TMT Landlord

ex repe now l/s tmt equities @uoft’23

[TMT Landlord @soorajrup]

Your only hope is becoming dwarkesh or bubble boi or clav

[forward deployed ccp gf @FangYi11101]

Things my older colleagues/friends did before breaking into finance (IB/PE/quant):
- wandered India studying Vedic religion
- taught skiing in Chile
- walked the Appalachian Trail
- competed as an amateur boxer
- played jazz in underground bars

Today if you miss your sophomore internship you're basically derailed.

[TMT Landlord @soorajrup]

@FangYi11101 My only hope is becoming bubble boi or dwarkesh or clav

[forward deployed ccp gf @FangYi11101]

Things my older colleagues/friends did before breaking into finance (IB/PE/quant):
- wandered India studying Vedic religion
- taught skiing in Chile
- walked the Appalachian Trail
- competed as an amateur boxer
- played jazz in underground bars

Today if you miss your sophomore internship you're basically derailed.

[TMT Landlord @soorajrup]

@FangYi11101 Facts

[TMT Landlord @soorajrup]

@bubbleboi Cap boi

[TMT Landlord @soorajrup]

@ArchegosIntern @GoldmanSachs Cool

[TMT Landlord @soorajrup]

I had an opportunity to work at SemiAnalysis 12 months ago. I knew it was the frontier. But I stayed in real estate pe like a fkn goy

[Just Another Pod Guy @TMTLongShort]

Well deserved

[TMT Landlord @soorajrup]

@alexsllater Nice visuals

[TMT Landlord @soorajrup]

@AgustinLebron3 Coming back to VC, I think their power is fairly rated, they have a lot of it if you’re a founder because you can’t go to an LP directly. And if LPs stop allocating to VCs then founders hurt even more, so wouldn’t say their power is overrated. U can say a specific firms is

[TMT Landlord @soorajrup]

@AgustinLebron3 GP firms themselves also have better investment talent than LPs which is why they give GPs money to invest. So not sure if LP is most powerful if they need the GP to allocate wisely

[Trata (YC W25) @trytrata]

Today, Trata is excited to present Hedge-Bench, the world’s first benchmark focused on evaluating open-ended reasoning in the finance domain.

We curated 102 tasks derived explicitly from the reasoning traces of professional hedge fund analysts working with relevant information sources. Most benchmarks are geared towards evaluating naturally deterministic tasks (e.g. updating spreadsheets, calculating formulas). The result is a blind spot on the frontier labs’ part to the competency that matters most in the finance industry: reasoning.

No frontier model scores above 16% on Hedge-Bench. We observe Claude-Opus-4.8 actually regresses relative to the last generation of Claude-Sonnet. We see hallucination rates go as high as 82% for multi-step reasoning. These implications extend beyond just the finance domain and into other domains where trust in agent reliability is equally critical (e.g. law).

[TMT Landlord @soorajrup]

@0xdoug I like the word tedium

[TMT Landlord @soorajrup]

@adamshuaib The world has changed a lot. I’d guess the result would be early 30s if you look at the last 10 years or so for unicorn founders

[TMT Landlord @soorajrup]

@AnthropicAI One of the greatest articles of our time

[TMT Landlord @soorajrup]

@shyankoul Lmfaoooo

[TMT Landlord @soorajrup]

@vikramskr I wouldn’t be able to sleep

[TMT Landlord @soorajrup]

@gm_mertd Holy shit haha

[TMT Landlord @soorajrup]

@karankendre It beats 5.5 only on 3/10 benchmarks so it’s not “just as capable” but yeah very impressive

[alex @alexch3n]

software engineers don't type we have foot pedals to trigger Wispr Flow now

[TMT Landlord @soorajrup]

@FarzaTV @ycombinator @dishen2609