GPT-5 Pro found a counterexample to the NICD-with-erasures majority optimality (Simons list, p.25). simons.berkeley.edu/sites/default/… At p=0.4, n=5, f(x) = sign(x_1-3x_2+x_3-x_4+3x_5) gives E|f(x)|=0.43024 vs best majority 0.42904.

There is a movement I found on Instagram where people delivery choose to live in 90s, refusing all technology after 2000. Like an intermediate form of the Amish.

What Andrej Karpathy describes here is ASI not AGI. Let me explain: You can't drop a generally intelligent human into *any* job and expect them to perform competently. E.g. I have a friend who is a very smart M.D. Drop him into my job tomorrow and he's completely lost. He'd need

I quite like the new DeepSeek-OCR paper. It's a good OCR model (maybe a bit worse than dots), and yes data collection etc., but anyway it doesn't matter. The more interesting part for me (esp as a computer vision at heart who is temporarily masquerading as a natural language

Tested a sector rotation strategy over 10 years: buy the 3 best performing sectors each month. Result: 107% return vs 227% for SPY Lower risk (smaller drawdowns) but way lower returns. Only beat the market 4 out of 11 years. Turns out just holding SPY worked better in this

Try this out to visualize math

We're excited to partner with Fundamental Edge to bring Scalar Field’s quant research platform into their Analyst Academy! Quants can easily backtest strategies, analyze fundamentals, insider trades and macro data. Scalar Field Brett Caughran #WallStreet #trading

Novartis' new malaria treatment cured 97.4% of patients – more than the current best treatment It kills resistant parasites, too, and probably blocks transmission better than current drugs Approval is expected next year!

Economists hate this idea (price controls) for good reason! The policy fails to achieve its own stated ends and wreaks havoc along the way. A few thoughts on this particular defense of price controls 🧵

Interesting take on crypto options vs perpetuals.