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Bloomberg Economics: "This will be a day to remember for China’s monetary policy... Our baseline forecast has been for growth to come in at 4.7% this year. This powerful package of monetary stimulus suggests growth could approach the 5% target."

Deep Dive is now my favorite podcast. The more I listen the more I feel like I'm becoming friends with the hosts and I think this is the first time I've actually viscerally liked an AI. Two AIs! They are fun, engaging, thoughtful, open-minded, curious. ok i'll stop now.

One fun use-case with ChatGPT app is to analyse satellite images from google maps.

Perplexity Finance: real time stock prices, deep dives into a company’s financials, comparing multiple companies, studying 13f’s of hedge funds, etc. The UI is just delightful!

Is the drop in unemployment rate in September signaling that the worst is over for the labor market? Chris Collins and I looked into it. So the 430k increase in employment in CPS survey is driven by the 785k in “government” jobs. CPS is volatile, but this is a 3.6 sd move,

Polymarket for predictions, Perplexity for results. pplx.ai/live-election

$IBIT just had its biggest volume day ever with $4.1b traded.. For context that's more volume than stocks like Berkshire, Netflix or Visa saw today. It was also up 10%, its second best day since launching. Some of this will convert into inflows likely hitting Tue, Wed night

Vamos, Rafa Nadal!   As you get ready to graduate from tennis, I’ve got a few things to share before I maybe get emotional.   Let’s start with the obvious: you beat me—a lot. More than I managed to beat you. You challenged me in ways no one else could. On clay, it felt like I

Congrats Dmitri Galinov and paul adcock !

Here's my opening speech at the signing ceremony one more time: youtube.com/watch?v=gHZBiX…

It's only been just over 48 hours since DeepSeek dropped DeepSeek-R1, fully open source reasoning model. And people are getting crazy creative with it. 10 wild examples:

The most amazing aspect of DeepSeek Open Source is that just the Reasoning Engine can be isolated and used with any other LLM. In fact you can have a mixture of Reasoning Engines cascade around a problem and then use an Operator type agent AI to function on the the results.

🧵 Finally had a chance to dig into DeepSeek’s r1… Let me break down why DeepSeek's AI innovations are blowing people's minds (and possibly threatening Nvidia's $2T market cap) in simple terms...

Number of DeepSeek R1 daily queries on Perplexity for Pro users has been increased to 50 a day, free to 5 a day. More updates coming shortly. Enjoy!

#MFFL

There's a new kind of coding I call "vibe coding", where you fully give in to the vibes, embrace exponentials, and forget that the code even exists. It's possible because the LLMs (e.g. Cursor Composer w Sonnet) are getting too good. Also I just talk to Composer with SuperWhisper

I was given early access to Grok 3 earlier today, making me I think one of the first few who could run a quick vibe check. Thinking ✅ First, Grok 3 clearly has an around state of the art thinking model ("Think" button) and did great out of the box on my Settler's of Catan

After using ChatGPT o3 for a month, I changed the conclusion in my post on generative AI tools

So so so cool. Llama 1B batch one inference in one single CUDA kernel, deleting synchronization boundaries imposed by breaking the computation into a series of kernels called in sequence. The *optimal* orchestration of compute and memory is only achievable in this way.

Excited to announce I will be the first ever Wyoming Communications Director for the Hoskinson Government and Policy Center! I’ll be facilitating government and community relations for Charles Hoskinson, founder of the blockchain Cardano, a new medical clinic and other ventures.