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DAIR.AI
A paper worth paying close attention to.
It presents Lossless Context Management (LCM), which reframes how agents handle long contexts.
It outperforms Claude Code on long-context tasks.
Recursive Language Models give the model full autonomy to write its own memory scripts. LCM takes that power back, handing it to a deterministic engine that compresses old messages into a hierarchical DAG while keeping lossless pointers to every original. Less expressive in theory, far more reliable in practice.
The results:
Their agent (Volt, on Opus 4.6) beats Claude Code at *every* context length from 32K to 1M tokens on the OOLONG benchmark. +29.2 points average improvement versus Claude Code's +24.7. The gap widens at longer contexts.
The implication is one we keep relearning from software engineering history: how you manage what the model sees may matter more than giving the model tools to manage it itself. Every agent framework shipping with "let the model figure it out" memory strategies may be building on the wrong abstraction entirely.
Paper: https://t.co/LtqS7pzmP4
Learn to build effective AI agents in our academy: https://t.co/LRnpZN7L4c
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A paper worth paying close attention to.
It presents Lossless Context Management (LCM), which reframes how agents handle long contexts.
It outperforms Claude Code on long-context tasks.
Recursive Language Models give the model full autonomy to write its own memory scripts. LCM takes that power back, handing it to a deterministic engine that compresses old messages into a hierarchical DAG while keeping lossless pointers to every original. Less expressive in theory, far more reliable in practice.
The results:
Their agent (Volt, on Opus 4.6) beats Claude Code at *every* context length from 32K to 1M tokens on the OOLONG benchmark. +29.2 points average improvement versus Claude Code's +24.7. The gap widens at longer contexts.
The implication is one we keep relearning from software engineering history: how you manage what the model sees may matter more than giving the model tools to manage it itself. Every agent framework shipping with "let the model figure it out" memory strategies may be building on the wrong abstraction entirely.
Paper: https://t.co/LtqS7pzmP4
Learn to build effective AI agents in our academy: https://t.co/LRnpZN7L4c
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Offshore
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Dimitry Nakhla | Babylon Capital®
Pat Dorsey Q4 25’ 13F
Top 5 holdings: $ASML $DHR $AER $META $BKNG
Top Buys: $ASML $LYV
Top Sales: $GOOG
___
Source: Dataroma https://t.co/0goczNq4th
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Pat Dorsey Q4 25’ 13F
Top 5 holdings: $ASML $DHR $AER $META $BKNG
Top Buys: $ASML $LYV
Top Sales: $GOOG
___
Source: Dataroma https://t.co/0goczNq4th
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Javier Blas
The Iranian read-out sounds upbeat:
“We were able to reach broad agreement on a set of guiding principles, based on which we will move forward and begin working on the text of a potential agreement.” — Iran's Foreign Minister Abbas Araghchi
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The Iranian read-out sounds upbeat:
“We were able to reach broad agreement on a set of guiding principles, based on which we will move forward and begin working on the text of a potential agreement.” — Iran's Foreign Minister Abbas Araghchi
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments. tweet
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Javier Blas (@JavierBlas) on X
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments.
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Bourbon Capital
Chris Hohn still buying more $SPGI
Chris Hohn - TCI Fund Management Q4 2025 https://t.co/8r8I9llt5e
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Chris Hohn still buying more $SPGI
Chris Hohn - TCI Fund Management Q4 2025 https://t.co/8r8I9llt5e
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Offshore
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Moon Dev
be careful of openclaw!!
i lost $242,328 before my 6th openclaw was launched
grateful to have learned
I really dont want you to make the same mistake https://t.co/YWNKoTGjMb
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be careful of openclaw!!
i lost $242,328 before my 6th openclaw was launched
grateful to have learned
I really dont want you to make the same mistake https://t.co/YWNKoTGjMb
tweet
Offshore
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God of Prompt
RT @godofprompt: 84% of developers use AI coding tools daily.
25% of new startups ship codebases that are almost entirely AI generated.
But here's the stat nobody talks about: AI assisted developers produce 3-4x more code... and 10x more security issues.
Your vibe coded app isn't broken. It's unfinished.
Here's the gap nobody's solving (and why it matters now): 🧵
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RT @godofprompt: 84% of developers use AI coding tools daily.
25% of new startups ship codebases that are almost entirely AI generated.
But here's the stat nobody talks about: AI assisted developers produce 3-4x more code... and 10x more security issues.
Your vibe coded app isn't broken. It's unfinished.
Here's the gap nobody's solving (and why it matters now): 🧵
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Giuliano
I always remember something Singleton said in one of his last interviews:
“If everyone else is doing them, then there must be something wrong with them”
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I always remember something Singleton said in one of his last interviews:
“If everyone else is doing them, then there must be something wrong with them”
https://t.co/AGcvbWenJV tweet
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Sidecar Investor (@sidecarcap) on X
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Dimitry Nakhla | Babylon Capital®
𝐃𝐞𝐯 𝐊𝐚𝐧𝐭𝐞𝐬𝐚𝐫𝐢𝐚 𝐨𝐧 𝐬𝐡𝐚𝐫𝐞 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬:
“Given that companies trade within a range of reasonableness and we believe in their long-term ability to compound, buying back stock remains the most efficient use of capital…
We love it when a great compounding machine buys back a lot of their stock… My preference is a company that holds virtually no cash because it keeps them from making mistakes.”
___
𝐓𝐡𝐞 𝐋𝐞𝐬𝐬𝐨𝐧: Share buybacks remain one of the most powerful — and frequently underappreciated — drivers of long-term shareholder returns.
