Offshore
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God of Prompt
RT @rryssf_: 🚨 RIP “Prompt Engineering.”
The GAIR team just dropped Context Engineering 2.0 and it completely reframes how we think about human–AI interaction.
Forget prompts. Forget “few-shot.” Context is the real interface.
Here’s the core idea:
“A person is the sum of their contexts.”
Machines aren’t failing because they lack intelligence.
They fail because they lack context-processing ability.
Context Engineering 2.0 maps this evolution:
1.0 Context as Translation
Humans adapt to computers.
2.0 Context as Instruction
LLMs interpret natural language.
3.0 Context as Scenario
Agents understand your goals.
4.0 Context as World
AI proactively builds your environment.
We’re in the middle of the 2.0 → 3.0 shift right now.
The jump from “context-aware” to “context-cooperative” systems changes everything from memory design to multi-agent collaboration.
This isn’t a buzzword. It’s the new foundation for the AI era.
Read the paper: arxiv. org/abs/2510.26493v1
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RT @rryssf_: 🚨 RIP “Prompt Engineering.”
The GAIR team just dropped Context Engineering 2.0 and it completely reframes how we think about human–AI interaction.
Forget prompts. Forget “few-shot.” Context is the real interface.
Here’s the core idea:
“A person is the sum of their contexts.”
Machines aren’t failing because they lack intelligence.
They fail because they lack context-processing ability.
Context Engineering 2.0 maps this evolution:
1.0 Context as Translation
Humans adapt to computers.
2.0 Context as Instruction
LLMs interpret natural language.
3.0 Context as Scenario
Agents understand your goals.
4.0 Context as World
AI proactively builds your environment.
We’re in the middle of the 2.0 → 3.0 shift right now.
The jump from “context-aware” to “context-cooperative” systems changes everything from memory design to multi-agent collaboration.
This isn’t a buzzword. It’s the new foundation for the AI era.
Read the paper: arxiv. org/abs/2510.26493v1
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Offshore
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Moon Dev
todays zoom
hey todays private quant zoom starts at 8am est
dont miss this, if there is a ticket left, grab it: https://t.co/JbJdIbW2p9
moon dev
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todays zoom
hey todays private quant zoom starts at 8am est
dont miss this, if there is a ticket left, grab it: https://t.co/JbJdIbW2p9
moon dev
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Offshore
Video
Startup Archive
Brian Armstrong on the importance of disagreeableness if you want to do important things
“What I’ve realized about a lot of people who I think are building important things in the world is that they’ve developed this high disagreeableness muscle where they’ve recognized that they’re not going to make everybody happy and they’ve made peace with it.”
He gives Mark Zuckerberg as an example.
“They realized at a certain point that whether I do the thing that I think everyone’s going to like or the thing that is more authentic to me, someone’s going to be pissed no matter what .So at the end of the day, I’m just going to do the thing that I think is right. And they’ve leaned more into authenticity instead of trying to say what they think people want to hear. And that does require you to have thick skin and some kind of high disagreeableness. And then they can actually do even more interesting stuff because they’re being themselves instead of trying to be liked.”
This is something Brian himself is even trying to work on. And of course there are limits — you don’t want to get to a place where you’re listening to nobody. You want people around you have your best interest at heart and to listen to them. But for people who don’t have your best interest at heart, you need to build the ability to ignore them.
“It’s a real superpower to care less what other people think — at least people who don’t have your best interests at heart.”
Video source: @StevenBartlett (2022)
tweet
Brian Armstrong on the importance of disagreeableness if you want to do important things
“What I’ve realized about a lot of people who I think are building important things in the world is that they’ve developed this high disagreeableness muscle where they’ve recognized that they’re not going to make everybody happy and they’ve made peace with it.”
He gives Mark Zuckerberg as an example.
“They realized at a certain point that whether I do the thing that I think everyone’s going to like or the thing that is more authentic to me, someone’s going to be pissed no matter what .So at the end of the day, I’m just going to do the thing that I think is right. And they’ve leaned more into authenticity instead of trying to say what they think people want to hear. And that does require you to have thick skin and some kind of high disagreeableness. And then they can actually do even more interesting stuff because they’re being themselves instead of trying to be liked.”
