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Andres Kull
@andres_kull
📊 Building to track finfluencers’ stock picks performance | Co-founder of
557 Following    279 Followers
The news about Anthropic, the US government, and the restriction on Fable 5 and Mythos 5 models is not just a temporary issue. It is a fundamental change in how the treat advanced AI will be treated. We are seeing AI transition from standard software to national security infrastructure. Let’s speculate what this mean for the AI industry. We should expect a shift toward a tiered access framework. Think of it less like a public software release and more like a defense contract. Future frontier models will likely sit behind enclaves requiring strict KYC, citizenship verification, and security clearances to operate. The U.S. government is walking a tightrope. They need to restrict access for security, but they cannot afford a brain drain. The most probable outcome is a system of "deemed export" licenses, keeping global talent on U.S. soil but under a more rigid, government-vetted framework. Companies like Anthropic won't just go dark. They will pivot to becoming AI Defense Contractors. This involves creating distinct tiers: a public-facing, safe, and accessible tier (Opus/Sonnet/Haiku) and a restricted, high-security tier for government, research, and critical enterprise use.
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Thank goodness! That saves me a lot of money—I do not need to blow up my Anthropic account costs.
Reports of Microsoft and Uber cutting token costs due to low productivity growth don't make it a universal truth. It simply highlights that organizations haven't learned to optimize development based on a cost-to-quality ratio. Restricting token usage at the individual level compels teams to build within constraints.
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I listened to CNBC’s Fast Money for 10 years. newest feature scores whole shows on alpha — return over the S&P 500. Fast Money: -2.6%. Not a loss, just 2.6 points behind the market. Meanwhile Jim (“Inverse”) Cramer’s Mad Money beat the S&P by 1.5%. Your listening hours are finite. Spend them where they’re earned. 👇
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I analyzed 16,701 Jim Cramer stock picks (2018–2024) to see if "Inverse Cramer" actually works. The verdict: It’s mostly a wash. What the data says: • Small-caps: His buy calls lose hard. • Names in his portfolio: Revisits after a dip beat the market.
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I analyzed the stock recommendation signals collected by from Jim Cramer's CNBC show, Mad Money, between January 2018 and December 2024. In total, I tracked 16 701 stock calls to observe how each asset performed afterward. The data reveals a more nuanced story than the popular "inverse Cramer" meme suggests: 1) Betting against the broad sample: My analysis shows that betting against the entire Cramer sample was, on average, a wash. 2) Small-cap "buy" recommendations: This specific segment of calls performed very poorly. 3) Revisited stocks: Conversely, when Cramer revisited a stock he had previously disclosed owning after it had recently declined, those picks performed very well. Ultimately, the specific type of call mattered far more than the general slogan suggests. You can read the full breakdown on the blog
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I do not get why one raw folder? Why not get wiki ingested from any folder of interest in your computer?
LLM Knowledge Bases Something I'm finding very useful recently: using LLMs to build personal knowledge bases for various topics of research interest. In this way, a large fraction of my recent token throughput is going less into manipulating code, and more into manipulating knowledge (stored as markdown and images). The latest LLMs are quite good at it. So: Data ingest: I index source documents (articles, papers, repos, datasets, images, etc.) into a raw/ directory, then I use an LLM to incrementally "compile" a wiki, which is just a collection of .md files in a directory structure. The wiki includes summaries of all the data in raw/, backlinks, and then it categorizes data into concepts, writes articles for them, and links them all. To convert web articles into .md files I like to use the Obsidian Web Clipper extension, and then I also use a hotkey to download all the related images to local so that my LLM can easily reference them. IDE: I use Obsidian as the IDE "frontend" where I can view the raw data, the the compiled wiki, and the derived visualizations. Important to note that the LLM writes and maintains all of the data of the wiki, I rarely touch it directly. I've played with a few Obsidian plugins to render and view data in other ways (e.g. Marp for slides). Q&A: Where things get interesting is that once your wiki is big enough (e.g. mine on some recent research is ~100 articles and ~400K words), you can ask your LLM agent all kinds of complex questions against the wiki, and it will go off, research the answers, etc. I thought I had to reach for fancy RAG, but the LLM has been pretty good about auto-maintaining index files and brief summaries of all the documents and it reads all the important related data fairly easily