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I will refrain from adding to mags/qqq for now
I cut the mags legs and keeping the QQQ short
Forwarded from Ahboyash Reads
If they allow a recession to happen the amount of bankruptcies we shall see will be vastly larger than 1929
They're zombies today and with the coming AI disruption an economic downturn will be the final nail in the coffin
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I cut the mags legs and keeping the QQQ short
Alright managed to escape with a profit this trade with bad timing, won't push my luck and Tping here
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And for coding tasks that are not in the top 5% of difficulty you can ask V4 0731 to create the code cheaply, have SOL 5.6/Kimi/ Fable review it and have again V4 implement modifs + last review from SOTA model. You use maybe 75% less token that way for result…
In practice when things get complex it is not that easy. You better have a good handling of model capabilities and more importantly clearly define their roles and avoid all forms of bloating. You need to rely more on the SOTA models than I thought, so while you do save $, it's less than half of what I expected
I also think Claude Code & Codex provide a lot more scaffholding by default for everyone not already a good or great SWE. Which all things considered might be worth the extra cost
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I longed some YEN, will add if we go lower
Added more, still leaving room to add
It's kind of funny that you can put the transcript of a podcast you're not a master of into chatgpt and have it destroys all the thesis enumerated by the guy in 10min.
This guy sometimes spent anywhere between 2y to 40y getting where he is and he worse than a 4-6 months years old AI system at his domain
This guy sometimes spent anywhere between 2y to 40y getting where he is and he worse than a 4-6 months years old AI system at his domain
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In practice when things get complex it is not that easy. You better have a good handling of model capabilities and more importantly clearly define their roles and avoid all forms of bloating. You need to rely more on the SOTA models than I thought, so while…
Yeah don't bother touching anything else than Sol 5.6 high, Fable, Kimi K3 and Opus 5 for dev work if you're not a SWE. It's just not worth it. It doesn't matter if it's Deepseek or Luna it's just not good enough.