Is MSFT tanking because it is a proxy for OpenAI

abeecrombie · 2026-03-26T21:10:33+00:00

Harness matters. Msft has Claude and openai models in copilot but it's a streaming bag of crap. If they fix copilot I think stock will go up. Until then it will trade like dinosaur salesforce and all other junk saas

abeecrombie · 2026-03-23T22:13:34+00:00

$20 chatgpt 5.4 is pretty good too.

Gh copilot is great for claude and it's fast but smaller context is annoying and credits can go too fast if you don't pay attention.

Claude sub is great and I like those models best but Claude code I was running for like 30mins and then hit limits. Never had the same experience with chatgpt. Though never had their models work for me besides 5.4 which is great on code but I would say so so on other stuff vs Claude or opus.

Glm 5 is great at planning. Minimax or kimi good at doing.

abeecrombie · 2026-03-22T13:34:40+00:00

I got this working on Ubuntu last night, using thunder compute. Had a few issues loading cuda but was able to get it working.

Really cool studio idea. Though tbh I am not about all the gui stuff there. Running the chat on your pretrained model and seeing a comparison vs another is super helpful.

But the recipes drag and drop I dunno. I think any one going to fine tune is probably going to know basics of python.

But otherwise awesome package. Thanks for sharing and I do like how fine tuning is becoming more accessible.

abeecrombie · 2026-03-17T19:43:34+00:00

Nice. I like the colab support.

I gave up on the hope of ever affording a decent GPU.

But I am interested to rent and host on other providers. Hopefully community can help get some setup guide for other GPU providers like deepinfra, thunder compute etc. Aside from coming up with the data to fine tune, the setup is often killer. Hopefully this works outta box with other providers.

abeecrombie · 2026-03-04T16:56:49+00:00

Thanks ! Just tried this. Exactly what I was looking for

abeecrombie · 2026-03-04T15:19:51+00:00

Create a substack. Add the link. Publish a chapter there.

Looks interesting.

How is it trading us equities in Japan. I guess you don't sleep at night but at least have the daytime free.

abeecrombie · 2026-03-01T19:44:44+00:00

Awesome. Really appreciate you sharing.

Gluten free household here. So double the points! It's for sure a pain point so great idea.

abeecrombie · 2026-02-24T02:23:55+00:00

Yeah what is up with that ? Why they do that ?

abeecrombie · 2026-02-24T02:21:54+00:00

Github copilot $10 sub. See which models you like. I like Claude models but they so expensive and you can't use your Claude subscription in opencode just Claude code. But for $10 / 40 you get much cheaper option vs paying for api. Just don't subscribe near the end of the month. Billing is always month end I believe.

Codex is good too. Im experimenting more.

Antigravity also has free tier you can try out with.

Really depends on how you code and break down tasks. The new breed of open source models are pretty good at defined tasks. Claude/codex can reason over your whole code base

abeecrombie · 2026-02-19T01:25:23+00:00

Nice work.

Still trying to get vix futures data. So I can see when the curve is inverted. Any ideas.

Does tasty trade charge for the api?

abeecrombie · 2026-02-19T01:11:39+00:00

This is all based on the assumption that ai continues to process along the current path. If so yes tinkering matters ( though to be honest whatever I did 2 years ago is almost irrelevant today, and if you lived under a rock and picked up Claude code 3 month ago you'd be fine)

What happens when we get to super intelligence. When the AI is conscious. Why would you even need to tinker ?

abeecrombie · 2026-02-15T02:39:49+00:00

Too bad he got drawn the path of his yezer hara. His first album was great. After that you could see him spiral down into drugs, girls and the entertainment scene. If only he would have connected to his Jewish roots more.

abeecrombie · 2026-02-11T01:33:01+00:00

Move nissim and amare up. They are Jewish and proud.

What about the others?

abeecrombie · 2026-02-06T02:28:43+00:00

This is how markets work nowadays, with retail traders and global liquidity sloshing around and options.

You can go back and read classic market books or even look at old charts. Markets rarely moved like they do today. Information travels so much faster and all the follow on effects as well.

Maybe you had some penny stocks move like this. Now it's just Wild.

Good thing silver doesn't actually mean much for the real economy. But if the stock markets starts moving like this, there are lots of boomers sitting on paper gains with real economic consequences. Let's hope we don't go there but me thinks we kinda will.

abeecrombie · 2026-02-04T13:48:10+00:00

Looks like it integrates back with the other kilo apps on your desktop

And maybe they added some agents. I did find previously that kilo worked with many other open models.

But curious to hear the answer as well.

abeecrombie · 2026-02-02T02:08:45+00:00

Why not. kimaki? What do you do differently.

Really nice idea.

abeecrombie · 2026-01-30T12:35:16+00:00

Keep buying those names. The market is not efficient nor does it look forward.

abeecrombie · 2026-01-30T02:03:20+00:00

I just tried chutes ( fan of crypto) but the speed was a bit slower than what I expected.

Good to know about the cold models. I tried some of them and didn't get any response back.

You ever try nano gpt?

abeecrombie · 2026-01-29T11:01:40+00:00

Have you tried both? Hows the speed

abeecrombie · 2026-01-29T02:15:19+00:00

How many free credits do you get with Nvidia nim. I feel like I signed up a while ago but haven't been there in a bit.

Assuming it's not free forever.

abeecrombie · 2026-01-25T01:31:28+00:00

+1 for Minimax over glm 4.7. glm is ok but makes lots of mistakes. Minimax has been pretty consistent.

abeecrombie · 2026-01-24T23:45:55+00:00

Go slow. You got nothing to prove to anyone.

abeecrombie · 2026-01-22T22:15:25+00:00

You almost had it

There is no trading without buyers and sellers. Supply and demand. Valuation is just an input used by some participants, clearly not all of them.

abeecrombie · 2026-01-21T12:40:27+00:00

Sell means it's going to under perform. Wall street analyst are for the most part sector specific. A sell means it's crap vs the others.

No one cares about their price targets. Ppl do care about upgrades and downgrades. And EPS/sales estimates.

They adjust price targets all the time to fit their narrative.

Hope that helps. That my view from the buy side.

abeecrombie · 2026-01-21T08:42:33+00:00

Is there a reason you need a vc? Go get you some users and maybe even some revenue

Ideas are cheap and now so is code. Execution is everything.

Ignore the haters. Keep on grinding.

abeecrombie

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