patientcapital

Investing

[patientcapital @patientcapital4]

@kunchenguid Muse uses fastly/cloudflare relay, while instinct uses raw GCP.

I expect most large-scale use cases will end up adopting Muse’s approach. No serious cloud provider will put up with their IP being tainted like this if it happens at scale.

[patientcapital @patientcapital4]

@Muse
This is very unsafe and seems like default should be just say its broken and not ask for credentials over chat

@bigT_sheesh

[patientcapital @patientcapital4]

@jukan05 Why is the 100K surprising today? 100k training clusters - across multiple labs was setup in late 2024 .

https://t.co/cP1cIIKKgJ

[patientcapital @patientcapital4]

@borrowed_ideas This is closer to free model given its price

You can look at glm 5.3 flash (oxAlpha) share when it was free vs now - there is a very large difference.

Will this stay where it is when its not discounted

[patientcapital @patientcapital4]

@suchenzang The only way appears to be to look at the newer evals that people haven't benchmaxxed yet https://t.co/0hbzPgTtvx

[patientcapital @patientcapital4]

@ejc3 The gist link appears to be private

[patientcapital @patientcapital4]

@morganlinton @milichab @larsencc No one outside of grok is uploading entire repos - opt in or not.

[patientcapital @patientcapital4]

@Merridew__ I don't get finance folks - do they ever use these models. All these 2nd tier models - grok, muse spark, chinese models look good on questions because they can compare it to whats actually good - fable/gpt/maybe gemini. But they'd never actually use them as their daily driver.

[patientcapital @patientcapital4]

@MetacriticCap @evrgn11112231 I don’t think this distinction is that helpful.

Claude Code/Codex are themselves agentic workloads. And at least in subagent/exploration flows, these systems already use or support cheaper models for narrower tasks (like haiku in claude code)

[patientcapital @patientcapital4]

@hackertrader Couldn't repro that, very low hit rate version.

[patientcapital @patientcapital4]

@Alice_comfy This can be adapted to intraday shorting too.

From backtesting a simpler strategy like short once and close EOD is better. However, rebalancing is more execution friendly - since you can maximize on the few shorts you managed to get in (for the locate poor).

[patientcapital @patientcapital4]

Refactor code base to use timestamps instead of timezone aware datetimes. I gave up.

[Augment Code by Harness @augmentcode]

Remote Agent is live in VS Code (v0.472.1).

Early users are already shipping while they sleep. One dev launched 3 agents before logging off - woke up to a PR, docs, and a fixed flaky test.

We’re celebrating wins like that by giving 5 devs 4 months of Augment Max ($1K in value each).

RT + reply with your worst backlog task. Every 100 RTs = one more winner

[Augment Code by Harness @augmentcode]

Remote Agent is live in VS Code (v0.472.1).

Early users are already shipping while they sleep. One dev launched 3 agents before logging off - woke up to a PR, docs, and a fixed flaky test.

We’re celebrating wins like that by giving 5 devs 4 months of Augment Max ($1K in value each).

RT + reply with your worst backlog task. Every 100 RTs = one more winner

[patientcapital @patientcapital4]

@ConcretumR @BearBullTraders Were you able to resolve this issue with polygon? I noticed similar issues recently.

[patientcapital @patientcapital4]

@KrisVerma88 @OceanSecMktg How do they compare against center point ? Center point just feels like a more modern system overall - with a proper API support. With Cobra/Ocean you have to use DAS which feels clunky.

[patientcapital @patientcapital4]

@MacrostratPB I like these ideas, been looking at the pair trades a bit more.

[patientcapital @patientcapital4]

@Makeabuck2 I think there are aspects of it that are more comparable though - amazon can be the first place a person goes to search for something (a bit like google), or ad placement in prime video.

[patientcapital @patientcapital4]

@Makeabuck2 In competitive categories where fixed % fees are limited by low prices, auction-based ads let them extract higher fees since sellers bid aggressively for visibility. It's not just another ad platform like Google/Meta - it's a more efficient marketplace fee model.

[patientcapital @patientcapital4]

@MetacriticCap Thank you for saying this. Everyone on my timeline thinks nothing changes - but i feel like it has to given new information and a nuanced take is better than just denying everything.

[patientcapital @patientcapital4]

@MetacriticCap Are you sending real and ai versions? I think its easy to just concoct plausible reasons it isnt good (look at the art subreddits).