Mike Ma (SixAI Capital)

Stock prediction with LLMs @SixHQai; prev Founder @RsrchRabbit (acq.), short-biased public equities, @wharton; obsessed w/ all things HUMINT / HCI

[Mike Ma (SixAI Capital) @MMikeMMa]

Ken Griffin:
"When I started, I got to go compete with Solomon Brothers and Goldman Sachs and they looked gigantic.
Entrepreneurs have this belief, that although on any set of metrics you have no chance - I'm just gonna go for it. Entrepreneurs find a way to make it happen."

[Mike Ma (SixAI Capital) @MMikeMMa]

@__paleologo Based on the note, it seems like setting parameters is the whole voodoo! 😭
Nonetheless, thank you for the manna you've shared from on high 🙏

[Mike Ma (SixAI Capital) @MMikeMMa]

@__paleologo Supremely helpful - thank you, Gappy!

[Matt Slotnick @matt_slotnick]

we're still in the "faster horses" phase. we're trying to force agents into systems designed for people-shaped workloads. real change comes when you re-architect to take advantage of the benefits (and shortcomings) of agents. this will drive real divergence in corporate outcomes

[Super PINTO @PINTO03091]

@skalskip92 You might not believe it, but I simply manually annotated over 2,000,000 human body parts with ultra-precise detail. Probably no one else could do that.

[Dr. Julie Gurner @drgurner]

Pattern Recognition is also the form of intelligence that causes the most stress.
You will see things that others do not.

You'll feel crazy.

Things will be *so obvious* to you, and others will just deny it.

[Richard Sutton @RichardSSutton]

The bitter lesson in 26 words:

Don’t be distracted by human knowledge, as AI has been historically.
Instead focus on methods for creating knowledge that scale with computation, like search and learning.

[Mike Ma (SixAI Capital) @MMikeMMa]

Pods still missing the fuller, disruptive opportunity on LLM-native, Fundamental investing side 🧘

[Brett Caughran @FundamentEdge]

A big pivot from Ken Griffin on AI:

“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.

And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days.

These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society.

When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.”

This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.

[Mike Ma (SixAI Capital) @MMikeMMa]

@matt_slotnick 🙋‍♂️🙋‍♂️🙋‍♂️

[Mike Ma (SixAI Capital) @MMikeMMa]

@stoic_point @SammyKoppelman cc @TedMerz - perhaps an interesting story!

[Mike Ma (SixAI Capital) @MMikeMMa]

@ClayBon65310 Can confirm that Stoic Point team incredibly sharp - and kind - and their coverage on EVLV top-notch!

[Mike Ma (SixAI Capital) @MMikeMMa]

@thedrchrisg @stoic_point Fundamental investors w/ context on #s will understand the margins -

However, given the mkt response to IR, possible that many mkt participants do not have sufficient context on EVLV / quite shallow on the name -

Which suggests shallow understanding of both Q1 #s AND margins.

[Mike Ma (SixAI Capital) @MMikeMMa]

human pattern recognition

[Trung Phan @TrungTPhan]

Incredible bit. Rory Mcilroy guessing the golfer by only looking at a swing silhouette. Even nails Lebron and Charles Barkley (lol).

Every sport needs to do have their top athletes do this challenge.

[Nassim Nicholas Taleb @nntaleb]

A reminder.
As with food, we spent most of our history deprived of information and craving it; now we have way too much of it to function and manage its entropy and toxicity.

[VV @visualizevalue]

"If you want to go fast, go alone. If you want to go far, go together."

[Justina Lee @justinaknope]

What happens...when you just let LLMs run your portfolios?

I wrote about all the AI trading arenas, which mostly seem to be losing money

[Mike Ma (SixAI Capital) @MMikeMMa]

@calxolotl @prerat I think you're on to something - I think this is "area under the curve".

[Mike Ma (SixAI Capital) @MMikeMMa]

@finphysnerd Great analysis and learnings - Onwards!

[Mike Ma (SixAI Capital) @MMikeMMa]

@bojie_li cc @joshmnicholson

[Mike Ma (SixAI Capital) @MMikeMMa]

@xtbot @kevinakwok It better - 四四四 应该很难卖！

[Mike Ma (SixAI Capital) @MMikeMMa]

@christinaqi We’re working hard to create a positive datapoint! 🫡