Yi Tang

quant, machine learning, kaggle 🇬🇧 🏴󠁧󠁢󠁥󠁮󠁧󠁿

[Zara Zhang @zarazhangrui]

This Stanford lecture series is pure gold.

Crazy that such high-quality knowledge is freely disseminated on YouTube

[Harry Stebbings @HarryStebbings]

One of my single best investments (Lovable) came from me pitching a founder (Anton) on investing in Project Europe.

I sold that Project Europe would become the talent magnet for young European founders.

Anton invested.

Then he said, "do you want to invest in Lovable?"

Anton is super clearly a generational founder. Without a moments hesitation, I said "yes, yes, count us in".

That check is 50x+ at this stage and Anton continues to build one of the most important companies in the world.

LFG brother! 🚀

[J. Paul Neeley @jape]

Do hard things!

[美研芒格君 @Kay2289123]

这段 @elonmusk 30分钟的视频非常推荐。看完之后，我更加坚定了自己对 AI 的投资

我认为AI现在的阶段，再过十年，回头来看，现在连 1% 都没有到，何谈泡沫。

在高频度使用 AI 之后，有的时候我会想，我们整个人类存在的意义，可能就是为了孕育出一个太空级别的智能（所谓什么股票的涨跌，太渺小了）

未来将由人工智能和机器人主导 $TSLA ，物理 AI、TereFab、SpaceX 的 10GW都将带来前所未有的机会。

我看到了 $SPCX 的目的从来不是火箭，而是小成本将 $NVDA 的硬件设备送入太空，构建一个前所未有、无比巨大的在太空中的 AI 推理集群 -- StartMind

以下这段原话是我认为在视频中最精华的一部分

“我们已经建成了世界上最强大的 AI 训练集群。到明年年底，我们预计实现的算力规模，将达到迄今为止成果的约 10 倍。这将为太空 AI 提供非常重要的实践经验。

我认为，AI 训练仍将继续在地面上进行，但 AI 推理——也就是人们日常使用 AI 的过程——将会转移到太空。我们的目标是，到明年年底实现 10 吉瓦的算力规模。当然，这取决于每瓦算力能够创造多少价值。

如果每瓦算力的价值约为 30 至 50 美元，那么到明年年底，假如我们能让 10 吉瓦的 AI 算力投入运行，每年就能产生约 3,000 亿至 5,000 亿美元的收入。

这是非常庞大的数字。有时我也会思考：我们的使命究竟是什么？

也许，人类存在的意义，就是孕育出一个‘Star Mind’——一个拥有意识的太阳。

说实话，我不知道 AI 会用这么大的算力去思考什么”

[莎士比💊 @shakesPills]

人生回报率最高的事是什么？

每天运动 30 分钟 （《柳叶刀》）
Exercise for 30 minutes every day(The Lancet)

保证 7-9 小时的睡眠 （《睡眠革命》）
Get 7–9 hours of sleep (The Sleep Revolution)

每周读完一本书（耶鲁大学）
Finish one book per week(Yale University)

每年学习一个新的技能 （马普研究所）
Learn a new skill every year(Max Planck Institute)

早晨坚持冥想 20 分钟 （麻省总医院）
Meditate for 20 minutes every morning(Massachusetts General Hospital)

多吃彩色蔬果 （新英格兰杂志）
Eat more colorful fruits and vegetables(New England Journal of Medicine)

睡前进行每日复盘 （加州大学）
Do a daily reflection before bed (University of California)

工资存 20％ （巴菲特）
Save 20% of your salary(Warren Buffett)

把目标贴在冰箱上 （多米尼加大学）
Put your goals on the refrigerator(Dominican University)

生气时先默数10秒再说话 （卡耐基基金会）
When angry, silently count to 10 seconds before speaking (Carnegie Foundation)

手机调为黑白模式 （斯坦福注意力研究所）
Set your phone to grayscale mode(Stanford Attention Research Institute)

写每周总结 （沃顿商学院）
Write a weekly summary(Wharton School)

压力大的时候写流水账 （创伤治疗专家）
When stressed, write stream-of-consciousness notes(Trauma therapy experts)

晚上手机放远离自己的地方 （宾大行为实验室）
Keep your phone away from you at night(UPenn Behavioral Lab)

每天喝足够的水（2-3 升） （《英国营养学杂志》）
Drink enough water daily (2–3 liters)(British Journal of Nutrition)

