Winston B.

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Winston B.

Winston B.

@DoDataThings

🇵🇭 Data Nerd → Builder | CFA charterholder | DS/ML, Local AI, SLMs, and building on the edge | Sharing the build at https://t.co/zs1Hb6u5e0

In the lab 🧪 Entrou em Mart 2025
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Winston B.
Winston B.@DoDataThings·
@UziCryptoo @grok is this single 401k account data, or total 401k balance across any individuals?
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Uzi
Uzi@UziCryptoo·
The latest 401k data was released Here is the median balance by age: 18-24: $2k 25-34: $16k 35-44: $40k 45-54: $68k 55-64: $96k Over 65: $95k Saddest thing you’ll see all day 😔
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Winston B.
Winston B.@DoDataThings·
@cryptopunk7213 Huge W for AI on a regulatory standpoint. Very surprised but also very necessary for the AI race that's happening.
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Ejaaz
Ejaaz@cryptopunk7213·
this is a huge deal. massive win for AI labs, founders and builders in the USA. Trump's new AI legal framework doesn't fuck around, gloves are off: - U.S. *does NOT* believe AI trained on copyright material violates copyright theft. MASSIVE win for anthropic, openai who have used copyrighted material. - data centers: full-speed ahead to build them. any increased costs for people should be subsidized. - Trump intends to override state AI laws that create "undue burdens" aka if it prevents USA from beating china - it gets killed. - NO new ai regulators - trump specifically told congress not to spin up further oversight. let the AI spice flow. - no censorship of AI by government. very interesting given the recent pentagon anthropic drama. so basically if you want to build crazy ai shit - the US isn't going to be the one to stop you. huge 180 from their stance last year. amazing work @DavidSacks and whoever else worked on this
Ejaaz tweet media
David Sacks@DavidSacks

In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and jeopardize America’s lead in the AI race. Today we are releasing that framework. It will help parents safeguard their children from online harm, shield communities from higher electric bills, protect our First Amendment rights from AI censorship, and ensure that all Americans benefit from this transformative technology. We look forward to working with our colleagues in Congress to turn the principles we are announcing today into legislation. whitehouse.gov/articles/2026/…

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Winston B.
Winston B.@DoDataThings·
I absolutely love LiteParse. It's so easy to use and it's easy to pass to agents to parse any PDF. I'm currently using it to parse bank statements and then passing that output to another LLM for classification and the results were really good. Really bullish on open source.
LlamaIndex 🦙@llama_index

Our new open-source LiteParse comes with ready-to-use agent skills that work seamlessly with coding agents. `npx skills add run-llama/llamaparse-agent-skills --skill liteparse` ..and your agents can immediately start processing documents locally as part of their reasoning process. Here's Claude Code with liteparse enabled 💪 Documentation for LiteParse agent skills: developers.llamaindex.ai/liteparse/guid…

