I have what I believe is the most sophisticated skill library for doing fundamental-based long/short equity investing using AI agents anywhere in the world.
It’s a collection of over 100 very fleshed-out skills that each include assets (similar to worksheets that the agents can fill out when relevant), scripts, and deep reference files. But it’s a lot more than that.
It’s a coherent, cohesive, synthetic SYSTEM of modular and composable skills that form a hierarchy of abstractions.
You have skills that apply universally to any stock; those are Level 1. For instance, a management alignment skill.
Then you have sector/industry skills, Level 2, like regulated electric utilities, restaurants, or hospitals, to give just a few examples.
Then you have more specialized skills that apply more narrowly, like for liquidations or spinoffs.
And even more narrowly to specific scenarios, like commodity-exposed companies that are temporarily and unsustainably over- or under-earning.
The skills are interconnected, with logic explaining when and how to “hand off” to another, more specialized skill. Each skill forms a contract that specified what it takes as input and generates as output.
And the skills are all tightly interwoven with my universal cli tool, hfdt (hedge_fund_data_tool) and my ee (eidetic_engine_cli) structured memory tool.
The hfdt tool connects to tons of different data sources and provides a highly agent-intuitive interface for retrieve and processing data of all kinds.
I’ve mined from dozens of my own writeups and models from a decade of working at hedge funds including Millennium and Balyasny, and from many other sources.
These skills truly contain a massive amount of knowledge about the world and about investing.
If this sounds interesting to you, and you manage an institutional-sized long/short equity hedge fund or family office, please reach out to me.
I can help you build a set of customized skills that you would own that operate on top of my skill library, and can integrate with any existing data sources you have that aren’t already supported by my tooling.
personal update
I'm joining @OpenAI to work on Codex!
I think there are still a ton of great things to build on both mobile and desktop and there's no better team pushing that frontier than the Codex team.
I'm super humbled and excited to be working with @ajambrosino@Dimillian@pvncher and a lot of other people I can't wait to meet!
Now I just have to figure out how and where to hide the cats
Introducing Claude Opus 4.8: it builds on Opus 4.7 with sharper judgment, more honesty about its own progress, and the ability to work independently for longer than its predecessors.
Available today at the same price.
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
@chooserich I’m so sorry Nick! Praying for you to beat this shit and get back to it. Quick question, what symptoms did you have that led you to get it checked out?
@thsottiaux It’s a great app and it made me switch to the pro plan. I’d say it needs more handoff features from iOS to PC and vise versa. The iOS app in general needs an overhaul. Make codex insanely powerful for knowledge work. Specific skills catered towards that and it’s over.
Introducing GPT-5.5
A new class of intelligence for real work and powering agents, built to understand complex goals, use tools, check its work, and carry more tasks through to completion. It marks a new way of getting computer work done.
Now available in ChatGPT and Codex.
I don't know what they are doing over there, but Codex will continue to be available both in the FREE and PLUS ($20) plans. We have the compute and efficient models to support it. For important changes, we will engage with the community well ahead of making them.
Transparency and trust are two principles we will not break, even if it means momentarily earning less. A reminder that you vote with your subscription for the values you want to see in this world.