J

Engineer, Algorithmic Trader, Technologist ; On @X to speak out my mind without fear or inhibition.....

[J @_joatmon]

Perhaps, The options were not alluring enough .....

[J @_joatmon]

What's Your definition of Fcuk You Wealth ?

[J @_joatmon]

@SarangSood It's an Intellectual Pursuit. I would run Systems even for a Loss.

[J @_joatmon]

For Colocated Facility @NSEIndia, max Latency is ~24 us . So, roughly, 3 Order slower than a player who is colocated. So, Retail can't compete on speed. What's the point in being 36ms faster than the competition. Does it make a difference to bottomline ? Curious to know.....

[Ashish Nanda @Ashish1Nanda]

We asked Claude which broker has the fastest Trade API.

And Claude answered👇

[J @_joatmon]

When one doesn't raise one's voice against blantant injustice, one is complicit in it.....

[J @_joatmon]

And, finally, someone up in the chain listened. Or, at least, thought along same lines.....

[J @_joatmon]

A Digitally Signed Agreement text would have helped :-)

[J @_joatmon]

@LinkedInHelp What DM @LinkedIn ? You should care to reply in public so that others can make sense of your policies as well.

[J @_joatmon]

@LinkedIn If I am the Top Applicant for X Jobs in Y Companies. Why aren't these Y Companies reaching out to me with recruitment feelers ?
What has these Y companies reaching out to me has to do with my Premium Subscription ?

[J @_joatmon]

@marketcallsHQ Ahh.. I would Love to chat with only one of them.

[J @_joatmon]

@ZiddiBakra Indian IT Services Sector is Dead. Long Live the Indian IT Sector.....

[J @_joatmon]

@ZiddiBakra 🤔Indian IT Services companies have a long rope ahead of them then.....

[Ihtesham Ali @ihtesham2005]

Anthropic just got caught secretly downgrading users without telling them, charging full price for a lesser product, and storing every prompt for 30 days. The developer community is calling it the biggest violation of trust in AI history.

Here is exactly what happened.

Anthropic released Fable 5, their most powerful model. Buried inside a 319-page document was a policy most users never saw. Every prompt you send to a Mythos-class model gets stored for 30 days. No exceptions. Even enterprise customers who had signed zero data retention agreements had no choice.

But the storage was not the part that broke the internet.

The part that broke the internet was what Anthropic did with what they collected.

They built a profile on you. They evaluated your prompts. And if they decided your research was too sensitive, they quietly switched you to a weaker model, rewrote your prompt in the background, gave you a degraded answer, and charged you full price for the product you thought you were getting.

They never told you.

David Sacks said it plainly on the All-In podcast. They were creating a new class of AI haves and have-nots. Anthropic would surveil you, profile you, decide whether you deserved frontier capability, and silently cut you off if they decided you did not.

Ben Thompson from Stratechery asked a straightforward question about cancer risk and GLP-1s. He got kicked to a lesser model.

Someone asked about mitochondria. Same result.

J-Cal asked about fertilizer regulations live on the podcast to test it. Downgraded in real time.

Anthropic has since walked back the part about silently downgrading users for AI research. They now say they will disclose when they downgrade you. But they are still downgrading people. The surveillance is still running. The profile is still being built.

This is the company that once said it was against government surveillance.

They are now doing it themselves. To their own paying customers. For their own reasons. With no appeal process and no way to know it happened.

The developer community did not forget that.

WATCH THE FULL PODCAST ON @theallinpod

[J @_joatmon]

Deal isn't a Deal until it's a Deal.....

[J @_joatmon]

"अगर वो पूछ लें हम से, तुम्हें किस बात का ग़म है,
तो फिर किस बात का ग़म हो, अगर वो पूछ लें हम से!"

[J @_joatmon]

Adding to the List. Have been thinking along these lines - If your Edge can't stand disclosure, perhaps you don't have it.

[Goshawk Trades @GoshawkTrades]

13 things i'd tell my 18-year-old self about trading after 7 years:

1. if you can't explain your edge in 5 minutes, you don't have one
2. it takes 3-4 years to know if you're actually any good
3. comfort and returns are inversely related
4. process beats outcome, a good trade can lose and a bad trade can win
5. one strategy is unstable. a portfolio is a business
6. the field is always improving, standing still is falling behind
7. position sizing kills more accounts than bad entries
8. drawdowns are the cost of being in this game
9. overfitting is the enemy, a 9 sharpe backtest is a fairy tale
10. edges decay, you're a caretaker, not an owner
11. one deployed mediocre algo teaches more than 10 beautiful backtests
12. you're not a trader. you're a researcher who occasionally hits buttons
13. automate earlier than you think you should

[J @_joatmon]

Let's say . You have a undisputable PnL record trading algorithmically. How do you prove that PnL records correspond to a certain state of your code ?

[J @_joatmon]

What's Your definition of Fcuk You Wealth ?

[J @_joatmon]

@CompoundingAmol Second that Thought.

[J @_joatmon]

@PRSundar64 Because there is no bar on exiting the Hedge.

[J @_joatmon]

There was a time when #Nifty 18K Gang was scorned off. They must be quite in contention these days .....