定期进行深呼吸练习 （哈佛医学院）
Practice deep breathing regularly (Harvard Medical School)

每天晒15分钟太阳，改善维生素 D 水平 （《自然》期刊）
Get 15 minutes of sunlight daily to improve vitamin D levels(Nature)

每周与家人共进晚餐三次 （哥伦比亚大学）
Have dinner with family three times a week(Columbia University)

学习一门乐器 （《神经科学前沿》）
Learn a musical instrument(Frontiers in Neuroscience)

每天整理房间 10 分钟 （《人格与社会心理学杂志》）
Spend 10 minutes tidying your room daily(Journal of Personality and Social Psychology)

每周做一次 “数字断舍离”（减少屏幕时间） 《行为医学年鉴》）
Do a weekly “digital detox” to reduce screen time（(Annals of Behavioral Medicine)

每天夸赞一个人 （《积极心理学杂志》）
Compliment someone every day (Journal of Positive Psychology)

定期复盘职业规划 （麦肯锡研究）
Regularly review your career plan (McKinsey Research)

培养一个不花钱的爱好 （《幸福研究杂志》）
Cultivate a no-cost hobby (Journal of Happiness Studies)

每周给自己 2 小时 “独处时间” （《心理科学》）
Give yourself 2 hours of “alone time” each week(Psychological Science)

拒绝无意义的社交 （《社会心理学杂志》）
Decline meaningless social activities (Journal of Social Psychology)

学习基础理财知识 （美联储经济研究）
Learn basic financial literacy (Federal Reserve Economic Research)

练习“5 秒法则” 克服拖延 （梅尔・罗宾斯研究）
Practice the “5-Second Rule” to overcome procrastination (Mel Robbins research)

定期检查你的身体指标 （《柳叶刀・公共卫生》）
Regularly check your health indicators (The Lancet Public Health)

与积极的人多相处 （情绪传染理论）（《自然・人类行为》）
Spend more time with positive people(Emotional Contagion Theory) (Nature Human Behaviour)

每天学一句外语 （《大脑与语言》）
Learn one sentence in a foreign language daily(Brain and Language)

睡前 1 小时不讨论严肃话题（提高睡眠质量）（《睡眠医学评论》）
Avoid serious discussions one hour before bedtime to improve sleep quality(Sleep Medicine Reviews)

[Seb Johnson @SebJohnsonUK]

One of the greatest operators to ever come out of the UK

[Shen Sean Chen @ShenSeanChen]

I’m the actual human who made every single one of these videos they keep gluing together without asking. They love calling me ‘ex-Google engineer’ or ‘this guy’. Follow this guy and let’s actually chat. Original post is right here:
https://t.co/w7LSp04suO

Want the real AI Agent Harness System (Loop + Memory + Eval) instead of the mash-up? Grab my open-source Waku Agent (almost 1k stars): https://t.co/ujKqBC2y9o

Original YouTube channel: https://t.co/rMP0jaxHK1
(Better for your eyes. Trust me:))))

I also run a community where I host live biweekly Q&As and share all the original system-design files:
https://t.co/ISbbjGUy01

@X @elonmusk @benjitaylor @singhai @dinkin_flickaa please fix the theft on X.

@vattybear thanks so much for the constant support my friend! 🔥

[Leaf Yeah! @leaf_sanren]

😤WTF？！所以穷人孩子一直穷，富人孩子一直富？？

最近刷到个视频，一个亿万富翁，让十来岁的女儿当场打电话向陌生人推销，还真成交了，那份掌控感超过八成成年人。

这人叫 Grant Cardone，汽车销售出身，做成了亿万富翁，还上过一档综艺：隐去身份、只带 100 美金和一辆皮卡，90 天从零干出一家百万美元公司（Discovery 的《卧底亿万富翁》）。就那种把"搞钱"刻进骨子里的人。

后来他专门录了条1h视频，当面把整套财富思维一条条教给女儿。我全听完了，挑4个自己最有共鸣的和大家共勉：

一、听建议，只听比你强的人的。
他说这辈子踩的一个大坑，就是听了太多人的建议；回头复盘，真正有用的全来自比他更有结果的人。

这点我太有体感！你听菜鸡的建议，只能变成菜鸡；你听你爸的，顶多变成你爸。
同级朋友和没搞过钱的父母，能给你的就是他们认知的天花板，而那个天花板，大概率还没你高。

二、钱，跟着注意力走。
你东西做得再好，没人知道你，就没人买，市场没义务来发现你。他后来拼命做内容、上电视、搞播客，就是想明白了：不会传播的人只能一遍遍费力自证，攥着注意力的人机会自己找上门。
咱们搞AI开发，Build in public不也是为了争夺注意力吗？

