jamiesim

bcom @monashuni | investments | poker | travel | run/hike

[Avid @Av1dlive]

the anthropic claude for finance lecture is the best free hour in quant AI right now.

bookmark & watch today. It's the most valuable 1 hour in quant AI right now. Then read article below.

[Patrick OShaughnessy @patrick_oshag]

Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance.

He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute.

I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal.

We discuss:
- The cone of uncertainty
- How he allocates compute across Trainium, TPUs, and GPUs
- What investors misunderstand about model companies
- Why the returns to frontier intelligence keep rising
- Platform vs application and where Anthropic builds its own products
- How Anthropic uses Claude internally

I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before.

Enjoy!

Timestamps:
0:00 Intro
2:38 The Compute Canvas
6:51 The "Cone of Uncertainty"
11:58 Why the Returns to Frontier Intelligence Are So High
16:45 Recursive Self-Improvement
20:20 Scaling Laws
23:30 Sourcing $100 Billion in Compute
28:05 Platform vs. Application Strategy
32:52 Pricing Dynamics
38:48 How Anthropic’s Finance Team Uses Claude
43:24 Raising Capital & Overcoming Investor Skepticism
52:32 Public Perception, Risks, and Government Regulation
57:25 Mythos Release
1:12:33 What Could Derail the AI Revolution?
1:13:47 Biotech and Healthcare
1:15:31 The Kindest Thing

[bodila @51bodila]

Jane Street AI Engineer explained how the hedge fund uses LLMs to make $20.5B/year

- they trained their own model that generates profit for them

16-min and you'll learn how tier-1 funds use AI in their calculations

Bookmark & watch - no matter what, this is the best AI + Hedge Fund lecture out there. Then start build your own hedge fund or bot on @Polymarket

[Adam Ghowiba @adamghowiba]

JP Morgan's investment research team just shared exactly how they built their multi-agent system "Ask David", and it's the same architecture pattern showing up everywhere:

- supervisor agent orchestrates
- specialized subagents handle retrieval, structured data, analytics
- LLM-as-judge reflection node before the answer ships
- human-in-the-loop for the last accuracy gap

worth watching for anyone building:

[Allen Braden @allen_explains]

🚨 A junior at Jane Street reportedly landed a $220K–$600K role because he used AI to analyze trillions of data points faster than most teams ever could.

In this 1-hour lecture, he breaks down the exact system behind it:

• how he researches massive datasets
• how AI finds patterns humans miss
• how his machine turns raw data into decisions
• how you can apply the same thinking yourself

Skip Netflix tonight.

Watch this instead.

One hour could completely change how you think about research, AI, and opportunity.

[bodila @51bodila]

After this interview, Jane Street hired this Quant analyst at $220,000–$600,000/year

In 21 minutes, you’ll learn what a Tier 1 hedge fund interview is like

Here are some of the questions they ask:

1. You have $100, fair coin.
Heads - you get 2x your bet back, tails - you lose it. 100 flips.
What's the optimal bet size?

2. So what exact percentage should you bet?

3. Will you bet the same amount all 100 times or adjust your strategy?

4. Prove mathematically that betting 100% of bankroll maximizes EV at any capital size

5. What if the starting bankroll is $150 - does anything change?

6. Calculate the expected return over 100 flips with the optimal strategy

7. You roll a fair die until you get 3-4-5 in a row. What's the probability you roll an odd number of times?

Quant answered all these questions in the video
__

Bookmark & watch it to find out how to get into a hedge fund

[Movez @0xMovez]

This 1 hour Stanford lecture on "Sports betting math" by founder of $160M sports platform, reveal the math used by betting platforms to print millions on sports.

Bookmark this & give it 1 hour today, no matter what. It’s the most productive start you can give your week. Then read post below.

[Movez @0xMovez]

This 1 hour lecture on "Probability Theory" from MIT will teach you more about prediction markets than 2 month internship at at a Wall Street Quant firm.

Bookmark this & give it 1 hour today, no matter what. It’s the most productive start you can give your week. Then read post below.

[Fiscal.ai @fiscal_ai]

Adobe is going out of business in the weirdest way possible...

$ADBE

[Ayesha Tabassum @ayesha3920]

If you want to get promoted faster, here are 15 signs managers quietly look for.

Check the comments 🧵

[Hasan @Ubermenscchh]

Nvidia CEO Jensen Huang:

AI will create more millionaires in the next 5 years than the internet did in 20.

