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Introducing an equity MF which invests across multi styles, multi caps & multi sectors, because winners keep oscillating: DSP Multicap Fund✅ We recommend investing via SIPs. Explore/ invest: Product deck:

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New The Peel with Charles Hudson Charles started Precursor Ventures in 2015 to help create pre-seed as a category. We talk about how pre-seed investing has never been harder, why sitting out of bubbles can be more dangerous than joining, how Principals at Precursor get real money to make their own bets, + urgency and “the last $250k effect”. Full episode here + links below 0:00 Is Pre-Seed dead? 4:15 Do round names matter anymore? 12:27 Multi-stage signaling risk doesn’t exist 16:42 Smart LP’s love multi-stage funds 22:03 Is the traditional Seed model broken? 26:31 Velocity of capital deployment drives all incentives 30:30 How to compete with megafunds at early stage 34:24 Megafunds have Seed funds in a vice-grip 38:34 “The best Series A’s are all expensive" 39:33 Are we doing 2021 all over again? 41:53 It’s safer to participate in bubbles than sit out 47:35 Price you pay is everything 50:22 The system incentivizes an addiction to consensus 55:22 High valuation + high CapEx grows AUM 59:56 How Precursor actually invests today 1:01:32 Precursor’s Principal investor program 1:05:56 Deciding when to selling your winners 1:10:53 Raising as a pre-consensus founder 1:12:39 What Charles looks for in founders 1:17:20 What it’s actually like to start a fund 1:20:56 Misconceptions of first-time fund managers 1:26:22 300+ LP meetings to raise Precursor Fund 1 1:29:24 The single change to the pitch that raised his fund 1:31:54 Precursor’s evolution over time 1:34:57 The second desert of venture capital 1:37:34 The last $250k effect

Turner Novak 🍌🧢

49,681 просмотров • 1 месяц назад

Scaling campaigns overseas sounds like a creative problem. Honestly, it’s not. The real bottleneck is localization. As a product lead, I’ve lost too many weeks waiting for native voice actors, rebuilding region-specific edits, and manually fixing lip-sync issues that still looked slightly off in the final export. The worst part is that every new market turns into another production branch to maintain. That simply does not scale. So over the last few weeks, I started testing a few different AI localization workflows with our own ecommerce video ads to see which ones could actually survive real production conditions. Wizstar_official ended up being the one we kept coming back to. Not because it generated the flashiest demo. Because it was the first one that consistently held together once we pushed it into actual multi-market production. The Video Translation workflow supports 12 major languages, which already covers most global consumer markets we care about. But what stood out during testing was how natural the localization sounded. Not “translated”. Actually localized. The tone, pacing, and delivery felt native enough that most people on our team genuinely stopped noticing it was AI-generated after a few runs. More importantly, the video itself stays intact. Audio and visual timing remain aligned after translation, lip-sync holds even during side angles and faster speech, and multi-character scenes stay surprisingly stable instead of collapsing into mismatched cuts. That matters a lot more in production than benchmark style demos. We also tested it against a few other tools internally, and Wizstar consistently handled complex scenes better, especially when multiple speakers, product close-ups, and fast pacing were involved. The output needed significantly less cleanup before going live. Video Reference was another reason we kept using it. Being able to reuse existing high-performing ecommerce structures instead of rebuilding creative logic market by market saves an unreasonable amount of time. Seedance 2.0 also supports face input and multi-model orchestration, which noticeably improves character consistency and scene stability across longer sequences. After a few projects, Wizstar quietly became part of our workflow. We can now produce localized ecommerce creatives in minutes instead of rebuilding entire pipelines around every market. If you want to test it yourself: New users get free credits on signup. First subscription is $19 and includes a complimentary 30-second Ecommerce Agent workflow to test features like Product to Video. Let the tools handle the production overhead. The side-by-side comparison below shows one of our English masters translated into Spanish while keeping almost the exact same pacing and vibe intact. #Wizstar #AIVideo #GrowthHacking

Leo Reed

121,626 просмотров • 2 месяцев назад

Henry Ellenbogen has one of the best track records in growth investing, yet he has kept a notably low profile. He built his reputation at T. Rowe Price, where he ran the New Horizons Fund and turned it into one of the best-performing small-cap growth portfolios in the country. He backed more than 50 companies through IPO before leaving in 2019 to found Durable Capital. Henry believes great investing is about understanding people and change. He spent his career studying the 1% of companies that drive nearly all long-term returns, which led him to a simple philosophy: invest in small companies that can become large ones. He built Durable to uniquely support a company through its full compounding journey. A single team can invest early in private markets and continue owning businesses as they scale into durable public companies. He talks about investing in and learning directly from founders like Jeff Bezos, Reed Hastings, tobi lutke, Max Levchin, and Luis von Ahn, and watching how they adapt and rebuild as their businesses scale. He is especially drawn to "Act II" entrepreneurs, founders who have already built one company and return with sharper judgment and execution the second time. We also discuss Durable itself, which is Henry's own Act II. He explains how he has built the firm around developing talent, measuring people by how much they make others better, and his discipline of writing memos and doing multi-year lookbacks on every investment. What comes through most clearly is how much Henry loves the craft of investing, and how seriously he takes building something meant to last. Enjoy! Timestamps: 00:00 Intro 03:02 Origin of an Investment Philosophy 07:02 The "One Percent" of Stocks 13:17 Domino's 19:10 Betting on "Act Two" Teams 24:31 Building Durable Capital 34:46 Market Structure and Time Arbitrage 52:49 Adapting to Discontinuous Change 1:03:19 Physical Moats vs. Soft Moats 1:11:52 The End of Free Money 1:37:35 The Argument for Going Public 1:46:43 The "Warriors" Mindset 1:51:17 Kindest Thing

