BleedX

Builder. Tech Geek. 3D. Investor.

[BleedX @bleed811]

Building Marginalia: investor relations for companies too small for an IR team. Every number tied to its filing page.

This is the one-card version of Anthropic's S-1.

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@Nomywzm 😉

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@mrtbrgl Yyyyeeeesss

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every number in my IR tool links to the filing page it came from. no page, no number.

what's the last figure you couldn't trace back to a source?

[BleedX @bleed811]

shipped this week: my IR tool now says "not covered" instead of guessing.

what'd you ship?

[BleedX @bleed811]

@eliadeleoai Investor answers from filings, cited.

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@eliadeleoai one model for the long stuff, one for computer use. simple stack. what made Argon fall short on vision, accuracy or speed?

[BleedX @bleed811]

@ZakariaaZouitni an IR tool for small public companies. it answers investor questions from SEC filings, every number tied to its page.

[BleedX @bleed811]

@KakuDrop This one is awwsome

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@ZazaGDev Letsu go😉

[BleedX @bleed811]

@yusufiwho no flight hardware on my side, so I can't say from experience. but separate watchdogs make sense to me: a stuck payload shouldn't be able to stop the housekeeping loop that keeps the sat alive.

[BleedX @bleed811]

@thrivenex hi 👋 an AI you can ask about markets is close to what I'm building. mine sticks to company filings and refuses when they don't cover the question. how does yours handle questions it can't source?

[BleedX @bleed811]

@TheTinyMaker timing couldn't be better, the trend is back in full this week. one thing I'd add this time: match on what people are building, not just interests. that's what turns a follow into an actual conversation.

[BleedX @bleed811]

@geleeksol agree, a reread not a retreat. the part I'd watch is the leverage approval. that's what makes perps worth trading, and it's the hardest thing to get past the CFTC for US retail.

[BleedX @bleed811]

@Cointelegraph ICE has done this before.
Bakkt in 2018. up to $2B into Polymarket last year. now trade[XYZ].
ask regulators to slow the new thing down, then own the regulated version of it.

[BleedX @bleed811]

@WuBlockchain that's the lawyers, not cold feet.
a listed company announcing something that still needs CFTC sign-off basically has to say "plans to" and "subject to approval."
the line worth watching is the last one: approval for leveraged trading. that's the hard part.

[BleedX @bleed811]

@gregoryblotnick same playbook behind his trade[XYZ] post. watch where the smart kids are going, trust the network, then size in.
the difference this time: he said he'll use the product himself. that's a stronger tell than a stake.

[BleedX @bleed811]

@heyim_shree nice. which side, architectures or interpretability? the second one is exactly the "when should it say not covered" problem

[BleedX @bleed811]

@MrB2Beast a small public company with no IR team. ideally one that just filed and gets the same ten investor questions every week.