Luke Morgan
1.4K posts
Luke Morgan retweetledi
@based16z I don’t understand how you can even exist in these markets
and not have seen this coming for weeks
English
Executive assistants realizing it’s beyond over
Ashish Toshniwal@ashishtoshniwal
Introducing the world's first SMS/Voice executive AI assistant @HeyNoahAI, designed for very busy people who deeply care about their professional relationships. Noah waitlists 7 out of 10 people, depending on their calendar RT + comment "NOAH" and I'll send you the VIP onboarding link for FREE.
English
imagine being so motionless you have to pay people to interact with your startup slop tweets
English
@irockgnomes I did this on day 3 of learning Claude Code I think
English
Luke Morgan retweetledi
Luke Morgan retweetledi
Consumer AI will be left to Google and Apple
Funny enough, both using core Google model technology and (likely for now) infra
I wonder if this changes the OpenAI hardware strategy
The Wall Street Journal@WSJ
Exclusive: OpenAI’s top executives are finalizing plans for a major strategy shift to refocus the company around coding and business users on.wsj.com/3N6CFyr
English
We are bringing drug prices down 800,000%, 900,000% in some cases
English
@macrocephalopod Traders are not looking at history, it’s a completely new market. It’s the furthest thing from systematic? This answer makes no sense
English
@riskdeity Of course they can. But they are still looking at history and doing a mix of interpolation and extrapolation. It’s broadly the same process as systematic, with a wider class of input data and less processing power. Sometimes that’s better, sometimes it’s worse.
English
This is such a weird criticism of systematic that I somehow see all the time —
“Algorithmic trading models only look at history”
ok and discretionary traders can … see into the future … somehow?
Ethan Kho@ethanrkho
An Ex-Goldman MD who traded nat gas for 12 years thinks systematic trading models can have fatal flaws when applied to commodities. "If you had this strategy running in 2015, there would not be a possibility of the gold market trading 4,000." - let alone 5000 The model has no data for what's never happened. "What you've seen in the last eight weeks — prices going vertical — that is not found in the history of the gold market anywhere." So the algo fades it. In week two. In week three. "I think humans matter." Every quant who thinks they've solved regime detection needs to answer this.
English
He waited one hour after oil futures closed to hit the most vital plot of energy infrastructure in Hormuz. Bessent is gonna come in on Sunday and nuke the gap
*Walter Bloomberg@DeItaone
TRUMP: AT MY DIRECTION, UNITED STATES CENTRAL COMMAND STRUCK KHARG ISLAND
English
Questlove is so casually at Brandys rn hahahahaha
English