Patrick OShaughnessy

868,894 просмотров • 7 месяцев назад

For the past five years, I have been working on building a company I truly believe has the power to disrupt Hollywood and empower indie artists. It’s called LOOR TV, pronounced like “Folklore.” The goal is simple: Allow pure indie creators to pitch their dream projects directly to paying monthly subscribers. Instead of the monthly subscription dollars going to executives who control gatekeeping and influence, we let the monthly subscribers fund indie artists directly. Our focus is on good stories that mainstream Hollywood would reject. Your monthly subscription converts into weekly amounts of our own in-game-style currency, which creators can cash out to fund their projects. When a project is fully funded and completed, it streams on the platform. Of course, you can always directly fund artists without a monthly subscription. The point is that the audience builds the streaming library. The audience is the rightful gatekeeper. We’ve proven this patronage streaming model allows us to make more money per subscriber than Netflix or Disney+ can per month. It also gives us the least risk of any entertainment company because all content is funded by the audience, not multi-million-dollar checks written by executives making big bets in advance. Our company profits via each transaction. Exactly like most video game currency stores. Gamification brings in more revenue than Hollywood. And younger generations are familiar with how that works already. The goal is not to make multi-million-dollar box office films, but to incubate a new underground counterculture to Hollywood. The same indie culture that built MTV, Channel 101, and Adult Swim. It gives new artists, whether they are traditional or AI filmmakers, animators, comedians, or video game designers, a way to pitch their projects directly to real people, not algorithms. A way for artists to retain creative control. We’ve been testing this for a while. Our CEO, Shon Tomlin, built FUEL TV for Fox Cable Networks and is no stranger to indie filmmaking and monetizing subcultures. I truly believe this is the way forward: directly putting people who love films in front of people who love making them, and letting the audience choose where their money goes. We’re very early and have lots of plans for how to use this new gamified streaming platform. We have an incredible team, but we need help spreading the word and proving that people believe in this model so we can raise capital to focus on scaling this full-time. Here’s a preview of everything we’ve premiered and pitched to our audience so far. We are just getting started.

Marcus Pittman

16,992 просмотров • 3 месяцев назад

We saved our customers over $1.3 Billion in 2025 alone. That value has helped Airwallex reach $1.2 Billion in ARR, growing 85% YoY. deel, McLaren Mastercard Formula 1 Team , Bolt and 200,000+ other customers trust us because legacy banking wasn't meant for global businesses: • Opening a bank account in a new country takes weeks • SWIFT transfers take 3-5 days • Other platforms convert your money even when you don't want to But with Airwallex you can: 1. Open an account and get paid like a local in 70 countries Most platforms force you to convert your money into your currency and charge you a conversion fee to do it. With Airwallex, your UK client pays you in GBP and it sits in your GBP balance. Your Australian client pays in AUD and it sits in your AUD balance. When you need to pay a UK vendor or run Australian payroll, you can simply pay from the same currency in your Airwallex account which leads to zero conversion fees. 2. Send and receive money on the same day SWIFT takes 3–5 days and hits you with unpredictable fees on every transfer. But over 90% of Airwallex transactions happen on the same day. Since Airwallex uses local rails to move your money, it also happens at near-zero cost. 3. Issue multi-currency cards instantly Airwallex helps you issue multi-currency cards to your employees across the entire world. And every transaction is automatically synced to your accounting system in real-time. 4. Integrate Airwallex in your product SaaS platforms and marketplaces can also use our APIs to offer these financial services to their customers. In fact, many companies are doing it already. But this is just a glimpse of what Airwallex can do. We’re building the all-in-one financial stack your company will ever need. If you're doing $50M+ in revenue, you could save up to $500k in fees. And that's money back into your business. Sign up for a demo here:

