🧠

building @cf0_ai

[🧠 @lucatabone_]

@Geero_Gero We are upset at those too, doesn’t mean we cannot give our own opinion nimrod

[🧠 @lucatabone_]

@AnthropicAI @DarioAmodei you better be doing everything you can to get Fable unblocked.

This is extremely anti-capitalism from the US and is a sign for more to come.

[Marc Andreessen 🇺🇸 @pmarca]

If, when you say regulation, you mean the dead and clammy hand of the commissar—the gentleman who has never in his life built a single thing, drafting rules to govern a thing he cannot define, to be enforced by men who cannot read them; if you mean the form in triplicate, the impact assessment upon the impact assessment, the compliance officer who breeds, in the warm dark of the org chart, further compliance officers unto the third and fourth generation; if you mean the moat—the deep cold moat that the giant digs around his own castle and christens, with a perfectly straight face, public safety—the drawbridge he hauls up behind himself the very instant he is across, lest any hungrier and hungrier man should follow; if you mean the precautionary principle, which, had it governed our grandfathers, would have banned the wheel pending further study of the hill, and left us yet shivering and raw in the mouth of the cave, blessing its excellent ventilation; if you mean the European disease—that magnificent open-air museum of a continent, which produces in our time precisely two things in great abundance, and they are regulation, and the eloquent and well-footnoted regret of cultivated men explaining at length why they have produced nothing else; if you mean the license required to think, the permission slip for honest arithmetic, the king’s wax stamp pressed upon the forehead of every new idea before it may draw its first breath; if you mean the agency dispatched, with trumpets, to slay a single dragon, which arrives at the cave, surveys the accommodations, and moves in—and spends the ensuing century laying eggs and devouring the very villagers it was sworn to defend; if you mean the startup that perishes not of the market’s honest verdict but of the filing fee, the genius decamping by the next tide to a freer and warmer shore; if you mean the law that arrives, faithful as the swallows, exactly one whole epoch too late—helmeted, plumed, and magnificently armed—to regulate the stagecoach—then certainly, my friends, I am against it.

But—but, my friends—if, when you say regulation, you mean instead the humble steel guardrail upon the mountain road at midnight, the very thing you curse on the easy days and bless on your knees the one night the fog comes down; if you mean the brakes—for it is the brakes, and not the engine alone, that permit a sane man to drive fast and yet arrive alive—and the buttress, without which no cathedral was ever flung so high, but only in spite of which, but because of which; if you mean the meat inspector, who is the single homely reason a man may eat a sausage in this republic without first composing his last will and testament; if you mean the firebreak cut clean through the forest before the dry season of the burning, the smallpox cordon, the buoy that marks the channel, the rule of the road that lets ten thousand strangers hurtle past one another in the dark at fearful speed and arrive, by its quiet grace, every one of them home; if you mean the honest scale and the true weight, the reason a pound is a pound and a dollar a dollar from Natchez to Nome; if you mean the firm and decent wall between the counterfeit voice and the widow’s bank account, between the deepfaked candidate and the ballot box on the eve of the vote, between the loosed and loveless machine and the schoolyard it neither knows nor pities; if you mean the simple plank of law that says the strong shall not, in the gray dawn, feed the weak quietly into the furnace and sell the rising smoke as progress; if you mean, in the end, the one slender thread of trust without which no citizen will ever dare to use the marvelous thing at all—for where there is no rule there is no trust, and where there is no trust there is no commerce, and a miracle that no man dares to touch is no miracle, but only a handsome and expensive ghost—then certainly I am for it.

This is my stand. I will not retreat from it. I will not compromise one inch of it.

[🧠 @lucatabone_]

Claude Fable 5 has outperformed vertical specific models.

DON’T LET THE MODEL EAT SCAFFOLDING

[🧠 @lucatabone_]

If you're building at this intersection, or you're in finance and tired of watching the AI wave pass your desk by, I'd love to talk. Find us at https://t.co/dQkbu9kd0U.

[🧠 @lucatabone_]

https://t.co/P745Zz2MuH

[🧠 @lucatabone_]

@elonmusk

[cf0 @cf0_ai]

https://t.co/R89NTShXyM

[🧠 @lucatabone_]

Take a look at our latest, autonomously generated research report covering the $SPCX IPO.

Follow for more!

[cf0 @cf0_ai]

https://t.co/R89NTShXyM

[🧠 @lucatabone_]

1000 commits landed this week:

- per firm & user knowledge graph improvements
- data improvements
- stock graphs (more to come on this 👀)

[cf0 @cf0_ai]

Here’s what your $NVDA earnings workflow prep could have looked like last night.

@cf0_ai is the research platform built for how financial analysts actually want to work.

