Reformed crypto degenerate turned horse racing maximalist. Solving difficult problems using statistics since 1998.
The industrial North
Joined October 2023
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Another productive day in software land. New release about to be pushed live.
And a profitable day at the races.
Keep those bug reports, suggestions and requests coming. They’re priceless and very much appreciated.
If your reported issue hasn’t been implemented yet, don’t worry, it’s sitting in queue in priority order 👍
I’m fixing and rerunning the pipeline. Chelmsford location data was missing and the weather report triggered a failure which led to the entire downstream pipeline failing for Chelmsford.
Full predictions will be live soon.
I never for a moment imagined that evolutionary search using a genetic algorithm would be this much fun.
Exactly. I see a lot of people building AI models to predict the mostly likely winner. But that’s a fools errand because the market is usually right, may as well pick the market favourite every time.
💯 and besides production system are much better when their output is deterministic, predictable and reliable .
She’s 100% correct.
Token minimising > tokenmaxxing
The days of tokenmaxxing might be over, y’all
Instead of using AI to build the kind of code we talk about in this video, token-heavy agentic loops are still the most broadly talked about area right now.
An article came out a few months ago about token minimization, but it seemed to be more about cutting employees off from their ability to use AI at all. Plus, let’s look at a very relevant case study indicating that token minimization isn’t really happening yet: Anthropic’s recent S1 filing.
About 80% of Anthropic’s revenue is billed per token rather than as flat monthly subscriptions, which includes developers building on the API and companies whose employees use Claude’s own apps, like Claude Code, on usage-based plans. Revenue thus grows with how long and how often agents run. The S1 filing shows that the top 5% of Claude Enterprise users who also use Claude Code spend about 20x more than those who don’t, net revenue retention is about 900%, and quarterly revenue went from $376M to $11.6B in six quarters.
And yes, many people have been doing this for a while - certainly software engineers who are used to building software & automations. I made coding guides on how to fine-tune open models for this exact thing over 3 years ago! But this hasn’t become *mainstream* yet - I advise companies, and I see it in tech-forward startups and among the most technically advanced people in larger corporations. Again, token-heavy agentic loops are still the most broadly talked about area right now. I think this knowledge of building actual software & systems that selectively use AI will become much more mainstream — after years of encouraging people to do it!