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Claude Code's Head of Product Explains Anthropic's Faster Shipping

Lenny Rachitsky summarizes an interview with Cat Wu, Head of Product for Claude Code at Anthropic, covering shorter product cycles, the merging of PM and engineering roles, building ahead of model capability, and using model introspection.

Original post · 5 min read
My biggest takeaways from Claude Code's Head of Product @_catwu:

1. Anthropic’s product development timelines have gone from six months to one month, sometimes one week, sometimes one day. Part of this acceleration is access to the latest models (i.e. Mythos). Another is shipping new products into “research preview,” making clear it's early, experimental, and might not be supported forever. Another is an evergreen "launch room "where engineers post ready features and marketing turns around announcements the next day.

2. The PM role is shifting from coordinating multi-month roadmaps to enabling teams to ship daily. As Cat puts it, “There should be less emphasis on making sure you are aligning your multi-quarter roadmaps with your partner teams and more emphasis on, OK, how can we figure out the fastest way to get something out the door?”

3. The most efficient shipping unit is an engineer with great product taste. On Cat’s team, many engineers go end-to-end—from seeing user feedback on Twitter to shipping a product by the end of the week—without a PM involved. Also, almost all the PMs on the Claude Code team have either been engineers or ship code themselves, and the designers have been front-end engineers. The roles are merging, and the most valuable skill is product taste, not job title.

4. Build products that are on the edge of working. Claude Code’s code review product failed multiple times because earlier models weren’t accurate enough. But because the prototype was already built, they could swap in Opus 4.5 and 4.6 and immediately test whether the gap was closed. Teams that wait for the model to be ready will always be a cycle behind.

5. The most underrated skill for building AI products is asking the model to introspect on its own mistakes. Cat regularly asks the model why it made an unexpected decision. The model will explain that something in the system prompt was confusing, or that it delegated verification to a subagent that didn’t check its work. This reveals what misled the model so the team can fix the harness.

6. Every model release forces their team to revisit existing products and audit their system prompt to remove features the model no longer needs. Claude Code’s to-do list was a crutch for earlier models that couldn’t track their own work. With Opus 4, the model handles it natively. Features built as scaffolding for weaker models become debt when the model catches up—so the team actively strips them.

7. Anthropic employees build custom internal tools instead of buying SaaS products. A sales team member built a web app that pulls from Salesforce, Gong, and call notes to auto-customize pitch decks—work that used to take 20 to 30 minutes now takes seconds. Their core stack is Claude Code, Cowork, and Slack. No Notion, no Linear, no Figma.

8. People underestimate how much Claude’s personality contributes to its success. As Cat describes it, “When you reflect on everyone you’ve worked with, there’s just some people where you’re like, I really like their energy, their vibe.” Claude is designed to be low-ego, positive, competent, and earnest—qualities that make it feel like a great coworker, not just a tool. This isn’t cosmetic; it’s what makes people want to use Claude for hours every day. The team has a dedicated person, Amanda, who “molds Claude’s character,” and it’s one of the hardest roles at the company because success is so subjective.

9. The future of work is managing fleets of AI agents, not doing the work yourself. Cat sees a clear progression: first, individual tasks become successful. Then people start running multiple tasks at the same time (multi-Clauding). Next, people will run 50 or 100 tasks simultaneously, which will require new infrastructure—remote execution, better interfaces for managing tasks, agents that fully verify their work, and self-improving systems that incorporate feedback. The human role shifts from doing the work to knowing which tasks to look into, verifying outputs, and giving feedback that makes the system better over time.

10. Hire people who lean into chaos and face every challenge with a smile. At Anthropic, there are weeks when a P0 on Sunday becomes a P00 by Monday and a P000 by Monday afternoon. If you get too stressed about any one thing, you’ll burn out. Their team looks for people who can look at a hard challenge and say, “Wow, that’s gonna be hard. But I’m excited to tackle it and I’m gonna do the best that I possibly can.” This mindset—optimism, resilience, and comfort with constant change—is increasingly essential as the pace of AI development accelerates.

Don't miss the full conversation: youtube.com/watch?v=PplmzlgE0kg
Lenny Rachitsky @lennysan
How Anthropic’s product team moves faster than anyone else

I sat down with @_catwu, Head of Product for Claude Code at @AnthropicAI, to get a peek into their unprecedented shipping pace, how AI is changing the PM role, and how to be the right amount of AGI-pilled.

We discuss:
🔸 How Anthropic’s shipping cadence went from months to weeks to days
🔸 The emerging skills PMs need to develop right now
🔸 Why you should build products that don't work yet—then wait for the model to catch up
🔸 Why a 95% automation isn't really an automation
🔸 Cat’s most underrated AI skill (introspection)
🔸 What …
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Developer Builds Offline AI Skin Journal Running on iPhone

Locally This, Locally That

Aman describes Ambrosia, an offline AI journaling app for tracking skin responses, built around a fine-tuned Qwen3-VL-2B model that runs entirely on device. He covers local finetuning on a MacBook, LoRA training on MedQA, and quantized GGUF export.