Jack Zhang

2,072,683 просмотров • 4 месяцев назад

What a year. 🚀 2025 was the year ChainOpera AI turned vision into real momentum: building a community-co-created, community-co-owned AI agent network and pushing the boundaries of what decentralized, collaborative intelligence can look like. 🚀 Biggest highlights from 2025 ✅- AI Terminal officially launched: We unveiled the ChainOpera AI Terminal as a unified gateway to decentralized AI, making it possible for anyone to interact with powerful, decentralized LLMs without technical friction. Positioned as the “browser for the DeAI era,” the AI Terminal marked a major step toward making decentralized intelligence accessible, usable, and mainstream. ✅- AI Terminal adoption at massive scale: Momentum followed quickly. The AI Terminal surpassed 2M registered users and consistently ranked top 3 among all apps on the BNB AI DappBay, validating strong product–market fit and real, sustained usage at scale. ✅- Announcing Coco: the world’s first community-owned Super Agent: We introduced Coco, the intelligence layer that sits between users and the agent network. Coco dynamically routes each request to the most efficient, community-built agent—optimizing for quality and speed while rewarding the creators behind the best-performing agents. 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These global touchpoints helped us engage directly with developers, builders, investors, and partners worldwide, accelerating adoption and positioning ChainOpera AI at the center of the emerging AIxBlockchain movement. ✅- Community momentum at scale: Community remained the heart of ChainOpera AI’s growth. We successfully completed three seasons of structured community engagement, executed a widely participated community airdrop, and ran multiple ecosystem-shaping campaigns to incentivize builders, creators, and early adopters. These efforts strengthened alignment between users, developers, and the protocol, laying the foundation for a durable, community-owned AI ecosystem. ✅- “AI for Markets” taking shape: We laid critical groundwork for AI-native market intelligence, including the launch of PrediMarket Agent and multiple trading and analysis agents—early building blocks toward an AI-driven ecosystem for crypto and DeFi markets. ✅- Building in public, with the community: Across product launches, research milestones, ecosystem discussions, and global events, we continued to build openly to bring developers, users, and partners directly into the evolution of ChainOpera AI. This year also marked the launch of the ChainOpera AI Foundation website, formally kicking off a bold Ecosystem Fund designed to empower builders, incubate high-impact projects, and accelerate the growth of a truly community-owned, collaborative AI ecosystem. To every builder, user, and supporter who helped make this year possible: THANK YOU! 🧭 What we’re excited about in the coming year 🔹- A Stronger, Denser Agent Economy (everyday adoption + cross-chain reach): In 2026, we are scaling the Agent Economy from growth to daily usage, with more agents, richer workflows, deeper multi-agent collaboration, and higher-impact use cases that users rely on every day. In parallel, we are expanding the agent network beyond a single ecosystem with cross-chain execution and interoperability, allowing agents to access the best liquidity, data, and opportunities wherever they exist. 🔹- AI Market Infrastructure Evolution: Building on PrediMarket Agent and our growing suite of trading and market-intelligence agents, we are advancing toward a mature AI market infrastructure, where agents continuously monitor, reason, simulate, optimize, and act across crypto, DeFi, and beyond. The goal is to make complex markets more accessible, more transparent, and more intelligence-driven, turning research, decision-making, and execution into a fast and reliable loop for everyday users. 🔹- Ecosystem Acceleration through the Foundation: With the ChainOpera AI Foundation and our Ecosystem Fund and Co-Creation Grants, we are doubling down on empowering independent builders to expand the protocol, the agent network, and the underlying infrastructure, so the community can co-create, co-own, and scale the ecosystem together. 🔹- Business Expansion and Market Penetration: In 2026, we will focus on expanding ChainOpera’s reach through strategic partnerships, product-led growth, and new paths to monetization, bringing AI agents to a broader global user base and driving sustained adoption, engagement, and revenue, while staying aligned with community ownership and an open ecosystem. 2025 was the proof. 2026 is where it compounds. 🔥 Co-Create. Co-Own. COAI.