at this ~small scale. Output: Instead of getting answers in text/terminal, I like to have it render markdown files for me, or slide shows (Marp format), or matplotlib images, all of which I then view again in Obsidian. You can imagine many other visual output formats depending on the query. Often, I end up "filing" the outputs back into the wiki to enhance it for further queries. So my own explorations and queries always "add up" in the knowledge base. Linting: I've run some LLM "health checks" over the wiki to e.g. find inconsistent data, impute missing data (with web searchers), find interesting connections for new article candidates, etc., to incrementally clean up the wiki and enhance its overall data integrity. The LLMs are quite good at suggesting further questions to ask and look into. Extra tools: I find myself developing additional tools to process the data, e.g. I vibe coded a small and naive search engine over the wiki, which I both use directly (in a web ui), but more often I want to hand it off to an LLM via CLI as a tool for larger queries. Further explorations: As the repo grows, the natural desire is to also think about synthetic data generation + finetuning to have your LLM "know" the data in its weights instead of just context windows. TLDR: raw data from a given number of sources is collected, then compiled by an LLM into a .md wiki, then operated on by various CLIs by the LLM to do Q&A and to incrementally enhance the wiki, and all of it viewable in Obsidian. You rarely ever write or edit the wiki manually, it's the domain of the LLM. I think there is room here for an incredible new product instead of a hacky collection of scripts.
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Yippee! Day 3 of launch and I have officially landed my first paying customer. Conversion rate? A sexy 5%. That’s where the success story ends and the reality check begins. It turns out that getting eyeballs on a site is significantly harder than building the actual site. Who knew? (Everyone. Everyone knew.) Here is the breakdown of my high-stakes marketing blitz and the results: • Peerpush campaign: $29 (RIP to my lunch money) • Organic promotion: LinkedIn, X, and a very "please don't ban me" approach to Reddit. The cold, hard numbers: • 4,200+ impressions (Peerpush) • 1,300+ impressions (LinkedIn) • 177 impressions (Twitter/X — apparently I’m shouting into a void) • 80 new visitors • 20 signups • 1 conversion ($20) The financial status: So far, my launch P&L is -$9. Basically, I am paying $9 for the privilege of working 10 hours a day. I’m basically a philanthropist at this point, subsidizing the internet. The good news? A 25% signup rate means the landing page actually works. 1 paying customer means that there are customers who are willing to pay. The bad news? I’m currently "scaling" at the speed of a tired turtle. To the experts who have actually cracked the code on distribution: How are you spreading the word without selling a kidney for ad spend? What was your zero to one move that actually moved the needle?
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Finfluencers have gone unchecked for too long. is launched on PeerPush! 🚀 We track the historical performance of stock picks from podcasts so you know who to trust. 📉📈 If you think the finance industry needs more accountability, give your upvote here
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6x price won’t make me to want a 2.5x faster version. My thinking speed is bottleneck already.
Our teams have been building with a 2.5x-faster version of Claude Opus 4.6. We’re now making it available as an early experiment via Claude Code and our API.
Rules, commands, skills, subagents… Do we really need this much complexity? The differences among them are so subtle. Inherently, they are all just one thing: instructions. Is there a way to streamline this and abstract the complexity away from the user? @cursor_ai @claudeai @antigravity
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Cursor now uses subagents to complete parts of a task in parallel. Subagents lead to faster overall execution and better context usage. They also let agents work on longer-running tasks. Also new: Cursor can generate images, ask clarifying questions, and more.
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US State Department—an institution focused on high-stakes global power—has been temporarily reduced to a massive European-style Standards Body, obsessed not with peace treaties or trade deals, but with whether a document's kerning adequately reflects "American values."
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Secretary of State, Marco Rubio, has ordered… a font change. The Calibri font was instituted, during the Biden administration, at the recommendation from the “Office of Diversity and Inclusion.” Secretary Rubio has reverted back to Times New Roman, saying, “Switching to Calibri achieved nothing except the degradation of the department’s official correspondence.” Rubio added that moving back to Times New Roman would “restore decorum and professionalism to the department’s written work.“ It’s not often you get top level government officials making passionate statements regarding fonts. Source:
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