Martin Davies

Banker, Risk Manager who is interested in tradable instruments, equities, bonds, FX and commodities

[Martin Davies @CausalCapital]

@DrEliDavid The Nasdaq on Monday is unlikely to price sanguine to this news.

[Martin Davies @CausalCapital]

The irony of the US government directive is that some of the developers involved in building Fable 5 are banned from their own work.

What a great way to hand the baton to Chinese AI companies.

The Nasdaq is going to be interesting on Monday.

[Polymarket Money @PolymarketMoney]

JUST IN: Andrej Karpathy, a top AI scientist at Anthropic, is reportedly barred from accessing the company’s most advanced AI model because he is not a U.S. citizen.

[Martin Davies @CausalCapital]

This video is a living proof of the disruptor capability of Mythos level models.

[Martin Davies @CausalCapital]

This is Compliance Cancer at its best, and here is the irony, you paid more for less !!!

[Yuchen Jin @Yuchenj_UW]

Bro, Fable 5 won’t even answer “What does the heart do?”

We’ve reached the point where a middle-school biology question can’t pass the safeguard.

[Martin Davies @CausalCapital]

@sairahul1 The reality of this is that 95% of problems or work challenges most people bring to these Agents are not complex enough to benefit from the creation of a loop. If they were, the user would have already gone down that path.

[Martin Davies @CausalCapital]

@Andypublicuk @HantsPolice UK Police have a serious profile / reputation problem and those officers involved in the death of Henry Nowak need to be charged and prosecuted for manslaughter

[Martin Davies @CausalCapital]

The yen remains stuck near historic lows to the U.S. dollar, despite currency intervention. High energy costs + weak yen = imported inflation. The BOJ is going to be trapped in a really tricky policy dilemma.

[Martin Davies @CausalCapital]

The flight to safety did not go into treasuries ... 10Y started to invert ... Market is starting to price in a rate hike !!!

[Martin Davies @CausalCapital]

Assessing Friday’s Nasdaq Selloff https://t.co/v60qfWxCuW

[Martin Davies @CausalCapital]

The AI Flywheel !!!

[Anuj @anujcodes_21]

Claude FULL COURSE 1 HOUR (Build & Automate Anything)

[Martin Davies @CausalCapital]

Trading with Claude … I can see this becoming a mainstream activity for those that operate out on fringe https://t.co/tpTaQbEM9g

[Martin Davies @CausalCapital]

You Only Have 3 Years Left Before It Hits! - Mo Gawdat | https://t.co/gxQntmxGKd

[Martin Davies @CausalCapital]

Opus 4.8 is a challenge to work with in many ways ... On reasoning it's not standing up to the previous models. When it comes to Strategy, Logic, Planning, it's too verbose, it is tripping over itself, it has EQ problems, it's over sensitive and missing the easy answers on business problems. Have to go back to Opus 4.6 I am afraid ... The way it is pulling together ideas, I wouldn't want it to work with my code.

[Martin Davies @CausalCapital]

These people failed in leaving the music playing ... in not preparing for the scenario that falling is a possible outcome that needs a response, in perhaps not testing the device with the lights flashing, in failing to build in active hazard identification ... who put those stairs in the way. https://t.co/pXTMxB2ah6 It's highly possible that these developers would probably fail developing tools with or without AI enablement.

Does anyone feel sorry for the robot?

[Martin Davies @CausalCapital]

Where will AI be in 1, 2 or 3 years? ... Perhaps a different question should be where will humanity be in 3 years?

[Elon Musk @elonmusk]

Where will AI be in 1, 2 or 3 years?

[Martin Davies @CausalCapital]

NNT "Never said that ..." | This compelling, trendy tripe coming out of the risk management domain these days is lost when it requires impersonation scams and identify theft to spread the message.

[Nassim Nicholas Taleb @nntaleb]

Never said that

[Martin Davies @CausalCapital]

@rubenhassid This is the most amazing and informative post … wow … Ruben, you are a legend !!! On this remark “Gamma for presentations.” … NotebookLM has now become the edge here. Check it out yourself.