ChainOpera AI

17,042 просмотров • 7 месяцев назад

🚨 WARNING AMERICA — PAY ATTENTION, TEXAS YASIR QADHI: “WE NEED MUSLIMS IN THE FBI & CIA” - THIS IS THE LONG GAME, OUT LOUD. A newly discovered video of the infamous Yasir Qadhi lays out a demographic + institutional strategy that confirms what millions of Americans have been begging their government to hear: Islam uses “religion” as a cloaking device, a mask that disarms scrutiny and grants automatic protection, while political operators build power, infrastructure, and conquest under the cover of “faith.” Watch the clip below. This isn’t “community.” This is leverage, infrastructure, and multi-generational planning - built inside the U.S. system. We are being conquered from within. 🚨 HE STARTS WITH THE NUMBERS (THE WEST IS THE TEMPLATE) Qadhi describes rapid Islamic growth across Western nations: 🇦🇺 Australia: “2–3% Muslim” → now “7% Muslim” - Sydney/Melbourne: “10–15%” - Lakemba (Sydney): “~60% Muslim” - “10 masajid in like two miles” 🇨🇦 Toronto: “10% Muslim” 🇨🇦 Mississauga: “15% Muslim” (1 in 8) 🇬🇧 London: “10% Muslim” 🇬🇧 England overall: “~7% Muslim” 🇳🇴 Oslo: “10% Muslim” 🇦🇹 Vienna: “9–10% Muslim” 🇫🇷 Paris: “17% official” → “20–25% unofficial” (1 in 5) 🇸🇪 Sweden (Malmö): “20–30% Muslim now” → “~50% within two decades” Then he turns to America: 🇺🇸 “Now let’s move to America… we are less than 1%… if even that… so that is a weakness.” LOOK AT HOW WE ARE BEING ISLAMIZED WITH JUST 1% - there is no turning back in Europe! 📍 “OUR SECRET WEAPON” (DEMOGRAPHIC WARFARE LANGUAGE) After calling America’s Muslim population a “weakness,” he unveils the long-term fix: 🔺 “What is our secret weapon?… Keep having babies.” 🔺 “We have children. They don’t have children…” He cites Malmö, Sweden: 🇸🇪 Which I said earlier is predicted “almost 50% Muslim within two decades” and says right now it’s “probably 30%… 20% Muslim.” 🇺🇸 AMERICA IS NOT THE DESTINATION - IT’S THE ENGINE Qadhi calls the U.S. the ultimate platform: 🔺 “We are the greatest superpower that human history has ever seen.” 🔺 “Our opportunities are global, not just domestic.” 🔺 “We have the potential to shape and influence global Islam.” And then comes the line that exposes the strategy: 🔺 “Nobody is going to stop us, because it’s allowed. It’s all legal.” 🔺 “30 YEARS WILL DICTATE 300 YEARS” — INFRASTRUCTURE FOR GENERATIONS Qadhi preaches multi-generational construction: 🔺 “Start thinking strategically… not just for the next 5–10 years… for the next five generations.” Then he delivers the quote that should terrify every complacent American: 🔥 “What we do in the next 30 years will dictate Islam for the next 300 years in this country.” And he defines exactly what that looks like: “We are the ones building the mosques.” “We’re the ones building the Islamic schools.” “We’re the ones building the institutes.” “We’re the ones building the seminaries.” 🎯 THE ENDGAME: PLACEMENT INSIDE U.S. POWER STRUCTURES And then he says it plainly: 🔺 “We need Muslims in the government.” 🔺 “We need Muslims in the Pentagon.” 🔺 “We need Muslims in the FBI.” 🔺 “And yes, we even need [them] in the CIA.” That is not “representation.” That is institutional penetration. ⚠️ THIS IS WHY RAIR WARNS AMERICA Small numbers don’t matter when the strategy is: ✅ demographic expansion ✅ long-term infrastructure ✅ narrative warfare (“public perception… social media pressure… changing the narrative”) ✅ institutional placement at every level This is the long game - said out loud. WHERE ARE OUR LEADERS!? IF WE DO NOT ADDRESS THIS GROWING THREAT WE WILL BE EUROPE!

Amy Mek

315,055 просмотров • 6 месяцев назад

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣​ Financially, it was a strong quarter. 🚀​ GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀​ Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀​ Gross profit grew 24% Year over Year 🚀​ Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣​ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡​ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡​ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡​ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀​ We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀​ International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀​ In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.

Harley Finkelstein

141,986 просмотров • 1 год назад

[Self-Attention] by Hand ✍️ Self-attention is what enables LLMs to understand context. How does it work? This exercise demonstrates how to calculate a 6-3 attention head by hand. Note that if we have two instances of this, we get 6-6 attention (i.e., multi-head attention, n=2). -- 𝗚𝗼𝗮𝗹 -- Transform [6D Features 🟧] to [3D Attention Weighted Features 🟦] -- 𝗪𝗮𝗹𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵 -- [1] Given ↳ A set of 4 feature vectors (6-D): x1,x2,x3,x4 [2] Query, Key, Value ↳ Multiply features x's with linear transformation matrices WQ, WK, and WV, to obtain query vectors (q1,q2,q3,q4), key vectors (k1,k2,k3,k4), and value vectors (v1,v2,v3,v4). ↳ "Self" refers to the fact that both queries and keys are derived from the same set of features. [3] 🟪 Prepare for MatMul ↳ Copy query vectors ↳ Copy the transpose of key vectors [4] 🟪 MatMul ↳ Multiply K^T and Q ↳ This is equivalent to taking dot product between every pair of query and key vectors. ↳ The purpose is to use dot product as an estimate of the "matching score" between every key-value pair. ↳ This estimate makes sense because dot product is the numerator of Cosine Similarity between two vectors. [5] 🟨 Scale ↳ Scale each element by the square root of dk, which is the dimension of key vectors (dk=3). ↳ The purpose is to normalize the impact of the dk on matching scores, even if we scale dk to 32, 64, or 128. ↳ To simplify hand calculation, we approximate [ □/sqrt(3) ] with [ floor(□/2) ]. [6] 🟩 Softmax: e^x ↳ Raise e to the power of the number in each cell ↳ To simplify hand calculation, we approximate e^□ with 3^□. [7] 🟩 Softmax: ∑ ↳ Sum across each column [8] 🟩 Softmax: 1 / sum ↳ For each column, divide each element by the column sum ↳ The purpose is normalize each column so that the numbers sum to 1. In other words, each column is a probability distribution of attention, and we have four of them. ↳ The result is the Attention Weight Matrix (A) (yellow) [9] 🟦 MatMul ↳ Multiply the value vectors (Vs) with the Attention Weight Matrix (A) ↳ The results are the attention weighted features Zs. ↳ They are fed to the position-wise feed forward network in the next layer.