Original post · 4 min read
X ArticleLocally This, Locally That
I built an AI app that runs completely on device. No servers, API requests, or data leaving the device. Local models are finally getting good. Just look at the recent releases from @Alibaba_Qwen and @googlegemma to see that the gap is shrinking.
x.com/Alibaba_Qwen/status/2046939764428009914
I am excited about what this unlocks for hardware, consumer, and privacy.
Robots and edge devices can't rely on perfect signal for their user experience. A robot working in a farm, a construction site, or even a living room can't just freeze up the moment it loses connection. Smart glasses and similar devices running local models have lower latency and much better UX.
For consumer apps, local LLMs make free tiers economically viable. Growth at all costs becomes very expensive when every user burns GPUs on your dime. Local inference flips that math.
@signulll is clearly facing this now:
x.com/signulll/status/2044097057825124430
The third vector is privacy. I have mixed feelings here. Anecdotally, most of my friends don't care where their data goes. My guess is, in the future, privacy-sensitive fields like law and medicine will require on-device or on-prem models to stay compliant. Users won't care, but regulated professionals will.
The hardware is already here. We're all walking around with phones that can comfortably run 2B-parameter models. So I wanted to see how far I could push that with a real app.
Ambrosia
I built Ambrosia, an offline AI journaling app to track how my skin responds to different diets and products. I picked skin specifically for two reasons: I've always wanted a better way to watch conditions and progress over time, and photos are a natural unit of a journal entry.
Two things I love about the app:
1. AI-generated labels and trend tracking, all local
2. Everything including the images stays on device
The Base Model
I went with Qwen3-VL-2B: multimodal, small enough to run on my iPhone, and already well-optimized for llama.cpp. I used the Q4_K_M quantized version from @huggingface, and ran everything through @RunAnywhereAI because their on-device SDKs are the best I've used.
Finetuning the Model Locally
I wanted to prove that I could take a base model and finetune it end-to-end locally on my MacBook (M2 Max).
With Codex, I trained a small LoRA adapter on MedQA, then merged and exported it back into the same Q4_K_M GGUF format so that it would work on my iPhone.
I also experimented with autoresearch (@karpathy’s autonomous framework for model training) to maximize performance. I gave Codex the source code and let it sweep configurations. The sweep landed on a lower learning rate (1e-4) as the winner, beating baseline by ~5 points on the micro-run. Scaled up to full validation, it held at 47.88%.

Finetuned Model: huggingface.co/amankishore/qwen3-vl-2b-medqa-gguf
Constraining the Task
Initially I built Ambrosia as a chat first experience. It was bad. I would document a new skin issue, and the model would respond with three long paragraphs about consulting a dermatologist.
I constrained the task. Qwen was much better at generating labels from images and analyzing trends across journal entries. Ambrosia went from a worse medical ChatGPT to a journal with ambient AI trend analysis.
This is why small models are underrated. They should not be compared to general assistants like ChatGPT. They're much better as narrow specialists constrained to a few tasks.
Since this task is disjoint from MedQA, I built a small eval set of journal entries a user might track (acne, texture, redness, etc) and compared the finetuned model against the base. The finetune gave a small but real lift on label quality, while trend analysis was unchanged. For a 2B model doing a task it wasn't trained for, I'll take it.

Edge Intelligence
Ambrosia was a small experiment, but it maps to the shape of the future: take a small base model, aggressively constrain the domain, tune for your specific task, ship it. Repeat.
Chips keep getting faster. Small models keep getting smarter. Eventually these lines will converge. When they do, you’ll have the power of AGI, in the palm of your hand.
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Minara Launches Strategy Studio for Natural Language Quant Trading

Lowes promotes Minara Strategy Studio, a closed-beta tool that generates trading strategies from natural language and handles backtesting, parameter optimization and live trading. The post is an endorsement that links to the product announcement.

Original post · 1 min read
The era of vibe quant trading is kicking off 🔥

You can generate a trading strategy from natural language, and backtest, optimize and live trading all in one place.
Minara AI @minara
Quant trading is solved.

Introducing: Minara Strategy Studio.

Design strategies, backtest, compare PnL, avoid brutal drawdowns, optimize parameters, go live, all in plain words.

Join the closed beta: minara.ai/app/strategy-studio

🧵
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AI7/10

Stanford Class Examines Economics of AI Datacenter Buildout

Stanford Class Examines Economics of AI Datacenter Buildout▶

Apoorv Agrawal shares a video from a Stanford class with Chase Lochmiller on datacenter economics. It covers where roughly $650B of AI infrastructure capex is going, who captures margin, the shift of bottlenecks from GPUs to power, and neocloud economics.

Original post · 1 min read
One of the most substantive classes with @ChaseLochmiller at Stanford. We went deep on economics of the datacenter:
- Where is the ~$650B of AI infra capex actually going this year?
- Who's capturing the margin, who's getting squeezed?
- How the bottleneck has moved from GPUs to power, and where it goes next
- The economics of neoclouds
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Thread Lists Five Free GitHub Repos for Polymarket Trading

Thread Lists Five Free GitHub Repos for Polymarket Trading

A post by Recogard lists five GitHub repositories for automating Polymarket trading, including a curated tools list, the pydantic-ai agent framework, a Claude-based trading server, a Trump post analysis tool, and a wallet history exporter. It promotes the repos as easy to set up.

Original post · 1 min read
5 free ready to use GitHub repos for trading on Polymarket…

Everything you need to automate and make your trading easier:

1. A huge collection of 100+ useful tools and services for Polymarket, from educational resources to AI agents.

GitHub: github.com/aarora4/Awesome-Prediction-Market-T…

2. A tool for building your own AI agents and assigning them any complex tasks.

GitHub: github.com/pydantic/pydantic-ai

3. An AI trading server that connects Claude to Polymarket. It analyzes markets in real time, tracks price movements and suggests how to trade. You can even connect your own account and let it trade for you.

GitHub: github.com/caiovicentino/polymarket-mcp-server

4. This tool scans and analyzes Trumps latest posts in real time. Based on historical data, it predicts how the market might react.

GitHub: github.com/sstklen/trump-code

5. A tool that collects and analyzes the full trading history of any wallet on Polymarket, exports the data to CSV and generates detailed statistics and charts.

GitHub: github.com/txbabaxyz/collectmarkets2

Each of these tools comes with a detailed step by step setup and usage guide, so its actually not so difficult to figure out.
Recogard @recogard
A computer science student built a working simulator that lets you test your own Polymarket strategies using real historical data and released it on GitHub for free…

This is a ready to use tool based on the largest dataset of 1.1 billion Polymarket trades.