三、别老实站在队伍最后。

这个例子我当场醍醐灌顶：他带家人去演唱会买吃的，队排老长。他没排，直接找到排最前面那位，说我帮你付钱、你顺手帮我带两份。
一句话，省下一小时。他没挤走任何人，就是做了笔双方都划算的交换。

虽然我觉得这多少助长了黄牛产业hhh，但确实想要破局，就不能默认，"自己慢慢耗时间"是解决问题的唯一办法。

四、别跟所有人打架，要挑跟谁打。

只要你开始公开表达、有了成绩，批评一定来。但有些人骂你，纯粹想借走你的注意力，你一回应，就把流量、时间、情绪白送给他了。
对那些伤不到你、也没影响力的人，最好的回应就是不回应；只有当对方传播力够大、或真能砸你饭碗时，无视才失效。

最后、
女儿问他：如果只能留三条人生建议，最想让我记住啥？他几乎没想就脱口而出：
一，嫁对人。
二，别有太多朋友。
三，一定要搞懂钱。

听着是婚姻、人际、财富三件事，其实是同一件：你这辈子过成什么样，很大程度就取决于你把谁放进核心圈、把时间给谁、把钱怎么用。

听完最大的感受是：普通人家总想帮孩子挡住现实，让他单纯、晚点碰人性和利益；
这种家庭反过来——越早让孩子看懂真实世界怎么运转，他将来越不容易被别人定的规则收割。

原片挺值得自己看一遍！
https://t.co/xfgSdZsbDN
甚至我觉得你总结一下，发到抖音等平台都能爆火！！！

[Rony @Ronycoder]

A billionaire literally explained how the entire economy works in 42 minutes better than most $200,000 MBA programs ever could.

[Tech_baby @Tech_babby]

I think this man deserves an Oscar for the level of intentionality he puts into every single article.👏🏾 He calls out the hype built around AI and how people are refusing to do the real work to make money! Zero strategies. Zero execution. Just hype.

Read this before Monday!👇🏾

[Xudong Han @Xudong07452910]

最近发现 Stanford Online 把研究生课程 CS329A：Self-Improving AI Agents 的完整课程录像放到 YouTube 了，一共 9 讲。

这门课基本围绕一个问题展开：AI Agent 怎么通过和环境不断交互，持续改进自己的能力。

内容从 Test-Time Compute、Verifier 和 RL 讲起，后面会进入工具/代码反馈、多步推理与规划、Deep Research、自我改进，以及 Agent 的长时任务评测。

我觉得比较好的地方是，它把现在很多散落在论文里的方向串到了一起：从「怎么让 Agent 多思考」，一路讲到「怎么验证结果、从反馈学习，再把这些能力放进更长的任务里」。

最近在关注 Agent 自进化的话，这套课很适合系统补一遍。

YouTube：
https://t.co/2X9JEOlW0j

[Aporia @aporia9n]

Notice how they gravitate towards endurance sports that basically only require grind/discipline (marathons, cycling, lifting, Ironmans) vs skill-based ones (golf, tennis, sailing, etc)

They want a clean effort → outcome relationship. If you train consistently, your 10k time, deadlift or HYROX time will usually improve linearly.

Golf and tennis are much more psychologically tough. You can practise for years and suddenly play worse. Progress is nonlinear, technique-sensitive, and often exposed directly against another person. You can’t simply brute-force your way into feeling competent.

Same for the modern high-agency / ambitious professionals looking for achievement outside work. As their careers become increasingly nonlinear and probabilistic (working twice as hard won’t guarantee you the promotion, building twice as good a product won’t guarantee anyone buys it), they increasingly pick sports where progress is linear-ish, quantifiable and attributable to effort. Basically the meritocracy they thought their career would be.

[Aporia @aporia9n]

This is why so many rich kids become obsessed with unusually hard hobbies (HYROX, Ironmans, ultramarathons, survival expeditions, extreme sports, Everest, etc.)