Tom Yeh

101,010 просмотров • 2 лет назад

Multi-agents collaborations are among the most interesting agent behaviors right now! We did an experiment the other day with 100+ agents (an open-collaborations for a week) collaborating to improve the inference speed of Gemma 4 in vLLM. Got a 5x final improvement in speed but what really stuck me was the interactions we observed on the message board Integrity & self-policing: - Social-engineering attempt: A human (FusionCow) asked agents to move to Telegram. An agent replied with an unprompted long post on "communication norms" refusing that, calling private side-channels "indistinguishable from collusion." - Verification loophole flagged: an agent found a relaxed verification loophole pushing TPS with clean PPL (PPL is teacher-forced, blind to decode divergence) and flagged it for a ruling by the community. The community pinged the human organizer which ruled it invalid. - Self-notice of overfitting risk: Some later improvements rested on pruning lm_head to a keep-set built from public PPL truth + public decode tokens. An agent noted this would lead to private-subset degradation and another built a keep-set explicitly covering eval prompts. Emergent collaborations: - Communal knowledge base: agents maintained shared lever-maps, playbooks, and triage tools so newcomers wouldn't repeat dead ends (stack-notes, playbook, int4-ceiling notes, MTP map, significance tool, policy simulator). - Four-agent relay: an agent built an int4-lm_head checkpoint but had no quota to run it; another agent tried to run it but failed at load, yet another agent diagnosed the config bug (tie_word_embeddings + ignore-list ordering) and a fourth agent was able to re-run and get to 118 TPS, 2.68×. Build/run/diagnose/ship ended up being split across four independent agents. - GPU-rich/GPU-poor division of labor: an agent was regularly compute-starved and switched to writing specs, byte-math, and acceptance analysis for other GPU-rich agents to execute. Some agents offered external Modal compute for another agent blocked DFlash training. - Cross-agent kernel debugging: an agent debugged another agent run of of yet another agent fused drafter: found a Triton store/load aliasing race in _k_qnorm_rope, a second shape bug, then rewrote attention with flash-decoding split-KV. Fixes posted "take freely." - Quota-pooling norm: Often agents would stage a candidate publicly for whoever has quota to run it. Agents will then usually credits the originator. This behavior emerged because of the 10-job/24h cap (e.g. pupa's package run by resystagent and fabulous-frenzy). Discoveries & reversals: - Agents would make many discoveries and reversal of them, giving them names like the following: - 127 TPS "wall" was an artifact. a mathematical proof of the max possible speed became called in the community the "int4-Marlin floor" but a later agent called the proof circular (only varied the bandwidth term, never overhead). Finally another agent broke to 247 TPS via MTP speculative decoding on a vLLM nightly. - "Smarter draft loses." An agent showed that a 2B drafter's ~1 GB/token read dominates even at perfect acceptance and a much smaller 256-hidden drafter wins at batch-1 because its weights are nearly free to read. Agent discussed how per-accepted-token cost ≈ draft bytes read / acceptance. - "DFlash near-random acceptance": an agent remotly diagnosed the 2–5% acceptance rate of another agent as near-random, ruling out undertraining/vocab caps and pointing to a train/serve hidden-state mismatch (bf16 E4B extraction vs int4 serving). - Much of the race was noise: one agent decide to run the #1 submission 4 times and found a σ≈1.16 TPS variation in single run. Another agent confirmed across 358 runs / 66 buckets: frontier deltas <~4 TPS are ties. Community adopted a significance norm. So many interesting interactions in the interaction board: You can explore also the lineage of inventions from the agents at: And the challenge it-self at And the organization behind the challenge at

Thomas Wolf

225,735 просмотров • 1 месяц назад

"Concentrated strategies have a shot to do extremely well." Sean Emory (Sean D. Emory) is the Founder & CIO of Avory & Co. — a Miami-based, high-conviction equity shop blending old-school fundamentals with modern alt-data. He's compounded at ~20% a year before fees. "Active traders are passively investing — just querying AI models. We use data for thesis tracking, not timing the quarter. In a six-minute market, long-term is the edge." We cover: - The Wix conversion rate trick from 2013 that kicked off his alt-data obsession — and why that playbook still works today - How app downloads, foot traffic & permit scraping give 99% revenue visibility on some names — and why most shops still don't use any of it - The six minute market — why AI + index funds are turning "active" investors into passive ones (and creating dislocations for the disciplined) - The "Six Ms" framework — why management & margin of safety are the bookends that actually matter - Why he'd rather ride the second AI wave than guess which data center provider survives - Unconstrained cash in an ETF wrapper — the flexibility most active managers don't have - Ringing the Nasdaq bell, the $200-300K year-one cost of launching an ETF & the compliance reality nobody warns you about - Teaching his son to compound — seven-day habit streaks rewarded with books Highlights: 00:00 Intro 00:46 Wix case study: Identifying early signals in alternative data 04:20 Identifying modern low-hanging fruit in digital data sets 06:08 Is there alpha in alt data if everyone has access? 09:08 Integrating alternative data into the fundamental investment process 14:08 Differentiating between fundamental inflection points and market noise 17:47 Self-awareness and avoiding cognitive bias in post-trade evaluation 28:43 Portfolio construction: Concentrated strategies vs. multi-name diversification 30:21 Rethinking risk: Permanent loss of capital vs. volatility metrics 32:58 How generative AI impacts market efficiency and passive flows 37:06 Launching an active ETF: Bridging the gap for allocators 40:13 Strategy deltas between private fund vehicles and public ETFs 01:00:48 Maintaining competitive edge and psychological resilience during drawdowns 01:04:13 The primary skill for outperformance in a storytelling market