This is something Brian himself is even trying to work on. And of course there are limits — you don’t want to get to a place where you’re listening to nobody. You want people around you have your best interest at heart and to listen to them. But for people who don’t have your best interest at heart, you need to build the ability to ignore them.
“It’s a real superpower to care less what other people think — at least people who don’t have your best interests at heart.”
Video source: @StevenBartlett (2022)
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Offshore
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Moon Dev
private zoom where im going over these robustness tests
live now
get in before 11 est and get the full replay https://t.co/Y6lj48o399
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private zoom where im going over these robustness tests
live now
get in before 11 est and get the full replay https://t.co/Y6lj48o399
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Offshore
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Moon Dev
cant believe i showed this trading system live on stream
oh wait, yes i can
i been doing this for 5 years
i just do it on private zoom now
u get in before 11est you get the replay https://t.co/DLGPOCx80P
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cant believe i showed this trading system live on stream
oh wait, yes i can
i been doing this for 5 years
i just do it on private zoom now
u get in before 11est you get the replay https://t.co/DLGPOCx80P
tweet
Offshore
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Moon Dev
where are all the other quants who actually share?
just dropped this live on zoom https://t.co/wrlK9Ntzws
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where are all the other quants who actually share?
just dropped this live on zoom https://t.co/wrlK9Ntzws
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: This software sell-off is something to behold
A broad drawdown with massive multiple compression across an entire sector is rare — the way it happened, the speed + scale + magnitude of it has been incredible
If nothing else, it makes you a sharper investor. You walk away with a permanent reminder that multiple compression is always a risk — even for great businesses
That’s why valuation discipline matters:
You either need a margin of safety, or you need to be continuously monitoring whether growth is justifying the price you’re paying
A lot of investors rationalize:
“You just have to pay up for quality”
Sure — but at what cost? Quality doesn’t mean an infinite multiple
As Warren Buffett famously asserted:
“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments”
On the other hand, look back at some of the world’s best businesses and where they traded, relative to growth, over the last year:
$GOOG 18x growing >15%, $NVDA 25x growing >20%, $ASML 26x growing >17%, $MSFT 26x growing >15%, $MA 26x growing >15%, $FICO 36x growing >20%, $TDG 33x growing ~17%
Why pay 70x for a SaaS company growing 20%? It looks obvious now, but a year ago it took contrarian thinking coupled with conviction to see it that way
That’s why Benjamin Graham’s simple “2G rule of thumb” is so helpful
It keeps you grounded during euphoric periods when you’re tempted to make “exceptions” — the exact moments when investors end up overexposed to valuation risk
tweet
RT @DimitryNakhla: This software sell-off is something to behold
A broad drawdown with massive multiple compression across an entire sector is rare — the way it happened, the speed + scale + magnitude of it has been incredible
If nothing else, it makes you a sharper investor. You walk away with a permanent reminder that multiple compression is always a risk — even for great businesses
That’s why valuation discipline matters:
You either need a margin of safety, or you need to be continuously monitoring whether growth is justifying the price you’re paying
A lot of investors rationalize:
“You just have to pay up for quality”
Sure — but at what cost? Quality doesn’t mean an infinite multiple
As Warren Buffett famously asserted:
“For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments”
On the other hand, look back at some of the world’s best businesses and where they traded, relative to growth, over the last year:
$GOOG 18x growing >15%, $NVDA 25x growing >20%, $ASML 26x growing >17%, $MSFT 26x growing >15%, $MA 26x growing >15%, $FICO 36x growing >20%, $TDG 33x growing ~17%
Why pay 70x for a SaaS company growing 20%? It looks obvious now, but a year ago it took contrarian thinking coupled with conviction to see it that way
That’s why Benjamin Graham’s simple “2G rule of thumb” is so helpful
It keeps you grounded during euphoric periods when you’re tempted to make “exceptions” — the exact moments when investors end up overexposed to valuation risk
Software! https://t.co/zLJmvedrEo tweet
Moon Dev
This $4,500,000 disaster just proves
You can not trade by hand
Stop wasting your time https://t.co/2U7wpCNY0Z
tweet
This $4,500,000 disaster just proves
You can not trade by hand
Stop wasting your time https://t.co/2U7wpCNY0Z
tweet