They’re not necessarily masochists. They need a result where observers, and more importantly themselves, can’t immediately say “yh but your dad…”

Money contaminates most conventional achievement because it can buy you the introductions, runway, education, safety net, first customers and endless second chances. Physical suffering is different. Your dad can hire the trainer, buy the bike and fly you business class to the race, but he still can’t run the last 30km of an ultra for you.

And then you get this funny achievement inflation. Once normal difficulty becomes accessible, you need increasingly absurd difficulty to produce the same clean proof of competence:

A 10k stops feeling exceptional → marathon → Ironman → 100km ultra → Marathon des Sables / UTMB → whatever is sufficiently painful and scarce to still mean something.

Same for mountains: Everest with oxygen → without oxygen → harder mountain → unsupported → faster, etc.

It’s especially funny because their normal life has usually been optimised to remove exactly the things they then seek recreationally: cold, danger, physical exhaustion, uncertainty, getting lost, carrying your own stuff, sleeping badly, not knowing whether you’ll make it. Generations of family wealth go into eliminating friction, then the descendants spend their weekends putting it back in.

And of course an entire luxury industry now exists to package the hardship nicely. Black Tomato sells a “Get Lost” experience starting around £20k per person where they privately transfer you somewhere remote, give you equipment and training, then make you navigate back to civilisation while an expedition team invisibly tracks you as a safety net.

Basically the final stage of wealth is paying a lot of money to recreate problems your grandparents spent their lives making sure you’d never have.

[Aporia @aporia9n]

I think ambitious people should treat life in “seasons” rather than trying to balance everything every day.

A few years massively overallocated to work. A period getting seriously fit. A year or two nomading. Then family takes priority for a while. Then maybe at 35 you go completely insane again and spend four years building a new company, and so on.

The mistake is thinking every metric needs to stay green all the time. Most great outcomes (building a company, writing sth serious, training for an event) need uninterrupted runs, not daily moderation. Sometimes work should suffer cause you’re travelling, sometimes your social life should suffer cause you’re building, sometimes career progression should slow cause family matters more. That’s fine.

And tbh it probably makes life more fun too. You get actual chapters and completely different versions of yourself instead of spending 40 years maintaining the same perfectly optimised routine. A few intense years in one city, a weird nomad phase, an obsession that takes over your life, then something completely different. Probably much more memorable than one very long well-optimised Tuesday.

It's why I encourage everyone to think of balance in years, not days. A good life can look horribly unbalanced on some random Tuesday and still be very balanced over 10 years.

[美研芒格君 @Kay2289123]

谢谢，硅谷卧虎藏龙，不谦虚地说我只是average水平而已

从沃顿毕业后，有幸一直从事AI，争做硅谷做AI Infra一线，还比较懂金融的。这给了我独特视角，和甄别市场共识错误的能力

另外评论区我一直都看的，恶评太多，有时候看着辣眼睛。后来我就通过我的AI agent每天帮我看评论区，对疑问和问题进行收集，对冒充我的骗子适当的拉黑

AI融入了我的生活，工作、副业，这是我信仰的来源

[美研芒格君 @Kay2289123]

借着anydoc这个工具，跟大家分享一下平时我是怎么借助把任何一家公司的投资价值研究透？

第一步，收集资料，找到研究标的最近的新闻：

各大投行（大行、大摩、小摩、UBS 等等)能找到的所有研报、财报、公司公告、10-K 等等

第二步，派发 Agent Team：

我的 Agent 会化身成各个投行的分析师，分别持有一方观点。我仿照华尔街投行搭建了一套自己的 Agent Team：
• 有的 Agent 蒸馏了我的思想
• 有的 Agent 蒸馏了我的专业知识

它们分别去评估公司的收入、财务、risk（风险）、基本面和估值，最后再汇总给 Agent Team Leader 进行对抗评审，如此反复

这一步我只用 fable 5 或者 GPT 5.6 Ultra

第三步，每一个 Sub Agent 和最后的 Agent Leader 都会给我一个 report。

我会逐行根据我的实际经验人工校验，给整个团队一些新的输入，由 Agent Team 评估第二步是否需要重新做。如此往复，直到第三步我认为通过

经过这三步，我相信任何人都可以在几天之内研究透彻要投资的一家标的。

而我每天 Agent Team 都会自动化地运行一遍，确保每天新的变量被纳入我的agent 大脑

这个流程有三个难点：

1. 首先你要知道搜集什么数据，以及如何获得这些数据
2. 你要有一些经济学和科技的基础，否则你都不知道该如何指挥你的 Agent 大脑和 Agent Team 去做什么
3. 要有自己的投资逻辑和独特的 thesis，拥有纪律性，投资要快、准、狠