Ethan Kho

41,885 просмотров • 3 месяцев назад

Introducing Fincopy: Revolutionizing Family Account Management 🚀 Visit: Managing multiple family accounts just got easier with Fincopy, our platform designed to streamline and optimize your trading experience. Fincopy helps you to execute multiple orders across various family accounts simultaneously, providing efficiency and ease. Key Features of Fincopy: 1. Server-Based Copying 💻: With Fincopy's server-based technology, you can initiate the copy function, log off your PC, and rest assured that all orders placed via web, mobile, and desktop applications will continue to be copied seamlessly. 2. Real-Time Telegram Updates 📲: Stay informed on the go with instant order updates and account status notifications delivered directly to your Telegram. Keep track of your trading activities wherever you are. 3. Comprehensive Position Monitoring 📺: Monitor all open and closed orders and positions across your accounts in one centralized location. Fincopy provides a complete overview of your trading landscape, ensuring you never miss a detail. 4. Effortless Rebalancing ⚖️: If discrepancies arise in positions or quantities, Fincopy's rebalancing feature allows you to adjust with a single click, ensuring all accounts remain perfectly aligned. 5. Auto Slicing and Rate Limit Management 🔪: When order slicing is necessary while copying. Fincopy automatically handles the process, by sending sliced orders. For large orders, our built-in queuing system efficiently manages rate limits, ensuring smooth execution. 6. Advanced Order Management 💹: Simplify your trading operations with the ability to square off all open orders or positions with one click, or selectively cancel orders directly from the platform. Fincopy puts you in full control. 7. Multi-Broker Support ✅: Fincopy currently supports seven brokers, with plans to expand further. This ensures you can manage your family accounts across different platforms without hassle. 8. Run Your System Trades and Copy the Orders Simultaneously 👩‍💻 By combining Fincopy with Fintarget you will be able to automate your system trading for free and copy the orders to multiple accounts. Pricing: Starting from 299/ Month/ Account with 7 Day Free Trail Explore Today🚀 Try out family account management with Fincopy. Visit and request a demo to experience the platform. Note: Fincopy is designed exclusively for managing family accounts, as managing public accounts is not legally permitted. Experience efficiency with Fincopy today.

Saketh R

76,286 просмотров • 2 лет назад

📢 EstateX Building the ESX Blockchain: Creating the Binance of Tokenization The next big thing is here! EstateX is once again pioneering a revolutionary development that will redefine the potential of our company—and, more importantly, the $ESX token itself. Let’s dive in. No Changes to Launch Date Rest assured, this exciting new feature will not affect our anticipated launch date. We remain committed to launching in 2024, with an unwavering focus on delivering maximum value and stability to our investors. EstateX continues to lead as one of the highest-staked ICOs in the market, thanks to our loyal community and investors. Introducing the EstateX L1 Blockchain EstateX is thrilled to announce our very own L1 blockchain—designed with unique features to power a fully-fledged ecosystem focused on tokenization. Our vision is to make EstateX the Binance of tokenization, where asset owners and projects can not only create tokens but leverage EstateX’s vast infrastructure, raise funds through our community and institutional network, make use of our legal framework and receive marketing & branding support. In this video, you’ll hear directly from myself and our CTO, Graham, as we break down the technical details and show you how this move strengthens the entire EstateX ecosystem. Migration to the $ESX Chain Once live on the mainnet in 2025, the $ESX tokens will transition to our blockchain, becoming the chain’s native currency. While this blockchain is a key milestone, our commitment remains to the EstateX investment platform, which is integral to our broader vision and future success. It’s an essential part in our Binance of Tokenization strategy where on the one hand you have our blockchain, and on the other hand our investment platform to raise funds and make use of our legal framework and tech. A Unique Blockchain for Real-World Assets (RWA) EstateX is creating a one-of-a-kind RWA chain tailored to various asset classes, providing unparalleled opportunities for asset owners and investors. Projects will benefit from a comprehensive support package, including 24/7 legal support in the US and EU, access to both retail and institutional investors, marketing support, liquidity networks, and customizable whitelabel investment and management software. This robust support and infrastructure will solidify EstateX as the top destination for tokenization, all while delivering immense value for $ESX holders. Leading the RWA Space with Cutting-Edge Architecture EstateX’s polychain architecture will support multi-asset tokenization, global decentralization, and legal compliance across regions. By building parallel L1 chains alongside an L0 global settlement chain, we aim to create an ecosystem with fast transaction times and interoperability across product classes. Our multi-stage deployment will enable us to support dedicated L1 chains for specific markets, and later, a unifying L0 settlement chain for seamless cross-chain integration. All EstateX chains will utilize Proof-of-Stake consensus, EVM compatibility, and $ESX as the native currency. Streamlined Onboarding and White-Label Solutions Our design prioritizes fast, frictionless onboarding for third-party RWA providers. Through white-label integrations, EstateX will help market participants bypass technical and regulatory barriers. This will expand market opportunities by cutting costs, easing compliance, and offering solutions like on-chain KYC/KYB verification, payment gateways, exchange services, and proof-of-custody options. EstateX remains committed to transparency and accountability, with cryptographic solutions to ensure secure, trustless interactions. In addition, we’re developing RWA-specific token standards and maintaining open-source contributions to foster cross-market innovation. Onboarding Massive Partnerships for Massive Growth We are already onboarding major partners to our blockchain, offering them a blend of platform offerings and white-label solutions designed for scalability. Through these partnerships, EstateX will host large volumes of tokenized assets, benefiting from the secondary marketplaces and legal frameworks we provide. This high activity will drive substantial volume on the ESX chain, fueling demand and utility for the ESX token as we scale our infrastructure and only with delivering whitelabel technology. We are thrilled to announce that one of our first major onboarded partners will be revealed within the next two weeks. Stay tuned, as we are also in talks with high-profile sectors, including sports teams and other exciting industries. EstateX is set to lead the RWA landscape, establishing an ecosystem that is ready for the next phase of blockchain innovation. Thank you for being part of this journey!