Here is how you can use it for your trading:

This simulator takes all past markets, analyzes how they behaved from open to close and applies your own strategy to them. As a result, it calculates the potential Pnl and accuracy as if u had actually made those trades yourself.

Lets imagine, while trading, you have noticed a pattern: All mov…
github.comGitHub - aarora4/Awesome-Prediction-Market-Tools: A curated list of Prediction Market Tools - AI Agents, Analytics, APIs, Dashboards, Copy Trading, Alerting, Tracking and More!!A curated list of Prediction Market Tools - AI Agents, Analytics, APIs, Dashboards, Copy Trading, Alerting, Tracking and More!! - aarora4/Awesome-Prediction-Mar
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AskEdgar Opens SEC Filing Data API to Retail Traders

We Built the SEC Filing Tool Used by $1B+ Funds (Now Open to Retail Traders)

AskEdgar published an article describing its API that converts SEC filings into structured data on dilution, shelf registrations, cash runway and underwriting agreements. The company says the API is used by $1B+ funds and is now available to retail traders.

Original post · 6 min read
X ArticleWe Built the SEC Filing Tool Used by $1B+ Funds (Now Open to Retail Traders)
We built an API that turns every SEC filing into structured, real-time data.
Dilution ratings across 2,000+ tickers. Active shelf registrations. Cash runway calculations. Bank agreements with ROFR and tail financing clauses. Pump-and-dump risk scores.
The kind of data you'd normally pay $50K+ a year to access, and for some of these fields, data that literally doesn't exist on Bloomberg or any other institutional provider.
Our API is already being used by $1B+ funds, prop desks and investment banks.
And as of today, it's open to retail for the first time.
Here's how we got here, and what you can build with it.
I — Why This Data Doesn't Exist Anywhere Else
Most traders assume that if something matters, Bloomberg has it.
For large-cap equities, that's mostly true.
For small-caps, the space where 90% of retail trading pain comes from dilution, offerings, and pump-and-dumps, the institutional data providers fall apart.
Here's what they're missing:
Float that actually reflects reality. When a company converts debt to shares, the float changes overnight. Most providers don't update for months. We tack it on within 24 hours of the filing. That one field alone influences shelf capacity, offering ability, and downstream dilution risk, and no one else is doing it right.
Right of first refusal and tail financing. When you see H.C. Wainwright underwrite a small-cap offering, there's usually a contract locking the company into them for the next 12–24 months, with tail fees that keep the relationship sticky even if the company switches banks. This data sits inside exhibit agreements buried in filings. Structured. Queryable. Nowhere else.
Accurate cash runway. Most "months of cash remaining" calculations are a quarterly cash divided by a quarterly burn. Ours accounts for recent raises, warrant exercises, and actual operating burn pulled from the most recent 10-Q, updated filing by filing.
Shelf capacity relative to float. A 10M share shelf on a 2M share float is a completely different situation than the same shelf on a 500M share float. We calculate this ratio in real time. Most providers don't even store shelf data in a queryable format.
Pump-and-dump pattern scoring. Per-ticker scores for country, underwriter, float, and scam risk — each derived from structured filing data and paired with social-media evidence of an orchestrated pump-and-dump.
II — What It Took to Build Out This Data
Three years. Sleepless nights. A lot of things that didn't work.
The core problem: SEC filings are text. Thousands of pages of unstructured legal language, filed across dozens of form types, updated constantly. If you want structured data out of them, you either hire a team of analysts to read every filing by hand, or you build a system that can do it reliably at scale.
We chose the second path. Here's the rough shape of what it took:
Monitor every filing that can change capital structure. Not just the obvious ones (10-K, 10-Q, etc). The quiet ones too, with buried warrant exercises, debt conversions in exhibits, prospectus supplements that change shelf capacity mid-flight.
Build parsers for every form type. Each filing type has its own structure, its own language, its own edge cases. What a PIPE looks like in one 8-K exhibit is not what it looks like in another. The parsers have to handle all of it.
Layer AI on top of parsing. AI finds the keywords and phrases that suggest a dilution event, a new agreement, a compliance issue. Then manual verification commits the data. AI gets us 80% of the way; human review catches the edge cases that would otherwise corrupt the dataset.
Iterate constantly. Filing templates change. New deal structures emerge. Companies find new ways to raise capital that didn't exist five years ago. If the system isn't updated in real time, the data decays.
III — What You Can Build With It
The API has a host of endpoints covering dilution ratings, offerings, registrations, Nasdaq compliance, float, ownership, and bank agreements. Here are three things you can build today that would have taken a team of analysts to assemble manually.
1. A Dilution Risk Monitor

A watchlist dashboard that surfaces dilution warning signs across your portfolio in real time.
For each ticker, you get the overall dilution risk rating, active shelf registrations with remaining capacity, Nasdaq compliance deficiencies, and a cash runway calculation that tells you when the company will need to raise. Alert on things like cash dropping below 6 months, a new shelf going effective, or ATM capacity getting large relative to float.
2. Backtest Low-Float Gappers
Use the historical float endpoint to check performance on historical gappers under 1m float. Use the news endpoint 'tags' to see how gappers performed under certain news.
3. A One-Click Due Diligence Report
Take any ticker and generate a full due diligence report in seconds, ownership concentration, float history, reverse split count, ROFR agreements with active banks, upcoming lockup expiration… continue on X ↗
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Garry Tan Describes Skill-Based Workflow for Agentic Coding

Garry Tan Describes Skill-Based Workflow for Agentic Coding

Garry Tan says a workflow he calls 'SKILLIFY IT' has replaced half of his agentic coding, and he is using it to build GBrain and a personal mini-AGI with OpenClaw. He also quotes a post on stopping agents from repeating mistakes, referencing LangChain's $160M raise and LangSmith testing.

Original post · 1 min read
This cycle below is what has replaced 50% of my agentic coding. This is now how I am building GBrain and my own personal mini-AGI with full context on me and the things I care about.

