Shahid Kandy

I make AI for markets(onchain + TradFi) @nansen_ai

Years deep in AI, data & tech, finance and wandering the real world.

[Shahid Kandy @ShahidKandy]

nice explanation

[Linda Vivah (Haviv) @lindavivah]

Walk with @robertnishihara & I in NYC with 10% charge 🪫 as we talk through 5 key differences between 𝗟𝗟𝗠 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗩𝗦 𝗥𝗲𝗴𝘂𝗹𝗮𝗿 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲

Let’s see how much we can get through before our mic dies! 🤣

[Shahid Kandy @ShahidKandy]

Great read for inference enthusiasts

[Philip Kiely @philipkiely]

https://t.co/YGqR5TTio4

[Shahid Kandy @ShahidKandy]

@rauchg Has been the meta for a while , but still the adoption is low. Hope you have proper context controls

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Shahid Kandy @ShahidKandy]

@cyber_molecule Sometimes good , sometimes bad

[Shahid Kandy @ShahidKandy]

@0xCodez Already left loop stranded

[Shahid Kandy @ShahidKandy]

The old AI race:

• Chase benchmark scores
• Build bigger models at any cost
• Optimise for peak performance

The new AI race:

• Maximise capability per dollar
• Bring frontier AI to more people
• Deliver performance that scales in the real world

[Shahid Kandy @ShahidKandy]

Loop or “graph max”

[Alex Kotliarskyi 🇺🇦 @alex_frantic]

How to graph-max with Codex and 5.6 Sol:

1. Draw a graph (literally in any tool, even on paper)
2. Send it to Codex and say "write a code mode script that implements this workflow, run it with <your inputs>"

There's no step 3, it just works.

Seriously it's that simple.

[Shahid Kandy @ShahidKandy]

Netflix is reportedly circling an ~$83B takeover of Warner Bros. Discovery.

The streaming wars are ending the way all wars do: one side buys the other and we go back to paying for cable, minus the cable, plus an ads tier.

[Nansen 🧭 @nansen_ai]

$1,000,000 in rewards. Over 800 winning tickets every week.

Same trade, different results.

Full details: https://t.co/6a45Xi6ggx

[Shahid Kandy @ShahidKandy]

"AI coding agents are a thermonuclear ADHD amplifier" is the most accurate thing said about them all year. I've never started so many projects.

I've only finished a smaller fraction of them. The tooling got 10x faster, but my attention span did not 😅

[Shahid Kandy @ShahidKandy]

Sinner defends Wimbledon; Linda Nosková takes her first Slam. But the fortnight belonged to Arthur Fery, the home outsider nobody had in their bracket, into the semis.
Every seeding model said he was priced out. He didn't read it. Markets could learn something.

[TNT Sports @tntsports]

Jannik Sinner has entered his 80th week as World No. 1 🙌

Only nine players have ever spent more time in the top spot 👀

[Shahid Kandy @ShahidKandy]

@DurovPD 2-1 France

[Shahid Kandy @ShahidKandy]

Wouldn't mind this , run it back ?

[Shahid Kandy @ShahidKandy]

@Uraharastudio Lol , italians would't like it either of them winning

[Shahid Kandy @ShahidKandy]

@Vivek4real_ Insightful

[Shahid Kandy @ShahidKandy]

Meta says its next model matches GPT-5.5 on benchmarks.

It's codenamed "Watermelon." The last one was "Muse Spark."

We are speed-running the path from "we're building a god" to "please look at our fruit." Genuinely my favourite thing about this industry.

[Shahid Kandy @ShahidKandy]

OpenAI reportedly offered the US government a 5% stake for about $42.6B, ahead of its IPO.

Regulatory capture is old news. Regulatory capture, where the regulator is on the cap table, is genuinely a new genre.

[Shahid Kandy @ShahidKandy]

Karp calling frontier AI a "wealth tax on business" is theatrical, but the economics underneath are real: token prices sit far above marginal inference cost.

That gap is the margin. Open weights + cheaper inference compress it. The only question is the rate of compression, not the direction.