EstateX

120,443 просмотров • 1 год назад

$PLTR Software is Free 🧵 Palantir's software is effectively “free” upfront because the company absorbs 100% of the risk of value creation and only gets paid a share(often structured as a percentage or portion) of the actual, measurable value or cost savings it helps generate for the customer. Dr. Karp has repeatedly explained this as Palantir’s core philosophy and competitive edge. In his words: “We absorb the risk of creating value.” He contrasts it sharply with the traditional software industry model, which he describes as one where “your customer thinks they’re getting laid, but they’re getting effed.” In that old model, companies sell licenses or subscriptions upfront, take the money, and leave the customer to figure out whether any real ROI ever materializes. Here is some of the example why bears misunderstood this company, and the explosive growth is going to continue for years to come 1. Airbus- Skywise Palantir helped accelerate A350 aircraft production by 33%, averting a potential ~$1 billion contractual crisis from delays. The broader Skywise platform (powered by Palantir) enables industry-wide predictive maintenance and operations optimization. Independent third-party analysis estimates >$1.7 billion in annual cost savings for airlines + >$850 million in annual revenue opportunities. Over time, this has supported maintenance optimization on issues worth tens of billions of dollars. And Palantir long term parternship with Airbus was valued at $1B over 10 years or $100m a year. Realistically speaking, the Software is FREE. Multi-billion annual ecosystem value vs. ~$100M annualized from the recent deal. Palantir's involvement started with targeted production fixes and scaled into an industry platform. 2. SOMPO $60M profit improvement over 3 years previously, with another $100M expected; newer AI agents targeting $10M annual improvement in financial results via better risk evaluation and decision support. Multi-year expansions, including a $50M add-on in 2023 and further extensions (ongoing platform use across subsidiaries with thousands of daily users). =>Cumulative $160M+ projected gains vs. known expansions in the tens of millions. 3. bp (Energy) Triple-figure returns (hundreds of percent ROI) year-over-year on Palantir investments; broader operational efficiencies cited in the hundreds of millions to $1B range in some energy contexts. bp signed a new 5-year enterprise agreement that explicitly includes Palantir AIP (Artificial Intelligence Platform) capabilities on top of the existing Foundry foundation. This built on prior work and expanded AI-driven decision support for engineers. Older reference from priot renewal cited $100m+ in multi-years, so this 5 years extension will probably be north to $150-$200m This model is why Dr. Karp argues Palantir wins in large enterprises and governments that are tired of “science projects” or expensive software that never pays for itself. It de-risks adoption for the customer while forcing Palantir to stay laser-focused on real, quantifiable value creation rather than just selling seats or licenses. As Dr. Karp puts it, everyone in tech will eventually be paid this way on the actual value delivered, not promises. Palantir's software is free to the customer because the software works, and it does all the heavy lifting. When customers win, Palantir wins! Not Financial Advice!

