x feed intelligencenotebook read 20 Oct, 22:56

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16posts scanned
10themes tracked
28briefs this week
66sources read

Your feed is a fever dream of AI economics colliding with speculative gambling, where DeepSeek's token economics and a Kalshi portfolio's 20,000% return compete for attention with Musk's perpetual headline machine. The one thing worth your time is the quiet collapse of quant interview relevance as LLMs flatten the edge once protected by brainteasers.

Read 20 Oct, 22:56 from your signed-in X session, at jittered intervals so nothing looks scripted. 1 pass stored so far.

In your feed

16 posts
01AI is making traditional quant trading interview questions increasingly useless. When everyone has access to LLMs, how much can you really learn from asking brainteasers? A friend at a small independent trading firm shared an interesting interview approach. In@Lihong0621hon X02DeepSeek just published the price of a token, and it should make you angry. From their own DeepInfer docs: 1 cluster serves 155 trillion tokens a day, at $38 of revenue per GPU-hour, and thats at off-peak prices. Their API is $0.30 per million input tokens and@superalesha5hon X03“A single cluster currently serves 155 trillion tokens/day, generating $38 in revenue per GPU-hour (at off-peak pricing).” Huge flex from DeepSeek. Not only did they open-source their inference engine, but they also open-sourced their revenue numbers. They did@Yuchenj_UW9hon X04I haven't updated you guys in a while, but my Kalshi portfolio has officially crossed $200,000, starting from just a $1,000 deposit a few months ago. That marks 20% of the way to our goal of $1M!!! And TODAY, just 2 weeks before the midterms, I officially sign@rigatohni4hon X05Statement #217 withdrawn 51931.5051 BALANCE released By 0x811b…503b Artwork: wallet balance after transaction Today’s News Elon Musk Pledges SpaceX Shares to Every U.S. Child Next Year 2 days ago · News · 631.7K posts Nebius Stock Dips but AI Cloud Strengths S@vvcredits11mon X06We are truly in a learning renaissance with AI. https://followthemoney.emilylai.com was built over four days with 190 prompts and 96 agents. Three main building agents, 51 reviewing, and 41 documentating subagents. Today’s News Elon Musk Pledges SpaceX Shares @emilylai6hon X07Another two months left 😉 Quote@TMTLongShort4hon X08Long-shot lotto parlay bet for 2026: Musk merges SpaceX into TSLA and then does a $100b equity offering which he uses to fund a US chip fab via a JV structure that gives the U.S. govt a stake with participation by SoftBank, NVDA and OpenAI. Structures an IP li@TMTLongShortJan 31on X09are you fucking kidding me? https://pikzels.kumar-coding.dev Today’s News Elon Musk Pledges SpaceX Shares to Every U.S. Child Next Year 2 days ago · News · 631.7K posts Nebius Stock Dips but AI Cloud Strengths Shine Through Pullback 1 day ago · Other · 2,547 p@notdvb13hon X10You can trade and develop via API and connected apps @public on mobile Today’s News Elon Musk Pledges SpaceX Shares to Every U.S. Child Next Year 2 days ago · News · 631.7K posts Nebius Stock Dips but AI Cloud Strengths Shine Through Pullback 1 day ago · Other@BuildwithPublic10hon X11A lot of people have asked which indicator I use. For pullback trading, I mostly use GS_QuantEdge. It's not a magic indicator. Won't tell you what to buy or when to buy. It simply puts the few things I check every day on one chart, so I don't need five differe@Gaurav_Cx107hon X12holyyy @jackbutcher x @Uniswap auction for $BALANCE already 25+ mil FDV ! https://app.uniswap.org/explore/auctions/ethereum/0xa93807cd89a99bb564c7a887ab49cc4ecc3c9226 with 12 more hours to go too y'all think it's gonna crack 40 mil? Today’s News Elon Musk Pled@tradesgiving44mon X

Moving now

7 themes
AI agent tooling1 pass
Posts describe multi-agent workflows (190 prompts, 96 agents) and open-source P2P networks for connecting AI agents.
AI and LLM economics1 pass
Posts discuss DeepSeek's token pricing, inference costs, AI replacing quant interview questions, and AI-driven learning tools buil
Crypto and DeFi tokens1 pass
Posts reference BALANCE token transactions, a Uniswap auction hitting $25M FDV, and wallet balance releases.
Elon Musk and SpaceX1 pass
The recurring news ticker about Musk pledging SpaceX shares to US children and a speculative SpaceX-TSLA merger bet.
Prediction markets and betting1 pass
Posts cover Kalshi portfolio growth to $200k and a long-shot 2026 parlay bet on Musk merging SpaceX into TSLA.
Quant and algo trading1 pass
Multiple posts center on quant trading careers, pullback indicators, trading firm interviews, and quant career choices.
Trading lifestyle and P&L1 pass
Traders share personal P&L milestones ($400k/year, $200k Kalshi) and reflect on work-life balance in trading.

Just researched

28 briefs
Codie Sanchez promotes Joe Hudson coaching rules
Codie Sanchez promotes Joe Hudson's seven operating rules for coaching billion-dollar businesses, but the provided evidence only confirms Hudson coach
1 supported3 unchecked3 sourcesother
Stoic asks how to watch perps versus spot
Stoic asks how to watch perpetual futures versus spot behavior and which platforms to use, but provides no data or platform specifics.
1 contested2 unchecked3 sourcestrading
Kris Abdelmessih discusses moontower archive and trending topics
Kris Abdelmessih acknowledges the popularity of his moontower archive at trading firms while listing current trending topics.
0 sourcestrading
Gappy shares Google Drive folder of quantitative finance summaries
Gappy shares a Google Drive folder containing 10 quantitative finance summary files spanning topics from abnormal returns to yield.
3 supported3 sourcestrading
Hedge fund strategies reduce to beta factors
Most hedge fund strategies are just repackaged beta exposures across rates, credit, equities, commodities and volatility.
2 contested3 unchecked4 sourcestrading

All briefs