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@BrainsAndTennis: https://x.com/BrainsAndTennis/status/2065190286519906657

X AI KOLs Timeline · 2d ago Cached

A technical Twitter thread sharing principles for building high-performance vertical AI agents, using the Shortcut spreadsheet agent as an example. Key insight: treat context as a layered cache (L1/L2/L3) to minimize cost per task across the distribution.

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#hedge-funds

@quantscience_: This 17 page pdf reveals the same technique Hedge Funds like Jim Simons' Renaissance Technologies use to find signal th…

X AI KOLs Timeline · 2026-06-05 Cached

Stanford released a complete Hidden Markov Model framework, enabling everyone to use the same technique that hedge funds like Renaissance Technologies employ to find signals through noise.

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#hedge-funds

The Smartest Money on Earth Sold $8B in Microsoft and Cut Nvidia 93% in Q1

Reddit r/ArtificialInteligence · 2026-05-18 Cached

Dans l'actualité du premier trimestre, plusieurs grands hedge funds, dont Berkshire Hathaway, TCI Fund et Third Point, ont réduit ou vendu leurs positions dans Microsoft et Nvidia. Ray Dalio a averti que les conditions du marché boursier ressemblent à 80% des niveaux observés avant les krachs de 1929 et 2000, évoquant une bulle spéculative autour de l'IA.

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