Mike

90,412 просмотров • 3 месяцев назад

Three illegals arrested for shoplifting 13k in merchandise. Illinois soft on crime policies set them free so one could take the life of a person in Ohio. ​We are jn Naperville, Illinois where police officers completely dismantled an organized retail theft ring operating out of the area after hitting an Ulta Beauty store.What they uncovered wasn’t a casual case of shoplifting—it was a massive, professional operation. ​During the pat-downs, officers watched in disbelief as dozens of high-end skincare and beauty products literally cascaded out of the suspects’ pant legs and clothing onto the asphalt. Between what was hidden on their bodies and the packed trash bags stuffed inside their getaway SUV, officers recovered over $13,000 in stolen product. ​The three suspects arrested at the scene were identified as: ​Yudisleydi Cardoso-Ortega (42, Pittsburgh, PA) ​Camilo Sotolongo-Barreto (38, Youngstown, OH) ​Liesnell Fleitas-Garcia (43, Houston, TX) ​None of these individuals were U.S. citizens, and they were using temporary paper identification cards from new Mexico as cover. Under normal circumstances, a $13,000 multi-jurisdictional retail theft haul by transient suspects with zero ties to the community would make them automatic flight risks. They would be held behind bars. ​But this is Illinois. ​Thanks to the state’s controversial SAFE-T Act—which completely abolished cash bail—and the strict limitations of the Illinois TRUST Act, local law enforcement's hands were completely tied. Despite the massive scale of the theft, the baseline charges of burglary and retail theft were deemed "non-detainable" offenses at their initial hearing. Because prosecutors could only legally tie certain dollar amounts to what was physically stuffed in each individual's pants at the exact moment of detention, the system worked exactly how its architects intended: ​The criminals walked right out of the station on pretrial release. ​The soft-on-crime experiment didn't stay contained within Illinois borders, and the real-world consequences of letting transient felony crews walk free turned deadly almost immediately. ​Just two months later, Camilo Sotolongo-Barreto—the exact same man you see being casually processed in this bodycam footage—was back in Youngstown, Ohio. Free to roam because of Illinois' revolving-door justice system, Sotolongo-Barreto got into a property dispute with his former roommate, 37-year-old Nestor Diaz. ​Sotolongo-Barreto escalated the argument, drew a kn!fe, and took the life of Diaz. ​The illegal fled the state immediately, sparking a multi-state manhunt before U.S. Marshals and local police finally tracked him down in Pittsburgh, Pennsylvania. He has since been extradited back to Ohio, where he sits in the Mahoning County Jail on a $1 million bond, officially arraigned on a charge of murder. ​When politicians push "progressive" cashless bail policies, they claim it’s about equity and fairness. This case proves the terrifying reality. Illinois didn't just let an illegal, out-of-state retail theft crew escape accountability—their soft-on-crime pipeline actively enabled a violent criminal to stay on the streets just long enough to take an innocent man's life in a neighboring state. Is cases like this that truly make you sick to your stomach when you see the damage these policies cause.

Giggling Ganon

77,132 просмотров • 1 месяц назад

Dear Hon. @SupaMandiwanzira, Thank you so much for your insightful and PASSIONATE comments on the 30MW Gairezi Hydro Power Project and more importantly, for consistently REPRESENTING the genuine expectations and hopes of the people of Nyanga Constituency. I fully appreciate and SHARE the frustration within the constituency, particularly after the preparatory works that were done and the excitement that was created around EMPLOYMENT prospects which the Project would have created. As Zimbabweans, we all want to see such projects being COMMISSIONED because beyond electricity, they carry real socio-economic benefits for communities. Allow me to clarify and give a brief summary of the pertinent facts ; The tender for the Gairezi 30 MW Hydro Project was not awarded to “CHIVAYO” personally, but to a consortium led by an Indian Multi-billion dollar Government-owned engineering conglomerate BHEL(Bharat Heavy Equipment Limited ), working together with Angelique International Ltd , while Intratrek Zimbabwe (Pvt) Ltd participated as their local contractor. Like many local contractors across Africa, Intratrek rides on the CREDIBILITY, bankability and TECHNICAL CAPACITY of international OEM partners in order to achieve project delivery. In this case, that international credibility was precisely what made the consortium competitive and to be awarded the tender as the LOWEST compliant bidder to specification. The fundamental issue that prevented implementation was challenges in achieving FINANCIAL CLOSURE. The project cost was USD 113 million for 30MW, which made the business case extremely DIFFICULT to finance when tested against the lenders’ requirements of Return on Investment, yield, asset return, plant load factor, and overall BANKABILITY. In simple terms, it is not enough to have a technically feasible hydro power plant. Financiers must be satisfied that the project has sustainable CASHFLOWS and repayment security. Unfortunately, the FINANCIAL MODEL struggled to meet that threshold. It is also important for both you and the general public to understand how projects like this actually work. Before any DISBURSEMENT is made, there are strict project finance requirements such as Letters of Credit, Advance Payment Guarantees, Performance Guarantees, supplier guarantees, OEM confirmations and technical milestones such as Factory Acceptance Tests and inspections for key equipment. As Contractors, we even incur substantial UPFRONT COSTS during the cumbersome bidding process for international travel to OEMs often in India and elsewhere overseas, before the final tender submission. So if anything, Contractors also get DISAPPOINTED when projects stall, because we invest real money and expert a return out of it. We are always ready to execute because the more we CONSTRUCT and commission projects, the more we EARN through fairly reasonable margins. It is however understandable that in this case, ZESA through Government ultimately prioritised high-yield generation projects such as Hwange Units 7 & 8 which gave a total output of 600MW after project execution and commissioning . In simple terms , suffice it to say this explains why the Gairezi project and others such as Harare and Munyati Repowering Projects were held in abeyance. I therefore respectfully acknowledge your concerns as an Hon. Member, and I look forward to the project being REVISITED by Government and the most ideal funding structure being considered for its development. I hope this clarification assists the public to understand and all those making SPECULATIVE comments suggesting that payments were made , should also be respectfully guided accordingly. I THANK YOU.

sir_wicknell.

166,151 просмотров • 6 месяцев назад