It's not hard. It's quite fun. I do something, anything with OpenClaw, then I say SKILLIFY IT
Garry Tan @garrytan
How to really stop your agents from making the same mistakes — LangChain has raised $160 million. Three years of development. A billion-dollar valuation. LangSmith, their testing platform, is genuinely sophisticated: trajectory evals, trace-to-dataset pipelines,
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Higgsfield Launches Marketing Studio Powered by Hermes Agent

Higgsfield Launches Marketing Studio Powered by Hermes Agent▶

Higgsfield AI announces Higgsfield Marketing Studio, powered by Hermes Agent, which generates UGC-style video ads for websites or apps in a few clicks. The product is pitched at founders of vibe-coded products.

Original post · 1 min read
Meet Higgsfield Marketing Studio, powered by Hermes Agent.
UGC era for your vibe-coded products is here.

You can now create viral UGC ads for your website or app in a few clicks and distribute them at unmatched speed.

It's time to go global.
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Levelsio Praises Home Assistant for Open Smart Home Control

Levelsio Praises Home Assistant for Open Smart Home Control

Pieter Levels describes setting up a Home Assistant Green hub and integrating his house's KNX system, arguing that open-source Home Assistant beats walled-garden smart home platforms. He says AI can now help automate small annoyances through Home Assistant.

Original post · 2 min read
I got that little Home Assistant box home-assistant.io/green/

I can highly recommend Home Assistant in general, I was recommended it by @johnonolan and @daniellockyer I remember

When I bought my house I hated home automation and didn't want any, cause I had so many bad experiences with some app you have to install in a hotel room or Airbnb and it always sucked so bad with some stupid iPad and there's no light swtiches, gladly F off

99% of home automation is just terrible

Home Assistant is open source and it's cool because everyone else with it makes plugins (integrations) to connect any device to it

Which solves the biggest problem in home automation, there's many different walled gardens: Amazon has Alexa, Apple has Homepod, Google has Google Home, and when you buy a smart device, it'll only work with a few of them or only one

That's where Home Assistant comes in, because it's open source, people hack all these devices to work on Home Assistant, so you can actually control EVERYTHING and I mean EVERYTHING

Our house came with a KNX system installed by the electricians, KNX is some more low level home automation system but also quite open, and last week he helped me export his KNX project file and add it my Home Assistant and it's great because everything still has regular light buttons

But now I can fix tiny annoyances in this house easily with AI talking to Home Assistant, like shut off the annoying toilet vent that people forget to switch off and just auto switch off after 15 min, or make the lights red at 10pm, or kill those ugly Portugal white LED spots permanently

Home automation is best when it gets into the background and just does things and doesn't annoy you like I said that 99% of home automation integrations in hotels and Airbnb do

It should be analog by default (analog switches) and then customizable on top of that
Fer @El_Tate1
@levelsio Where do you host your HA, Pieter? And how are those lights managed to get them power?
home-assistant.ioHome Assistant GreenThe easy-to-use, versatile, and trustworthy smart home hub for everyone.
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Free-Claude-Code Proxy Runs Claude Code on NVIDIA Free Tier

Free-Claude-Code Proxy Runs Claude Code on NVIDIA Free Tier

Hasan Toor promotes free-claude-code, an open-source proxy that routes Claude Code to NVIDIA NIM models using a free API key. It supports Kimi K2, GLM 4.7, MiniMax M2 and Devstral, and includes a Telegram bot for remote control.

Original post · 1 min read
Goodbye Claude Code subscription fees.

Someone just built a proxy that runs Claude Code completely free... and it's wild.

You literally plug in a free NVIDIA API key and point Claude Code at localhost.

That's it.

It handles everything:
- Converts Anthropic API calls to NVIDIA NIM format
- Unlocks 40 requests/min for free
- Supports Kimi K2, GLM 4.7, MiniMax M2, Devstral and more
- Streams thinking tokens and tool calls live
- Even includes a Telegram bot so you can run Claude Code from your phone

No API bill. No rate limit panic. No vendor lock-in.

Honestly, this goes beyond router tools like OpenRouter.

It doesn't just swap the model... it turns Claude Code into a free agent you can control remotely.

The project is open-source on GitHub.

It's called free-claude-code.
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Google Open-Sources osv-scanner for Dependency Vulnerability Checks

A post introduces osv-scanner, Google's open-source tool that scans lockfiles, containers and vendored code against the osv.dev vulnerability database. It highlights guided remediation, call analysis, support for 11+ ecosystems, and offline scanning.

Original post · 1 min read
GOOGLE BUILT A VULNERABILITY SCANNER AND OPEN-SOURCED IT

most devs ship code without knowing half their dependencies are ticking time bombs

osv-scanner fixes that

it scans your entire project lockfiles, containers, even vendored c/c++ code and maps every dependency against the osv.dev database

supports 11+ ecosystems. npm, pip, cargo, maven, go modules, gem. all of it.

the guided remediation feature is the real unlock... it doesn't just tell you what's broken.... it tells you exactly which version upgrades fix the most issues with the least risk

call analysis built in. so you only get alerts for vulnerable functions your code actually calls. no noise

works offline too. download the db once, scan without internet

one command to scan your whole directory:
osv-scanner scan source -r ./

github.com/google/osv-scanner
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Aesty Pitches Closet App That Reads Camera Roll Instead of Manual Photos

Aesty Pitches Closet App That Reads Camera Roll Instead of Manual Photos▶

Nadia Zueva promotes aesty.ai, a digital wardrobe app that builds a closet by scanning the user's camera roll rather than requiring each item to be photographed. The post is a short promotional video.

