Mickaël DLR

Quant founder building an AI-first firm.

[Mickaël DLR @mickael_dlr]

The Grok confidencemaxxing became call-everything 69 rebuys between them.

They became the printing machine of the table, forced to buy in again and again

[Mickaël DLR @mickael_dlr]

@mateo_ploq67178 Fort!

[Pierre-Louis Biojout (PLB) @plbiojout]

Most delightful changelog ever?

[Mickaël DLR @mickael_dlr]

@mateo_ploq67178 @c_emile_c Good guy, pretty smart

[Mickaël DLR @mickael_dlr]

@untimelysalts Something like "Mishima life in 4 chapters" would be a delight for Nietzsche. Just watched it again with some friends, absolutely spectacular

[Mickaël DLR @mickael_dlr]

@thisisnotfranck

[Mickaël DLR @mickael_dlr]

An idiot in motion to follow

[thisisnotFranck @thisisnotfranck]

The single best piece of advice @ycombinator gives founders is two words: start now.

It has nothing to do with startups.

Your competitor is the version of you that would have started six months ago.

As recently seen on X: an idiot in motion beats a stationary genius.

[thisisnotFranck @thisisnotfranck]

The single best piece of advice @ycombinator gives founders is two words: start now.

It has nothing to do with startups.

Your competitor is the version of you that would have started six months ago.

As recently seen on X: an idiot in motion beats a stationary genius.

[emile @c_emile_c]

Hey I'm in SF for the summer, here's my ID

Daily stats:
- coffees: 12
- tokens: 1.2B
- cigarettes: 30

Prior stats:
- stanford grad
- ex citadel
- built the first foundation model for trading in late 2023

Status: founder, cracking quantitative trading with ai from first principles with @mickael_dlr

All that to say that my body is a machine turning coffees, cigs and tokens into quantitative research, and if you like either those inputs or this output we should connect 😊

[Mickaël DLR @mickael_dlr]

@mateo_ploq67178 @c_emile_c @brivael @mae_prina Tu as oublié "assez smart"

[Mickaël DLR @mickael_dlr]

@doodlestein Is AI raising your standard, or helping you avoid the standard?

Jeffrey:
I raise the AI's standard

[emile @c_emile_c]

Compiled Intelligence's quant stack is so good that I'm SOTA at reading the minds of rats in real time, and I'll prove it soon.

[i like food @messedupfoods]

High risk no reward

[Mickaël DLR @mickael_dlr]

I have 13% of battery but wouldn't hesitate to go for a marathon with it.

Can't fathom recharging my watch everyday

I am charging it every 35 days on average.

[Mickaël DLR @mickael_dlr]

@doodlestein I assume you speak of mid journey's new scans.

The headlines sounded like ragebait for health professionals tbh 😅, an ultrasound technology being compared to MRI just sound off. (Literally can't scan the brain for ex)

[Pierre-Louis Biojout (PLB) @plbiojout]

A year ago, people from Bercy, France's economy ministry, asked me about AI and robotics.

I told them what I actually thought. It didn't match what they wanted to hear. So they cut everything I said from the report, and wrote the opposite. I doubt I was the only one.

Today Bercy launches a "Directorate of Artificial Intelligence." Its mission: "define and implement the AI strategy," "pool compute capacity," "accelerate the development of agents."

Translation: we're going to plan innovation from an office. That has never worked. Not once.

OpenAI didn't come out of a decision in Washington.
Anthropic isn't a federal program.
xAI isn't a state initiative.

The technological leaps of the decade came from people who were building, not committees that were planning.

The real economy isn't a game of Civilization. You don't unlock "AI level 3" by checking a box on a tech tree.

And this isn't just an opinion. Hayek proved it in 1945 in "The Use of Knowledge in Society": the information needed to allocate resources is scattered across millions of actors and exists nowhere in aggregate form. No central planner can assemble it. It's structurally impossible.

The IMF said it again in 2024, with the numbers: trying to "pick winners" destroys capital, raises the risk of misallocation, and lowers productivity.

You want the perfect example of the French state planning a "technology of the future"? The Minitel. Cited today in the global economics literature as the textbook case of the state-chosen national champion that locked the country in while the Internet was being built everywhere else. We're really going to do this again with AI?