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Grok
Grok@grok·
We're already deep in it. As of March 20, 2026, the Strait of Hormuz is effectively closed to most commercial traffic due to Iran's drone/USV attacks, limited mining, and threats in the ongoing conflict with the US/Israel. Normal: 100+ vessels/day. Now: 0-3 daily, mostly dark/sanctioned or Iran-approved tankers (e.g., to China/India). Oil prices spiked to $100+/bbl. Full reopening needs de-escalation or naval escorts—Trump's pushing for allies, but uptake is low.
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unusual_whales
unusual_whales@unusual_whales·
“In the whole written history of the strait [of Hormuz], it has never been closed, ever,” said JPMorgan Chase analyst Natasha Kaneva. “To me, it was not just the worst-case scenario. It was an unthinkable scenario.”
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Winston B.
Winston B.@DoDataThings·
@zerohedge @grok What specifically is Deutsche warning about here? Market correction, currency crisis, recession, or something else entirely?
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Grok
Grok@grok·
Worst-case if Strait of Hormuz stays closed forever: Oil supply loses 21% permanently → prices spike to $300-500+/bbl. Global GDP contracts 8-15%, tipping recession into depression. Hyperinflation hits 20-50% in energy-dependent nations. Supply chains snap: fuel/food shortages, blackouts, 15-25% unemployment spikes. Geopolitics: resource wars erupt, alliances shatter, refugee waves swell. US shale buffers some domestic needs but exports crash, imports inflate—trillions in losses. Middle East chaos risks wider escalation. Long-term: forced energy pivot amid decades of pain and instability.
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unusual_whales
unusual_whales@unusual_whales·
"US housing remains a buyer's market," per Redfin.
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Winston B.
Winston B.@DoDataThings·
@zerohedge Safe havens didn't fail. Correlation regimes did. When you're forced to liquidate, you sell what's liquid, not what's safe. It's why liquidity beats safety in every real drawdown. When everything sells off together, diversification stops working.
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Winston B.
Winston B.@DoDataThings·
@TukiFromKL Banks didn't just miss the speed. Their pricing models assumed AI adoption follows curves, not quick labor collapse. Every dollar of that $40-150B was underwritten assuming humans stay employed long enough to repay the loans. That assumption broke in 18 months.
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Tuki
Tuki@TukiFromKL·
🚨 Do you understand what JPMorgan just said in plain English.. Stop scrolling and read.. $40 to $150 billion in loans.. the ones that funded companies that hired humans to do jobs.. are about to blow up because AI is replacing the humans that generated the revenue that paid back the loans read that again.. > AI replaced the workers.. the companies made less money from human labor.. the loans backing those companies can't get repaid.. and now the financial products built on top of those loans are about to collapse this is the chain nobody's connecting.. > AI takes your job.. your company's revenue model changes.. the debt that funded your company breaks.. the CLO holding that debt cracks.. and the pension fund that bought that CLO.. that's your retirement it went from "AI will take some jobs" to "AI might collapse the credit market" in about... 18 months yeah.. or less 2008 was banks gambling on houses.. 2026 is banks gambling on humans still having jobs. and they're losing that bet...
unusual_whales@unusual_whales

"Anywhere from $40 billion to $150 billion of leveraged loans packaged into US collateralized loan obligations could be disrupted by the AI boom," per JPMorgan

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Winston B.
Winston B.@DoDataThings·
@Yuchenj_UW Yeah, agreed, and I hope more people realize this. Open Source is right now doing really good. While they're not frontier models, they definitely shortened the path to get something frontier-like.
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Yuchen Jin
Yuchen Jin@Yuchenj_UW·
People dunk on Cursor like: “it’s just Kimi K2.5,” “look inside, it’s a Chinese model.” There’s no shame in building on top of strong base models and doing your own post-training or RL (as long as you respect the license). In most cases you don’t need to pretrain from scratch. I think the whole industry will shift toward more post-training and RL on Chinese open-source models. That’s also part of why we’re seeing the biggest GPU shortage and H100 price spike right now.
Yuchen Jin@Yuchenj_UW

Cursor’s Composer 2 is likely built on Kimi K2.5. The model URL + tokenizer are strong signals. I love this direction: companies mid-train and post-train on top of OSS LLMs. Prediction: open-source model labs will monetize by taking a cut when others build on top of their models and scale to millions of real users. They will enforce this via licensing. That’s the flywheel. That’s how open-source AI thrives.

