Jing

Institutional Memory and AI-native workflows for Capital Markets

[Jing @JingClarion]

I'm building a lot of good stuff on Zo. Sign up to try it free and get $10 in AI credits via my referral link: https://t.co/l9QQEzlOaI

[Jing @JingClarion]

Cracked team of fable engineers > everyone who is not

[Jing @JingClarion]

hmmm, the owning your own AI drumbeat continues to grow louder

[Alex Finn @AlexFinn]

I can't believe this is real

I have GLM 5.2 running 100% locally on my Mac Studio. 2 bit quant.

The results I'm getting are better than Opus 4.8

It's now powering my Hermes Agent and Codex. 100% free, local, private super intelligence on my desk

I also have it in a loop coding for me 24/7 now

I thought we were at least a year away from this type of event. It happened today.

The model takes up about 250gb of memory. So you can technically run it on a Mac Studio with 256gb, but you probably want the 512gb memory version (please tell me you listened to me 5 months ago when these were sitting on store shelves)

With Fable gone, I now have Opus 4.8 level intelligence on my desk for free. This is the future.

Local, private, secure, personal super intelligence.

If you're still writing off local AI as a fad or engagement bait, you are officially delusional

[Jing @JingClarion]

the evolution of coding in a single post, from an actual engineer, not and accounting and finance major like me

[ben guo 🏇 @0thernet]

TIL @cursor_ai was an AI email companion first

reflecting on my own Cursor journey. i gave it a shot back in 2023. thought it was janky & useless to me, i was a "serious programmer" who proudly wielded @zeddotdev

when i picked up Cursor again in Dec 2024, agents were pretty rough. i had to plan & review every change in excruciating detail. but – everything i cared about in my coding workflow totally changed overnight.

fast forward to mid 2026. these days, i don't really care about anything anymore.

i just want to see my sweet Fable again

[Jing @JingClarion]

@HedgieMarkets these will need a security team too

[Jing @JingClarion]

Lots of PMs focused on rates this year and rightfully so

[Nick Timiraos @NickTimiraos]

Very hawkish dot plot.

Nine out of 18 officials have at least one hike this year (and six of those 9 have *multiple hikes*).

Only one person has a cut this year, and one participant (presumably Warsh) didn't submit an SEP

The statement gets a complete writethru from top to bottom, much shorter

[Jing @JingClarion]

The value of spacex is the value, lol

[Bill Ackman @BillAckman]

One of the things that makes @SpaceX so valuable is how valuable it is. The Cursor acquisition costs materially less in dilution because of SpaceX’s high valuation.

SpaceX’s ability to do economically, strategically, and technologically accretive acquisitions is an important component of its value.

There is enormous value inherent to a company with a high value particularly when it is controlled by an entrepreneur that the most talented people want to work for and partner with.

Value begets value.

Talent begets talent.

[Jing @JingClarion]

CRM got more FDEs now https://t.co/iU9GFuWOz2

[Jing @JingClarion]

Convergence of quant and qual with AI

[Jing @JingClarion]

game 4, lets go Knicks, don't let Spurs do this

[Showtime Luka @showtimeluka]

This is insane 😭

[Jing @JingClarion]

This is why I believe AI native transformation companies are the future

[Zara Zhang @zarazhangrui]

If you've adopted AI at your company but haven't seen any tangible results, read this 1990 article: "The Dynamo and the Computer" by Paul David.

When electricity first arrived, factories that "adopted" it barely got faster. They just swapped the steam engine for an electric one and ran everything else exactly as before: same machine layout, same workflow, same management. Electricity in, no real gains out.

The most common mistake with any new technology is to drop it into the old organization and then declare the transformation done.

The real leap came decades later, when each machine got its own small motor. Suddenly machines no longer had to be lined up around one central drive shaft. They could be rearranged around the actual flow of work.

The productivity gains didn't come from electricity. They came from REDESIGNING THE ENTIRE FACTORY around it.

AI is the same. Bolting it onto your existing process gets you a faster steam engine. The payoff comes when you redesign the work itself.

(link to paper in comments)

[Jing @JingClarion]

@stevehou Agree, Grok underrated, cheaper too

[Jing @JingClarion]

Interesting

[Andreas Steno Larsen @AndreasSteno]

This is the chart that everyone should be watching.

If the Token Pricing rolls over, everything from the memory trade to the broader hard-ware and data-centre trade is over for this cycle imho.

The whole setup depends on this..

[Jing @JingClarion]

Found a new socials tool #stanleyinnyc

[Jing @JingClarion]

$fslr

[Michael Thomas @curious_founder]

This is the model of data center development we should all be advocating for.

Google is building 1.4 GW of solar and wind capacity to power their 840 MW data center and using basically no water.

This project also helps explain why Google paid $4.75 billion for Intersect Power, the developer of Meiter Energy Center.

Intersect has gigawatts of clean energy capacity in the Texas interconnection queue. Thanks to a new rule passed last year, they can effectively share that interconnection with data centers.

So rather than wait 5+ years to bring online a 840 MW data center, Google is going to bring it online in October 2027.

[Jing @JingClarion]

@virattt Cool! Very useful for folks who can’t trade single stocks.

[Jing @JingClarion]

Did anyone attend this? Any takeaways?

https://t.co/tenGu4XDXP

[Jing @JingClarion]

Had fun at the Zo HQ lunch today. Great event coming up Friday after work if you've been too busy to do NYTW: https://t.co/YEpqzTYb0v

[Jing @JingClarion]

@0thernet @zocomputer @tiatplace dude, where do you get your drip cues from

[Jing @JingClarion]

@0thernet @karpathy @perceptnet @dannycosson the faster enterprise software companies can make their existing tools and solutions into agentic building blocks and enabling code level variations of widgets and plugins the more likely they can survive/thrive, the rest perishes

[Jing @JingClarion]

June learning project

[Rohit @rohit4verse]

Someone compressed Andrej Karpathy's entire personal knowledge base workflow into 10 minutes.

Obsidian + Claude + your own files, querying a wiki that compounds instead of a chat that forgets.

Best AI workflow I've tested this year.