quant finance

[video] Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal... Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance:

[video] Perplexity Computer just came for another $30,000 Bloomberg Terminal feature… POSH<GO>, infamously known as a secret marketplace for the ultra wealthy, was just oneshotted with Perplexity Computer… Private Yachts, Watches, Supercars, Mansions, etc. Data was never the moat.

[video] holy fck these guys connected Claude to the entire stock market 24/7 to find you an edge. I built an AI/Semi basket monitor in 3 mins. it alerts me when: > a stock gaps up overnight > X sentiment flips > whales stack options flow

[video] Watching this and realizing that the Anthropic CEO was actually right, within 12 months all of swe will be obsolete. I’d say 90% of vibecoded apps are going under…

[video] Anthropic CEO projected 6-12 months for Ai to completely replace swe’s… Helena is coming for marketing jobs in a fraction of that time…

[video] a quant trader i know is 28. she has: - $850K TC - $2.95M art loft in SOHO - $30K Bloomberg Terminal - $17K/mo mortgage - $9K on yoga retreats - $5k skincare stack - $0 in 401k manual accounting is dead. she says she has zero clue what her expenses look like. Is she cooked?

[image] POV: investment bankers watching this and realizing they have 12 months before their entire industry is cooked.

[video] Financial advisors will be automated within the same time frame. Hedge Funds & advisors have run allocation logic that most people never see for decades: -how risk was managed -how ideas were executed -how sectors rotated -how exposure changes @SurmountInvest changes that.

[video] Your sales guy waking up today finding out static websites are obsolete and his job is now completely automated:

[video] This cost $0 and took one person 30 seconds to make. A VFX studio would charge seven figures and take 2 years.

literally what is life rn.

[image] Anthropic just became my best friend. I managed to connect Claude directly to a live brokerage API. Gave the model direct access to: • live market data • option chain analytics • order execution and much more. Here's my honest breakdown🧵:

[text] Finally someone showcased the real world incentive in mastering game theory + personal magnetism + mathematical psychology. This is literally just the tip of the iceberg when it comes to economic behavior:

[image] they literally just exposed what blackrock is doing with bitcoin. this is one of those if you know, you know, type of situations…

[image] Every finance bro reading this realizing their role just got cooked:

[video] google’s latest model is genuinely life changing  for investors.   the cost to speed to accuracy on this thing is f*cking nuts.   built an spx 0dte gamma path alert in 90 seconds. Finance bros are cooked:

[image] Bankers reading this knowing they have 12 months to pivot before they're completely cooked:

[image] Just found this extremely well written primer by Surmount on everything needed to know about Credit Markets, Might be one of the most crucial things you could read this week, highly recommend you set some time aside to check it out… Linked below:

[video] Polsia is quite literally proving every sci-fi use case we heard about Ai in the early 2000’s to be true. - solo founder - zero employees - $250m valuation Literally sounds straight out of a sci-fi film , but it’s really just the era of the one-person tech unicorn.

[video] We’re getting to a point where it’s impossible to ignore how intense Ai is getting. Supercomputer just dropped. The first Agentic Marketing Agency that actually works 24/7, learns from every task, and executes campaigns end-to-end. Today defines the greatest shift the

[image] Me reading this & having flashbacks to 2020 knowing exactly what it means:

[video] ok this is insane… retail can now let Claude run 24/7 on the entire stock market.  look at this workflow that alerts me every weekday at 9am ET: >90 AI names across 11 sub-sectors, treemap >sentiment + news on the top 10 gappers >whale options flow, bull vs bear conviction

[video] How life genuinely feels after having my agent cross-reference funding rates, whale movements, CEX depth, and on-chain flows before I even wake up:

[image] You don’t need a finance degree to build a good portfolio. Prompt any idea & get a data-driven portfolio back in 30 seconds. With @SurmountInvest , build your custom, AI-powered strategy, automate trades, & invest on your terms with 150+ prebuilt strategies. No coding needed.

[image] $79K to $151K by Late 2026: BTC's Mean Reversion Math Bitcoin mean reversion is not symmetric. Downside = pressure release. Selling clears fast. Upside = adoption. Buying builds slower. At the same absolute z-score, the pressure-release path back to trend is roughly 6–10%

[image] Do I dare say - we are in the age of quantum finance…

[video] I just watched an AI say “I raised $30M by myself” on camera. > $10M run rate in 3 months > built by a solo founder > thousands companies already built Long @Bencera every single day.