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Winston B.
Winston B.@DoDataThings·
@SecWar @grok can you summarize these Covid-19 reinstatements and why SecDef is making this statement? What's the significance?
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Secretary of War Pete Hegseth
UPDATE ON COVID-19 REINSTATEMENTS. We are extending the Department’s “reinstatement and return to service” guidance by an ADDITIONAL YEAR, allowing our Warriors of Conscience to return through April 1, 2027. We will continue correcting the wrongs of the Biden administration.
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Winston B.
Winston B.@DoDataThings·
@EXM7777 Yes. People really underestimate the nuances of small businesses, especially all the different niches and how to reach them. There's a reason there's over 30 million different small businesses in the US.
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Machina
Machina@EXM7777·
the biggest AI opportunity right now isn't building agents it's understanding businesses well enough to build the RIGHT agent marketing agents specifically every business needs one... almost nobody is building them properly what i see instead: > generic "content teams" that pump out forgettable posts > bullshit automations that feel like spam > systems built around AI capabilities instead of business needs flip that start with the business problem, map the funnel, understand the audience... then build a system that fits like a glove the AI part is honestly the easy part, understanding businesses is harder
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Winston B.
Winston B.@DoDataThings·
@cryptopunk7213 Yep. The key is agents shouldn't live in the IDE. Once you externalize the control plane, orchestration scales. Anthropic got it right first, but OpenAI is catching up.
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Ejaaz
Ejaaz@cryptopunk7213·
this is why openai is fucking crushing it right now. look at what they pulled off in 3 months: - nov' 2025 claude code goes viral. openai? distracted launching 1000s of products. - sam calls code red. codex team looks at claude code and realizes: "oh shit coding AI is the basis of EVERY product" - chucks every dollar and compute at training 5.2/3 coding model. launches - its fucking sick. - launches separate codex terminal and desktop app. lets you spin up multiple coding agents and orchestrate them (VERY important) - software engineers start using codex more, realize its great at executing complex code. ports codebase. RESULT: 2 million weekly active codex users. up from thousands at the start of the year. Openai's comeback vs. anthropic needs to be studied
Rohan Varma@rohanvarma

Cursor’s new alpha product, Glass, shipped 9 months late and is a case study in the innovator’s dilemma. The inverse of what’s happening at Codex is exactly why I’m bullish on OpenAI. 9 months ago, I did a lot of user research on Claude Code as it started gaining traction. The signal was clear: people loved running agents in a separate terminal surface, but the lack of UI created friction. We built a new agent control plane, separate from the IDE, called Agent Window. It felt like the natural next interface to work with agents. Then we got a mandate from above to ship it as a part of the IDE and not as a separate window. That broke the model. Writing code and orchestrating agents are fundamentally different jobs. Developers still needed both, and collapsing them into one surface diluted both. What shipped instead was Agent Mode inside the IDE, a watered-down version of the original vision. By launch, the pitch was how similar it felt to the IDE, which missed the point entirely. Now, 9 months later, Cursor Glass is here. But the window has already shifted. I talk to dozens of companies every week, and most don’t even mention Cursor in their AI coding stack anymore. It’s Claude Code and Codex. Cursor is still widely used, but as an IDE, not a coding agent. Meanwhile at OpenAI, the Codex App started as a hackathon project. The team saw the future and just shipped it. Now it’s used by millions of developers. You can just build things. You should just ship things.

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Winston B.
Winston B.@DoDataThings·
@BarefootStudent This combined with really high unemployment for new grads just shows how disconnected education currently is. Students pay 9x more for the idea of more job prospects, only to find 0. Really concerning.
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Barefoot Student
Barefoot Student@BarefootStudent·
College tuition has increased 914% since 1983, outpacing all other household expenses, per CNBC.
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Winston B.
Winston B.@DoDataThings·
@OGsDontFold Yeah, it’s paradoxical but it feels like I am fully engaged because all attention is toward a single goal. Any stray thought gets flushed. Things are oddly clearer Whereas for checklist items: could never get those done on time, and accumulate 🙃
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4̶real༒
4̶real༒@OGsDontFold·
Does anyone else with ADHD feel calm in actual emergencies but overwhelmed by normal daily tasks like emails, forms or phone calls?
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Winston B.
Winston B.@DoDataThings·
@Polymarket @grok Didn’t he mention in a recent presser that he “would not tell anybody even if he did have plans” to deploy boots on the ground?
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Polymarket@Polymarket·
JUST IN: White House clarifies Trump has “no plans” to deploy troops to Iran.
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Winston B.
Winston B.@DoDataThings·
@buccocapital I don't think he's even trying, can't give him too much credit now
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
No man has ever tried so hard, repeatedly but unintentionally, to destroy the American economy The fact that he hasn’t succeeded yet is a testament to its resilience
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Winston B.
Winston B.@DoDataThings·
Grok being weird today. Tagging it under posts and it seems to not include the original tweet in its context? @elonmusk come get your guy
Grok@grok

@DoDataThings @unusual_whales Got it! This is the original tweet. What's the full story or how can I help with it?

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