mikkom

mostly AI / ML / Quant ramblings from a multiple startup founder CTO guy

[mikkom @mikkom]

@RepGregSteube Without America he would have an untouched country with worlds third largest nuclear weapon arsenal.

[mikkom @mikkom]

Okay was wondering the odd 12% value in WSOT leaderboard yesterday - got reply back from them today, so my performance including the open positions is actually over 17% and will be corrected in next months stats.

[mikkom @mikkom]

@talesbytim exactly and it's not something you want to do when you have a competitor with better product AND lower price - I now have €100 (+tax) account with anthropic and I get my work done with it

[mikkom @mikkom]

Very accurate comic

I think cutting usage to half for a brief period was maybe the worst business decision openAI has ever done. I was happily paying $200+ (in euros even more with tax) account monthly and was using codex as my main driver. When that cut to half usage happened I moved to anthropic and cut my OpenAI to $20/month (+taxes) account.

(I had moved to Codex from claude code at some point as it was a stronger model/harness combination at that point so Claude code was not totally new to me)

Now after using Opus 5.5 and new Fable for a while I see no reason to go back unless OpenAI cooks something really different and it seems they are just concentrating to consuming more tokens (and annoucninc resets) and some silly AD/Business related stuff.

Sad

[源一 @genoneai]

@thsottiaux

[mikkom @mikkom]

@Sauers_ Maybe the models are estimating your conviction 🤔

[mikkom @mikkom]

@barkmeta I want to learn the natural laws of price movement too, where can I read them?

[mikkom @mikkom]

@iamdisplacement Trading is hard because it's really, really hard to find a real edge. The psychology stuff is just pure noise, if that would be the problem everyone could just automate their trading and become millionaires.

[Ole Lehmann @itsolelehmann]

Norway now has more than 2,000 underwater AI laser robots shooting lice off its salmon

they're made by a company called Stingray, and they already guard more than 50 million salmon and trout 24/7

the reason is sea lice, tiny parasites that latch onto salmon and feed on them

as few as 11 can kill a small fish, and one pen can hold 150,000 salmon

the usual fix is pumping the fish out and blasting them with warm water or water jets to knock the lice off

but the handling is so rough that Norway's fish health report ranks it the top cause of death in full-grown farmed salmon

so instead, Stingray puts a robot inside the pen that hunts lice one at a time, all day:

> two cameras watch every salmon that swims past

> AI checks two frames to make sure it's really a louse

> then a green laser fires from up to 2 meters away

> the salmon's scales reflect the beam, so the fish swims off fine and the louse is dead

we now live in a world where AI lasers do pest control on your dinner lmao

[mikkom @mikkom]

Truly amazing

[Kevin Ngo @kevin_t_ngo]

Claude Fable 5.2 made this game demo, playable in the browser

It's a dark fantasy souls-like boss fight

[mikkom @mikkom]

@MarginCall4 Simulated trades using pure data on my own setup so not even a real paper account

[mikkom @mikkom]

It's interesting to see how well my sim has worked in the past few months since I started to simulate results for each day and based on the differences I slowly have calibrated and improved the executions.

I don't check these each day but I do occasionally check these especially after more volatile days and recently I have even been a bit surprised how well the simulator now works.

On last month the total difference between simulated trades and actual executed trades was +0.02% (!)

[mikkom @mikkom]

@MetroTul Basically it's long/short portfolio level strategy, the secret sauce is in the portfolio construction 😎

[mikkom @mikkom]

Looks like I'm on the race too then, the first months from the competition period were not the best for me but last month was excellent.

Interesting to see how the competition continues.

[mikkom @mikkom]

@JoachimMo1985 It was a very good month for a while.

[wsot.com @wsot_com]

The October standings are in.

Daniel Johnston still leads WSOT 2026 and Mikko Mattila enters the Top 5 at #3. 🇫🇮

Two months to go.

Leaderboard → https://t.co/iWRJPuBc9g
#WSOT2026 #Trading

[mikkom @mikkom]

@DJohnstonTrade @JoachimMo1985 @wsot_com Thanks, don't think I'll catch you. Excellent trading

[mikkom @mikkom]

@momentmal22 Thanks

[mikkom @mikkom]

@JoachimMo1985 @wsot_com Have been there from the beginning, I had few mediocre months and then one negative that dragged me down but previous one was excellent.

However for some reason my stats are still lower than my actual profit will have to contact WSOT to check what's wrong🤔