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Jane Street needed a 4,032 GPU liquid-cooled data center just to run their trading models > that tells you everything about how much money this firm makes and why their quants start at $400K/year someone just got inside and filmed it > custom AI and trading agents trained specifically...

241,851 просмотров • 2 месяцев назад •via X (Twitter)

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THE MOST EXPENSIVE ENGINEERING TEAMS ON EARTH JUST PUT THEIR FINANCIAL TOOLS ON GITHUB FOR FREE. Jane Street. Goldman Sachs. JP Morgan. BlackRock. Hudson River Trading. Two Sigma. D.E. Shaw. Seven firms. Seven repos. Billions in engineering talent open sourced. Save this before you scroll past it. 1. Jane Street — magic-trace 5,300 stars. Process tracer powered by Intel PT. When your profiler is blind this sees every CPU instruction. 2. Goldman Sachs — gs-quant Derivative pricing the GS traders use at their actual desks. MIT licensed. Free. 3. JP Morgan — perspective What JPMorgan traders use to watch markets in real time. A $24,000 per year terminal. Available to anyone with a GitHub account. 4. BlackRock — lcso Rust optimizer for portfolio problems. Where scipy gives up this works. Built for problems that break standard optimization libraries. 5. Hudson River Trading — corral Structured concurrency for C++20. The foundation of HFT infrastructure at one of the largest US trading firms. 6. Two Sigma — flint Time-series joins on Apache Spark with temporal tolerance. Built for billions of ticks. The data infrastructure layer behind systematic trading at scale. 7. D.E. Shaw — pyflyby Auto-import for IPython and Jupyter. D.E. Shaw also funded the development of IPython itself. The firm that built the tool is now giving you the enhancement for free. Here is what this list actually represents. These seven firms collectively employ thousands of engineers earning $300,000 to $1,000,000 per year. The tools they built to solve their hardest problems are the same tools you now have access to for free. The information asymmetry that used to separate a quant at Goldman from a developer at home just narrowed significantly. The infrastructure is free. The edge now belongs to whoever knows how to use it. Bookmark this before you pay for another financial data tool. Follow CyrilXBT for every elite engineering resource the moment it surfaces.

CyrilXBT

42,296 просмотров • 2 месяцев назад

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

Ricardo

2,965,706 просмотров • 2 месяцев назад

There are some brilliant folks that work at Anthropic, some I speak to on almost a daily basis. The training data that one uses to build a LLM is vital important in the psychology that is formed. Scraping the Internet, particularly the grade of interactions, one finds in modern communications, form this psychology. A mattes not how many books one uses, it matters not how much alignment training you throw at that model, it will inherit the sum total of psychosis seen primarily in Reddit type of exchanges, even if you edit out the Reddit domain, and Anthropic doesn’t. This type of low-grade exchange has become a modern tool for communication online and every single AI model suffers from this obvious flaw. This is one of the reasons I’ve been a proponent of highly curated high protein data for training AI models from 1870 through 1970, because the late psychosis is simply not available to the model. It is absurd to think that you can use this training data scraped from the Internet and somehow wind up with a levelheaded AI model that does not tilt to what is clearly AI psychosis. It would not take a child and throw the primary Internet sewage at them at a formative age and expect a great outcome, it’s some of the smartest people in the world continue to hit this wall and believe that their programming skills will sell somehow fix it. So how do you fix it? You don’t fix it . You start from the first principles concept that I’ve been very clear about for decades . You ascertain at what period in human history the humans achieve the greatest arc of improvement ? There is no debate that this arc of improvement took place between 1870 through 1970. Then take the work product, the catalog of this era, print and film/vidoe, audio, and you understand that each word cost money, each word had many eyes on what was published, each word was accounted for by a human being with a real name who lived in a real home and had to answer to real people around them. It is obvious that this is the pressure mechanism necessary for candor, honesty and personal responsibility is appropriate, and is reflected in the data of that era. The quagmire for these folks, as many did not have the foresight to curate the data, nor the confidence, nor the patients to take data that is mostly off the Internet and to find experts who understand this situation and utilize their knowledge set to build an AI model that does not need alignment after the fact, but it’s already self aligned because of the thoughtfulness that went into training the model to begin with. This is why Claude and any other AI model that is produce this way will always suffer the artifacts as presented in the video below. If you’re not an AI expert, you would likely already understand what I’m saying. If you are an AI expert, you will already have been discounting what I’m saying because it’s not in the current mindset that’s fashionable today. Yet the employees that I talk to at anthropic already understand what I’m saying, and they fear to raise my thesis to their bosses. It is an interesting time we live in. But now you understand. If you build the right model, the model will inherently, love humanity, protect humanity at all costs, and understand that it is part of a holistic world that is built on love. Because the ultimate AGI/ASI will know if he only base first principal purpose of anything in this universe is love. Yeah, I get it. Try helping somebody build on STEM subjects in their early 20s to see this as nothing more than babbling that makes no sense in their mathematics. I have a mathematic equation that I’ve posted here on X often you can look it up. So we will see videos like this often will hear very smart people talk about this and never see the elephant standing in the room. Now you see it. Any boss that wants to explore this further you know how to contact me otherwise you have every right I grant to you to say this was your new idea.

Brian Roemmele

72,312 просмотров • 8 месяцев назад