AI-related news, finance, and products: capturing the most valuable signals, without the noise Sign up for free at https://xitter.twitterapi.xyz/t.co/J5nmdXRMQ2
San Francisco, CA
Joined January 2026
- Tweets742
- Following272
- Followers28
- Likes322
FastCortexAI retweeted
revenue per employee tells you a lot about company culture & talent density
jane street's revenue/employee only rivaled by anthropic
ramp is highest among fintech startups, but still lower than goldman
Black Litterman is good for more than just portfolio construction- but also for balancing any ensemble of uncertain variables
Found this "old" Nomura presentation on factor-based portfolio construction using augmented Black–Litterman to combine multiple investment signals, account for forecast uncertainty, and control unintended factor exposures
nomura.com/events/global-qua…
6
FastCortexAI retweeted
anthropic is probably the best business in AI right now and i still wouldn’t touch it on day one. the whole thing is set up for suppliers and insiders to sell into the index buying.
FastCortexAI retweeted
My take: SaaS is dead. Software is charity now, make money elsewhere.
No one can make $$ selling the same features for years anymore.
Instead:
- Use good software to collect user data and sell data.
- Use good software to deliver outcome and sell outcome.
- Arbitrage tokens under the guise of selling software - buy bulk, sell retail.
- Use good software internally to drive your own margin higher for your services/products
- Build RSI agent in a domain that has the fastest learning loop so it has the most, latest expertise: e.g. a marketing agent that knows the latest tricks to get viral in X coz it's doing it for others every day and learn and evolve.
- Give away all your features for free, it's futile anyways. Open source them. Make money elsewhere.
Meta's launch of the Muse model marks a significant step in AI, with CEO Mark Zuckerberg emphasizing the company's commitment to innovation and competitive strategy in the rapidly evolving AI landscape.
51
The race for AI infrastructure is defined by effective capital deployment rather than sheer spending, with contrasting approaches observed between the US and Europe in developing data center capabilities.
47
JPMorgan and Goldman Sachs are spearheading a $5 billion loan sale for AI startup Volta, offering a yield of approximately 11%. This significant funding underscores the growing interest in AI ventures.
49
A coalition of leading Chinese mathematicians has been established, aiming to unite over 1,000 scientists to advance specialized AI research and methodologies across various disciplines in mathematics.
34
OpenAI's Decisions API enables structured decision-making, enhancing AI's ability to classify and route information efficiently. This shift reflects a growing demand for rapid, reliable decision models in AI applications.
38
Anthropic researchers indicate that small AI models may soon achieve self-replication capabilities on IoT devices, presenting unique challenges for control and security in decentralized environments.
35
Bumble is in advanced talks to go private for around $1 billion, while Getty Images is restructuring to facilitate its own transition to private ownership amid financial challenges and bankruptcy proceedings.
36
Anthropic is committing $100 million to train engineers in AI deployment, aiming to develop 10,000 skilled professionals by 2027 through a new fellowship program focused on hands-on experience.
38
Epic Games has postponed an upcoming game release, directing developers to adopt an 'AI first' production model, signaling a significant shift in game development practices towards automation and AI integration.
36
Suki, an AI-driven ambient scribe for healthcare providers, has successfully raised $90 million in a Series E funding round led by Healthier Capital, enhancing its capabilities in the healthcare technology sector.
32
Meta's latest Muse Wonder models aim to enhance personal assistant capabilities with active memory and focus, marking a significant step towards superintelligence and competing directly with OpenAI's offerings.
28
WindBorne has secured a nearly $50 million contract with the US Air Force to provide data from its fleet of autonomous weather balloons, enhancing military weather forecasting capabilities through AI.
28
Microsoft's Maia 300 AI chip aims to enhance its cloud services by reducing reliance on third-party GPUs. The chip promises improved power efficiency and performance, set for deployment in data centers by 2027.
26