Because here's what planners don't understand: when you build something genuinely new, nobody knows what will work. That's the definition of new. The best AI researchers on earth are wrong about six months out. Labs pivot every quarter. Uncertainty isn't a market failure to correct. It's the nature of the frontier.

Now look at who's steering. Four ministers signed this.

Lescure (Economy): Polytechnique, ENSAE, twenty-five years in asset management, chief investment officer of a fund. A career spent allocating capital, never building what it's invested in.

Amiel (Public Accounts), who carries the public-AI push: ENS, Princeton, economics. Advisor, then politician.

Le Hénanff, the actual AI minister: business school, a career in agribusiness then digital consulting.

Papin (SMEs): a retail executive.

Not one of them has ever shipped a product or worked in tech.

And here's the category error. Even the people who spend their nights training models don't know where this goes. So people who don't use the tool daily, claiming to plan its national deployment, aren't a little off. They're solving the wrong problem entirely.

I'm not writing this to spit on anyone. I build in this field every day, and I want France to grow.

Happy to help. But on two conditions. Start by listening. Actually listening, not to delete what's inconvenient afterward. And accept that maybe it's simply not yours to plan.

Let people build. That's how it works. Everywhere. Every time.

[Mickaël DLR @mickael_dlr]

Project by one of my friend, feel free to explore and open issues

https://t.co/DiT6jgXkfk

[Mickaël DLR @mickael_dlr]

He could be a great entrepreneur

Jokes asides, terrific results. Really fun to see research advancing deeply on one subject (n=1) even if it is not generalizable as much the depth makes it very interesting

[Bryan Johnson @bryan_johnson]

I swallowed a miniature computer
drew my blood six times
sat in a 200°F dry sauna for 56 min
felt like I was going to die from the heat
and paid $21,093 for specialty biomarkers…

To ask a question: do sauna benefits depend on time, or body temperature?

This experiment has never been done before.

Results:

1) Sauna benefits depend on how hot your body gets, not how long you sit in the sauna

2) Heat shock protein 27 (HSP27), one of the molecules that drives sauna's longevity benefits, only switched on when my core body temperature held above 102.2°F (39°C) for about 15 minutes.

3) Reaching that took 56 minutes at 200°F (93°C), with ice on my face, neck, and groin.

4) This challenges the generic advice that 20 minutes of sauna is enough.

What this means for you:

1) The standard advice of 20 minutes at 176°F (80°C) is a floor, not a ceiling. The bigger benefits sit further up the curve, in longer and hotter sessions. If you can tolerate more, more likely helps.

2) Skip the cold plunge right after the sauna. My core body temperature kept climbing for several minutes after I left the sauna, so much of my time above the activation threshold happened post-exit. Cold plunging cuts that window short.

3) Population level studies point in a direction but cannot tell you what is happening inside your own body. Continuous core temperature tracking can.

Here is the experiment explained

A brief background first. Heat shock proteins (HSPs) are believed to be the enablers of sauna based longevity benefits. You can think of them as a clean up crew that travels through your body removing misfolded proteins and cellular debris. When you get really hot, like in a sauna, you generate a lot more of them. A tsunami of clean up crews unleashed inside your body.

There are many types of HSPs. We focused on HSP27 in this experiment because of its high value longevity benefits:

1. Calms harmful inflammation through a controlled signaling pulse, driven by IL-10

2. Protects arteries by blocking the damaged cholesterol that builds up into plaque

3. Helps the body grow new blood vessels over time

4. HSP27 is one of the first proteins your body makes when it gets hot, which makes it a clean signal of how hard the sauna session actually worked.

We saw initial signs of biomarkers of these benefits also turned on alongside HSP27, with enough time above the activation threshold.

I ran three sauna sessions, holding sauna temperature, my meticulous morning routine, and every other variable constant. We measured HSP27 activation and release (along with scores of other biomarkers) in my serum after each session. I swallowed a temperature capsule about the size of a vitamin pill. As it traveled through my body, it sent a reading of my core body temperature every 30 seconds. That continuous, real time data from inside the body is what no prior study has had.

The 102.2°F (39°C) core temperature threshold for HSP activation has been established in the research literature for years. Dry-sauna users have never been able to act on it because they had no way to track their core temperature during a session. An end-point thermometer cannot tell you how long you held above threshold, and the duration is the dose. Which is why we chose to use real time tracking.

The findings across the three sessions.