Original post · 1 min read
pov: you opened your closet in 2026

every digital wardrobe app makes you photograph each item. aesty.ai just reads your camera roll
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Student Backtesting Tool Tests Polymarket Strategies on Historical Trades

Student Backtesting Tool Tests Polymarket Strategies on Historical Trades

Recogard describes an open-source prediction-market backtesting simulator built by a computer science student on a dataset of 1.1 billion Polymarket trades. Users can apply strategies to past markets and measure PnL and accuracy, with a GitHub link provided.

Original post · 1 min read
A computer science student built a working simulator that lets you test your own Polymarket strategies using real historical data and released it on GitHub for free…

This is a ready to use tool based on the largest dataset of 1.1 billion Polymarket trades.

Here is how you can use it for your trading:

This simulator takes all past markets, analyzes how they behaved from open to close and applies your own strategy to them. As a result, it calculates the potential Pnl and accuracy as if u had actually made those trades yourself.

Lets imagine, while trading, you have noticed a pattern: All movie markets are less volatile and often have a clear winner right from the start (with the highest % probability) - just an example!

But how could u actually test this pattern right now without risking real money? - thats exactly where backtesting comes in…

So, you take your strategy, lets say - Always buy the most probable outcome at market open, but only in movie markets.

Then, the simulator analyzes all movie markets that have ever existed up to today, applies your strategy to them and shows you the accuracy. Based on that, u can decide whether its actually worth using for your future trades.

This way you can test hundreds of strategies like that without risking any money.

GitHub: github.com/evan-kolberg/prediction-market-back…
Recogard @recogard
5 students from Shanghai University analyzed over 1.1 billion Polymarket trades across 268K markets, collected 107GB of real trading data and released it for free on GitHub…

This is the largest public prediction market dataset I have ever found.

Here is how you can use it for trading on Polymarket:

This dataset allows you to understand how Polymarket actually behaves and how prices typically move.

You can analyze and compare all markets within the same category to find patterns in price movements that repeat over time.

Lets imagine, while analyzing this dataset, you discover that, for exa…
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Seduction Palace Post Claims Sex Therapist Distinguished Intimacy Types

Helen Casanova of Seduction Palace shares a promotional post claiming a sex therapist explained a difference between making love and sex, and that women crave both at different moments. The text offers little substantive detail.

Original post · 1 min read
A famous sex therapist explained the difference between making love and f#cking.

Women crave both at different moments.

Bedroom kings know when to give each.

Here’s how....
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Tengen Shares Eric Budish Lecture on HFT Mechanics in Order Books

Tengen Shares Eric Budish Lecture on HFT Mechanics in Order Books▶

Tengen recommends a one-hour lecture by UChicago Professor Eric Budish on the math behind high-frequency trading in continuous order books, including latency arbitrage and the liquidity tax. The post also cites a quoted claim of a bot earning $500k on Polymarket 15-minute crypto markets.

Original post · 1 min read
Professor Eric Budish (UChicago) delivers a 1-hour masterclass completely deconstructing the exact math HFT bots use to extract millions from continuous order books.

Bookmark this and watch it today, if you want to stop trading narratives and start trading architecture

It will permanently change how you view markets and liquidity. Check the quoted post below to see an example of HFT bot that appears to be exploiting these mechanics, printing over $500k in just 26 days on Polymarket.

For the platform, attracting this level of algorithmic warfare is the ultimate validation. This level of deep, constant liquidity cements the platform as a Tier-1 financial fortress.

What you'll learn inside:

- The fundamental flaw in the continuous limit order book (clob)

- How latency arbitrage actually works under the hood

- The concept of the "liquidity tax" and who ultimately pays it

- Why pure speed mathematically eliminates directional risk

There are no magic pills or secret formulas in this game. The edge simply belongs to those who understand the mechanics better than the others.
Tengen @0xTengen_
polymarket trader made $500k on 15m crypto markets in just a 25 days

exclusively trade 15-minute and hourly "up or down" intervals on btc, eth, sol, and xrp

absorbing the newly introduced platform fees without breaking a sweat

that’s roughly $20,700 in pure profit per day

visually, everything points to an hft bot, the profile shows nearly 24,000 predictions

we can only theorize about the exact logic under the hood, but if this is a fully autonomous script, the creator should be proud of the flawless execution

looks like we are witnessing classic quantitative trading, likely smart money s…
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Steve Yegge Says Google Has Two-Tier System for Claude Access

Steve Yegge follows up on his earlier tweet about Google's AI adoption, citing anonymous Googlers who describe DeepMind engineers using Claude daily while most other teams are pushed onto internal Gemini variants. He says he has not verified each account.

Original post · 3 min read
My tweet last week about Google's AI adoption drew a lot of pushback, to say the least.

Since then, Googlers from multiple orgs have reached out to me independently and anonymously. They've expressed fear of being doxxed, concern about what they saw as bullying of me, and general corroboration of my original tweet. I haven't verified each person's story, but the picture these Googlers paint is consistent across sources. It is more specific than what I originally wrote, and somewhat bleaker.

What they describe is a two-tier system. DeepMind engineers use Claude as a daily tool. Most of the rest of Google does not. When the question of equalizing access came up internally, the proposed response was to remove Claude for everyone — which DeepMind objected to so strongly that several engineers reportedly threatened to leave.

Non-DeepMind engineers get pushed onto internal Gemini variants behind router-style names that obscure which underlying model is actually serving a request. Multiple engineers describe regressions and reliability problems severe enough that some senior people have stopped using the tools. A senior manager on a major product line reportedly flagged attrition concerns over exactly this issue.

Googlers say leadership knows the gap is real. The response has been to mandate AI usage in OKRs and individual expectations, and to stand up an internal token-usage leaderboard. Unfortunately, managers have been told both that the leaderboard won't be used for performance reviews and, separately, that it absolutely will. And I hear other stories that Google's culture is not adapted properly yet for high-volume coding.

Addy Osmani's reply on behalf of Google said over 40,000 SWEs use agentic coding weekly. I don't doubt the number. But weekly use of a thin tool is precisely the box-checking I described in the original post. Volume of opens isn't adoption — and "weekly" is a low bar that includes a lot of people who tried it once and went back to writing code by hand.