And he didn’t stop there.

He broke down exactly why it’s happening and how you can position yourself to profit from it.

[Nav Toor @heynavtoor]

🚨 Someone just open sourced an AI hedge fund with 18 agents that think like Wall Street legends.

Warren Buffett. Charlie Munger. Michael Burry. Cathie Wood. Bill Ackman. All running on your laptop.

It's called AI Hedge Fund. You give it stock tickers. 18 AI agents analyze the company from every angle. Then they vote on whether to buy, sell, or hold.

Not a toy. Not a dashboard. A full multi-agent investment research system.

No Bloomberg Terminal. No $25K brokerage minimums. No financial advisor fees. Just AI agents doing what hedge funds charge 2-and-20 for.

Here's who's on your team:

→ Warren Buffett Agent. Only buys wonderful businesses at fair prices
→ Charlie Munger Agent. Demands a margin of safety on every pick
→ Michael Burry Agent. The Big Short contrarian hunting deep value
→ Cathie Wood Agent. Innovation and disruption. High conviction growth
→ Bill Ackman Agent. Activist investor. Takes bold positions
→ Ben Graham Agent. The godfather of value investing. Hidden gems only
→ Aswath Damodaran Agent. The Dean of Valuation. Story meets numbers
→ Plus 11 more specialized agents covering technicals, sentiment, risk, and fundamentals

Here's how it works:

→ You enter stock tickers (AAPL, NVDA, TSLA, whatever you want)
→ Agents pull real financial data. Earnings, balance sheets, insider trades, news
→ Each agent analyzes the data through their own investment philosophy
→ A Risk Manager agent checks position sizing and portfolio exposure
→ A Portfolio Manager agent takes all signals and makes the final call
→ You get a buy/sell/hold decision with full reasoning from every agent

Here's the wildest part:

You can turn on --show-reasoning and watch each agent explain their logic step by step. Warren Buffett agent breaks down the moat. Michael Burry agent flags the hidden risks. Cathie Wood agent finds the disruption angle. They literally argue with each other.

It has a full backtester. Run your strategy against historical data and see how it would have performed.

Full web UI included. Not just a terminal tool. A real dashboard.

Works with OpenAI, Claude, Groq, DeepSeek, or fully local with Ollama. Your data never has to leave your machine.

Data for AAPL, GOOGL, MSFT, NVDA, and TSLA is completely free. No API key needed.

46.7K GitHub stars. 8.1K forks. Actively maintained.

100% Open Source. MIT License.

[AI Panda @AIPandaX]

During a job interview, if they ask: "How do you handle stress or pressure?"

USE THE GOLDEN RESPONSE:

[0xMarioNawfal @RoundtableSpace]

Anthropic dropped a 33 pages cheat sheet for building Claude skills

https://t.co/jEuH95NGn3

[Charly Wargnier @DataChaz]

🚨 Anthropic dropped a FREE 33-page playbook revealing Claude's very own cheat code:

The 'Skills' folder.

Spend 30 minutes building it,
and you’ll never have to explain your process again.

Top-tier users don't just type commands, they build systems.

Playbook link in 🧵↓

[ZOYA ✪ @HeyZoyaKhan]

🚨 BREAKING: Claude just cooked half of the internet.

Now it can plan projects, automate workflows, write reports, and solve complex tasks like a $500/h COO (for free).

Here are 12 Claude prompts to complete months of professional work in minutes:

(save this)

[Tips Excel @gudanglifehack]

BREAKING: Claude can now analyze stocks like a senior Wall Street analyst for free.

Here are 7 prompts to research, pick, and manage winning stocks like a pro:

[Dividend Talks on YouTube @DividendTalks]

Everyone gave up on these stocks:

• Salesforce $CRM −23%
• Adobe $ADBE −25%
• Target $TGT −27%
• PayPal $PYPL −33%
• UnitedHealth $UNH −33%
• Chipotle $CMG −37%
• Novo Nordisk $NVO −40%
• Lululemon $LULU −43%
• Duolingo $DUOL −46%

I ran the valuations.

Some are still expensive.
A few are genuinely mispriced.

Breakdown 👇

[jamiesim @jihoongsim]

@brooks as well

[jamiesim @jihoongsim]

Hear me out, @mizuno running shoes is gonna be the next popular thing in the running community - similar to what ASICS is experiencing now