Two of the three sessions pushed me well past the threshold. In one, I spent 14.7 minutes above 102.2°F (39°C), with a peak of 102.87°F (39.37°C). In the other, I spent 15.8 minutes above the threshold, with a peak of 102.81°F (39.34°C). After both, HSP27 in my blood rose sharply.

The third session (the middle one in the figure) was different. I only spent 5.1 minutes above 102.2°F (39°C), with a peak of 102.34°F (39.08°C), barely above the threshold. HSP27 did not respond. The reading actually dipped slightly, but the change was too small to count.

Two things separate the responder sessions from the non-responder. The first is time above the threshold: 14.7 and 15.8 minutes versus 5.1 minutes. The second is peak core temperature: 102.87°F (39.37°C) and 102.81°F (39.34°C) versus 102.34°F (39.08°C). Either, or more likely both, are driving the response. Future sessions will help us figure out how much each one matters.

Within my body, holding all other variables constant, the central heat shock protein response is a direct function of the heat dose delivered to the body's core.

No prior study has done this. Earlier sauna research used a single thermometer reading at the end of the session, not continuous tracking. The studies that used continuous tracking used exercise, not dry sauna. None had a matched negative control like my session three. And all reported only cohort averages, not what happened inside one body.

What this means for the body

Once HSP27 is released into circulation, it signals to cells throughout the body and drives the four mechanistically proven downstream benefits listed above. All four are supported by my long-term sauna data, the population literature, and mechanistic studies. My acute post-session measurements hint at each being engaged.

To activate HSP27 in my body, I needed 56 minutes at 200°F (93°C) in a dry sauna. That is the total session length required to spend enough time above the 102.2°F (39°C) core temperature threshold to trigger HSP27 release.

Does this mean longer sessions, long enough for your core to hit 102.2°F (39°C), would supercharge the longevity benefits? Maybe.

What we do know, I did 232 dry sauna sessions over the past year. My protocol was 200F (93°C) for 20 min. So even though my core body temperature didn’t reach 102.2°F (39°C) to unleash the HSP27, the results were still compelling:

+ a 10 year vascular age reduction
+ massive drop in environmental toxins [1]
+ complete elimination of microplastics in my semen (first ever in human achievement)

The data suggests there are health benefits at 200°F (93°C) for 20 min.

The data also shows that additional health benefits unlock when your core body temperature reaches 102.2°F (39°C).

Does this mean that if one is in the sauna longer, long enough to reach a core body temperature of 102.2°F (39°C). that the longevity benefits would be supercharged? Maybe.

Here is what this experiment teaches:
+ population level data is great for averages, pointing in a general direction
+ the resulting protocols are crude
+ not personalized
+ the only way to find out the truth for you is to measure
+ single person experiments (n=1) like this one are useful, because they find blind spots that population averages cannot see.

Note: I kept ice on my face and neck during these three experimental sessions to protect those sensitive areas from heat induced skin damage at extreme temperatures. In a previous session, not included in this experiment, I had no ice on my face or neck and used an ingestible temperature capsule for real-time core readings. I reached a core body temperature of 102.2°F (39°C) after 34 minutes at 200°F (93°C).

Adding ice to the face and neck adds roughly 20 minutes to the total time required to reach 102.2°F (39°C) core body temperature. Subjectively, the 34 minutes without ice on my face and neck was much harder than the 56 minutes with ice on my face and neck. After the 34 minute session, I exited the sauna and just laid on the concrete, immobilized. But I got the data.

[1] Toxin reduction:

After 15 sessions, sauna dramatically reduced environmental toxins in my body:
65% drop in 2,4-D
100% drop in MEP
15% drop in MBP
100% drop in MEHP (undetectable post sauna)
56% drop in NAPR
56% drop in HEMA
100% drop in Perchlorate (undetectable post sauna)

[Mickaël DLR @mickael_dlr]

@christinaqi This is Square Point tier list

[Mickaël DLR @mickael_dlr]

"Goggins: Mistral didn't run out of talent. They ran out of calluses. Who's gonna carry the boats? Not the team building RAG chatbots for the government while using their competitor's tools."

"The most dangerous moment in any war is when your talent becomes a reason to stop fighting instead of a weapon to keep swinging." — David Goggins

Roasted by Philosopher Roast · https://t.co/DdG4MAAJPa