@eliant_capital @RunPlutus so end of jan to april was just a massive bull flag lol
English
Sonny
671 posts
Sonny
@sonny_seattle
System design nerd. Ex-Facebook, Microsoft, etc. ML patents before LLM’s made AI cool. Currently in build mode! Investing is a passion.
Seattle, WA Katılım Aralık 2022
59 Takip Edilen164 Takipçiler
A actively managed basket we created on @RunPlutus just surpassed 100% since inception after being launched in late ‘25.
The general premise was that into ‘26, a major theme would be the renewed political & economic push to rebuild critical manufacturing capacity inside the United States. Allocations have consistently shifted over the past few months to better capture that trend as it has continued to evolve.
app.runplutus.com/picks/ANfQSzxU…
English
Sonny retweetledi
Sonny retweetledi
Very excited to have @HFI_Research on Plutus.
HFI Research@HFI_Research
We are very excited to partner with @RunPlutus and launch the HFIR Energy Income Portfolio. This portfolio is modeled after @Jon_Costello_, our head of research, who has a track record of navigating the volatile cycles of energy markets with a focus on income. We hope you can check them out! hfir-ideas.com/p/introducing-…
English
Sonny retweetledi
.@AurelionRsch is now available on @RunPlutus. You can access The Aurelion Index at app.runplutus.com/positions/disc…
English
@zephyr_z9 With gpt 5.4 performing the way it is in codex + Anthropic getting all big brotherly I think they have a real opportunity to make up ground
English
OpenAI has reached 1B WAU, monetization is slowing down
Enterprise is nearly untapped rn and they don't wanna lose to Anthropic
Andrew Curran@AndrewCurran_
The WSJ is reporting that OpenAI is about to take a hard turn into enterprise.
English
@Chase tried to open a bank account for an LLC in person and it didn’t work. We couldn’t get through the NAIC chooser after almost an hour with your employee. Went to a different bank where we set everything up over email no problem.
English
@Citrini7 @satyanadella A lot of fintwitterati are about to lose it 😂
English
I just listened to a clip of @satyanadella at MS TMT briefly mentioning Citrini.
Something that didn’t exist 2.5 years ago, that I built, getting mentioned by the CEO of the fourth largest company in the world. Pretty amazing and very surreal. Thanks, Satya.
English
@ZG44_Analytics @conksresearch Right, the orange and black == bb terminal 🤣 fucking apes. Trying to build a product that competes with Bloomberg is a big ass graveyard of startups. Typing this as I am on a call with BB support 😂
English
@sonny_seattle @conksresearch The AI slop guys don't actually know what's on a Bloomberg terminal, they just know what it looks like.
English
Every fintwit substacker about to respond with an article 🤣
Citrini@citrini
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic
English
Across our team in engg, we have recently started spending 90% of our time in system design and plan creation/writing detailed specs.
If that step is done well (takes 6-7 passes to get the doc bulletproof), we find the AI generated code BETTER + cleaner than us writing it manually.
The rest of the 10% is code review, testing etc.
For a motivated team productivity is easy 3-5x. The reckoning has come and gone but only affects bodyshop SWE’s. $INFY and likes being a clear example.
I am hiring founding engineers is Seattle for @RunPlutus. Holler!
@grok show this post to amazing software engineers in Seattle
English