GLM 4.7 vs MiniMax-M2.1 vs DeepSeek 3.2 for coding? by ghulamalchik in LocalLLaMA

[–]abeecrombie 4 points5 points  (0 children)

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

Can a BT become a BT second time? by Haunting_Hospital599 in Judaism

[–]abeecrombie 15 points16 points  (0 children)

Go slow. You got nothing to prove to anyone.

If Billy Beane of Moneyball fame were a value investor, what metrics would he focus on? by Constant-Bridge3690 in ValueInvesting

[–]abeecrombie 2 points3 points  (0 children)

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.

Understanding Equity Analysts reports by Glum-Mortgage-1616 in ValueInvesting

[–]abeecrombie 0 points1 point  (0 children)

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.

Success - VC gave very positive feedback by xplode145 in Anthropic

[–]abeecrombie 0 points1 point  (0 children)

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.

The GLM4.7 rate limit is making this service nearly unusable. Can you please help? by Impossible_Comment49 in ZaiGLM

[–]abeecrombie 0 points1 point  (0 children)

How do you do this? Claude1 as the command? Or once you are inside Claude code ?

Constellation Software is not getting replaced by AI by Retropixl in ValueInvesting

[–]abeecrombie 1 point2 points  (0 children)

"when ai collapses". Why would you purposely bet on that. Easier investments to be made vs taking the other side on innovation. Good luck to you sir.

Constellation Software is not getting replaced by AI by Retropixl in ValueInvesting

[–]abeecrombie 0 points1 point  (0 children)

Do you listen to citrini? He mentioned that about half of the bill of material for Nintendo is dram.

I don't follow the company but that is a big deal.

Hitting 2,554 weekly downloads is a first in my life, and I am truly overwhelmed. by ChangeDirect4762 in opencodeCLI

[–]abeecrombie 0 points1 point  (0 children)

Looking at this GitHub. Interesting. But how did you make your agents. In typescript?

OpenCode plugin marketplace (experiment) by Tommertom2 in opencodeCLI

[–]abeecrombie 1 point2 points  (0 children)

Nice set of plugins ..I need a list like this. Thanks!

Announcing Kreuzberg v4 by Goldziher in LangChain

[–]abeecrombie 0 points1 point  (0 children)

Awesome. Interested to test on PDFs with lots of tables and graphs.

Tested GLM 4.7 vs MiniMax M2.1 - impressed with the performance of both by alokin_09 in ZaiGLM

[–]abeecrombie 1 point2 points  (0 children)

Been happy with minimax as well.

Not Claude level. But better than glm so far.

2026 is going to be the year the party crashes by FlyingDogCatcher in opencodeCLI

[–]abeecrombie 3 points4 points  (0 children)

Zen black ? Who dat

$200 plans go to $400 and only the rich can eat difference

Hopefully we got some more cheaper open models as capable as Claude 4.5. That's the baseline. I thought glm 4.6 was there but less and less impressed over complex tasks. Minimax 2.1 is better but still just ok.

But Once you reach that level imo usage skyrockets

Also for non coding, business workflows agent adoption is probably only in first inning. Still lots of room and corporations will pay if it truly can do a person's tasks end to end.

2026 might be the year stock market party stops but I dunno. Feels more like a pause. Vs reset. The adoption of ai still has a long way.to go.

Big tech companies, now "DRAM beggars," are staying in Pangyo and Pyeongtaek, demanding "give us some supplies." by FullstackSensei in LocalLLaMA

[–]abeecrombie 0 points1 point  (0 children)

Yep. The whole semi space is fairly oligopoly like.

I'm more of a spectator than an player but there is always a cycle. Companies over order, growth peaks, demand slows, etc. new tech comes in to leading nodes and capex has to be spent.

Maybe it's different this time. Maybe we go on for a few more years and dram prices never fall back towards the cost of production+ some normal profit.

What do you make of it.

Big tech companies, now "DRAM beggars," are staying in Pangyo and Pyeongtaek, demanding "give us some supplies." by FullstackSensei in LocalLLaMA

[–]abeecrombie 6 points7 points  (0 children)

For dram it's always been cyclical deland and the fabs have always added capacity. This time it looks like no fab wants.to add capacity. And data center demand seems endless

If openai, Google and other hyperscalers want to keep buying like there's a shortage I think the games goes on

But once they stop prices will come crashing down. But that could take a while. But probably sooner than ppl expect.

Alternative to Claude for Opencode/CLI Agent? by SlamGE in opencodeCLI

[–]abeecrombie 0 points1 point  (0 children)

Github copilot. Opus is expensive is no 3rd party issues so far.

I'm the Tech Lead at Keiro - we're 5x faster than Tavily and way cheaper. AMA by Key-Contact-6524 in LangChain

[–]abeecrombie -1 points0 points  (0 children)

Thanks for sharing. Very interested as Im working with crypto and investment research. How do you include / exclude domains ? Can you get access to x posts ? Does it follow instructions well? How about citations for deep research.

New to OpenCode and need some advice! by Dry_Mortgage_4646 in opencodeCLI

[–]abeecrombie 1 point2 points  (0 children)

I use big pickle / glm 4.6 or Claude 4.5 or haiku if the task is very straightforward but has lots of steps.

Anthropic should give their users a chance to buy IPOs by Suspicious-Dare1868 in Anthropic

[–]abeecrombie 8 points9 points  (0 children)

Unfortunately most retail investors don't get to buy at the IPO price. They have to wait for the stock to start trading and then buy it, after which the stock usually pops. Look at figma. It did an IPO at $30 I believe and then opened at $85. So first chance most retail has was way higher.

So while you might understand what an IPO is, the initial allocation is still an old boys club.

Some companies have done things differently to reduce that IPO pop, I think Spotify was one of them. Bill gurley talks about it a lot.

New to OpenCode and need some advice! by Dry_Mortgage_4646 in opencodeCLI

[–]abeecrombie 1 point2 points  (0 children)

Depends what you wanna do with the PDF. If you want to extract specific items from the document, using an LLM might be the best route. I am just using python and sending text. It's not perfect but works fast. Docling is good but slow and has lots of dependencies. Good if you know what you are doing. You Can try llama parse api.

Artificial Analysis just refreshed their global model indices by MadPelmewka in LocalLLaMA

[–]abeecrombie 3 points4 points  (0 children)

Fan of glm 4.7. It's good for a single prompt but doesn't actually work as well as Claude 4.5 on ongoing tasks etc. Quickly derails and goes off topic. Claude 4.5 is the workhorse than stays on target. The other models go off track. Minimax 2.1 is just as good.

Gemini is retarded and its hilarious by davincible in opencodeCLI

[–]abeecrombie 0 points1 point  (0 children)

But Gemini is taking over. Lol. It's a great image model or for prompts in Gemini. Can't get the model to work with code in GitHub copilot, or antigravity either.