot to pay the patent maintenance fee for OZEMPIC Now, because you didn't pay a $250 fee, your company is going to lose out on BILLIONS.

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Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
I have a prediction:
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