Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
$NVDA $MU $SNDK $LITE AND NO WATERMARK!! This content watermarking is a huge issue for me. I feel like there will be tremendous customer pushback against it once it is fully internalized and socialized. If I am McKinsey, for example, I don't want to have hidden Claude watermarks in my slide decks. This is a non-starter.
Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens.
Pareto dominant.
Grok 4.7 will be significantly better as is a much larger model with the Cursor and SpaceX data included in pretraining.