Ozgur Ince

Faculty at University of South Carolina. Research/teach/tweet about financial markets and investments.

[Ozgur Ince @oz_ince]

@morganhousel I’d flip the analogy around. It’s like bunch of super well-paid NBA players losing to some random dudes.

[Ozgur Ince @oz_ince]

@AriDavidPaul @jordanschochet @TheStalwart @matt_levine Exactly this. @mjmauboussin calls this the paradox of skill and gives this example from baseball. Even though players got better over time, no batter in MLB has averaged .400+ since 1941. The reason is that it is duel between batter and pitcher and both have gotten better.

[Ozgur Ince @oz_ince]

@Afinetheorem @AndyMasley This is ridiculous. Hard to believe they could make such a mistake. What temperature would the structure need to reach for the temperature to rise 3C 5km away??? And could anyone even enter the structure at that temperature?

[Ozgur Ince @oz_ince]

Amazing. This is the future.

[Todd Saunders @toddsaunders]

I know Silicon Valley startups don't want to hear this.....

But the combination of someone in the trades with deep domain expertise and Claude Code will run circles around your generic software.

I talked to Cory LaChance this morning, a mechanical engineer in industrial piping construction in Houston. He normally works with chemical plants and refineries, but now he also works with the terminal

He reached out in a DM a few days ago and I was so fired up by his story, I asked him if we could record the conversation and share it.

He built a full application that industrial contractors are using every day. It reads piping isometric drawings and automatically extracts every weld count, every material spec, every commodity code.

Work that took 10 minutes per drawing now takes 60 seconds. It can do 100 drawings in five minutes, saving days of time.

His co-workers are all mind blown, and when he talks to them, it's like they are speaking different languages.

His fabrication shop uses it daily, and he built the entire thing in 8 weeks. During those 8 weeks he also had to learn everything about Claude Code, the terminal, VS Code, everything.

My favorite quote from him was when he said, "I literally did this with zero outside help other than the AI. My favorite tools are screenshots, step by step instructions and asking Claude to explain things like I'm five."

Every trades worker with deep expertise and a willingness to sit down with Claude Code for a few weekends is now a potential software founder.

I can't wait to meet more people like Cory.

[Ozgur Ince @oz_ince]

@arpitrage Assuming a highway built for this (fenced off, auto-detection of debris, animal etc) and vehicle-to-vehicle and road-to-vehicle communication, limit would be the car’s mechanics, especially tire performance.

[Ozgur Ince @oz_ince]

Wow. A historic moment.

[Derya Unutmaz, MD @DeryaTR_]

Here’s the thing: For 35 years, I’ve researched the immune system & have been fortunate to make many important, impactful discoveries, placing me in the top 0.5% of immunology experts.

The @OpenAI GPT-5 Thinking & Pro models now match or even surpass my expertise in immunology!

[Ozgur Ince @oz_ince]

@arpitrage Can we see variation as nothing more than the cumulative result of past treatments? So, rather than treatment vs sorting,more like treatment now vs treatment in the past. Some accidental, some genetic, some intentional etc., but if tracked far back enough, it’s all exogenous.

[Ozgur Ince @oz_ince]

@fitzr1122 @SashaGusevPosts And umbrellas cause rain

[Ozgur Ince @oz_ince]

@arpitrage That’s stunning and very telling.

[Ozgur Ince @oz_ince]

@ReformedTrader Hadn’t heard of this one. Sounds interesting. Ordered it. Thanks!

[Ozgur Ince @oz_ince]

@Mads_on_X @MazMHussain To the US government, and to other countries who want to curry favor

[Ozgur Ince @oz_ince]

@Noahpinion Not a good look Noah

[Robin Wigglesworth @RobinWigg]

Yesterday I attended the birthday party for the world's oldest living bond – still paying interest after four centuries, four different currencies and god knows how many revolutions and wars. Thanks to @HDSR_waterschap and @NYSE for the invite. https://t.co/0lVH8xDNRI

[eatnik @eatnik]

You know how we replaced a lot of physical labour with machinery so we invented "exercise"?

We're about to replace mental labour with AI, what forms of "mental exercise" do you think we're all going to take up?

[Nick Maggiulli @dollarsanddata]

I'm sick and tired of the "Vanguard/Blackrock/State Street run the world" conspiracy and it's time to set the record straight.

My latest:

https://t.co/0XoTj1n35o

[Ozgur Ince @oz_ince]

@Oli_Rioux @Fl_Victorious Go 🐊🏀

[Ozgur Ince @oz_ince]

@emollick @Realemollick Reported

[Ozgur Ince @oz_ince]

@DenizSanin_ Congratulations!

[Ozgur Ince @oz_ince]

@DaveEvansPhD Thanks for sharing 🙏

[Ozgur Ince @oz_ince]

@arpitrage @paulgp @alexolegimas I would personally support a ban but it would be far from costless. And the root of the problem is at home, I think.

[Ozgur Ince @oz_ince]

@arpitrage @paulgp @alexolegimas The ban would be unpopular with most students and many parents. Enforcement would be very challenging.