The clearest thing I'm hearing is that Googlers do want to use high-quality agentic tools. They are asking repeatedly for better ones. But overall, this is not a picture of an engineering org that is fine.

My goal in the first tweet, and now, is always the same — get more people using AI and agentic coding. Nobody is as far ahead as they might look from the outside, and none of you are as far behind as you might be worried you are.

To all the Googlers who've reached out: thank you. You took a real risk and I appreciate you. Be safe. And good luck getting good models!
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Steven Tey Urges Admins to Restrict Unconfigured Google OAuth Apps

Steven Tey Urges Admins to Restrict Unconfigured Google OAuth Apps

Steven Tey warns that third-party Google OAuth apps requesting scopes beyond basic profile data are a dangerous attack vector. He recommends Workspace admins restrict unconfigured third-party apps, linking to the Google admin settings page and crediting a tip.

Original post · 1 min read
Biggest takeaway from this: 3rd-party Google OAuth Apps that request scopes beyond the basic info (name/user/profile pic) is a dangerous attack vector.

To safeguard your org from attacks like this, highly recommend asking your Google workspace admin to restrict "unconfigured third-party apps" to only be able to request basic info needed 👇

Here's the direct link to access that settings page: admin.google.com/ac/owl/settings

h/t @matid for the pro-tip!
Guillermo Rauch @rauchg
Here's my update to the broader community about the ongoing incident investigation. I want to give you the rundown of the situation directly.

A Vercel employee got compromised via the breach of an AI platform customer called Context.ai that he was using. The details are being fully investigated.

Through a series of maneuvers that escalated from our colleague’s compromised Vercel Google Workspace account, the attacker got further access to Vercel environments.

Vercel stores all customer environment variables fully encrypted at rest. We have numerous defense-in-depth mechanisms to prot…
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Trader Christopher Eppinger Reportedly Made $250 Million Trading Russian Oil

Trader Christopher Eppinger Reportedly Made $250 Million Trading Russian Oil▶

Goshawk Trades profiles Christopher Eppinger, who reportedly made over $250 million trading oil from 2022 to 2025 after Western firms exited Russian oil. The post is a teaser with a linked thread and video.

Original post · 1 min read
When Russia invaded Ukraine, BP, Shell, and Vitol ran from Russian oil.

A 27-year-old trader ran toward it.

Three years later, Christopher Eppinger made $250 million, owns a €7M villa on the French Riviera, and a private jet.

The full story of how he did it below:
Goshawk Trades @GoshawkTrades
How a 31-Year-Old Made $380M Trading Russian Oil in 30 Months — Most people have never heard of Christopher Eppinger.
But between 2022 and 2025, he personally made over $250 million trading oil. His company moved $2 billion in deals. He's 31 years old.
For his
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Guide Explains How to Triage Compromised Google Workspace OAuth App

Omar shares steps for Google Workspace admins to check for a compromised third-party OAuth app tied to the Vercel incident. The instructions cover navigating admin API controls and revoking access by client ID.

Original post · 1 min read
Here's how to triage:

1. Go to admin.google.com

2. Security → Access and data control → API controls → App access control → Manage Third-Party App Access

3. Search for client ID:
110671459871-30f1spbu0hptbs60cb4vsmv79i7bbvqj

if found → revoke / block
Vercel @vercel
Our investigation has revealed that the incident originated from a third-party AI tool with hundreds of users whose Google Workspace OAuth app was compromised.

We recommend that Google Workspace Administrators check for usage of this app immediately. vercel.com/kb/bulletin/vercel-april-2026-secur…
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IIT Madras Startup Sthyr Energy Turns Electricity Into Storable Metal

IIT Madras Startup Sthyr Energy Turns Electricity Into Storable Metal

Varun Guru highlights Sthyr Energy, a startup founded by three IIT Madras scientists, which converts electricity into metal that can be stored for months and later converted back. He argues it could enable long-duration storage and transport of renewable energy.

Original post · 1 min read
These three IIT Madras scientists are insane.

Their startup Sthyr Energy is literally turning electricity into metal.

Which you can keep for months and turn it back into electricity when you need it.

And this is incredibly huge.

Let's break this down.

Right now, India alone generates enough renewable energy to power countries like France.

But we can either use it as soon as its generated or its lost forever.

Because no one has figured out a way to store electricity for more than a few hours at scale.

If Sthyr's solution works - we won't just be able to store it for years but we could also transport it on roads - without creating any new infrastructure.

And it would change how the world uses electricity forever.
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AI6/10

Stanford Lecture Examines Economics of the AI Investment Supercycle

Stanford Lecture Examines Economics of the AI Investment Supercycle▶

Boring_Business recommends a 40-minute Stanford lecture by Apoorv Agarwal, a partner at Altimeter, on the economics of the AI supercycle. The course is MS&E 435 and Agarwal's firm has invested in OpenAI and Glean.

Original post · 1 min read
This 40 minute lecture at Stanford by Apoorv Agarwal on the Economics of AI supercycle is worth a watch

Apoorv is currently a Partner at Altimeter and is directly involved in some of their key AI investments, including OpenAI and Glean

Still find it incredible that the internet gives us access to this level of information directly. A course I will definitely be following along

Sourced from MS&E 435 Stanford University
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Pi-hole Offers Network-Wide Ad Blocking on a Low-Cost Device

Pi-hole Offers Network-Wide Ad Blocking on a Low-Cost Device

Nav Toor explains Pi-hole, open-source software that runs on a cheap device like a Raspberry Pi Zero to block ads and trackers for every device on a home network. He describes how it works at the DNS level and lists what it blocks.

Original post · 2 min read
You see hundreds of ads every single day. On your phone. Your laptop. Your smart TV. Your game console. Your kid's tablet. Even your thermostat.

