AI Engineer at @FundaAI. All views are my own and do not constitute financial or investment advice. Not my employer's opinion.

Toronto, Ontario
Joined April 2015
👀
We rarely mention another company in the title of a company’s preview. This quarter’s $GOOG preview marks only the second time we’ve done so. The first was last quarter’s APP preview, where we put Unity directly in the title. We’ll soon be doing so for a third time.
137
We are using it🫡 it’s 4x faster
Introducing tsrs: a Rust port of the TypeScript compiler 🦀 We are not forking TypeScript! ◆ In close collaborating with the TypeScript team ◆ Up to 8x faster than TS 7.0 & ~70% less memory ◆ Runs in WASM, so it works in your browser & on Workers ◆ Soon part of the Oxc toolchain npx tsrs blog.cloudflare.com/typescri…
4
3,382
Bread🍞 retweeted
Oh it’s over over
193
162
82
3,743
707,464
Bread🍞 retweeted
Replying to @FundaAI
@FundaAI is now at #8 on the Finance leaderboard, helped by a popular post on Physical AI. We expect to widen and deepen coverage on all things AI adjacent, so watch this space. We'll shortly publish some thoughts on $meta Wonder, the state of Meta's compute demands, and likely capex needs.
2
1
20
4,091
spent $1000 for benchmarking a new prompt 🫪
2
6
4,636
I really dislike OpenAI's policy of frequent resets. It creates a sense of underlying anxiety for engineers. if a project can only be completed by relying on resets, then the absence of resets implies incurring higher costs. Well...
1
35
5,638
Oh no, I left my jacket in Seoul.🥲
I'm going to go to South Korea next week.
2
14
6,836
Bread🍞 retweeted
Thank you for getting us into the top 10 of the Substack Finance leaderboard, and for saving me from having to explain to Lip Bu that I work for a top 11 Substack.
The TomorrowX Summit lineup keeps getting bigger. Ten new names joining us in Austin this November 17-18. Just added: Lip-Bu Tan (@Lipbutan1): Intel (@intel) David Sacks (@DavidSacks): Craft Ventures (@craft_ventures) Brad Gerstner (@altcap): Altimeter (@AltimeterCap) Dina Powell McCormick (@DinaPowellMcC): Meta (@Meta) Keller Cliffton (@Keller): Zipline (@Zipline) Clem Delangue (@clementdelangue): Hugging Face (@huggingface) Jed Finn: Morgan Stanley (@MorganStanley) Dr. Scott DeBoer: Micron (@MicronTech) Mo Zhou: FUNDA (@FundaAI) Drew Perkins: Eridu (@EriduAI) The lineup so far: Jensen Huang (@JensenHuang): Nvidia (@nvidia) David Solomon (@DavidSolomon): Goldman Sachs (@GoldmanSachs) Brian Armstrong: Coinbase (@coinbase) Jon Gray: Blackstone (@blackstone) Ali Ghodsi (@alighodsi): Databricks (@databricks) Marc Rowan: Apollo (@apolloglobal) Chase Lochmiller: Crusoe (@CrusoeAI) Arvind Jain: Glean (@glean) Aravind Srinivas: Perplexity (@perplexity_ai) Tony Xu (@t_xu): DoorDash (@DoorDash) Jitendra Mohan: Astera Labs (@AsteraLabs) Lin Qiao (@lqiao): Fireworks (@FireworksAI_HQ) Andrew Feldman: Cerebras (@cerebras) Scott Wu: Cognition AI (@cognition) Zach Dell: Base Power (@basepowerco) Joe Lonsdale: 8VC (@8vc) Guillermo Rauch (@rauchg): Vercel (@vercel) Michael Eisenberg: Aleph (@aleph) Rene Haas: Arm (@Arm) Glenn Solomon: Notable Capital (@notablecap) David George: a16z (@a16z) Dylan Field: Figma (@Figma) Matt Witheiler: Wellington (@Wellington_Mgmt) Howard Lindzon (@howardlindzon): Stocktwits (@Stocktwits) Hosted by @GavinSBaker @rbiscardi @AntonioGracias Register at the link in the replies.
6
3
1
40
7,865
Spent a few hundred bucks this weekend on evals. For stock analysis, Opus 5.5 orchestrator + Sonnet 5.5 subagents won 22–0 vs. task tool setup, and 6–0 vs. a LangGraph workflow at ~1/5 the cost and ~1/5 the time. No task tool, no framework. All you need is well-tuned prompts.
4
3
22
4,583
🤗
Replying to @FundaAI
@FundaAI is one of three that passed a recent audit of newsletters. The author says Funda's strongest signal comes with the fourth bullish mention of a stock - conviction building across successive research notes is a reason to follow the research over time. quantdata.uk/research/financ…
1
6
4,597
I'm going to go to South Korea next week.
1
9
10,044