Get in touch: https://t.co/fR9uxZ1K3n

[🧠 @lucatabone_]

@signulll .

[🧠 @lucatabone_]

The gap in connecting the consumer market to the full capabilities of AI reminds me of what Steve Jobs did with the personal computer.

[signüll @signulll]

the next massive consumer ai opportunity is making personal agents feel as intuitive as an iphone.

this is deeply important because this is the new software layer for everyday life.

most ppl do not want to configure workflows, manage prompts, route models, or think about agents at all. they want software that just works & the winning products will hide almost all of the complexity with taste incl. context, memory, & orchestration.

e.g. there’ll be baseline personal agents that come alive out of the box which are already understanding your context, patterns, relationships, preferences, apps, devices, routines, etc. then there’ll be ephemeral agents that spawn dynamically from intent, ambient capture, conversation, location, screenshots, email, calendar, camera roll, whatever. this is the software that assembles itself around the moment just like weather updates based on your location but way more in depth.

today even the most state of the art agent products feel like giving normal people shell access to a distributed system.

apple won by turning computers from something you operated into something you experienced. personal agents require the same transition.

whoever solves this becomes the ambient operating system for human life. small category btw.

[🧠 @lucatabone_]

The gap in connecting the consumer market to the full capabilities of AI reminds me of what Steve Jobs did with the personal computer.

[🧠 @lucatabone_]

Very good overall but we want @AnthropicAI

[Greg Brockman @gdb]

Countrywide ChatGPT Plus access for Malta:

[🧠 @lucatabone_]

An AI product should give the user the freedom to do anything related to what industry the product serves.

[🧠 @lucatabone_]

Sooo early on this

[Tom Blomfield @t_blom]

Once you have this, AI will seem magical

[🧠 @lucatabone_]

I’m actually over surprised at how many firms are still so behind at using AI

[cf0 @cf0_ai]

Thousands of line items, scattered filings, and hours of stitching data.

We’ve expanded our capabilities to ETFs.

[🧠 @lucatabone_]

Banewick is here

[🧠 @lucatabone_]

@cf0_ai product update:

Every AI agent startup is using RAG pipelines. We never built it.

Most AI finance platforms chunk documents, embed them in a vector database, and hope the model retrieves the right fragment.

We took a different approach.

cf0 ingests regulatory filings from 11 countries, parses them into clean structured sections, and mounts them directly into an isolated sandbox for the AI agent.

No embeddings. No retrieval scores. Just files.

The agent reads filings the way an analyst reads filings. It opens the MD&A. It greps across three years of risk factors. It pulls line items from the financial statements to build a valuation. It compares segment data across competitors.

Every answer traces back to a specific section of a specific filing. You can open the same source and verify it yourself.

Each user's sandbox has four mount points:

/private : your personal workspace. Artifacts, notes, saved analyses. Read and write. Persists across sessions.

/shared : your organisation's shared data. Documents and research your team has uploaded. Read only.

/public : platform-wide skills and research templates. The institutional knowledge that powers every analysis.

/data/filings : every regulatory filing we've ingested across 11 markets. Parsed,
sectioned, ready to read.

Credentials are scoped per session. User A physically cannot access User B's data. The infrastructure enforces it.

Here's why this architecture matters:

RAG is scaffolding. It exists because models can't process full documents yet. But models are getting better fast. Teams that built everything around chunking and retrieval will spend ages ripping it out.

We never built it.

Our proprietary data pipeline normalizes filings from the SEC, EDINET, BSE, and other regulatory bodies into a universal format. One pipeline. Any country. Any language. When a better model ships, it reads the same files and produces deeper analysis. We change nothing.

Clean data in. Better model. Better output.

The best infrastructure is the kind that improves without you touching it.

Back to work.

[🧠 @lucatabone_]

@cf0_ai product update:

We just made every public filing on earth searchable in under a second.

Here's the problem with financial research today: if you're an analyst at a hedge fund or family office, getting access to regulatory filings outside the US is painful.

You're navigating Japanese regulatory portals in a language you don't read. You're waiting for someone on your team to manually download PDFs from the Indian stock exchange.

You're losing hours before you even start analyzing.

Unacceptable.

cf0 now indexes 28,000+ public companies across 11 markets — United States, Japan, India, Australia, South Korea, UK, Canada, and more. You search a company. You see every filing they've ever made. You click "Ingest".

The filing downloads, gets parsed into clean sections, and is ready for our AI to
analyze in seconds exactly like an analyst would.

The part I'm most proud of: we don't need custom parsers for each country.

One universal pipeline handles everything — a 200-page Japanese annual securities report and a US 10-K go through the exact same system. Any language. Any format. Any regulatory body.

This is what we believe financial infrastructure should look like.

Not walled gardens. Not manual processes. Not US-only.

Back to work.