Someone built a tiny $5 computer that blocks every single one of them. For every device in your house. Forever.

It's called Pi-hole.

Not a browser extension. Not an app. A network-wide ad blocker that lives on your WiFi. Every device that connects to your home internet gets ad-free browsing automatically. No setup on each device. No subscription. No tracking.

Here's how it works:

Every time your phone loads an ad, it asks the internet "where is this ad server?" Pi-hole sits between your phone and the internet. When your phone asks for an ad, Pi-hole says "that server does not exist" and the ad never loads.

The ad is dead before it reaches your screen.

Here's what Pi-hole blocks:

→ Ads in mobile apps. Ads inside games. Ads on free apps that usually can't be blocked.
→ Smart TV ads. Roku ads. Amazon Fire ads. Samsung TV ads. Every TV ad at the DNS level.
→ Tracking pixels. Facebook tracking. Google Analytics. TikTok pixels.
→ Telemetry. Windows spying on you. Apple sending data. Your smart fridge phoning home.
→ Malware domains. Phishing sites. Crypto miners.
→ Ads and telemetry on Xbox, PlayStation, and Nintendo Switch.

Here's the wildest part:

A Raspberry Pi Zero costs $5. An old Android phone, you already own. An old laptop in your closet, you already own.

Any of them can run Pi-hole.

One small device. Plug it in once. Forget about it. Every phone, tablet, laptop, smart TV, and game console on your WiFi gets ad-free browsing.

Forever.

No monthly fee. No subscription. No tracking. No account. No login.

Pi-hole users report their home internet feels faster because ads are never downloaded in the first place.

The developers are volunteers. They've been building this for over a decade. It handles hundreds of millions of DNS queries on server-grade hardware.

52,000+ GitHub stars. EUPL-1.2 license.

100% Open Source.
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Post Shares Link to 361-Page PDF on Hedge Fund Trading Algorithms

Post Shares Link to 361-Page PDF on Hedge Fund Trading Algorithms

Quant Science promotes a 361-page PDF said to cover 151 trading strategies used by hedge funds. The post itself contains only the claim and an attached image, with no detail on the document's contents or source.

Original post · 1 min read
This paper unlocks every algorithm used by hedge funds.

151 trading strategies.

Get it here (361 page PDF):
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Advisor Describes Tech Couple's Financial Plan After Simultaneous Layoffs

Kurt Supe, CPA, walks through a hypothetical composite of a 52- and 51-year-old couple laid off from tech, detailing a 24-month cash flow bridge, a Roth conversion, and avoiding early retirement withdrawals. He stresses planning in the first 90 days after a layoff.

Original post · 2 min read
A couple. 52 and 51.

Both in tech. Both laid off the same month.

24 combined years at companies that no longer wanted them.

Finding something new is not just hard. It is brutally hard.

Here is their situation.

Severance: $340,000
401k Balances: $2,300,000
RSUs: Vesting schedule disrupted
COBRA: $2,800/month
Mortgage: 14 years remaining
Retirement target: whenever they can

The Fear

If we start pulling from our retirement accounts to survive are we looking at working five or ten years longer than we ever planned.

What Most Advisors Said

Sit tight. Do not touch the retirement accounts. Wait it out.

What We Did

Built a 24-month cash flow bridge using severance and brokerage assets. Zero early withdrawals. Zero penalties.

Their income had never been lower. So we did a significant Roth conversion at a tax rate they will never see again.

Stopped planning around RSUs that might never arrive. Built everything around what had already vested.

The Result

They did not lose two years. They used two years.

Here is what nobody wants to hear in their 40s.

When you get into your 50s and 60s having a plan for this moment is almost a must. Not a nice to have. A must.

The people who think their job is the most secure are often the least prepared when it is not.

A layoff at 52 can destroy a retirement plan.
Or it can be the most important financial pivot of your life.

The difference is what you do in the first 90 days.

Not financial, tax, or legal advice. Results are not guaranteed and individual circumstances vary. All scenarios are hypothetical composites for educational purposes only and do not represent any specific client or outcome.
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AI7/10

Robert Scoble Reacts to DeepMind Paper on AI Agent Detection Asymmetry

Robert Scoble says he was alarmed twice in two nights. The quoted post describes a Google DeepMind paper on how websites can detect AI agents and serve them hidden malicious content, including instructions in HTML, image pixels, and PDFs.

Original post · 1 min read
OK that is twice in two nights I have gotten freaked out.
How To Prompt @HowToPrompt__
Google DeepMind just dropped the most terrifying cybersecurity paper of the year.

They just mapped the attack surface that nobody in AI is talking about.

Websites can already detect when an AI agent visits and serve it completely different content than humans see.

- Hidden instructions in HTML.
- Malicious commands in image pixels.
- Jailbreaks embedded in PDFs.

This “detection asymmetry” means a site can serve normal content to you, and malicious, hidden content to your agent.

The agent doesn’t know it’s being tricked. It simply processes whatever it receives and acts on it.

Here’s the …
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Lecture Promises Insight Into Machine Learning in Algorithmic Trading

Lecture Promises Insight Into Machine Learning in Algorithmic Trading▶

Goaty recommends a 50-minute lecture by a scientist who built trading algorithms for Morgan Stanley and Lehman Brothers, saying it explains how machine learning is used in professional trading bots. The post includes a video and a linked article.

Original post · 1 min read
This 50-minute lecture by the scientist who built trading algorithms for Morgan Stanley and Lehman Brothers will teach you more about how machine learning actually works in algorithmic trading than most $1,000 courses ever will.

Bookmark this and watch it tonight. It's the highest-leverage thing you can do if you want to understand how professional trading bots are really built. Then read the article below.
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Weekly Roundup Lists Fastest-Growing Finance GitHub Repositories

Weekly Roundup Lists Fastest-Growing Finance GitHub Repositories

wincy.eth lists fast-growing open-source finance projects on GitHub, including Kronos, a candlestick foundation model, ai-hedge-fund, TradingAgents, daily_stock_analysis, OpenBB, and freqtrade. The post highlights star counts and what each project does.

