My Interests: ETFs, Market Making, AI applied to Financial Data, ETF Ecosystems, HFT and scalable trading systems buildout across the US and Middle East
Email: contact at cedrus75 dot com or DM on reddit
It's burnt me out too. I'm generating 10x more features and multitasking across 4 disparate projects. My greatest concern is I don't really have a strong connection to the underlying fundamentals anymore. I need to see how the things works to internalize it. Now I just trust that the agent wrote this piece correctly.
The productivity drive and the sheer feature set you can generate in record time makes it easy to forget proper sdlc hygiene.
The most resonant line for me. This line for me is about how good project management meets team culture. You want a high performant team: one that remains focused and motivated - but the goals are carrots, not sticks.
One takeaway from the article is that they had to get rid of the tried and tested fundamental building blocks of chip design to generate this advancement. I wonder if the same applies for mundane coding. Are the incredible innovations in AI coding actually hampered by rust and python? Should we let AI tools just code in the lowest level possible?
The well publicized disagreements are just diplomatic cover. The USA can look tough. Israel might back off for a little bit. Everyone looks good for a moment. Reason has prevailed. Then it'll all go back to Israel's criminal "gaza policy" in South Lebanon, continuing the wanton murder of 1000s of civilians under the guise of "they use children as shields". Well yeah, it's endless guerilla warfare and now hezb has drones. Diplomacy is the only way.
You'll eventually get exposure to it when it gets added in 12 months. Unless there are better profitability criteria. Ultimately it's all about market returns. If other indexes add it and outperform then eventually money will shift to those funds that do better.
It's an irrelevant point because ETFs incorporate more than just US stocks. You have global stocks (tens of thousands), options (a million expirations), bonds (3 million cusips) , crypto, futures, and the list goes on. And it becomes a combinatorial exercise...
The article is pointing out the lack of publicly listed companies in the USA. But we also have private stock in ETFs now. And not to mention a handful of blockbuster IPOs on the horizon, like SPCX.
I liked this framework when I used it years ago but I've become disillusioned with kdb.
I can ask Claude to write specialized rust based tick processing tools so quickly now. So the baseline use case for kdb is eroded away, at least for me.
I love kdb as a distributed services framework. But if I can write it with redis and python with Claude support in all the boilerplate I'm more likely to go that route.
Email: contact at cedrus75 dot com or DM on reddit