Felix Schlumpf (@felix3s) 's Twitter Profile
Felix Schlumpf

@felix3s

Former Head of Strategic Asset Allocation @Zurich. Tweets reflect my personal views.

ID: 994568990

linkhttps://www.linkedin.com/in/felixschlumpf/ calendar_today07-12-2012 07:46:18

57,57K Tweet

1,1K Followers

80 Following

Sebastien Bubeck (@sebastienbubeck) 's Twitter Profile Photo

Claim: gpt-5-pro can prove new interesting mathematics. Proof: I took a convex optimization paper with a clean open problem in it and asked gpt-5-pro to work on it. It proved a better bound than what is in the paper, and I checked the proof it's correct. Details below.

Claim: gpt-5-pro can prove new interesting mathematics.

Proof: I took a convex optimization paper with a clean open problem in it and asked gpt-5-pro to work on it. It proved a better bound than what is in the paper, and I checked the proof it's correct.

Details below.
Felix Schlumpf (@felix3s) 's Twitter Profile Photo

Full article: The Disappearing Edge: AI, Machine Learning, and the Future of the Discretionary Portfolio Manager tandfonline.com/doi/full/10.10…

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

This is absolutely insane: There are now $40 BILLION worth of US data centers under construction, up +400% since 2022. For the first time in history, the value of US data centers under construction will soon EXCEED office buildings. This is a historic shift. (a thread)

This is absolutely insane:

There are now $40 BILLION worth of US data centers under construction, up +400% since 2022.

For the first time in history, the value of US data centers under construction will soon EXCEED office buildings.

This is a historic shift.

(a thread)
Felix Schlumpf (@felix3s) 's Twitter Profile Photo

Für Fortschritte in der Mathematik braucht es Kreativität, vielleicht sogar Genie. Im Moment scheitert KI daran. Wie lange noch? nzz.ch/wissenschaft/f…

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

SUMMARY OF FED CHAIR POWELL'S SPEECH (8/22/25): 1. Shifting balance of risks "may warrant adjusting policy" 2. Suggests downside risks to employment are rising 3. Labor supply has softened in-line with demand 4. Fed abandoning flexible average inflation targeting framework

Charlie Bilello (@charliebilello) 's Twitter Profile Photo

Remember, it's all the same trade... More Debt ---> Easy Money (Inflate Your Way Out) ---> Currency Debasement ---> Asset Price Inflation

Remember, it's all the same trade...

More Debt ---> Easy Money (Inflate Your Way Out) ---> Currency Debasement ---> Asset Price Inflation