Hohmland

Running bitcoin
Running AI

[Hohmland @hohmland]

@TimmerFidelity Thanks for the chart! Just a minor typo- I believe the Y axis is mis-labeled. It should say "($billions)" not trillions as gold is at $34.7 trillion market cap but the chart shows $34,700 which implies 34,700 billion.

[Hohmland @hohmland]

@EpochAIResearch Google has a paper on this for Veo3

https://t.co/XnZYBZS2sT

[Ethan Mollick @emollick]

This seems like a pretty big finding: If you train an AI model on enough video, it seems to gain the ability to reason about images in ways it was never trained to do, including solving mazes & puzzles.

The bigger the model, the better it does at these out-of-distribution tasks.

[Hohmland @hohmland]

@davidpattersonx What works would you recommend to explore this more? Are there a couple seminal works or is it diffuse?

[Hohmland @hohmland]

@emollick Might be better than the headline shows. Look at this comment regarding API (doesn't use tools) vs. web version (uses tools).

https://t.co/3IAVIJfPCB

[Zhiqiu Lin @ZhiqiuLin]

Ah, we weren’t aware that tool use isn’t supported in the API. The web version (with tool use) seems much stronger and succeeds on almost every question where the API version fails. Thanks for letting us know — we’ll update the plot legend accordingly and look forward to evaluating with the tool use API once it’s available.

[Hohmland @hohmland]

@BobEUnlimited Can you link to the full discussion? Thanks!

[Hohmland @hohmland]

@ChiefQuant Some updated data on multi manager hedge funds for comparison. Wifey still killing it. @ChiefQuant @LordStoppington

https://t.co/KukzN0SJuc

[Hohmland @hohmland]

@simon_ree @topdowncharts If you squint at the chart, don't the 2 year and 10 year yields move first at transitions before fed funds target rate? While it seems like they move the market, aren't they kind of just following it?

[Hohmland @hohmland]

@john_at_swan You can track the club building architectures over time- could think of it as the same group/use but how they approach over time. Yacht club was 1901. Here is Princeton's (1963)

https://t.co/ROT1wvgNrL

[Hohmland @hohmland]

@john_at_swan Some of the club buildings are interesting- I think they are around W 44th if you are walking around there...

https://t.co/thqXSE5p22

[Hohmland @hohmland]

@WifeyAlpha The trend can be Chop Chop, Weak Bear, Weak Bull, Strong Bear, or Strong Bull. These describe the direction of the trend (bull/bear) and the magnitude of the direction (weak/strong). Chop Chop is no clear direction.

[Hohmland @hohmland]

@WifeyAlpha A bit more info for those new to the emails. The daily emails are sent after the close of the trading day. All changes in Short Term Trend and Long Term Trend from the Dashboard->Trend Momo pages are listed.

[Hohmland @hohmland]

@BobEUnlimited The second peak in recession fear could arrive similar to past timing...

[Hohmland @hohmland]

@emollick "Since early research is finding large productivity gains". Could point to anything you've posted in the past on this? Or point new followers in the right direction? Thank you!

[Hohmland @hohmland]

@BobEUnlimited Bob is bringing the fire on the contrarian takes 🔥. That trend certainly looks secular not cyclical, perhaps for positive reasons (gig economy, flexibility) or negative reasons (cost of living).

[Hohmland @hohmland]

@BobEUnlimited Thanks for the charts and perspective! One glitch, is NZ hourly rate change calculated over 2 years, not y/y?

[Hohmland @hohmland]

@NickGiva You should support it because it probably ultimately benefits you. He is trying to move away from a pure ad model. The advertising model gives advertisers too much influence over direction of the company and even individuals content (censoring). 1/

[Hohmland @hohmland]

@WifeyAlpha Probably the single most impressive thing about Wifey...patience. Epic proportions.