We went from electronic:
e-mail, e-commerce, eBay, eTrade, eHarmony
to internet:
iMac, iPod, iPhone, iHome, iRobot
to open:
OpenCode, OpenRouter, OpenClaw, OpenCV, OpenHands
“Hire me! I'm a great senior engineer (code monkey)” Hard pass.
Finance bro relying on his “quant guy”? Harder pass.
LLMs will out-do the best engineers and quants. That is the bare minimum.
I want people obsessed with the problem, not the code.
If you’re obsessed with credit, derivatives, real estate, or portfolio optimization, this tweet is for you.
We’re building the most AI-native investment team on Earth. Not a fund though.
I’m not sharing the who or what yet, but here's what I can say: you’ll be investing billions of dollars in your twenties, including all my proceeds from the Capital One acquisition.
A few warnings:
- 996 is easy. Here it’s closer to 8am-10pm-7 days a week. Don’t worry, I’ll be in the office before you arrive and after you leave.
-We pay really well, but we expect even more. You’ll feel overpaid compared to your friends and underpaid compared to how much we expect. And let’s be honest: nobody gets rich out of bonuses. Real generational wealth is built through tax-deferred equity.
- We expect first-principles thinking for everything. And I mean everything. If someone asks you why you’re doing something in this way, “because this is how we did it at my last firm” is not an acceptable answer.
- We expect you to be full-stack. From vision, to building to execution. There is no “support”. If you can't use claude code to support yourself, then wtf are you even doing?
- You’ll be expected to master complex concepts in a matter of days.
- We will pair you with industry veterans so you can leverage their experience. Don’t fuck it up.
Roles we’re hiring for:
- Credit/Fixed income lead - do you think that emerging-market banks bonds provide a great risk reward, but most American investors are scared of it? Talk to us.
- Real estate lead - are you up-to-date on all the new maps for OZs and have no patience for trophy assets that don’t have great after-tax yield? Talk to us.
- Derivatives lead - You're able to represent any view by stacking the right structured payoffs? Talk to us.
- Equities lead - You like stock picking? Save your energy. You deeply understand how risk models work from first principles, how optimizers are god’s gift to humanity and how every stock pick is never good or bad, it's just part of a portfolio? Talk to us.
- Quant infrastructure lead - You’re obsessed with finding specific signals to generate alpha? Save your energy, Citadel is a better spot. You’re into building infrastructure to test new strategies, manage risk and optimize portfolios? Talk to us.
If you think you’re a good fit, email me at [email protected] answering the following question: What about the investment process in the asset class you have the most experience with will most materially change with AI and why?
Happy memorial weekend :)
I uploaded a screenshot of Google Maps to Gemini Omni with a route drawn on it.
Then I prompted it to create a first person view of someone driving a taxi cab along the route in the reference image.
Pretty close to the real thing.
We have been busy bringing our AV Labs fleet to life. Over the coming months, many hundreds of cars fitted with a suite of sensors (cameras, lidars and radars) will be operating on Uber’s network. Importantly, these cars will be generating revenues and completing regular Uber trips - going to airports, driving through construction scenes, navigating congested downtown corridors - getting exposure to the variety of “edge” cases our network handles countless times each day, as we fulfill 40M trips daily.
A common question we have asked ourselves and our partners - how much data is enough data? One way to think about this is that AV operators globally have needed at least 10M miles of data to reach their first public driverless launch. By the end of this year, this fleet will be generating at least 2M miles each month, and will scale further from there in 2027.
For our partners, we will democratize access to data for autonomous development, and we will do so with the best in class data that only Uber can generate.
Quick update: not dead.
$FIG Q1 results:
→ 46% YoY revenue growth, accelerating for the 2nd straight quarter
→ Net Dollar Retention Rate increased to 139%, our highest rate in over two years
→ Raising 2026 revenue guidance for the year
Design matters more than ever.