Ok on va prendre la foudre

Fascinating. Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.

10 days ago, i gave my LLM $10k to trade with and a ton of research tools as an experiment the system is built on top of what i built with aibottlenecks.app and uses: - X signals + X websearch(manual selection of top voices + automated search) - @perplexity_ai research - @tavilyai - Company filings - Earnings, analyst targets etc - News - Technical and catalysts - private reports I limited the scope to 223 stocks in AI infra, energy and robotics. But I didn’t ask it for "stock picks", I asked it to run a portfolio. Every session, MiniMax M3, running through @nebiustf, must decide what to buy, hold, add, trim or avoid. For every stock, it produces: → A target weight → 1, 5 and 20 session forecasts → A stop loss → A profit taking ladder → A time stop → A rationale, counterargument and invalidation trigger Then a deterministic risk engine gets the final word. It checks concentration, correlations, basket exposure and position size. Every call is timestamped, every trade fills at the next observed close, and costs are included. Nothing gets rewritten after the fact. The most interesting trade so far? $AMD The bot started building the position on September 15. A few sessions later, AMD had jumped 9.9% in one day on 2.3x normal volume. The position was up 22.6%. The thesis was still improving. But RSI had reached 72.9. The analyst consensus target had effectively caught up with the price. And the AI basket was already at its exposure limit. The model said hold, but the risk engine trimmed the position anyway. That is exactly the behavior I wanted! It liked the company but refused to let conviction become concentration. The portfolio it built includes: Compute: Micron, Nvidia, Broadcom, TSMC, Monolithic Power Power: Siemens Energy, BWXT, Caterpillar, First Solar, Mitsubishi Heavy, ABB, Cameco Robotics: HIWIN, Novanta, Tesla Early results, from a clean $10,000 start: Portfolio value: $10,471.69 Return: +4.72% Ahead of its benchmark: +4.31 points Executed trades: 114 Cash: 10% Very early. Most positions have only four or five observed sessions. And the first version already taught me something: The bot found too many “good” ideas. It opened 63 positions, often in tiny amounts. So I kept the same account and the full history, but changed the policy. It is now concentrating toward 25 positions, with larger minimum entries and one in, one out replacements. The experiment isn’t really wether or not a LLM can predict stocks, it’s more "can a model turn a mountain of messy info into repeatable, constrained and fully auditable decisions?" Now I can finally measure it will share more as the experiemnt continues... aibottlenecks.app/oracle (fictive money, not financial advice, just a fun experiment)

Imaginez simplement si on avait tous appris la physique avec ce genre d’outils Le futur va être grandiose

I'm completely floored this is another one-shot will need some refinement before sharing a link

Nubank rumoured to acquire Monzo for ~$13b. But who gets the 💰? My usual breakdown below 👇 Investors are likely to share a huge $9.3b of profits combined, on $1.9b invested. This represents a 5.8x blended, across 11 priced rounds. 🤑 The Founders & team will share about ~$2.0b. This is a super win for a company that had to take a down round mid-2020. My takeaways below: 1) Passion Capital's absolute home run 👑 @eileentso and Passion led each of Monzo's first three rounds. They also kept following-on in almost every round after that. The Seed alone will return nearly 200x! Across the three seed rounds they led, that's ~$1.6b of proceeds on ~$18m invested. Legendary. 2) Two huge absolute $ winners: Goodwater and Thrive 🏆 Goodwater led the Series C in Nov-17, at a $330m post. It will return over 20x the money. That round will generate the most absolute $ of all rounds at ~$2.0b. 📈 Thrive led the Jul-17 Series B round at $100m post money valuation, and is now looking at a cool~50x on its investment. Two amazing good calls within a few months of each other. 3) The crowd did great 🙌 Monzo raised three crowdfunding rounds, including the famous "£1m on Crowdcube in 96 seconds" in 2016. Those customers-turned-shareholders are sitting on ~35-80x of profits! Probably the second best-performing retail investment in UK tech history, after Revolut's own crowdcube campaign (where investors are now sitting on 1,000x+ paper gains). 4) Buying the dip paid off 📈 The Jun-20 down round (Novator, Nikesh Arora) came in at a ~$1.7b post money valuation. Interestingly, this is below the 2019 price. Back then, everyone thought Monzo might not make it. That round will returns ~5.9x and about $1.6b. 5) The latest growth rounds: good, not great 😐 The Series H (ADQ, Tencent, Coatue) and Series I (CapitalG, GV, Hedosophia) make ~2.5x each. For the Series H specifically, after almost five years: respectable, not spectacular. 6) Team & Founders 🧑‍🤝‍🧑🫂 Firstly: mega congrats to @tomblomfield, TS Anil and the whole team. This would be an incredibly outcome and it is definitely one to be celebrated. The team here will do very well, despite Monzo raising eleven rounds and diluting meaningfully. I estimate that Founders & ESOP will get about 15% of the outcome, or ~$2.0bn.