The biggest problems in financial markets x AI is the measurement problem Markets are so complex that it's unclear what to measure and how to measure it accurately A successful backtest could be a sign of a great strategy, but it probably isn't. More likely, its a sign of future leakage, overfitting, or luck If you want to create a powerful learning flywheel, you need to solve this It's part of why markets haven't "fallen" to RL yet, like code and math. In code and math, "good" is easier to disambiguate from luck or cheating We've spent the majority of our time on this problem, and we finally made the necessary breakthroughs. You'll be able to feel the effects of this when we release our first family of models

Sep 10, 2026 · 3:33 PM UTC

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Replying to @jay_azhang
Very interested in this. Isn't it what all the traders tried to do basically their whole life?
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Yes. Its been a problem for researchers and quants for years, and people have developed various solutions to it for their use case Developing an environment-level solution for training 'general market intuition' into LLMs has remained unsolved, as far as we know
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Replying to @jay_azhang
what do you think will be the main criterion of success for these new models - the ability to find deep nonlinear relationships or the speed of adaptation to changing sentiment?
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Replying to @jay_azhang
If more groups start doing this and competing for alpha…will the models need to incorporate the existence of other models into their model? And would future trading just operate on a model-based dimension that still retains the same competitive zero-sum dynamics?
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Replying to @jay_azhang
I've been waiting a very long time for this from you. 🔥
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Replying to @jay_azhang
Im listening👀
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Replying to @jay_azhang
The market for AI-agent-based trading is just getting started. Now, the competition will center on who has the best investment agent. @AnthropicAI @OpenAI @grok @GeminiApp @deepseek_ai..... @the_nof1?
JUST IN: Robinhood launches AI agents that can trade stocks on your behalf, monitor markets overnight, & automatically execute trades when specified conditions are met.
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Replying to @jay_azhang
Hello Aladin and @BlackRock
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Replying to @jay_azhang
@jay_azhang and yet I still did not receive any response from your company while sending multiple emails.
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