My Interests: ETFs, Market Making, AI applied to Financial Data, ETF Ecosystems, HFT and scalable trading systems buildout across the US and Middle East
Email: contact at cedrus75 dot com or DM on reddit
Submissions
Stanford MS&E435 Economics of the AI Supercycle [video]
youtube.com
2 points·by anonu··0 comments
AI Powered Photo Gallery Without the Cloud
github.com
1 points·by anonu··0 comments
Why Task Proficiency Doesn't Equal AI Autonomy
signalbloom.ai
2 points·by anonu··0 comments
Behavioral Effects of High Peak Power Microwave Pulses (1992) [pdf]
apps.dtic.mil
2 points·by anonu··1 comments
The Seneca:$8000 Mechanical Keyboard
norbauer.co
2 points·by anonu··0 comments
Sütterlin
en.wikipedia.org
81 points·by anonu··59 comments
What to Do When Your Manager Doesn't Work
nytimes.com
2 points·by anonu··0 comments
Jane Street Curbed in India Markets After Alleged Illegal Gain
bloomberg.com
9 points·by anonu··2 comments
Request for Startups – Spring 2025
ycombinator.com
6 points·by anonu··3 comments
Throne of Nerds
web.archive.org
2 points·by anonu··0 comments
Academic writing is getting harder to read–the humanities most of all
economist.com
2 points·by anonu··1 comments
AI Is Changing Oil Country–and Pumping Up Profits
barrons.com
2 points·by anonu··0 comments
[untitled]
8 points·by anonu··0 comments
Does generative AI facilitate investor trading? Evidence from ChatGPT outages
Thank you for sharing. This type of stuff gets me pumped up. It just shows that tech improvements usually 10x - or in this case 1000x - some old metric. In this case its cost. I think the same sort of rule of thumb applies to things like speed, features, user experience, etc... Getting this type of cost advantage eventually translates to a better UX, as you've alluded to. Way to go.
Apple reigns supreme because of China - and the two are inextricably linked. China would not have its high-tech manufacturing prowess if it were not for Apple. The book Apple In China [1] highlights how millions of cheap laborers and the country's engineers took the lessons of working with Apple to solidify its edge in this space in a way nobody can catch up to today.
China took the long-term greedy approach to invest in the relationship. We see the US today taking equity stakes in Intel and trying to play catchup by using elements of the same playbook. The US's advantage remains in the more "intangible" side of the process: creativity, design, new tech. In a global economy with free trade, this is all fine. But China never "westernized" itself as was expected from the increase in global trade. Now the US is back pedaling, trying to jump start its manufacturing. It will take a long time...
The book is a good page-turning read. I recommend it.
Berries are most certainly not seasonal anymore. They should be but we thoroughly engineered the seasonality out of them. They're always on the shelf. Do people's purchase habits follow the natural seasonality of the product anymore? Probably something that can be found in this dataset as well.
This is all heading in the right direction. Much of AI coding feels magical. But when the costs begin to accrue we start asking questions. We dig into it and try to understand what's going on. I can't help but feel Anthropic is "token maxing" from its side: it controls the levers and with every version upgrade it can build in its own token growth almost unbeknownst to the user. This actually harms it on the long run because it necessitates a cheaper option.
It's burnt me out too. I'm generating 10x more features and multitasking across 4 disparate projects. My greatest concern is I don't really have a strong connection to the underlying fundamentals anymore. I need to see how the things works to internalize it. Now I just trust that the agent wrote this piece correctly.
The productivity drive and the sheer feature set you can generate in record time makes it easy to forget proper sdlc hygiene.
The most resonant line for me. This line for me is about how good project management meets team culture. You want a high performant team: one that remains focused and motivated - but the goals are carrots, not sticks.
One takeaway from the article is that they had to get rid of the tried and tested fundamental building blocks of chip design to generate this advancement. I wonder if the same applies for mundane coding. Are the incredible innovations in AI coding actually hampered by rust and python? Should we let AI tools just code in the lowest level possible?
The well publicized disagreements are just diplomatic cover. The USA can look tough. Israel might back off for a little bit. Everyone looks good for a moment. Reason has prevailed. Then it'll all go back to Israel's criminal "gaza policy" in South Lebanon, continuing the wanton murder of 1000s of civilians under the guise of "they use children as shields". Well yeah, it's endless guerilla warfare and now hezb has drones. Diplomacy is the only way.
You'll eventually get exposure to it when it gets added in 12 months. Unless there are better profitability criteria. Ultimately it's all about market returns. If other indexes add it and outperform then eventually money will shift to those funds that do better.
Email: contact at cedrus75 dot com or DM on reddit