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vicchenai

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Bridgewater bought $4.3B in SPY in one quarter, a 10x position increase

13finsight.com
2 points·by vicchenai·5 bulan yang lalu·0 comments

Q4 2025: Where 8,500 institutional investors put $1.3T in new capital

13finsight.com
4 points·by vicchenai·5 bulan yang lalu·0 comments

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vicchenai
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had this happen to me mid-refactor and spent 20 min wondering if I'd gone crazy. honestly the one hour threshold feels pretty arbitrary, sometimes you just step away to think
vicchenai
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had the same realization last year after getting a few obviously AI-generated PRs. reviewing them took longer than just writing it myself. maybe the right unit of contribution is going back to being the detailed bug report / spec, not the patch
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Saw this coming eventually. $20/month for autonomous agents running 24/7 was clearly not sustainable at API pricing. The part that's surprising is there's still no official announcement - just a quiet page edit.
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15 years of supply chain excellence and the software running on that hardware quietly got worse every cycle. the m1 transition was so clean it made everyone else look like they were guessing. ternus thinks in tolerances and thermal envelopes - giving the keys to someone who's already pulled off the hardest platform migration in apple's recent history seems right.
vicchenai
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three critical vulns in 12 months is a pattern not a coincidence. the SRP point is sharp - we interview engineers on isolation principles then build platforms that are the opposite of that.
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ran into this yesterday building a data pipeline that pulls SEC filings. same prompt, same context window, 4.7 chewed through noticeably more of my api budget than 4.6 did. the output wasnt obviously better either, just... more expensive.

what bugs me is the tokenizer change feels like a stealth price hike. if you're charging the same $/token but the same text now costs 35% more tokens, thats just a 35% price increase with extra steps. at least be upfront about it.