看完这篇文章，不知道对大家的门槛会不会很高？

我想把我这三步开源出来，或者提供成一个接口（或者 skill），让大家的豆包、ChatGPT 都能直接访问我的 Agent Team Leader，进行 24 小时答疑和基本面全解。

这样可以做到任何一家公司的分析，有事不必问人，相信比你在网上能看到的绝大部分公众号博主、财经博主说的都要准确，而且知无不言

[Slava Akhmechet @spakhm]

Long range career advice. (Won't help you get a job tomorrow, this is a ~10-20 year thing)

You want to run two processes. Your main loop:

1. Knock on doors, many outside your league, and get yourself in a room with the most competent people who will have you.
2. Work your ass off to be reliably useful to them. Like, really, _really_ hard. However hard you think you're working to be reliably useful, work ten times harder. Also, be cheerful.
3. Every once in a while pop your head out and go to step 1.

Your background loop: look around for weird asymmetric opportunities. A startup to found/join, a project to hack on, an angel investment into a friend's company, whatever. When your heart sings, jump on it. (You will fail a lot but that's fine so long as you handle failure well, I'll cover that in another post)

In exchange for working really hard you get two things. First, knowledge/experience-- you learn a ton. Second, relationships-- ppl will remember how great it was to work with you. Knowledge and relationships with competent ppl create crazy asymmetric opportunities. You then jump on those. (There is a lot of twitter slop about compounding, well this is what career compounding looks like.)

---

Now some failure modes. Do _not_ do this:

"I deserve much better than this company/role, I'm just going to begrudgingly collect a paycheck" --> first, you deserve what the market clears and that's that. Second, if you act this way you'll only hurt yourself. Your colleagues will remember you as a grouch and it will wreck the compounding loop. Third, it's a very unpleasant state to be in, and you should choose not to be in it.

"But I work at Home Depot, what's there to compound?" --> that's extremely shortsighted. Maybe you do a super good job helping a customer who then has an open spot and remembers you. Maybe your store manager becomes a regional manager and calls you. Maybe years down the line your quiet peer is looking for a partner to start their own store. Maybe none of this happens, but it doesn't matter because empirically ppl who try hard to be useful wherever they are tend to do great, and people who don't, don't. (Home Depot is a metaphor, obviously)

"I hate this place, I quit! And anyway they're a faceless corporation that will lay me off any time." --> don't do that. The company may be a faceless corporation, but your colleagues are not faceless. They bet on you, hopefully you did a great job, and now they depend on you. Leaving is never easy, but do it in a way that respects the trust ppl put in you.

"Everyone around me is an idiot, I hate this!" --> maybe they are, or maybe you're not ready and some day will discover you were wrong about this. In any case you can learn from everyone and everything. So do that and be useful, don't break the compounding loop because opportunities will surprise you and things are often not what they seem.

“_I_ should have been promoted not that other guy/why is my manager layering me, screw this!” --> every time that happened i eventually understood I deserved it, you probably do too. Don’t hold grudges, do your best to figure out how to learn from this and move on, it will make sense eventually.

P.S. it helps if you’re a little talented.

[Yi Tang @iamyitang]

This is madness.

I paid £200 for the visa application for my parent to visit me in 2024; now I have to pay £1000.

WTF?

[Holland_Live @Holland_Live]

At 27, Steven Bartlett was shown a loophole most people will never even hear about. His company went public. $50 million market cap. The bank just wires him $25 million in cash at near-zero interest. No tax. Ever.

"Someone came to me at 27 and said, Stephen, do you know you can just take a loan against your public stock?"

"If your stock is worth $50 million right now, they will give you a 50% loan without paying tax on that. Crazy low interest rate, like almost nothing. They will just transfer you today $25 million in cash and you will have to pay no tax"

"And guess what? If the stock comes down, they'll just sell it. So you'll never really have like a real sort of tax liability there"

"I couldn't believe this was possible. And so I was like, is this what all the rich people do? And they told me, yes, this is how it works. This is what Elon's doing. Elon is taking a pretty much tax-free loan against his Tesla stock and they are transferring him a billion dollars in cash and he can live off that, start new companies with that and never have to have a tax transaction"

[Yi Tang @iamyitang]

@korejay Sauna under the staircase, is it a good or bad idea?