Chaotropy @chaotropy
Nothing ever posted is financial advice | Do your own due diligence | Only innovation prevents chaos. https://t.co/kfXZOyo0E7 chaotropy.com Earth Joined July 2024-
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@Ahmet_S_Ozcan Thank you for creating this fantastic dataset! I used it extensively in my latest article on the limits of non-physical intelligence. Would love to hear your thoughts. chaotropy.substack.com/p/non-physical…
I really hoped this post would age like milk. Didn’t expect such a clean miss. Just closed my entire $TENX position. Sometimes you just lose.
Lately I see a lot of hype posts on $TENX and the upcoming phase 3 readout of oral levosimendan in PH-HFpEF. I am not sure I like that, despite being long $TENX myself. This is a pure binary, and it may not even be possible to say with any certainty whether it is anywhere close
Just published my new article: "Non-Physical Intelligence Has A Ceiling" Link in comments.
$PLTR 🔥
My new article: $PLTR Is Building The "Brain of The Firm" Envisioned Half a Century Ago Link in comments.
Today, we announced our second quarter 2026 financial results and shared our latest business updates. Read our press release to learn more about our commercial progress and updates on our RAS/MAPK pathway driven pipeline programs. investor.verastem.com/news-releases/… #VerastemOnc
@beffjezos Maybe Petafab, but I don’t know yet.
Woe unto him that saith to the wood, ‘Awake!’ To the dumb stone, ‘Arise, it shall teach!’ Behold, it is laid over with gold and silver, and there is no breath at all in the midst of it. Habakkuk 2:19, King James Bible
I would say current AI with continual learning via RL and some auxiliary form of differentiable memory will be conscious
@zoink Woe unto him that saith to the wood, ‘Awake!’ To the dumb stone, ‘Arise, it shall teach!’ Behold, it is laid over with gold and silver, and there is no breath at all in the midst of it. Habakkuk 2:19, King James Bible
Somehow I missed this insightful interview with $CUE's new CEO, Dr. Shao-Lee Lin, when @LouBasenese published it in June. Really worth watching if you’re following CUE-221 and CUE-401. Disclosure: I am long $CUE. This is not financial advice. Do your own research.
"Food freedom." That's what @CueBiopharma CEO Dr. Shao-Lee Lin says $CUE is designed to deliver - not just allergy management. An IgE modulator targeting the root cause. Single-dose holding for 14+ weeks. Phase 2 data release in H2 2026. This full episode of The Upside
That’s by the way one of the reasons why I am long $PLTR. AI performance might just hit a ceiling and models might commoditize. The value is then in the deployment layer. This is not financial advice. Do your own research.
I might die on that hill, but outside of coding, Fable 5 seems vastly overrated to me. Prompt it to write a coherent article on a complex subject and you get the same AI slop as every model before. For weeks the only acceptable reaction to Fable was echoing the hype. Say
@spudgun888 Thank you! I give weight to that, but that doesn‘t change the fact that the POS is really hard to estimate here.
Lately I see a lot of hype posts on $TENX and the upcoming phase 3 readout of oral levosimendan in PH-HFpEF. I am not sure I like that, despite being long $TENX myself. This is a pure binary, and it may not even be possible to say with any certainty whether it is anywhere close to a coin flip. We have very thin phase 2 data which might not translate or even just be noise, generated in a different population using a different formulation and route of administration, in a relatively recently described and not well understood disease. I like simulating stuff, but in my opinion a simulation like this can at most show that an outcome is plausible, and says not much about how likely it is. The human organism is far too complex and too heterogeneous for reliable predictions. This is not financial advice. I am long $TENX. Do your own research.
$TENX announced on July 2 that the Phase 3 LEVEL results will be presented at ESC in Munich on August 29. In March I built a computational simulation of oral TID levosimendan (what they're using in phase 3) versus the weekly IV dosing from the phase 2 study. Figure from my
I might die on that hill, but outside of coding, Fable 5 seems vastly overrated to me. Prompt it to write a coherent article on a complex subject and you get the same AI slop as every model before. For weeks the only acceptable reaction to Fable was echoing the hype. Say anything short of “wow, this changes everything” and people decide you don’t know what you’re talking about. Kind of like the emperor’s new clothes.
@michaeljburry @StanphylCap Investors Need to Stop Kidding Themselves About M.B. Btw: why not try $PLTR's AI solutions at Lululemon?
@Mindset4Money_X They build the "Brain of The Firm". chaotropy.com/palantir-is-bu…
The growth of $PLTR’s revenue is still growing. That’s the second derivative. Apparently demand is surging for the brains of organizations that $PLTR builds. Disclosure: I am long $PLTR. This is not financial advice. Do your own research.
My new article: $PLTR Is Building The "Brain of The Firm" Envisioned Half a Century Ago Link in comments.
CombinatorialK @DParishanK
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Patrick Malone, MD Ph... @patricksmalone
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120K Followers 2K Following Münsterländer•Bestseller-Autor• Innenpolitik•Polizeigewerkschafter aus Überzeugung•Bundesvorsitzender DPolG BPOL•DPolG•Polizist•Hier persönl. Meinung.
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1.7M Followers 2 Following Claude is an AI assistant built by @anthropicai to be safe, accurate, and secure. Talk to Claude on https://t.co/ZhTwG8dz3D or download the app.
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