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Posts by VK

This remains the absolute worst trading saga ever

5 hours ago 10 0 0 0
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Opus 4.7 scores 156 on ECI, our tool for combining multiple benchmarks onto a single scale. This puts it a bit ahead of Opus 4.6 and a bit behind only GPT-5.4, Gemini 3.1 Pro, and GPT-5.4 Pro. Thread with individual scores and commentary.

21 hours ago 9 2 1 0

Oh interesting - thanks!

21 hours ago 1 0 0 0

Oh cool - yeah I’ve just been gifted the smaller one!

21 hours ago 0 0 0 0

Powell was really a top tier leader, communicator and risk manager.

Sure he wasn’t an economist himself, but had a sufficiently good grasp to be a good Fed chair.

Warsh is going to be a serious step down whenever he ends up taking over.

21 hours ago 27 1 1 0

Any views?

21 hours ago 0 0 0 0

Does anyone have a Remarkable

21 hours ago 1 0 3 0

Also I should totally build this 😂

22 hours ago 0 0 0 0
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Thanks! I totally missed this. I thought it was a start a new theme into power semis

22 hours ago 2 0 1 0

Nvts - explains a lot lol

22 hours ago 2 0 1 0

Looking forward to not seeing all the useless Iran experts like trita Parsi and Hamidreza Azizi

1 day ago 6 0 1 0

There seems to be a new tailwind every week with what’s happening to CPUs an MRVL atm.

Yes I’ve missed both sadly

1 day ago 4 0 0 0
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2 days ago 41 5 2 2

Wow Tomas, big congrats.

More than happy to help on the nonprofit to the extent I can and you need it

2 days ago 4 0 0 0

Wow missed this

2 days ago 0 0 0 0

I’ve never particularly liked Dario, nor Sam.

But I would seperate the negative vibes on Dario with Anthropic’s disappointing recent performance as this seems to be as a result of an acute compute shortage

Every version of Claude seems nerfed right now

2 days ago 9 1 0 0

Ok so we are at the point where:

- Trump wants a deal
- Iran senior ministers likely want a deal
- Israel has been told not to attack

But IRGC doesn’t.

3 days ago 24 1 2 0

Made it to Master ball tier on Pokemon champions and feeling pretty good about myself 😂

3 days ago 6 0 0 0
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Anyone play Pokemon champions?

4 days ago 2 0 0 0

Too kind dude, pleasure was all mine!

6 days ago 5 0 0 0

Was awesome meeting Luke yday who’s one of my fav people on here!!!

Also one of the best trend spotters I’ve come across.

6 days ago 10 0 0 0

The model, the mythos, the legend

6 days ago 5 0 0 0

Last 10 days have really been something

6 days ago 9 0 1 0

Ah yes that’s the one - cray stuff

1 week ago 2 0 1 0

It was the $2000 price target

1 week ago 4 0 1 0

Always 😆

1 week ago 0 0 1 0

We downgrade our UK gdp estimate by 0.3% of gdp as the hit from the attack will be offset by government support and the rebuild effort during the remainder of the year

1 week ago 19 2 2 0

Backwardation in oil is consistent with a deficit and rising prices. It signals there’s a higher convenience yield to have oil now rather than later.

1 week ago 0 0 1 0
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There’s massive backwardation because the oil market is tight and is trying to bring all inventories to prompt.

For the same reason there was super contango during Covid.

1 week ago 0 0 2 0

bsky.app/profile/rory...

I agree with Rory

1 week ago 0 0 1 0