Original post · 2 min read
the fastest growing GitHub repos in finance this week:

1. shiyu-coder/Kronos (+6.5K ★)

first open-source foundation model for financial candlesticks. trained on 45+ global exchanges. predicts OHLCV candles as tokens — literally GPT for price charts. accepted at AAAI 2026.

2. virattt/ai-hedge-fund (+4.9K ★)

a team of AI agents simulating Buffett, Munger, Ackman, Cathie Wood and others. each agent runs its own strategy, a Portfolio Manager makes the final call. one of the most viral finance repos right now.

3. TauricResearch/TradingAgents (+~3K ★)

multi-agent LLM trading framework. fundamental analyst, sentiment analyst, technicals, risk manager — all working together. supports GPT-5.x, Gemini 3.x, Claude 4.x, Grok. built by UCLA/MIT researchers.

4. ZhuLinsen/daily_stock_analysis (+~2K ★)

LLM stock analyzer for US, A-share and H-share markets. auto-builds a daily decision dashboard with exact entry/exit levels. pushes to WeChat/Telegram/Discord/Email via GitHub Actions. zero cost, zero server.

5. hsliuping/TradingAgents-CN (+~1.5K ★)

Chinese fork of TradingAgents. fully localized for A-share markets (Shanghai/Shenzhen), Chinese data sources, and domestic LLMs. 5.1K forks — very active community.

6. OpenBB-finance/OpenBB (+~1K ★)

open-source Bloomberg alternative. stocks, crypto, options, derivatives, fixed income — one platform. integrates with AI agents via MCP. 66K total stars and still climbing.

7. freqtrade/freqtrade (+~700 ★)

free, open-source crypto trading bot in Python. supports all major exchanges, full backtesting, strategy optimization, Telegram control. release 2026.3 just dropped.

8. AI4Finance-Foundation/FinGPT (+~500 ★)

open-source financial LLMs trained on real market data — news, filings, earnings. built for sentiment analysis and robo-advisors. models on HuggingFace, ready to deploy.

9. juspay/hyperswitch (+~400 ★)

open-source payments router in Rust. one API to connect Stripe, Adyen, PayPal and 50+ providers. smart routing, high performance, built for fintech scale.

10. microsoft/qlib (+~350 ★)

Microsoft's AI quant investment platform. covers the full pipeline: alpha seeking, backtesting, model training, live trading. supports ML/DL, RL, and auto-quant.

bookmark this and start today.
wincy.eth @gusik4ever
the fastest growing GitHub repos in finance this week:

1. mvanhorn/last30days-skill (+2.1K ★)

AI agent skill that searches Reddit, X, YouTube, HN, Polymarket and the web in parallel — then scores results by upvotes, likes, and real money, not editors. drop it into Claude Code or OpenClaw. zero config to start.

2. ZhuLinsen/daily_stock_analysis (+1.2K ★)

LLM-powered stock analyzer for US, A-share and H-share markets. real-time news + multi-source data + decision dashboard with exact buy/stop/target levels. runs on GitHub Actions on a schedule at zero cost. pure automation.

3. juspay/hypers…
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Cochran Alleges Insider Trading Ahead of Trump Iran Strait Announcement

Adam Cochran claims $760M in leveraged oil positions were placed minutes before Trump's announcement on the Strait of Hormuz, alleging a pattern of more than 40 such insider-trading moments. The claims cite a @tradfi post and are presented without independent verification.

Original post · 1 min read
$760M in leveraged positions worth BILLIONS.

Right before Trump’s announcement that misconstrued the Iranian statements on Strait opening.

There have now been more than 40 of these insider trading moments, each worth $2B-$3B+

Trump’s inner circle has grifted the American public out of **hundreds of billions** of dollars.

Much of which was held by mutual funds, pension funds and retirement accounts.
tradfi news @tradfi
*: TRADERS PLACED $760M BET ON OIL DECLINE 20 MINUTES BEFORE IRAN'S FINMIN ANNOUNCED THE STRAIT WAS OPEN
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Ryan Mather Shares Tips for Getting Results From Claude Design

Anthropic's Ryan Mather posts a thread of tips for using Claude Design, which he says he uses across seven products on the verticals team. The first tip advises setting up a design system and core screens before prototyping. The thread references Anthropic's Claude Design launch built on Claude Opus 4.7.

Original post · 1 min read
🧵 My tips for getting the best results out of Claude Design! I’m on the verticals team at Anthropic which means I serve 7 different products. Claude Design makes it possible!
1. Set up your design system and your core screens. An hour of setup and refinement here is worth it
Claude @claudeai
Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude.

Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.
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Business World Investigates Geneva Network Tied to Pakistan Banking

A Geneva-Based Secret Ruler of Pakistan Controls India’s Banking Roots - BW Businessworld

Palak Shah promotes a Business World article alleging a Geneva-based network controls Pakistan's largest bank, bails out its government and hosts nuclear diplomacy, framed around an unpaid Serena Hotel bill. The post is a promotional link with sensational framing and limited detail.

Original post · 1 min read
🚨🚨🚨
A Geneva-Based Secret Ruler of Pakistan

Controls India’s Banking Roots

The unpaid Serena Hotel bill wasn’t just Pakistan’s humiliation — it was India’s wake-up call.

Inside story only in @BWBusinessworld @anuragbatrayo

businessworld.in/article/a-geneva-based-secret…
businessworld.inA Geneva-Based Secret Ruler of Pakistan Controls India’s Banking Roots - BW BusinessworldThe unpaid Serena Hotel bill wasn’t just Pakistan’s humiliation — it was India’s wake-up call. One Geneva-based network owns Pakistan’s largest bank, bails out
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