___
𝐃𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭: 𝘸𝘩𝘦𝘯 𝘦𝘹𝘦𝘤𝘶𝘵𝘦𝘥 𝘢𝘵 𝘴𝘦𝘯𝘴𝘪𝘣𝘭𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯𝘴, 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘤𝘢𝘭𝘭𝘺 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘱𝘦𝘳 𝘴𝘩𝘢𝘳𝘦.
As Warren Buffett wrote in Berkshire’s 2022 Shareholder Letter:
“The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices.
At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares.”
This is the essence of buybacks.
If a company retires shares at attractive prices, 𝙚𝙖𝙘𝙝 𝙧𝙚𝙢𝙖𝙞𝙣𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙝𝙤𝙡𝙙𝙚𝙧 𝙤𝙬𝙣𝙨 𝙖 𝙡𝙖𝙧𝙜𝙚𝙧 𝙥𝙞𝙚𝙘𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙨𝙖𝙢𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙨𝙩𝙧𝙚𝙖𝙢.
___
𝐈𝐧𝐝𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭 (often overlooked): 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘢𝘭𝘴𝘰 𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘴 𝘢 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯 𝘥𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘴𝘮.
Excess cash frequently invites poor decisions.
Peter Lynch warned about “diworsification” — when strong businesses dilute their economics through unnecessary acquisitions.
Acquisitions are difficult.
And for superior business models, 𝙖𝙘𝙦𝙪𝙞𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙤𝙛𝙩𝙚𝙣:
• Compromise business quality
• Dilute returns on capital
• Introduce integration risk
• Reduce predictability
𝘽𝙪𝙮𝙗𝙖𝙘𝙠𝙨, 𝙗𝙮 𝙘𝙤𝙣𝙩𝙧𝙖𝙨𝙩:
• Enhance per-share value
• Preserve business quality
• Reduce empire-building risk
• Protect shareholder economics
Capital allocation is strategy.
And disciplined buybacks are often the defining characteristic of exceptional compounding machines.
___
Video: We Study Billionaires Podcast (12/05/2024)
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𝐃𝐞𝐯 𝐊𝐚𝐧𝐭𝐞𝐬𝐚𝐫𝐢𝐚 𝐨𝐧 𝐬𝐡𝐚𝐫𝐞 𝐛𝐮𝐲𝐛𝐚𝐜𝐤𝐬:
“Given that companies trade within a range of reasonableness and we believe in their long-term ability to compound, buying back stock remains the most efficient use of capital…
We love it when a great compounding machine buys back a lot of their stock… My preference is a company that holds virtually no cash because it keeps them from making mistakes.”
___
𝐓𝐡𝐞 𝐋𝐞𝐬𝐬𝐨𝐧: Share buybacks remain one of the most powerful — and frequently underappreciated — drivers of long-term shareholder returns.
___
𝐃𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭: 𝘸𝘩𝘦𝘯 𝘦𝘹𝘦𝘤𝘶𝘵𝘦𝘥 𝘢𝘵 𝘴𝘦𝘯𝘴𝘪𝘣𝘭𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯𝘴, 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘤𝘢𝘭𝘭𝘺 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘱𝘦𝘳 𝘴𝘩𝘢𝘳𝘦.
As Warren Buffett wrote in Berkshire’s 2022 Shareholder Letter:
“The math isn’t complicated: When the share count goes down, your interest in our many businesses goes up. Every small bit helps if repurchases are made at value-accretive prices.
At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares.”
This is the essence of buybacks.
If a company retires shares at attractive prices, 𝙚𝙖𝙘𝙝 𝙧𝙚𝙢𝙖𝙞𝙣𝙞𝙣𝙜 𝙨𝙝𝙖𝙧𝙚𝙝𝙤𝙡𝙙𝙚𝙧 𝙤𝙬𝙣𝙨 𝙖 𝙡𝙖𝙧𝙜𝙚𝙧 𝙥𝙞𝙚𝙘𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙨𝙖𝙢𝙚 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙨𝙩𝙧𝙚𝙖𝙢.
___
𝐈𝐧𝐝𝐢𝐫𝐞𝐜𝐭 𝐢𝐦𝐩𝐚𝐜𝐭 (often overlooked): 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘢𝘭𝘴𝘰 𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘴 𝘢 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯 𝘥𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦 𝘮𝘦𝘤𝘩𝘢𝘯𝘪𝘴𝘮.
Excess cash frequently invites poor decisions.
Peter Lynch warned about “diworsification” — when strong businesses dilute their economics through unnecessary acquisitions.
Acquisitions are difficult.
And for superior business models, 𝙖𝙘𝙦𝙪𝙞𝙨𝙞𝙩𝙞𝙤𝙣𝙨 𝙤𝙛𝙩𝙚𝙣:
• Compromise business quality
• Dilute returns on capital
• Introduce integration risk
• Reduce predictability
𝘽𝙪𝙮𝙗𝙖𝙘𝙠𝙨, 𝙗𝙮 𝙘𝙤𝙣𝙩𝙧𝙖𝙨𝙩:
• Enhance per-share value
• Preserve business quality
• Reduce empire-building risk
• Protect shareholder economics
Capital allocation is strategy.
And disciplined buybacks are often the defining characteristic of exceptional compounding machines.
___
Video: We Study Billionaires Podcast (12/05/2024)
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Chris Hohn TCI Q4 25’ 13F (Dataroma)
Top 5 holdings: $GE $V $MSFT $MCO $SPGI
Foreign securities excluded $SAF https://t.co/EBdedJYGxo
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Chris Hohn TCI Q4 25’ 13F (Dataroma)
Top 5 holdings: $GE $V $MSFT $MCO $SPGI
Foreign securities excluded $SAF https://t.co/EBdedJYGxo
tweet
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.
Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.
Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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