[video] this feature literally just cut my entire llm spend on my quant ai assistant by ~45%. i’ve only seen this on @vellum_ai, absolutely pivotal timeline we’re in.

[text] Jane Street Nuke just Dropped:

[image] 2018: first trillion dollar company. 2026: first trillion dollar man. An entire 8 years. The next trillion dollar man will be made in a fraction of that time. Higher.

[video] holy fck it's free now these guys connected Claude to the entire stock market 24/7 to find you an edge, and today they made it completely FREE. I built an AI/Semi basket monitor in 3 mins. it alerts me when: > a stock gaps up overnight > X sentiment flips > whales stack

[image] After two years of being on 𝕏, and building in complete stealth, I made a promise to myself I’d make 2026 the year I go all in on being as involved as I can be in this space. I am thrilled to announce my official partnership with @R3ACHNTWRK! Let the journey begin, Ad astra🫡

[video] One of the most exciting companies this generation will ever see is going to IPO. The entire math is broken down in this post, read this ASAP:

[image] Claude is solving the vibe-coding "scam". Today’s apps and tools let you build something that looks good, but wouldnt last 2 seconds in the real world, with real users. Emergent uses claude to give you agents that handle all of the things you really need to be handled for your

[video] The productivity moat is shifting. It's no longer about what tools you use. It's about whether your AI actually KNOWS you. Memory. Personalization. Secure compute. Own email. Now we have companies building the first real personal AI that evolves with you over time. 

This is

[video] The recipe is simple. Break robots. Physical autonomy has been bottlenecked by the cost and risk of real-world testing. Antioch lets you onboard your robot, build high-fidelity scenes, and test in hours what used to take weeks. This is how we get to software-speed physical AI

[image] Blackrock, OpenAi, Nvidia & companies alike have gone all-in on Data Infrastructure. Ai’s future is built on trillion dollar compute deals, billion dollar data centers, and hundreds of millions on hiring top talent. Next-Gen Data Infrastructure is now live on @SurmountInvest !

[video] The venture model that dominated the last 5 decades is over. Numena lets founders raise directly from accredited investors. Startups keep 100% of the capital they raise and investors can trade their shares on an attached secondary market. Numena is raising their seed round on

[image] The SpaceX IPO is 4x oversubscribed btw. I’m curious if the OpenAi CEO has a chance at becoming the 2nd trillionaire in history too…

[video] pov: how life feels after your Ai actually gives you the correct information for once

[image] I know exactly what this means…

[video] in a year this is gonna feel obvious. agents that quietly read their own production failures → turn them into better evals → and keep getting sharper without you manually babysitting every trace. early version of that is already here and it’s kinda wild to see working.

[image] forwarding all my emails to my assistant’s now

[image] Me reading this knowing exactly what this means for the EOY.

[image] Leopold Aschenbrenner just backed one of the most interesting companies to date… FluidStack raised an $830M Series A at $7.5B valuation to deliver gigawatt-scale datacenters. Anthropic even picked them for the $50B buildout… Investing 101: When Leopold speaks, you listen.

[video] Here’s to never needing to spend another Monday morning pulling reports from five different platforms. Mai feels like someone finally connected them all and gave it a brain. All your answers generated in literal seconds.

[image] High-fidelity quantum emulation at commercial scale is still underrated. QPerfect’s MIMIQ going live inside SDT’s QuREKA hybrid cloud means developers can now test and validate algorithms at thousands of qubits without being limited by current hardware noise or qubit count.

[video] Isn’t this exactly what Peter Theil was talking about… Seems like this is an inevitable direction we’re headed towards…

[video] HydraDB solves the amnesia problem in AI agents: one API for persistent sessions and shared memory that compounds over time (92% recall in <200ms).

[image] dude what is genuinely happening.

[video] Everyone is talking about how much Fable wastes tokens. How much in token spend could you save if you could reduce review loops on the workflow? This new model creates decisions fast & provides confidence levels on every output. We're entering peak agentic era with Levanto.